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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 61 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 FCPT FOUR CORNERS PPTY TR INC Real Estate 11,702.0 $286K 0.00% NEW $24.40 +2.4%
1202 RXO RXO INC Industrials 18,369.0 $283K 0.00% NEW $15.38 +55.1%
1203 PFS PROVIDENT FINL SVCS INC Financial Services 14,632.0 $282K 0.00% NEW $19.28 +14.9%
1204 UNF UNIFIRST CORP MASS Industrials 1,679.0 $281K 0.00% NEW $167.19 +58.1%
1205 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 5,133.0 $280K 0.00% NEW $54.64 +10.9%
1206 ICHR ICHOR HOLDINGS Technology 16,002.0 $280K 0.00% NEW $17.52 +272.8%
1207 MPT MEDICAL PPTYS TRUST INC Financial Services 55,213.0 $280K 0.00% NEW $5.07 +1.8%
1208 CON CONCENTRA GROUP HOLDINGS PAR Healthcare 13,352.0 $279K 0.00% NEW $20.93 +22.3%
1209 OII OCEANEERING INTL INC Energy 11,225.0 $278K 0.00% NEW $24.78 +55.3%
1210 DIOD DIODES INC Technology 5,202.0 $277K 0.00% NEW $53.21 +81.0%
1211 CVBF CVB FINL CORP Financial Services 14,512.0 $274K 0.00% NEW $18.91 +7.5%
1212 DXC DXC TECHNOLOGY CO Technology 20,051.0 $273K 0.00% NEW $13.63 -32.3%
1213 KGS KODIAK GAS SVCS INC Energy 7,372.0 $273K 0.00% NEW $36.97 +95.8%
1214 SHOO MADDEN STEVEN LTD Consumer Cyclical 8,138.0 $272K 0.00% NEW $33.48 +20.9%
1215 CRVL CORVEL CORP Financial Services 3,506.0 $271K 0.00% NEW $77.42 -20.5%
1216 FFBC FIRST FINL BANCORP OH Financial Services 10,726.0 $271K 0.00% NEW $25.25 +21.5%
1217 UA UNDER ARMOUR INC Consumer Cyclical 56,005.0 $271K 0.00% NEW $4.83 +4.1%
1218 TRMK TRUSTMARK CORP Financial Services 6,762.0 $268K 0.00% NEW $39.60 +11.8%
1219 WAFD WAFD INC Financial Services 8,826.0 $267K 0.00% NEW $30.29 +17.0%
1220 CC CHEMOURS CO Basic Materials 16,769.0 $266K 0.00% NEW $15.84 +35.4%
Page 61 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%