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Portfolio (Quarterly) Guide ↗

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

· CIK 0000922127
13F Portfolio $9.5B AUM 1,364 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 41 New 416 Added 850 Reduced 30 Exited
Page 4 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MLI MUELLER INDS INC Industrials 186,749.0 $21.4M 0.23% -23K -10.8% $114.80 +16.4%
62 LIN LINDE PLC Basic Materials 50,126.0 $21.4M 0.23% -694.0 -1.4% $426.39 +20.7%
63 AXP AMERICAN EXPRESS CO Financial Services 57,697.0 $21.3M 0.22% -1K -1.9% $369.95 -16.3%
64 PEP PEPSICO INC Consumer Defensive 146,871.0 $21.1M 0.22% -2K -1.1% $143.52 +3.7%
65 T AT&T INC Communication Services 835,396.0 $20.8M 0.22% -42K -4.8% $24.84 +0.4%
66 GEV GE VERNOVA INC Utilities 31,182.0 $20.4M 0.21% -457.0 -1.4% $653.57 +59.7%
67 QCOM QUALCOMM INC Technology 114,988.0 $19.7M 0.21% -2K -1.6% $171.05 +18.4%
68 APP APPLOVIN CORP Technology 29,062.0 $19.6M 0.21% -279.0 -0.9% $673.82 -27.9%
69 TJX TJX COS INC NEW Consumer Cyclical 126,431.0 $19.4M 0.20% -2K -1.3% $153.61 +3.6%
70 VZ VERIZON COMMUNICATIONS INC Communication Services 470,894.0 $19.2M 0.20% -4K -0.9% $40.73 +17.4%
71 SCHW SCHWAB CHARLES CORP Financial Services 190,462.0 $19.0M 0.20% -6K -3.1% $99.91 -9.8%
72 AMGN AMGEN INC Healthcare 57,971.0 $19.0M 0.20% -520.0 -0.9% $327.31 +3.1%
73 GILD GILEAD SCIENCES INC Healthcare 153,893.0 $18.9M 0.20% -2K -1.1% $122.74 +6.3%
74 NEE NEXTERA ENERGY INC Utilities 235,175.0 $18.9M 0.20% $80.28 +11.7%
75 UBER UBER TECHNOLOGIES INC Technology 223,168.0 $18.2M 0.19% -3K -1.3% $81.71 -8.7%
76 BA BOEING CO Industrials 83,935.0 $18.2M 0.19% +2K +2.6% $217.12 +1.1%
77 ACN ACCENTURE PLC IRELAND Technology 66,582.0 $17.9M 0.19% -924.0 -1.4% $268.30 -33.7%
78 NOW SERVICENOW INC Technology 115,998.0 $17.8M 0.19% +93K +394.3% $153.19 -34.9%
79 INTC INTEL CORP Technology 481,403.0 $17.8M 0.19% +7K +1.5% $36.90 +221.1%
80 KLAC KLA CORP Technology 14,593.0 $17.7M 0.19% +290.0 +2.0% $1215.08 +51.6%
Page 4 of 69  ·  1,362 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.0%
Financial Services 13.2%
Industrials 11.7%
Consumer Cyclical 10.5%
Healthcare 10.4%
Communication Services 8.3%
Consumer Defensive 4.2%
Real Estate 3.3%
Energy 3.3%
Utilities 2.9%