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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 53 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1041 BCPC BALCHEM CORP Basic Materials 3,702.0 $568K 0.01% +66.0 +1.8% $153.36 +5.5%
1042 RDNT RADNET INC Healthcare 7,936.0 $566K 0.01% +182.0 +2.4% $71.35 -23.8%
1043 ACIW ACI WORLDWIDE INC Technology 11,782.0 $563K 0.01% +223.0 +1.9% $47.81 -10.6%
1044 CSW INDUSTRIALS INC 1,907.0 $560K 0.01% +25.0 +1.3% $293.53
1045 AX AXOS FINANCIAL INC Financial Services 6,474.0 $558K 0.01% +159.0 +2.5% $86.16 -0.1%
1046 RDN RADIAN GROUP INC Financial Services 15,485.0 $557K 0.01% +312.0 +2.1% $35.99 +0.9%
1047 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,414.0 $556K 0.01% $393.30 -17.1%
1048 REZI RESIDEO TECHNOLOGIES INC Industrials 15,742.0 $553K 0.01% +411.0 +2.7% $35.12 -18.1%
1049 CZR CAESARS ENTERTAINMENT INC NE Consumer Cyclical 23,328.0 $546K 0.01% $23.39 +21.7%
1050 ABCB AMERIS BANCORP Financial Services 7,311.0 $543K 0.01% +117.0 +1.6% $74.27 +14.0%
1051 MAC MACERICH CO Real Estate 29,273.0 $540K 0.01% +961.0 +3.4% $18.46 +20.1%
1052 SKY CHAMPION HOMES INC Consumer Cyclical 6,384.0 $539K 0.01% +95.0 +1.5% $84.50 -16.0%
1053 STEP STEPSTONE GROUP INC Financial Services 8,320.0 $534K 0.01% +225.0 +2.8% $64.17 -16.3%
1054 PI IMPINJ INC Technology 3,063.0 $533K 0.01% +163.0 +5.6% $174.01 -13.9%
1055 VSAT VIASAT INC Technology 15,460.0 $533K 0.01% +420.0 +2.8% $34.46 +116.4%
1056 MSGS MADISON SQUARE GRDN SPRT COR Communication Services 2,054.0 $531K 0.01% +46.0 +2.3% $258.65 +36.8%
1057 HCC WARRIOR MET COAL INC Energy 6,008.0 $530K 0.01% +119.0 +2.0% $88.17 -4.8%
1058 MTH MERITAGE HOMES CORP Consumer Cyclical 8,047.0 $529K 0.01% +76.0 +0.9% $65.80 -2.4%
1059 CE CELANESE CORP DEL Basic Materials 12,516.0 $529K 0.01% +250.0 +2.0% $42.28 +23.9%
1060 CVCO CAVCO INDS INC DEL Consumer Cyclical 892.0 $527K 0.01% +5.0 +0.6% $590.74 -13.8%
Page 53 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%