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Portfolio (Quarterly) Guide ↗

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

· CIK 0000922127
13F Portfolio $9.5B AUM Filed Oct 31, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1351 New
Page 7 of 68  ·  1,351 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FIX COMFORT SYS USA INC Industrials 16,258.0 $13.4M 0.14% NEW $825.18 +122.3%
122 RLI RLI CORP Financial Services 203,338.0 $13.3M 0.14% NEW $65.22 -19.3%
123 MDT MEDTRONIC PLC Healthcare 139,203.0 $13.3M 0.14% NEW $95.24 -17.9%
124 CRWD CROWDSTRIKE HLDGS INC Technology 27,014.0 $13.2M 0.14% NEW $490.38 +32.2%
125 ADI ANALOG DEVICES INC Technology 53,785.0 $13.2M 0.14% NEW $245.70 +56.4%
126 CORT CORCEPT THERAPEUTICS INC Healthcare 158,318.0 $13.2M 0.14% NEW $83.11 -28.2%
127 NRG NRG ENERGY INC Utilities 81,126.0 $13.1M 0.14% NEW $161.95 -15.5%
128 ADP AUTOMATIC DATA PROCESSING IN Industrials 43,917.0 $12.9M 0.14% NEW $293.50 -25.0%
129 AHR AMERICAN HEALTHCARE REIT INC Real Estate 301,242.0 $12.7M 0.13% NEW $42.01 +19.3%
130 AME AMETEK INC Industrials 67,301.0 $12.7M 0.13% NEW $188.00 +18.7%
131 UMBF UMB FINL CORP Financial Services 106,871.0 $12.6M 0.13% NEW $118.35 +10.0%
132 ROP ROPER TECHNOLOGIES INC Industrials 25,317.0 $12.6M 0.13% NEW $498.70 -34.0%
133 TT TRANE TECHNOLOGIES PLC Industrials 29,370.0 $12.4M 0.13% NEW $421.96 +7.0%
134 CCK CROWN HLDGS INC Consumer Cyclical 127,690.0 $12.3M 0.13% NEW $96.59 -0.1%
135 AMP AMERIPRISE FINL INC Financial Services 25,104.0 $12.3M 0.13% NEW $491.25 -8.3%
136 SFBS SERVISFIRST BANCSHARES INC Financial Services 152,923.0 $12.3M 0.13% NEW $80.53 -4.1%
137 --- 122,346.0 $12.1M 0.13% NEW $98.87
138 PSTG PURE STORAGE INC Technology 143,393.0 $12.0M 0.13% NEW $83.81 -0.0%
139 HOOD ROBINHOOD MKTS INC Financial Services 83,896.0 $12.0M 0.13% NEW $143.18 -47.0%
140 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 82,495.0 $12.0M 0.13% NEW $145.61 +32.8%
Page 7 of 68  ·  1,351 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 30.3%
Financial Services 13.2%
Industrials 11.8%
Consumer Cyclical 10.7%
Healthcare 9.8%
Communication Services 7.8%
Consumer Defensive 4.5%
Real Estate 3.4%
Energy 3.3%
Utilities 3.0%