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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 61 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 BANC BANC OF CALIFORNIA INC Financial Services 15,342.0 $296K 0.00% +657.0 +4.5% $19.29 -2.5%
1202 CWT CALIFORNIA WTR SVC GROUP Utilities 6,811.0 $295K 0.00% +137.0 +2.0% $43.33 -0.3%
1203 HUBG HUB GROUP INC Industrials 6,924.0 $295K 0.00% +131.0 +1.9% $42.61 -4.5%
1204 PFS PROVIDENT FINL SVCS INC Financial Services 14,929.0 $295K 0.00% +297.0 +2.0% $19.75 +12.2%
1205 FFBC FIRST FINL BANCORP OH Financial Services 11,747.0 $294K 0.00% +1K +9.5% $25.02 +22.6%
1206 DXC DXC TECHNOLOGY CO Technology 19,902.0 $292K 0.00% -149.0 -0.7% $14.65 -37.0%
1207 IAC IAC INC Technology 7,451.0 $291K 0.00% -130.0 -1.7% $39.10 +5.3%
1208 ALRM ALARM COM HLDGS INC Technology 5,701.0 $291K 0.00% +111.0 +2.0% $51.02 -14.3%
1209 NSIT INSIGHT ENTERPRISES INC Technology 3,541.0 $288K 0.00% $81.47 +14.9%
1210 WAFD WAFD INC Financial Services 9,005.0 $288K 0.00% +179.0 +2.0% $32.03 +10.7%
1211 MCY MERCURY GENL CORP NEW Financial Services 3,039.0 $286K 0.00% +61.0 +2.0% $94.06 +8.8%
1212 ACLS AXCELIS TECHNOLOGIES INC Technology 3,543.0 $285K 0.00% +24.0 +0.7% $80.34 +89.8%
1213 VICR VICOR CORP Technology 2,597.0 $285K 0.00% NEW $109.60 +141.1%
1214 MPT MEDICAL PPTYS TRUST INC Financial Services 56,373.0 $282K 0.00% +1K +2.1% $5.00 +3.2%
1215 DNOW DNOW INC Energy 21,220.0 $281K 0.00% +9K +76.9% $13.25 -2.7%
1216 FCPT FOUR CORNERS PPTY TR INC Real Estate 12,124.0 $280K 0.00% +422.0 +3.6% $23.06 +8.4%
1217 INSP INSPIRE MED SYS INC Healthcare 3,022.0 $279K 0.00% $92.23 -51.5%
1218 UE URBAN EDGE PPTYS Real Estate 14,384.0 $276K 0.00% +293.0 +2.1% $19.19 +14.5%
1219 PHIN PHINIA INC Consumer Cyclical 4,394.0 $275K 0.00% +36.0 +0.8% $62.69 +18.9%
1220 CNK CINEMARK HLDGS INC Communication Services 11,794.0 $274K 0.00% +325.0 +2.8% $23.24 +14.5%
Page 61 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%