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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 50 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
981 JBT MAREL CORPORATION 5,940.0 $895K 0.01% +118.0 +2.0% $150.67
982 CAG CONAGRA BRANDS INC Consumer Defensive 51,382.0 $889K 0.01% -562.0 -1.1% $17.31 -21.7%
983 SITM SITIME CORP Technology 2,506.0 $885K 0.01% +59.0 +2.4% $353.19 +106.3%
984 PK PARK HOTELS & RESORTS INC Real Estate 83,193.0 $870K 0.01% -9K -9.9% $10.46 +10.0%
985 CIVITAS RESOURCES INC 31,951.0 $866K 0.01% -7K -17.0% $27.09
986 LNC LINCOLN NATL CORP IND Financial Services 19,321.0 $860K 0.01% +421.0 +2.2% $44.53 -19.1%
987 GNRC GENERAC HLDGS INC Industrials 6,303.0 $860K 0.01% -59.0 -0.9% $136.37 +98.1%
988 ASGN ASGN INC Technology 17,771.0 $856K 0.01% -2K -12.2% $48.17 -56.5%
989 FRT FEDERAL RLTY INVT TR NEW Real Estate 8,429.0 $850K 0.01% -80.0 -0.9% $100.80 +18.8%
990 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 18,185.0 $849K 0.01% -182.0 -1.0% $46.68 -8.8%
991 LUMN LUMEN TECHNOLOGIES INC Communication Services 107,846.0 $838K 0.01% +2K +2.0% $7.77 +21.1%
992 PAYC PAYCOM SOFTWARE INC Technology 5,248.0 $836K 0.01% -180.0 -3.3% $159.36 -13.6%
993 EMN EASTMAN CHEM CO Basic Materials 13,037.0 $832K 0.01% +611.0 +4.9% $63.83 +16.1%
994 NSA NATIONAL STORAGE AFFILIATES Real Estate 29,458.0 $831K 0.01% -3K -9.7% $28.21 +51.4%
995 JXN JACKSON FINANCIAL INC Financial Services 7,769.0 $829K 0.01% $106.65 +0.3%
996 MOS MOSAIC CO NEW Basic Materials 34,073.0 $821K 0.01% -324.0 -0.9% $24.09 -6.6%
997 CHH CHOICE HOTELS INTL INC Consumer Cyclical 8,602.0 $819K 0.01% -944.0 -9.9% $95.26 +18.7%
998 MTCH MATCH GROUP INC NEW Communication Services 25,344.0 $818K 0.01% -734.0 -2.8% $32.29 +10.9%
999 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 16,673.0 $816K 0.01% -171.0 -1.0% $48.94 -1.2%
1000 AOS SMITH A O CORP Industrials 12,177.0 $814K 0.01% -212.0 -1.7% $66.88 -14.4%
Page 50 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%