MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC opened 110 positions, added to 339, reduced 979, sold out of 28 and left 3 unchanged. The largest increase in value was JPM (+$99,238,600); the largest decrease was XOMXXXX (-$16,986,775).
- LRCX: Country of operation United States; Class COM NEW; Shares 2026-03-31 153,418; Shares 2026-06-30 157,655.
- KLAC: Country of operation United States; Class COM NEW; Shares 2026-03-31 14,465; Shares 2026-06-30 140,320.
- PANW: Country of operation United States; Class COM; Shares 2026-03-31 98,516; Shares 2026-06-30 99,636.
- SMTC: Country of operation United States; Class COM; Shares 2026-03-31 10,590; Shares 2026-06-30 81,980.
Two Form 13F-HR filings compared (SEC CIK 922127): 2026-03-31 (filed 2026-05-07) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2026-03-31 | Shares 2026-06-30 | Share change | Value 2026-03-31 | Value 2026-06-30 | Value change |
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LRCX
LAM RESEARCH CORP | United States | COM NEW | 153,418 | 157,655 | +4,237 | $32,779,290 | $68,316,641 | +$35,537,351 |
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KLAC
KLA CORP | United States | COM NEW | 14,465 | 140,320 | +125,855 | $21,298,411 | $42,335,947 | +$21,037,536 |
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PANW
PALO ALTO NETWORKS INC | United States | COM | 98,516 | 99,636 | +1,120 | $15,794,085 | $33,977,869 | +$18,183,784 |
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SMTC
SEMTECH CORP | United States | COM | 10,590 | 81,980 | +71,390 | $814,265 | $13,268,463 | +$12,454,198 |
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GLW
CORNING INC | United States | COM | 88,768 | 91,404 | +2,636 | $12,069,785 | $23,347,324 | +$11,277,539 |
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GE
GE AEROSPACE | United States | COM NEW | 116,328 | 117,789 | +1,461 | $33,010,397 | $44,021,283 | +$11,010,886 |
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DDOG
DATADOG INC | United States | CL A COM | 55,666 | 58,558 | +2,892 | $6,571,371 | $15,246,161 | +$8,674,790 |
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TTMI
TTM TECHNOLOGIES INC | United States | COM | 85,995 | 88,282 | +2,287 | $8,377,633 | $16,510,500 | +$8,132,867 |
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ABBV
ABBVIE INC | United States | COM | 200,978 | 201,432 | +454 | $43,710,705 | $50,688,349 | +$6,977,644 |
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MS
MORGAN STANLEY | United States | COM NEW | 143,704 | 145,748 | +2,044 | $23,649,367 | $30,467,162 | +$6,817,795 |
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T
AT&T INC | United States | COM | 816,792 | 826,314 | +9,522 | $23,678,800 | $17,104,700 | -$6,574,100 |
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ANET
ARISTA NETWORKS INC | United States | COM SHS | 122,306 | 127,017 | +4,711 | $15,016,731 | $21,577,648 | +$6,560,917 |
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BC
BRUNSWICK CORP | United States | COM | 53,068 | 119,904 | +66,836 | $3,861,228 | $10,100,713 | +$6,239,485 |
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C
CITIGROUP INC | United States | COM NEW | 205,559 | 210,954 | +5,395 | $23,312,446 | $29,525,122 | +$6,212,676 |
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UHS
UNIVERSAL HLTH SVCS INC | United States | CL B | 5,864 | 47,605 | +41,741 | $1,049,480 | $7,078,387 | +$6,028,907 |
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NVT
NVENT ELEC PLC | | SHS | 61,836 | 78,344 | +16,508 | $7,313,962 | $13,287,926 | +$5,973,964 |
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TER
TERADYNE INC | United States | COM | 16,655 | 22,129 | +5,474 | $4,937,541 | $10,706,895 | +$5,769,354 |
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DOCN
DIGITALOCEAN HLDGS INC | United States | COM | 37,358 | 57,125 | +19,767 | $3,204,569 | $8,970,339 | +$5,765,770 |
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NPO
ENPRO INC | United States | COM | 35,334 | 38,311 | +2,977 | $8,856,467 | $14,440,565 | +$5,584,098 |
