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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 41 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
801 MTDR MATADOR RES CO Energy 48,616.0 $2.1M 0.02% -5K -10.1% $42.44 +33.5%
802 CNC CENTENE CORP DEL Healthcare 50,051.0 $2.1M 0.02% -439.0 -0.9% $41.15 +43.7%
803 KEY KEYCORP Financial Services 99,755.0 $2.1M 0.02% -1K -1.3% $20.64 +4.5%
804 LSTR LANDSTAR SYS INC Industrials 14,294.0 $2.1M 0.02% -2K -10.7% $143.70 +35.0%
805 BYD BOYD GAMING CORP Consumer Cyclical 24,060.0 $2.1M 0.02% -3K -12.2% $85.24 -7.0%
806 CHRW C H ROBINSON WORLDWIDE INC Industrials 12,688.0 $2.0M 0.02% -116.0 -0.9% $160.76 +8.4%
807 ALKS ALKERMES PLC Healthcare 72,867.0 $2.0M 0.02% +54K +294.1% $27.98 +31.5%
808 OZK BANK OZK LITTLE ROCK ARK Financial Services 44,066.0 $2.0M 0.02% -5K -9.9% $46.02 +4.6%
809 MMS MAXIMUS INC Industrials 23,452.0 $2.0M 0.02% -3K -9.9% $86.32 -29.1%
810 BILL BILL HOLDINGS INC Technology 37,098.0 $2.0M 0.02% -5K -12.4% $54.54 -33.7%
811 BCO BRINKS CO Industrials 17,291.0 $2.0M 0.02% -2K -10.1% $116.73 -10.3%
812 ST SENSATA TECHNOLOGIES HLDG PL Technology 60,628.0 $2.0M 0.02% -7K -9.9% $33.29 +46.0%
813 DBX DROPBOX INC Technology 72,591.0 $2.0M 0.02% -13K -15.1% $27.80 -1.3%
814 BC BRUNSWICK CORP Consumer Cyclical 27,067.0 $2.0M 0.02% -3K -10.3% $74.24 +9.1%
815 TRMB TRIMBLE INC Technology 25,544.0 $2.0M 0.02% -248.0 -1.0% $78.35 -28.1%
816 QLYS QUALYS INC Technology 14,924.0 $2.0M 0.02% -2K -10.5% $132.90 -23.0%
817 PKG PACKAGING CORP AMER Consumer Cyclical 9,595.0 $2.0M 0.02% -90.0 -0.9% $206.23 +4.7%
818 CHTR CHARTER COMMUNICATIONS INC N Communication Services 9,448.0 $2.0M 0.02% -619.0 -6.2% $208.75 -30.5%
819 POST POST HLDGS INC Consumer Defensive 19,894.0 $2.0M 0.02% -2K -9.9% $99.05 -1.9%
820 GPN GLOBAL PMTS INC Industrials 25,422.0 $2.0M 0.02% -876.0 -3.3% $77.40 -5.3%
Page 41 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%