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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 42 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 IT GARTNER INC Technology 7,738.0 $2.0M 0.02% -470.0 -5.7% $252.28 -36.6%
822 OGS ONE GAS INC Utilities 24,970.0 $1.9M 0.02% -3K -9.9% $77.25 +6.8%
823 SAIC SCIENCE APPLICATIONS INTL CO Technology 19,154.0 $1.9M 0.02% -2K -11.5% $100.68 -0.7%
824 NJR NEW JERSEY RES CORP Utilities 41,805.0 $1.9M 0.02% -5K -9.9% $46.12 +24.2%
825 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 21,335.0 $1.9M 0.02% -188.0 -0.9% $89.92 -5.1%
826 L LOEWS CORP Financial Services 18,198.0 $1.9M 0.02% -240.0 -1.3% $105.31 +3.4%
827 LOPE GRAND CANYON ED INC Consumer Defensive 11,499.0 $1.9M 0.02% -1K -10.2% $166.31 -5.8%
828 BDC BELDEN INC Technology 16,357.0 $1.9M 0.02% -2K -10.6% $116.55 -9.0%
829 CDW CDW CORP Technology 13,978.0 $1.9M 0.02% -227.0 -1.6% $136.20 -18.6%
830 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 21,468.0 $1.9M 0.02% -506.0 -2.3% $88.21 +17.7%
831 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 26,770.0 $1.9M 0.02% -3K -10.7% $70.53 -7.7%
832 ELF E L F BEAUTY INC Consumer Defensive 24,819.0 $1.9M 0.02% -3K -9.4% $76.04 -30.4%
833 FTV FORTIVE CORP Technology 34,113.0 $1.9M 0.02% -3K -7.0% $55.21 +7.1%
834 AMKR AMKOR TECHNOLOGY INC Technology 47,323.0 $1.9M 0.02% -5K -9.9% $39.48 +66.5%
835 WMG WARNER MUSIC GROUP CORP Communication Services 60,715.0 $1.9M 0.02% -7K -9.9% $30.67 +13.2%
836 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 27,492.0 $1.9M 0.02% -284.0 -1.0% $67.39 +11.7%
837 MKC MCCORMICK & CO INC Consumer Defensive 27,200.0 $1.9M 0.02% -238.0 -0.9% $68.11 -29.8%
838 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 122,822.0 $1.8M 0.02% -14K -10.2% $15.06 -32.5%
839 CROX CROCS INC Consumer Cyclical 21,607.0 $1.8M 0.02% -4K -14.3% $85.52 +29.1%
840 GPC GENUINE PARTS CO Consumer Cyclical 14,935.0 $1.8M 0.02% -140.0 -0.9% $122.96 -20.4%
Page 42 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%