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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 62 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 OII OCEANEERING INTL INC Energy 11,404.0 $274K 0.00% +179.0 +1.6% $24.03 +60.1%
1222 CVBF CVB FINL CORP Financial Services 14,698.0 $273K 0.00% +186.0 +1.3% $18.60 +9.2%
1223 KLIC KULICKE & SOFFA INDS INC Technology 5,960.0 $272K 0.00% +119.0 +2.0% $45.56 +121.9%
1224 JOE ST JOE CO Real Estate 4,554.0 $270K 0.00% +78.0 +1.7% $59.37 +7.8%
1225 AAP ADVANCE AUTO PARTS INC Consumer Cyclical 6,860.0 $270K 0.00% +141.0 +2.1% $39.30 +49.2%
1226 TRMK TRUSTMARK CORP Financial Services 6,853.0 $267K 0.00% +91.0 +1.4% $38.95 +13.6%
1227 CUBI CUSTOMERS BANCORP INC Financial Services 3,632.0 $266K 0.00% +338.0 +10.3% $73.12 +3.5%
1228 CAKE CHEESECAKE FACTORY INC Consumer Cyclical 5,241.0 $265K 0.00% +108.0 +2.1% $50.48 +20.0%
1229 PLUS EPLUS INC Technology 2,994.0 $263K 0.00% +41.0 +1.4% $87.70 -5.4%
1230 DIOD DIODES INC Technology 5,301.0 $262K 0.00% +99.0 +1.9% $49.34 +95.2%
1231 KSS KOHLS CORP Consumer Cyclical 12,809.0 $261K 0.00% +258.0 +2.1% $20.41 -37.8%
1232 SIRIUSPOINT LTD 11,929.0 $261K 0.00% +243.0 +2.1% $21.89
1233 OI O-I GLASS INC Consumer Cyclical 17,555.0 $259K 0.00% +296.0 +1.7% $14.76 -39.0%
1234 CHEF CHEFS WHSE INC Consumer Defensive 4,139.0 $258K 0.00% +75.0 +1.9% $62.33 +25.3%
1235 SRPT SAREPTA THERAPEUTICS INC Healthcare 11,976.0 $258K 0.00% +1K +9.4% $21.52 -20.4%
1236 FBK FB FINL CORP Financial Services 4,613.0 $257K 0.00% -92.0 -2.0% $55.80 -5.8%
1237 HILLENBRAND INC 8,056.0 $256K 0.00% +161.0 +2.0% $31.72
1238 EXTR EXTREME NETWORKS Technology 15,283.0 $254K 0.00% +490.0 +3.3% $16.65 +43.5%
1239 BEACON FINANCIAL CORP. 9,590.0 $253K 0.00% +278.0 +3.0% $26.37
1240 GEO GEO GROUP INC NEW Industrials 15,627.0 $252K 0.00% +78.0 +0.5% $16.12 +43.4%
Page 62 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%