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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 57 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 SIG SIGNET JEWELERS LIMITED Consumer Cyclical 4,680.0 $388K 0.00% +71.0 +1.5% $82.88 -5.3%
1122 MYRG MYR GROUP INC DEL Industrials 1,774.0 $388K 0.00% +35.0 +2.0% $218.50 +100.9%
1123 OTTR OTTER TAIL CORP Utilities 4,790.0 $387K 0.00% +96.0 +2.0% $80.81 +7.3%
1124 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 5,219.0 $386K 0.00% $74.03 +15.9%
1125 SPSC SPS COMM INC Technology 4,310.0 $384K 0.00% +64.0 +1.5% $89.13 -39.7%
1126 KAI KADANT INC Industrials 1,346.0 $384K 0.00% +27.0 +2.0% $285.02 +7.7%
1127 BKU BANKUNITED INC Financial Services 8,588.0 $383K 0.00% +163.0 +1.9% $44.57 +3.9%
1128 RNST RENASANT CORP Financial Services 10,860.0 $382K 0.00% +216.0 +2.0% $35.22 +16.8%
1129 MHO M/I HOMES INC Consumer Cyclical 2,989.0 $382K 0.00% +33.0 +1.1% $127.95 +0.8%
1130 ACAD ACADIA PHARMACEUTICALS INC Healthcare 14,309.0 $382K 0.00% +324.0 +2.3% $26.71 -20.2%
1131 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 7,615.0 $380K 0.00% +169.0 +2.3% $49.96 +2.1%
1132 VCYT VERACYTE INC Healthcare 9,035.0 $380K 0.00% +222.0 +2.5% $42.10 +7.3%
1133 DOCN DIGITALOCEAN HLDGS INC Technology 7,843.0 $377K 0.00% +195.0 +2.5% $48.12 +229.1%
1134 CATY CATHAY GEN BANCORP Financial Services 7,776.0 $376K 0.00% $48.39 +18.3%
1135 RUSHA RUSH ENTERPRISES INC Consumer Cyclical 6,931.0 $374K 0.00% +71.0 +1.0% $53.94 +29.7%
1136 SHAK SHAKE SHACK INC Consumer Cyclical 4,601.0 $373K 0.00% +93.0 +2.1% $81.17 -21.8%
1137 SLG SL GREEN RLTY CORP Real Estate 8,118.0 $372K 0.00% +162.0 +2.0% $45.87 -9.6%
1138 CORT CORCEPT THERAPEUTICS INC Healthcare 10,700.0 $372K 0.00% -148K -93.2% $34.80 +71.5%
1139 FBP FIRST BANCORP P R Financial Services 17,933.0 $372K 0.00% $20.73 +16.5%
1140 AIR AAR CORP Industrials 4,460.0 $369K 0.00% +491.0 +12.4% $82.79 +31.1%
Page 57 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%