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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 64 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1261 WD WALKER & DUNLOP INC Financial Services 3,893.0 $234K 0.00% +77.0 +2.0% $60.15 -17.3%
1262 EYE NATIONAL VISION HLDGS INC Consumer Cyclical 9,065.0 $234K 0.00% +194.0 +2.2% $25.82 -34.3%
1263 UNFI UNITED NAT FOODS INC Consumer Defensive 6,932.0 $233K 0.00% +148.0 +2.2% $33.67 +49.6%
1264 RCUS ARCUS BIOSCIENCES INC Healthcare 9,758.0 $233K 0.00% NEW $23.83 -0.4%
1265 CRGY CRESCENT ENERGY COMPANY Energy 27,631.0 $232K 0.00% +7K +32.7% $8.39 +56.1%
1266 EPAC ENERPAC TOOL GROUP CORP Industrials 6,055.0 $232K 0.00% $38.24 -10.6%
1267 CXW CORECIVIC INC Real Estate 11,953.0 $228K 0.00% $19.11 +10.5%
1268 ARMOUR RESIDENTIAL REIT INC 12,789.0 $226K 0.00% +180.0 +1.4% $17.69
1269 STC STEWART INFORMATION SVCS COR Financial Services 3,203.0 $225K 0.00% +67.0 +2.1% $70.26 -3.0%
1270 POWI POWER INTEGRATIONS INC Technology 6,325.0 $225K 0.00% -20K -75.6% $35.54 +94.5%
1271 INSW INTERNATIONAL SEAWAYS INC Energy 4,629.0 $225K 0.00% +95.0 +2.1% $48.55 +75.3%
1272 QDEL QUIDELORTHO CORP Healthcare 7,764.0 $222K 0.00% +158.0 +2.1% $28.56 -58.3%
1273 NWN NORTHWEST NAT HLDG CO Utilities 4,744.0 $222K 0.00% +158.0 +3.5% $46.74 +6.6%
1274 PRGO PERRIGO CO PLC Healthcare 15,729.0 $219K 0.00% -48K -75.2% $13.92 -19.8%
1275 GRBK GREEN BRICK PARTNERS INC Consumer Cyclical 3,485.0 $218K 0.00% +69.0 +2.0% $62.66 +6.2%
1276 CRY ARTIVION INC 4,765.0 $217K 0.00% NEW $45.61 -60.8%
1277 MTX MINERALS TECHNOLOGIES INC Basic Materials 3,558.0 $217K 0.00% +43.0 +1.2% $60.95 +23.7%
1278 ADEA ADEIA INC Technology 12,516.0 $216K 0.00% +265.0 +2.2% $17.25 +52.8%
1279 PLAB PHOTRONICS INC Technology 6,744.0 $216K 0.00% NEW $32.00 +55.7%
1280 PENN PENN ENTERTAINMENT INC Consumer Cyclical 14,600.0 $215K 0.00% -1K -7.2% $14.75 +13.2%
Page 64 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%