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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 51 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1001 HSIC HENRY SCHEIN INC Healthcare 10,773.0 $814K 0.01% -426.0 -3.8% $75.58 -2.8%
1002 QRVO QORVO INC Technology 9,610.0 $812K 0.01% +165.0 +1.8% $84.51 +16.9%
1003 MGM MGM RESORTS INTERNATIONAL Consumer Cyclical 21,988.0 $802K 0.01% $36.49 +3.2%
1004 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 17,023.0 $791K 0.01% +319.0 +1.9% $46.49 +2.9%
1005 MOOG INC 3,249.0 $791K 0.01% +65.0 +2.0% $243.55
1006 BEN FRANKLIN RESOURCES INC Financial Services 33,005.0 $788K 0.01% -200.0 -0.6% $23.89 +29.2%
1007 ERIE ERIE INDTY CO Financial Services 2,728.0 $782K 0.01% -25.0 -0.9% $286.65 -21.6%
1008 AIR LEASE CORP 12,008.0 $771K 0.01% +240.0 +2.0% $64.23
1009 MKTX MARKETAXESS HLDGS INC Financial Services 4,249.0 $770K 0.01% +64.0 +1.5% $181.25 -24.8%
1010 HUBS HUBSPOT INC Technology 1,912.0 $767K 0.01% -337.0 -15.0% $401.30 -50.6%
1011 PRIM PRIMORIS SVCS CORP Industrials 6,175.0 $767K 0.01% NEW $124.14 -14.1%
1012 CNXC CONCENTRIX CORP Technology 18,397.0 $765K 0.01% -2K -11.0% $41.58 -37.8%
1013 IPGP IPG PHOTONICS CORP Technology 10,519.0 $753K 0.01% -1K -10.1% $71.60 +68.3%
1014 HRL HORMEL FOODS CORP Consumer Defensive 31,310.0 $742K 0.01% -292.0 -0.9% $23.70 -11.1%
1015 GKOS GLAUKOS CORP Healthcare 6,564.0 $741K 0.01% +140.0 +2.2% $112.91 +23.1%
1016 GEF GREIF INC Consumer Cyclical 10,891.0 $737K 0.01% -1K -9.8% $67.70 -5.3%
1017 SMTC SEMTECH CORP Technology 9,918.0 $731K 0.01% +213.0 +2.2% $73.69 +92.5%
1018 EAT BRINKER INTL INC Consumer Cyclical 5,078.0 $729K 0.01% +99.0 +2.0% $143.52 -4.8%
1019 PTCT PTC THERAPEUTICS INC Healthcare 9,176.0 $697K 0.01% NEW $75.96 -6.5%
1020 SEALED AIR CORP NEW 16,815.0 $697K 0.01% +338.0 +2.0% $41.43
Page 51 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%