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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 63 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1241 GOLF ACUSHNET HLDGS CORP Consumer Cyclical 3,151.0 $252K 0.00% +63.0 +2.0% $79.82 +10.7%
1242 PRK PARK NATL CORP Financial Services 1,635.0 $249K 0.00% +33.0 +2.1% $152.18 +10.9%
1243 NBTB NBT BANCORP INC Financial Services 5,979.0 $248K 0.00% +110.0 +1.9% $41.52 +10.5%
1244 KMT KENNAMETAL INC Industrials 8,697.0 $247K 0.00% NEW $28.41 +24.0%
1245 AMR ALPHA METALLURGICAL RESOUR I Energy 1,234.0 $247K 0.00% $199.88 -13.8%
1246 SM SM ENERGY CO Energy 13,093.0 $245K 0.00% +216.0 +1.7% $18.70 +86.1%
1247 BANR BANNER CORP Financial Services 3,896.0 $244K 0.00% +22.0 +0.6% $62.66 +3.1%
1248 NGVT INGEVITY CORP Basic Materials 4,110.0 $243K 0.00% +25.0 +0.6% $59.18 +10.2%
1249 HE HAWAIIAN ELEC INDUSTRIES Utilities 19,729.0 $243K 0.00% NEW $12.30 +11.3%
1250 SONO SONOS INC Technology 13,816.0 $243K 0.00% +275.0 +2.0% $17.56 -14.5%
1251 TRN TRINITY INDS INC Industrials 9,164.0 $242K 0.00% +109.0 +1.2% $26.44 +27.7%
1252 CRVL CORVEL CORP Financial Services 3,573.0 $242K 0.00% +67.0 +1.9% $67.67 -9.1%
1253 PTEN PATTERSON-UTI ENERGY INC Energy 39,444.0 $241K 0.00% $6.11 +101.0%
1254 FBNC FIRST BANCORP N C Financial Services 4,739.0 $241K 0.00% +95.0 +2.0% $50.79 +15.5%
1255 ACMR ACM RESH INC Technology 6,089.0 $240K 0.00% +193.0 +3.3% $39.45 +81.5%
1256 CENX CENTURY ALUM CO Basic Materials 6,081.0 $238K 0.00% NEW $39.18 +54.3%
1257 CSGS CSG SYS INTL INC Technology 3,105.0 $238K 0.00% NEW $76.69 +5.2%
1258 RXO RXO INC Industrials 18,757.0 $237K 0.00% +388.0 +2.1% $12.64 +88.7%
1259 HCI HCI GROUP INC Financial Services 1,228.0 $235K 0.00% +25.0 +2.1% $191.69 -17.3%
1260 PGNY PROGYNY INC Healthcare 9,164.0 $235K 0.00% NEW $25.68 -0.2%
Page 63 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%