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Portfolio (Quarterly) Guide ↗

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

· CIK 0000922127
13F Portfolio $9.5B AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1351 New
Page 6 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FN FABRINET Technology 41,537.0 $15.1M 0.16% NEW $364.62 +92.9%
102 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 187,871.0 $15.0M 0.16% NEW $79.90 +1.3%
103 STRL STERLING INFRASTRUCTURE INC Industrials 44,046.0 $15.0M 0.16% NEW $339.68 +121.4%
104 RMBS RAMBUS INC DEL Technology 141,874.0 $14.8M 0.16% NEW $104.20 +28.2%
105 COF CAPITAL ONE FINL CORP Financial Services 69,322.0 $14.7M 0.15% NEW $212.58 -12.2%
106 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 141,128.0 $14.7M 0.15% NEW $104.04 -9.0%
107 CHKP CHECK POINT SOFTWARE TECH LT Technology 70,719.0 $14.6M 0.15% NEW $206.91 -36.3%
108 RBC RBC BEARINGS INC Industrials 37,129.0 $14.5M 0.15% NEW $390.29 +46.3%
109 TMUS T-MOBILE US INC Communication Services 60,526.0 $14.5M 0.15% NEW $239.38 -20.6%
110 HON HONEYWELL INTL INC Industrials 68,704.0 $14.5M 0.15% NEW $210.50 +6.3%
111 COP CONOCOPHILLIPS Energy 152,463.0 $14.4M 0.15% NEW $94.59 +27.4%
112 DE DEERE & CO Industrials 31,114.0 $14.2M 0.15% NEW $457.26 +16.2%
113 PJT PJT PARTNERS INC Financial Services 78,321.0 $13.9M 0.15% NEW $177.73 -12.6%
114 JHG JANUS HENDERSON GROUP PLC Financial Services 310,962.0 $13.8M 0.15% NEW $44.51 +16.2%
115 SYK STRYKER CORPORATION Healthcare 37,383.0 $13.8M 0.15% NEW $369.67 -13.0%
116 CMCSA COMCAST CORP NEW Communication Services 438,012.0 $13.8M 0.14% NEW $31.42 -20.2%
117 KWR QUAKER HOUGHTON Basic Materials 104,448.0 $13.8M 0.14% NEW $131.75 +5.6%
118 BX BLACKSTONE INC Financial Services 79,899.0 $13.7M 0.14% NEW $170.85 -30.6%
119 WELL WELLTOWER INC Real Estate 76,550.0 $13.6M 0.14% NEW $178.14 +22.7%
120 THC TENET HEALTHCARE CORP Healthcare 66,725.0 $13.5M 0.14% NEW $203.04 -7.7%
Page 6 of 68  ·  1,351 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 30.3%
Financial Services 13.2%
Industrials 11.8%
Consumer Cyclical 10.7%
Healthcare 9.8%
Communication Services 7.8%
Consumer Defensive 4.5%
Real Estate 3.4%
Energy 3.3%
Utilities 3.0%