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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 60 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1181 LRN STRIDE INC Consumer Defensive 4,947.0 $321K 0.00% +125.0 +2.6% $64.93 +35.0%
1182 UNF UNIFIRST CORP MASS Industrials 1,665.0 $321K 0.00% -14.0 -0.8% $192.90 +37.0%
1183 AWR AMER STATES WTR CO Utilities 4,425.0 $321K 0.00% +111.0 +2.6% $72.48 +5.3%
1184 CWEN CLEARWAY ENERGY INC Utilities 9,569.0 $318K 0.00% +242.0 +2.6% $33.26 +14.7%
1185 DAN DANA INC Consumer Cyclical 13,354.0 $317K 0.00% -1K -9.1% $23.76 +42.5%
1186 ITGR INTEGER HLDGS CORP Healthcare 4,005.0 $314K 0.00% +80.0 +2.0% $78.43 +14.8%
1187 PRVA PRIVIA HEALTH GROUP INC Healthcare 13,215.0 $313K 0.00% +292.0 +2.3% $23.71 -2.2%
1188 SFNC SIMMONS 1ST NATL CORP Financial Services 16,540.0 $312K 0.00% +331.0 +2.0% $18.85 +12.8%
1189 BCC BOISE CASCADE CO DEL Basic Materials 4,234.0 $312K 0.00% +52.0 +1.2% $73.60 -8.8%
1190 BOH BANK HAWAII CORP Financial Services 4,547.0 $311K 0.00% +92.0 +2.1% $68.37 +14.3%
1191 TPH TRI POINTE HOMES INC Consumer Cyclical 9,824.0 $309K 0.00% $31.47 +49.2%
1192 RHI ROBERT HALF INC. Industrials 11,376.0 $309K 0.00% +176.0 +1.6% $27.16 -3.4%
1193 CPRX CATALYST PHARMACEUTICALS INC Healthcare 13,205.0 $308K 0.00% +318.0 +2.5% $23.34 +34.0%
1194 AKR ACADIA RLTY TR Real Estate 14,976.0 $308K 0.00% +300.0 +2.0% $20.54 +6.2%
1195 WDFC WD 40 CO Basic Materials 1,546.0 $304K 0.00% +30.0 +2.0% $196.90 +5.6%
1196 VIRT VIRTU FINL INC Financial Services 9,122.0 $304K 0.00% +216.0 +2.4% $33.32 +61.4%
1197 SXI STANDEX INTL CORP Industrials 1,385.0 $301K 0.00% +33.0 +2.4% $217.28 +16.9%
1198 APLE APPLE HOSPITALITY REIT INC Real Estate 25,146.0 $298K 0.00% +457.0 +1.9% $11.85 +22.4%
1199 ABM ABM INDS INC Industrials 6,999.0 $296K 0.00% $42.30 -5.2%
1200 UPWK UPWORK INC Industrials 14,933.0 $296K 0.00% NEW $19.82 -56.3%
Page 60 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%