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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 5 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ADBE ADOBE INC Technology 50,631.0 $17.7M 0.19% -1K -2.2% $349.99 -30.3%
82 SPGI S&P GLOBAL INC Financial Services 33,288.0 $17.4M 0.18% -586.0 -1.7% $522.59 -20.2%
83 RBC RBC BEARINGS INC Industrials 38,519.0 $17.3M 0.18% +1K +3.7% $448.43 +27.3%
84 FN FABRINET Technology 37,934.0 $17.3M 0.18% -4K -8.7% $455.28 +54.5%
85 TXN TEXAS INSTRS INC Technology 97,555.0 $16.9M 0.18% -980.0 -1.0% $173.49 +75.7%
86 UNP UNION PAC CORP Industrials 71,817.0 $16.6M 0.17% -726.0 -1.0% $231.32 +14.9%
87 BLK BLACKROCK INC Financial Services 15,493.0 $16.6M 0.17% -118.0 -0.8% $1070.34 -0.6%
88 COF CAPITAL ONE FINL CORP Financial Services 68,267.0 $16.5M 0.17% -1K -1.5% $242.36 -23.0%
89 STRL STERLING INFRASTRUCTURE INC Industrials 53,162.0 $16.3M 0.17% +9K +20.7% $306.23 +145.6%
90 WMB WILLIAMS COS INC Energy 266,473.0 $16.0M 0.17% +16K +6.6% $60.11 +29.6%
91 MRCY MERCURY SYS INC Industrials 219,363.0 $16.0M 0.17% -6K -2.7% $73.01 +32.0%
92 ANET ARISTA NETWORKS INC Technology 120,980.0 $15.9M 0.17% -1K -1.0% $131.03 +13.4%
93 AME AMETEK INC Industrials 76,238.0 $15.7M 0.17% +9K +13.3% $205.31 +8.7%
94 BSX BOSTON SCIENTIFIC CORP Healthcare 159,592.0 $15.2M 0.16% -1K -0.9% $95.35 -40.1%
95 PFE PFIZER INC Healthcare 609,456.0 $15.2M 0.16% -6K -0.9% $24.90 +4.2%
96 ESE ESCO TECHNOLOGIES INC Technology 77,052.0 $15.1M 0.16% +4K +5.7% $195.39 +50.1%
97 FFIN FIRST FINL BANKSHARES INC Financial Services 503,929.0 $15.1M 0.16% +27K +5.6% $29.87 +7.8%
98 MTN VAIL RESORTS INC Consumer Cyclical 110,611.0 $14.7M 0.15% -14K -11.0% $132.80 -4.5%
99 LOW LOWES COS INC Consumer Cyclical 60,207.0 $14.5M 0.15% -533.0 -0.9% $241.16 -9.9%
100 PANW PALO ALTO NETWORKS INC Technology 78,675.0 $14.5M 0.15% +835.0 +1.1% $184.20 +37.3%
Page 5 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%