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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 59 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1161 CBU COMMUNITY FINANCIAL SYSTEM I Financial Services 6,019.0 $346K 0.00% +98.0 +1.7% $57.44 +10.0%
1162 WSFS WSFS FINL CORP Financial Services 6,249.0 $345K 0.00% $55.24 +30.0%
1163 BXMT BLACKSTONE MTG TR INC Real Estate 18,020.0 $345K 0.00% +157.0 +0.9% $19.13 -6.0%
1164 RRR RED ROCK RESORTS INC Consumer Cyclical 5,548.0 $344K 0.00% NEW $61.95 -15.3%
1165 LBRT LIBERTY ENERGY INC Energy 18,512.0 $342K 0.00% +370.0 +2.0% $18.46 +78.1%
1166 FRPT FRESHPET INC Consumer Defensive 5,578.0 $340K 0.00% +114.0 +2.1% $60.93 -15.8%
1167 HWKN HAWKINS INC Basic Materials 2,388.0 $339K 0.00% +49.0 +2.1% $142.06 +7.4%
1168 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 5,496.0 $339K 0.00% $61.69 -21.8%
1169 TBBK BANCORP INC DEL Financial Services 5,020.0 $339K 0.00% -140.0 -2.7% $67.52 -18.7%
1170 WU WESTERN UN CO Financial Services 36,328.0 $338K 0.00% -113K -75.6% $9.31 -7.8%
1171 LCII LCI INDS Consumer Cyclical 2,766.0 $336K 0.00% +50.0 +1.8% $121.34 -10.0%
1172 HNI HNI CORP Industrials 7,870.0 $331K 0.00% +3K +53.3% $42.04 -26.6%
1173 GFF GRIFFON CORP Industrials 4,470.0 $329K 0.00% +89.0 +2.0% $73.65 +14.9%
1174 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 8,053.0 $328K 0.00% +159.0 +2.0% $40.74 -8.9%
1175 MGEE MGE ENERGY INC Utilities 4,177.0 $328K 0.00% +84.0 +2.0% $78.42 -3.1%
1176 HP HELMERICH & PAYNE INC Energy 11,365.0 $326K 0.00% +226.0 +2.0% $28.68 +38.1%
1177 CLSK CLEANSPARK INC Technology 32,126.0 $325K 0.00% +640.0 +2.0% $10.12 +55.8%
1178 HIW HIGHWOODS PPTYS INC Real Estate 12,560.0 $324K 0.00% +454.0 +3.8% $25.82 -1.0%
1179 TDC TERADATA CORP DEL Technology 10,652.0 $324K 0.00% +66.0 +0.6% $30.44 +8.7%
1180 NATL NCR ATLEOS CORPORATION Technology 8,447.0 $322K 0.00% +204.0 +2.5% $38.11 +17.6%
Page 59 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%