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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 52 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1021 PPC PILGRIMS PRIDE CORP Consumer Defensive 17,796.0 $694K 0.01% -2K -9.9% $38.99 -26.5%
1022 MIR MIRION TECHNOLOGIES INC Industrials 28,324.0 $663K 0.01% +867.0 +3.2% $23.42 -24.8%
1023 RALLIANT CORP 12,893.0 $656K 0.01% +264.0 +2.1% $50.91
1024 ESI ELEMENT SOLUTIONS INC Basic Materials 25,999.0 $650K 0.01% +558.0 +2.2% $24.99 +61.5%
1025 MHK MOHAWK INDS INC Consumer Cyclical 5,935.0 $649K 0.01% +279.0 +4.9% $109.30 -6.4%
1026 KMX CARMAX INC Consumer Cyclical 16,783.0 $648K 0.01% +519.0 +3.2% $38.64 +0.7%
1027 PIPER SANDLER COMPANIES 1,901.0 $646K 0.01% +39.0 +2.1% $339.71
1028 GTES GATES INDL CORP PLC Industrials 29,520.0 $634K 0.01% +666.0 +2.3% $21.47 +12.1%
1029 ETSY INC 11,281.0 $625K 0.01% +179.0 +1.6% $55.44
1030 SAM BOSTON BEER INC Consumer Defensive 3,201.0 $625K 0.01% -452.0 -12.4% $195.13 -6.0%
1031 TFX TELEFLEX INCORPORATED Healthcare 5,051.0 $616K 0.01% -17K -76.7% $122.04 +10.8%
1032 BOOT BOOT BARN HLDGS INC Consumer Cyclical 3,484.0 $615K 0.01% +61.0 +1.8% $176.47 -12.5%
1033 MMSI MERIT MED SYS INC Healthcare 6,776.0 $597K 0.01% +142.0 +2.1% $88.14 -27.8%
1034 CPB THE CAMPBELLS COMPANY Consumer Defensive 21,105.0 $588K 0.01% -224.0 -1.1% $27.87 -28.0%
1035 BMI BADGER METER INC Technology 3,368.0 $587K 0.01% +67.0 +2.0% $174.41 -31.1%
1036 PTGX PROTAGONIST THERAPEUTICS INC Healthcare 6,716.0 $587K 0.01% +165.0 +2.5% $87.34 +15.5%
1037 MC MOELIS & CO Financial Services 8,457.0 $581K 0.01% +148.0 +1.8% $68.74 -4.5%
1038 COLM COLUMBIA SPORTSWEAR CO Consumer Cyclical 10,541.0 $581K 0.01% -1K -11.3% $55.09 +11.4%
1039 GVA GRANITE CONSTR INC Industrials 4,989.0 $575K 0.01% +84.0 +1.7% $115.35 +10.6%
1040 AUB ATLANTIC UN BANKSHARES CORP Financial Services 16,289.0 $575K 0.01% +325.0 +2.0% $35.30 +6.7%
Page 52 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%