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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 66 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1301 VSH VISHAY INTERTECHNOLOGY INC Technology 14,114.0 $205K 0.00% +281.0 +2.0% $14.49 +177.2%
1302 ANDE ANDERSONS INC Consumer Defensive 3,840.0 $204K 0.00% NEW $53.17 +32.2%
1303 YELP YELP INC Communication Services 6,677.0 $203K 0.00% -34.0 -0.5% $30.39 -26.1%
1304 PRDO PERDOCEO ED CORP Consumer Defensive 6,910.0 $203K 0.00% +71.0 +1.0% $29.33 +15.3%
1305 PARR PAR PAC HOLDINGS INC Energy 5,748.0 $202K 0.00% +56.0 +1.0% $35.18 +64.3%
1306 CC CHEMOURS CO Basic Materials 17,132.0 $202K 0.00% +363.0 +2.2% $11.79 +81.8%
1307 NWBI NORTHWEST BANCSHARES INC MD Financial Services 16,698.0 $200K 0.00% +320.0 +1.9% $12.00 +16.4%
1308 FCF FIRST COMWLTH FINL CORP PA Financial Services 11,821.0 $199K 0.00% +149.0 +1.3% $16.86 +11.2%
1309 FMC FMC CORP Basic Materials 14,278.0 $198K 0.00% -39K -73.2% $13.87 -6.2%
1310 TRIP TRIPADVISOR INC Consumer Cyclical 13,362.0 $195K 0.00% +353.0 +2.7% $14.56 -31.8%
1311 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 21,705.0 $194K 0.00% +425.0 +2.0% $8.94 +18.0%
1312 GNL GLOBAL NET LEASE INC Real Estate 22,534.0 $194K 0.00% +274.0 +1.2% $8.60 +9.1%
1313 SEM SELECT MED HLDGS CORP Healthcare 12,595.0 $187K 0.00% +234.0 +1.9% $14.85 +11.2%
1314 CALY TOPGOLF CALLAWAY BRANDS CORP Consumer Cyclical 15,973.0 $186K 0.00% +320.0 +2.0% $11.67 +36.1%
1315 PAYO PAYONEER GLOBAL INC Technology 32,998.0 $185K 0.00% +305.0 +0.9% $5.62 -11.0%
1316 FTRE FORTREA HLDGS INC Healthcare 10,561.0 $182K 0.00% +390.0 +3.8% $17.25 -23.8%
1317 PBI PITNEY BOWES INC Industrials 16,920.0 $179K 0.00% -818.0 -4.6% $10.57 +46.6%
1318 NWL NEWELL BRANDS INC Consumer Defensive 47,912.0 $178K 0.00% +966.0 +2.1% $3.72 -3.8%
1319 SIX FLAGS ENTERTAINMENT CORP 11,598.0 $178K 0.00% +252.0 +2.2% $15.34
1320 DYNAVAX TECHNOLOGIES CORP 11,408.0 $175K 0.00% +243.0 +2.2% $15.38
Page 66 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%