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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 67 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1321 ELME COMMUNITIES 10,076.0 $175K 0.00% NEW $17.40
1322 DV DOUBLEVERIFY HLDGS INC Technology 15,283.0 $175K 0.00% $11.44 -16.8%
1323 NEO NEOGENOMICS INC Healthcare 14,788.0 $174K 0.00% +318.0 +2.2% $11.76 -22.5%
1324 ABR ARBOR REALTY TRUST INC Real Estate 22,368.0 $174K 0.00% +827.0 +3.8% $7.76 -23.8%
1325 LEG LEGGETT & PLATT INC Consumer Cyclical 15,479.0 $170K 0.00% +317.0 +2.1% $11.00 -8.7%
1326 EFC ELLINGTON FINANCIAL INC Real Estate 12,265.0 $167K 0.00% +1K +9.6% $13.58 -0.1%
1327 VYX NCR VOYIX CORPORATION Technology 15,829.0 $161K 0.00% +344.0 +2.2% $10.20 -36.6%
1328 HOPE HOPE BANCORP INC Financial Services 14,651.0 $161K 0.00% +293.0 +2.0% $10.96 +13.6%
1329 WT WISDOMTREE INC Financial Services 13,131.0 $160K 0.00% -339.0 -2.5% $12.19 +57.7%
1330 MBC MASTERBRAND INC Consumer Cyclical 14,490.0 $160K 0.00% +294.0 +2.1% $11.04 -31.2%
1331 SBH SALLY BEAUTY HLDGS INC Consumer Cyclical 11,143.0 $159K 0.00% +60.0 +0.5% $14.26 -11.8%
1332 TALO TALOS ENERGY INC Energy 14,377.0 $158K 0.00% -101.0 -0.7% $11.02 +47.0%
1333 JBLU JETBLUE AWYS CORP Industrials 33,256.0 $151K 0.00% +667.0 +2.0% $4.55 +10.1%
1334 WEN WENDYS CO Consumer Cyclical 18,056.0 $150K 0.00% +338.0 +1.9% $8.33 -7.0%
1335 ACHC ACADIA HEALTHCARE COMPANY IN Healthcare 10,544.0 $150K 0.00% +200.0 +1.9% $14.19 +62.2%
1336 PEB PEBBLEBROOK HOTEL TR Real Estate 12,983.0 $147K 0.00% -299.0 -2.2% $11.32 +31.3%
1337 ARI APOLLO COML REAL EST FIN INC Real Estate 14,928.0 $145K 0.00% +298.0 +2.0% $9.68 +13.1%
1338 UNIT UNITI GROUP LLC Real Estate 20,490.0 $144K 0.00% NEW $7.01 +56.2%
1339 KW KENNEDY-WILSON HOLDINGS INC Real Estate 13,712.0 $133K 0.00% +273.0 +2.0% $9.67 +13.8%
1340 HLIT HARMONIC INC Technology 12,827.0 $127K 0.00% +84.0 +0.7% $9.89 +28.4%
Page 67 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%