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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 49 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
961 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 15,802.0 $1.0M 0.01% +315.0 +2.0% $66.39 +12.9%
962 GT GOODYEAR TIRE & RUBR CO Consumer Cyclical 119,092.0 $1.0M 0.01% -13K -9.8% $8.76 -32.8%
963 FOX FOX CORP Communication Services 15,933.0 $1.0M 0.01% -207.0 -1.3% $64.93 -11.8%
964 WLK WESTLAKE CORPORATION Basic Materials 13,880.0 $1.0M 0.01% -2K -9.9% $73.94 +19.8%
965 SWKS SKYWORKS SOLUTIONS INC Technology 15,962.0 $1.0M 0.01% -125.0 -0.8% $63.41 +30.0%
966 HOG HARLEY DAVIDSON INC Consumer Cyclical 49,168.0 $1.0M 0.01% -7K -12.4% $20.49 +15.8%
967 OLN OLIN CORP Basic Materials 47,495.0 $989K 0.01% -5K -10.3% $20.83 +25.0%
968 KMPR KEMPER CORP Financial Services 24,366.0 $988K 0.01% -5K -15.9% $40.54 -26.7%
969 CXT CRANE NXT CO Industrials 20,552.0 $967K 0.01% -2K -9.9% $47.07 -12.7%
970 BLKB BLACKBAUD INC Technology 15,264.0 $967K 0.01% -2K -11.2% $63.32 -53.3%
971 MOH MOLINA HEALTHCARE INC Healthcare 5,533.0 $960K 0.01% -356.0 -6.0% $173.54 +6.1%
972 FLO FLOWERS FOODS INC Consumer Defensive 87,887.0 $956K 0.01% -10K -9.9% $10.88 -27.0%
973 XRAY DENTSPLY SIRONA INC Healthcare 83,048.0 $949K 0.01% -9K -9.8% $11.43 -10.7%
974 AWI ARMSTRONG WORLD INDS INC NEW Industrials 4,929.0 $942K 0.01% +83.0 +1.7% $191.10 -17.6%
975 IDCC INTERDIGITAL INC Technology 2,942.0 $937K 0.01% +52.0 +1.8% $318.38 -18.0%
976 SANM SANMINA CORPORATION Technology 6,236.0 $936K 0.01% +267.0 +4.5% $150.07 +64.2%
977 APA APA CORPORATION Energy 38,077.0 $931K 0.01% -699.0 -1.8% $24.46 +58.6%
978 PBF PBF ENERGY INC Energy 34,231.0 $928K 0.01% -4K -9.8% $27.12 +48.3%
979 CTRE CARETRUST REIT INC Real Estate 25,522.0 $923K 0.01% +845.0 +3.4% $36.16 +13.8%
980 CAR AVIS BUDGET GROUP Industrials 7,032.0 $902K 0.01% -770.0 -9.9% $128.32 +30.2%
Page 49 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%