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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 63 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 PHIN PHINIA INC Consumer Cyclical 4,358.0 $250K 0.00% NEW $57.48 +29.7%
1242 WWW WOLVERINE WORLD WIDE INC Consumer Cyclical 9,102.0 $250K 0.00% NEW $27.44 -44.3%
1243 EPAC ENERPAC TOOL GROUP CORP Industrials 6,042.0 $248K 0.00% NEW $41.00 -16.6%
1244 SEDG SOLAREDGE TECHNOLOGIES INC Energy 6,651.0 $246K 0.00% NEW $37.00 +51.9%
1245 HP HELMERICH & PAYNE INC Energy 11,139.0 $246K 0.00% NEW $22.09 +79.3%
1246 NWL NEWELL BRANDS INC Consumer Defensive 46,946.0 $246K 0.00% NEW $5.24 -31.7%
1247 FBNC FIRST BANCORP N C Financial Services 4,644.0 $246K 0.00% NEW $52.89 +10.9%
1248 NBTB NBT BANCORP INC Financial Services 5,869.0 $245K 0.00% NEW $41.76 +9.8%
1249 CXW CORECIVIC INC Real Estate 11,993.0 $244K 0.00% NEW $20.35 +3.8%
1250 BANC BANC OF CALIFORNIA INC Financial Services 14,685.0 $243K 0.00% NEW $16.55 +13.7%
1251 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 8,946.0 $243K 0.00% NEW $27.14 +75.8%
1252 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 3,088.0 $242K 0.00% NEW $78.49 +12.6%
1253 EVTC EVERTEC INC Technology 7,167.0 $242K 0.00% NEW $33.78 -27.0%
1254 HNI HNI CORP Industrials 5,135.0 $241K 0.00% NEW $46.85 -34.1%
1255 KLIC KULICKE & SOFFA INDS INC Technology 5,841.0 $237K 0.00% NEW $40.64 +148.7%
1256 CHEF CHEFS WHSE INC Consumer Defensive 4,064.0 $237K 0.00% NEW $58.33 +33.9%
1257 HUBG HUB GROUP INC Industrials 6,793.0 $234K 0.00% NEW $34.44 +18.1%
1258 HCI HCI GROUP INC Financial Services 1,203.0 $231K 0.00% NEW $191.93 -17.4%
1259 ACMR ACM RESH INC Technology 5,896.0 $231K 0.00% NEW $39.13 +83.0%
1260 ALG ALAMO GROUP INC Industrials 1,207.0 $230K 0.00% NEW $190.90 -21.5%
Page 63 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%