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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 54 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1061 MILLROSE PPTYS INC 17,622.0 $526K 0.01% +4K +30.8% $29.87
1062 AROC ARCHROCK INC Energy 20,044.0 $522K 0.01% +349.0 +1.8% $26.02 +41.8%
1063 CNR CORE NATURAL RESOURCES INC Energy 5,856.0 $518K 0.01% +90.0 +1.6% $88.51 -5.1%
1064 ABG ASBURY AUTOMOTIVE GROUP INC Consumer Cyclical 2,222.0 $517K 0.01% +20.0 +0.9% $232.53 -20.3%
1065 INDIVIOR PLC 14,270.0 $512K 0.01% NEW $35.88
1066 AMTM AMENTUM HOLDINGS INC Industrials 17,521.0 $508K 0.01% +349.0 +2.0% $29.00 -20.1%
1067 SNEX STONEX GROUP INC Financial Services 5,308.0 $505K 0.01% +106.0 +2.0% $95.12 +18.7%
1068 ECG EVERUS CONSTR GROUP Industrials 5,830.0 $499K 0.01% +116.0 +2.0% $85.56 +76.1%
1069 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 9,163.0 $496K 0.01% +217.0 +2.4% $54.17 -11.9%
1070 ADMA ADMA BIOLOGICS INC Healthcare 27,202.0 $496K 0.01% +471.0 +1.8% $18.24 -53.6%
1071 BOX BOX INC Technology 16,559.0 $495K 0.01% +338.0 +2.1% $29.91 -15.1%
1072 FORM FORMFACTOR INC Technology 8,860.0 $494K 0.01% +222.0 +2.6% $55.78 +129.5%
1073 BROWN FORMAN CORP 18,915.0 $493K 0.01% -179.0 -0.9% $26.06
1074 RUN SUNRUN INC Energy 26,521.0 $488K 0.01% +675.0 +2.6% $18.40 -25.6%
1075 BTSG BRIGHTSPRING HEALTH SVCS INC Healthcare 12,986.0 $486K 0.01% NEW $37.45 +54.8%
1076 ITRI ITRON INC Technology 5,235.0 $486K 0.01% +114.0 +2.2% $92.86 -11.9%
1077 ENPH ENPHASE ENERGY INC Energy 14,956.0 $479K 0.01% +310.0 +2.1% $32.05 +94.5%
1078 FTDR FRONTDOOR INC Consumer Cyclical 8,242.0 $475K 0.01% +82.0 +1.0% $57.69 +6.6%
1079 TMDX TRANSMEDICS GROUP INC Healthcare 3,906.0 $475K 0.01% +87.0 +2.3% $121.65 -44.1%
1080 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 17,999.0 $475K 0.01% $26.37 -37.2%
Page 54 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%