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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 44 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
861 TCBI TEXAS CAP BANCSHARES INC Financial Services 18,996.0 $1.7M 0.02% -2K -10.1% $90.54 +9.8%
862 J JACOBS SOLUTIONS INC Industrials 12,838.0 $1.7M 0.02% -122.0 -0.9% $132.46 -13.4%
863 KRC KILROY RLTY CORP Real Estate 45,297.0 $1.7M 0.02% -5K -9.9% $37.37 -9.1%
864 ALKT ALKAMI TECHNOLOGY INC Technology 73,249.0 $1.7M 0.02% -467.0 -0.6% $23.07 -27.2%
865 WHR WHIRLPOOL CORP Consumer Cyclical 23,368.0 $1.7M 0.02% -2K -9.5% $72.14 -40.9%
866 CNO CNO FINL GROUP INC Financial Services 39,684.0 $1.7M 0.02% -5K -11.3% $42.47 +11.3%
867 INVH INVITATION HOMES INC Real Estate 60,556.0 $1.7M 0.02% -573.0 -0.9% $27.79 +5.4%
868 LII LENNOX INTL INC Industrials 3,428.0 $1.7M 0.02% -38.0 -1.1% $485.58 -0.2%
869 KNF KNIFE RIVER CORP Basic Materials 23,583.0 $1.7M 0.02% -3K -9.9% $70.35 +2.6%
870 TXT TEXTRON INC Industrials 18,890.0 $1.6M 0.02% -395.0 -2.0% $87.17 +5.3%
871 DLB DOLBY LABORATORIES INC Technology 25,463.0 $1.6M 0.02% -3K -9.9% $64.22 -14.8%
872 POOL POOL CORP Industrials 7,123.0 $1.6M 0.02% +258.0 +3.8% $228.75 -19.3%
873 AVT AVNET INC Technology 33,847.0 $1.6M 0.02% -5K -12.6% $48.08 +78.7%
874 DECK DECKERS OUTDOOR CORP Consumer Cyclical 15,647.0 $1.6M 0.02% -430.0 -2.7% $103.67 +2.9%
875 FEDERATED HERMES INC 30,756.0 $1.6M 0.02% -3K -9.9% $52.07
876 MSM MSC INDL DIRECT INC Industrials 19,040.0 $1.6M 0.02% -2K -9.7% $84.10 +26.6%
877 EPR EPR PPTYS Real Estate 31,688.0 $1.6M 0.02% -3K -9.9% $49.90 +17.5%
878 FFIV F5 INC Technology 6,192.0 $1.6M 0.02% -34.0 -0.6% $255.26 +54.2%
879 SMCI SUPER MICRO COMPUTER INC Technology 53,839.0 $1.6M 0.02% -496.0 -0.9% $29.27 +21.6%
880 JBHT HUNT J B TRANS SVCS INC Industrials 8,080.0 $1.6M 0.02% -212.0 -2.6% $194.34 +33.2%
Page 44 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%