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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 6 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 EME EMCOR GROUP INC Industrials 23,679.0 $14.5M 0.15% +8K +47.5% $611.79 +38.8%
102 JHG JANUS HENDERSON GROUP PLC Financial Services 304,159.0 $14.5M 0.15% -7K -2.2% $47.57 +8.7%
103 PGR PROGRESSIVE CORP Financial Services 62,967.0 $14.3M 0.15% -578.0 -0.9% $227.72 -11.0%
104 ADI ANALOG DEVICES INC Technology 52,819.0 $14.3M 0.15% -966.0 -1.8% $271.20 +41.7%
105 WELL WELLTOWER INC Real Estate 77,152.0 $14.3M 0.15% +602.0 +0.8% $185.61 +17.8%
106 IDXX IDEXX LABS INC Healthcare 21,081.0 $14.3M 0.15% +3K +15.7% $676.53 -18.2%
107 ETN EATON CORP PLC Industrials 44,260.0 $14.1M 0.15% -597.0 -1.3% $318.51 +19.8%
108 NRG NRG ENERGY INC Utilities 88,136.0 $14.0M 0.15% +7K +8.6% $159.24 -14.0%
109 BMY BRISTOL-MYERS SQUIBB CO Healthcare 259,714.0 $14.0M 0.15% +11K +4.5% $53.94 +10.4%
110 COP CONOCOPHILLIPS Energy 149,448.0 $14.0M 0.15% -3K -2.0% $93.61 +28.8%
111 KWR QUAKER HOUGHTON Basic Materials 101,777.0 $14.0M 0.15% -3K -2.6% $137.31 +1.3%
112 BLFS BIOLIFE SOLUTIONS INC Healthcare 575,463.0 $13.9M 0.15% -55K -8.7% $24.18 +2.3%
113 AMP AMERIPRISE FINL INC Financial Services 28,267.0 $13.9M 0.15% +3K +12.6% $490.34 -8.1%
114 CCK CROWN HLDGS INC Consumer Cyclical 134,172.0 $13.8M 0.14% +6K +5.1% $102.97 -6.3%
115 NEM NEWMONT CORP Basic Materials 137,773.0 $13.8M 0.14% -3K -1.9% $99.85 +8.5%
116 CIEN CIENA CORP Technology 58,704.0 $13.7M 0.14% -7K -10.1% $233.87 +151.1%
117 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 232,533.0 $13.7M 0.14% -8K -3.2% $58.87 -2.4%
118 PJT PJT PARTNERS INC Financial Services 80,539.0 $13.5M 0.14% +2K +2.8% $167.20 -7.1%
119 HON HONEYWELL INTL INC Industrials 68,055.0 $13.3M 0.14% -649.0 -0.9% $195.09 +14.7%
120 MDT MEDTRONIC PLC Healthcare 138,080.0 $13.3M 0.14% -1K -0.8% $96.06 -18.6%
Page 6 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%