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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 8 of 69  ·  1,362 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 COHR COHERENT CORP Technology 65,402.0 $12.1M 0.13% -6K -8.9% $184.57 +104.8%
142 MCK MCKESSON CORP Healthcare 14,637.0 $12.0M 0.13% -280.0 -1.9% $820.29 -6.6%
143 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 39,464.0 $12.0M 0.13% +2K +4.0% $303.89 +32.2%
144 EWBC EAST WEST BANCORP INC Financial Services 105,665.0 $11.9M 0.12% -6K -5.0% $112.39 +9.4%
145 CEG CONSTELLATION ENERGY CORP Utilities 33,527.0 $11.8M 0.12% -332.0 -1.0% $353.27 -19.1%
146 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 81,973.0 $11.8M 0.12% -522.0 -0.6% $143.89 +34.4%
147 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 41,939.0 $11.7M 0.12% +14K +48.4% $278.92 -9.0%
148 WTFC WINTRUST FINL CORP Financial Services 83,448.0 $11.7M 0.12% -6K -6.5% $139.82 +7.1%
149 MUSA MURPHY USA INC Consumer Cyclical 28,871.0 $11.7M 0.12% -346.0 -1.2% $403.52 +34.9%
150 HWM HOWMET AEROSPACE INC Industrials 56,667.0 $11.6M 0.12% +10K +21.8% $205.02 +26.8%
151 UMBF UMB FINL CORP Financial Services 100,127.0 $11.5M 0.12% -7K -6.3% $115.04 +13.2%
152 TMUS T-MOBILE US INC Communication Services 56,712.0 $11.5M 0.12% -4K -6.3% $203.04 -6.3%
153 CVS CVS HEALTH CORP Healthcare 144,925.0 $11.5M 0.12% +7K +5.2% $79.36 +17.6%
154 FCX FREEPORT-MCMORAN INC Basic Materials 223,333.0 $11.3M 0.12% +43K +24.1% $50.79 +22.7%
155 INSTALLED BLDG PRODS INC 43,647.0 $11.3M 0.12% -994.0 -2.2% $259.39
156 CURB CURBLINE PPTYS CORP Real Estate 486,581.0 $11.3M 0.12% +3K +0.5% $23.21 +23.6%
157 PFGC PERFORMANCE FOOD GROUP CO Consumer Defensive 125,411.0 $11.3M 0.12% -16K -11.1% $89.92 +5.2%
158 AER AERCAP HOLDINGS NV Industrials 78,190.0 $11.2M 0.12% $143.76 -2.9%
159 ADP AUTOMATIC DATA PROCESSING IN Industrials 43,440.0 $11.2M 0.12% -477.0 -1.1% $257.23 -14.4%
160 MCHI ISHARES TR 182,680.0 $11.0M 0.12% NEW $60.07 -6.8%
Page 8 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%