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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 58 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1141 AZZ AZZ INC Industrials 3,435.0 $368K 0.00% +73.0 +2.2% $107.18 +27.9%
1142 FUL FULLER H B CO Basic Materials 6,182.0 $368K 0.00% +137.0 +2.3% $59.46 -5.2%
1143 BGC BGC GROUP INC Financial Services 41,065.0 $367K 0.00% $8.93 +24.6%
1144 CALX CALIX INC Technology 6,893.0 $365K 0.00% +236.0 +3.5% $52.93 -27.4%
1145 OPLN OPENLANE INC Consumer Cyclical 12,145.0 $362K 0.00% +237.0 +2.0% $29.78 +17.7%
1146 WHD CACTUS INC Energy 7,868.0 $359K 0.00% +186.0 +2.4% $45.68 +36.1%
1147 AVA AVISTA CORP Utilities 9,300.0 $358K 0.00% +214.0 +2.4% $38.54 +6.2%
1148 NMIH NMI HLDGS INC Financial Services 8,785.0 $358K 0.00% +95.0 +1.1% $40.79 -7.4%
1149 FIRST HAWAIIAN INC 14,140.0 $358K 0.00% +180.0 +1.3% $25.30
1150 TEGNA INC 18,408.0 $357K 0.00% +387.0 +2.1% $19.41
1151 KTB KONTOOR BRANDS INC Consumer Cyclical 5,846.0 $357K 0.00% +119.0 +2.1% $61.09 +13.6%
1152 CARG CARGURUS INC Consumer Cyclical 9,285.0 $356K 0.00% -241.0 -2.5% $38.35 -28.0%
1153 YOU CLEAR SECURE INC Technology 10,134.0 $356K 0.00% +416.0 +4.3% $35.08 +76.8%
1154 KGS KODIAK GAS SVCS INC Energy 9,499.0 $355K 0.00% +2K +28.9% $37.40 +93.6%
1155 PSMT PRICESMART INC Consumer Defensive 2,892.0 $355K 0.00% +70.0 +2.5% $122.67 +35.3%
1156 FIBK FIRST INTST BANCSYSTEM INC Financial Services 10,231.0 $354K 0.00% NEW $34.60 +1.7%
1157 HAYW HAYWARD HLDGS INC Industrials 22,803.0 $352K 0.00% +470.0 +2.1% $15.45 -11.5%
1158 SBCF SEACOAST BKG CORP FLA Financial Services 11,072.0 $348K 0.00% +1K +13.9% $31.42 -2.5%
1159 VCTR VICTORY CAP HLDGS INC Financial Services 5,492.0 $346K 0.00% -44.0 -0.8% $63.09 +32.6%
1160 SHOO MADDEN STEVEN LTD Consumer Cyclical 8,304.0 $346K 0.00% +166.0 +2.0% $41.64 -2.8%
Page 58 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%