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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 40 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 MORN MORNINGSTAR INC Financial Services 9,928.0 $2.2M 0.02% -1K -12.1% $217.31 -17.3%
782 FCN FTI CONSULTING INC Industrials 12,596.0 $2.2M 0.02% -2K -14.1% $170.83 -9.8%
783 OLED UNIVERSAL DISPLAY CORP Technology 18,402.0 $2.1M 0.02% -2K -9.9% $116.78 -19.2%
784 AAON AAON INC Industrials 28,163.0 $2.1M 0.02% -3K -9.9% $76.25 +76.5%
785 EXPD EXPEDITORS INTL WASH INC Industrials 14,395.0 $2.1M 0.02% -320.0 -2.2% $149.01 +6.4%
786 SWX SOUTHWEST GAS HLDGS INC Utilities 26,737.0 $2.1M 0.02% -3K -9.6% $80.02 +12.4%
787 WST WEST PHARMACEUTICAL SVSC INC Healthcare 7,744.0 $2.1M 0.02% -69.0 -0.9% $275.14 +15.0%
788 LPX LOUISIANA PAC CORP Basic Materials 26,376.0 $2.1M 0.02% -3K -9.9% $80.76 -12.7%
789 WEX WEX INC Technology 14,271.0 $2.1M 0.02% -2K -9.8% $148.98 +1.1%
790 KBR KBR INC Industrials 52,850.0 $2.1M 0.02% -7K -11.2% $40.20 -16.8%
791 LVS LAS VEGAS SANDS CORP Consumer Cyclical 32,613.0 $2.1M 0.02% -814.0 -2.4% $65.09 -24.1%
792 GNTX GENTEX CORP Consumer Cyclical 91,119.0 $2.1M 0.02% -10K -10.1% $23.27 +2.5%
793 GEN GEN DIGITAL INC Technology 77,806.0 $2.1M 0.02% -1K -1.5% $27.19 -8.7%
794 HOMB HOME BANCSHARES INC Financial Services 76,070.0 $2.1M 0.02% -9K -10.1% $27.78 -4.2%
795 SIGI SELECTIVE INS GROUP INC Financial Services 25,142.0 $2.1M 0.02% -19K -43.0% $83.67 +8.4%
796 TYL TYLER TECHNOLOGIES INC Technology 4,620.0 $2.1M 0.02% -69.0 -1.5% $453.95 -31.0%
797 STZ CONSTELLATION BRANDS INC Consumer Defensive 15,143.0 $2.1M 0.02% -339.0 -2.2% $137.96 +8.4%
798 DGX QUEST DIAGNOSTICS INC Healthcare 11,977.0 $2.1M 0.02% -172.0 -1.4% $173.53 +12.5%
799 AMCOR PLC 247,794.0 $2.1M 0.02% -2K -0.8% $8.34
800 CNX CNX RES CORP Energy 56,114.0 $2.1M 0.02% -9K -14.1% $36.77 -4.0%
Page 40 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%