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Portfolio (Quarterly) Guide ↗

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

· CIK 0000922127
13F Portfolio $9.5B AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1351 New
Page 53 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 BMI BADGER METER INC Technology 3,301.0 $589K 0.01% NEW $178.58 -32.7%
1042 SEALED AIR CORP NEW 16,477.0 $582K 0.01% NEW $35.35
1043 MTH MERITAGE HOMES CORP Consumer Cyclical 7,971.0 $577K 0.01% NEW $72.43 -11.8%
1044 BOOT BOOT BARN HLDGS INC Consumer Cyclical 3,423.0 $567K 0.01% NEW $165.72 -6.8%
1045 AUB ATLANTIC UN BANKSHARES CORP Financial Services 15,964.0 $563K 0.01% NEW $35.29 +6.7%
1046 RDDT REDDIT INC Communication Services 2,436.0 $560K 0.01% NEW $229.99 -36.2%
1047 ALKS ALKERMES PLC Healthcare 18,492.0 $555K 0.01% NEW $30.00 +23.2%
1048 RALLIANT CORP 12,629.0 $552K 0.01% NEW $43.73
1049 MMSI MERIT MED SYS INC Healthcare 6,634.0 $552K 0.01% NEW $83.23 -23.5%
1050 RDN RADIAN GROUP INC Financial Services 15,173.0 $550K 0.01% NEW $36.22 +3.8%
1051 FTDR FRONTDOOR INC Consumer Cyclical 8,160.0 $549K 0.01% NEW $67.29 -8.6%
1052 TGTX TG THERAPEUTICS INC Healthcare 15,199.0 $549K 0.01% NEW $36.13 +10.1%
1053 BCPC BALCHEM CORP Basic Materials 3,636.0 $546K 0.01% NEW $150.06 +7.8%
1054 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,202.0 $538K 0.01% NEW $244.45 -24.2%
1055 GVA GRANITE CONSTR INC Industrials 4,905.0 $538K 0.01% NEW $109.65 +16.4%
1056 AX AXOS FINANCIAL INC Financial Services 6,315.0 $535K 0.01% NEW $84.65 +1.5%
1057 ARWR ARROWHEAD PHARMACEUTICALS IN Healthcare 15,487.0 $534K 0.01% NEW $34.49 +119.0%
1058 STEP STEPSTONE GROUP INC Financial Services 8,095.0 $529K 0.01% NEW $65.31 -20.4%
1059 ABCB AMERIS BANCORP Financial Services 7,194.0 $527K 0.01% NEW $73.31 +15.6%
1060 SNEX STONEX GROUP INC Financial Services 5,202.0 $525K 0.01% NEW $100.91 +11.9%
Page 53 of 68  ·  1,351 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 30.3%
Financial Services 13.2%
Industrials 11.8%
Consumer Cyclical 10.7%
Healthcare 9.8%
Communication Services 7.8%
Consumer Defensive 4.5%
Real Estate 3.4%
Energy 3.3%
Utilities 3.0%