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KEYS
KEYSIGHT TECHNOLOGIES INC | United States | COM | 18,241 | 30,240 | +11,999 | $5,150,711 | $10,586,117 | +$5,435,406 |
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MTSI
MACOM TECH SOLUTIONS HLDGS I | United States | COM | 25,898 | 28,984 | +3,086 | $5,751,169 | $11,024,644 | +$5,273,475 |
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SAIA
SAIA INC | United States | COM | 23,804 | 31,573 | +7,769 | $8,361,869 | $13,297,285 | +$4,935,416 |
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CVS
CVS HEALTH CORP | United States | COM | 143,663 | 146,259 | +2,596 | $10,317,877 | $15,130,494 | +$4,812,617 |
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CDE
COEUR MNG INC | United States | COM NEW | 80,962 | 383,967 | +303,005 | $1,519,657 | $6,266,341 | +$4,746,684 |
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TEX
TEREX CORP NEW | United States | COM | 43,572 | 100,375 | +56,803 | $2,575,105 | $7,266,146 | +$4,691,041 |
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ROK
ROCKWELL AUTOMATION INC | United States | COM | 11,954 | 17,886 | +5,932 | $4,290,052 | $8,855,001 | +$4,564,949 |
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CFR
CULLEN FROST BANKERS INC | United States | COM | 24,220 | 50,811 | +26,591 | $3,320,078 | $7,851,316 | +$4,531,238 |
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INTU
INTUIT | United States | COM | 33,164 | 37,581 | +4,417 | $14,339,450 | $9,808,641 | -$4,530,809 |
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CYTK
CYTOKINETICS INC | United States | COM NEW | 90,879 | 121,652 | +30,773 | $5,989,835 | $10,363,534 | +$4,373,699 |
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LITE
LUMENTUM HLDGS INC | United States | COM | 7,592 | 11,303 | +3,711 | $5,335,354 | $9,698,652 | +$4,363,298 |
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TGTX
TG THERAPEUTICS INC | United States | COM | 15,560 | 88,548 | +72,988 | $516,903 | $4,864,827 | +$4,347,924 |
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WH
WYNDHAM HOTELS & RESORTS INC | United States | COM | 156,645 | 201,918 | +45,273 | $12,724,273 | $17,003,515 | +$4,279,242 |
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SANM
SANMINA CORP | United States | COM | 6,249 | 19,875 | +13,626 | $810,120 | $5,029,965 | +$4,219,845 |
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RL
RALPH LAUREN CORP | United States | CL A | 18,453 | 26,197 | +7,744 | $6,347,648 | $10,515,738 | +$4,168,090 |
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ARWR
ARROWHEAD PHARMACEUTICALS IN | United States | COM | 184,304 | 191,432 | +7,128 | $11,555,861 | $15,603,622 | +$4,047,761 |
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PWR
QUANTA SVCS INC | United States | COM | 19,045 | 20,055 | +1,010 | $10,456,086 | $14,440,402 | +$3,984,316 |
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COP
CONOCOPHILLIPS | United States | COM | 146,771 | 148,177 | +1,406 | $19,373,772 | $15,404,481 | -$3,969,291 |
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PTGX
PROTAGONIST THERAPEUTICS INC | United States | COM | 6,725 | 36,252 | +29,527 | $708,815 | $4,443,770 | +$3,734,955 |
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DIOD
DIODES INC | United States | COM | 5,250 | 36,780 | +31,530 | $358,365 | $4,025,203 | +$3,666,838 |
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FIX
COMFORT SYS USA INC | United States | COM | 5,477 | 5,591 | +114 | $7,552,728 | $11,081,082 | +$3,528,354 |
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DNTH
DIANTHUS THERAPEUTICS INC | United States | COM | 25,875 | 57,042 | +31,167 | $2,171,430 | $5,560,454 | +$3,389,024 |
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PM
PHILIP MORRIS INTL INC | United States | COM | 183,428 | 185,952 | +2,524 | $30,327,986 | $33,640,576 | +$3,312,590 |
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ETN
EATON CORP PLC | | SHS | 43,773 | 44,424 | +651 | $15,656,289 | $18,929,955 | +$3,273,666 |
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VIAV
VIAVI SOLUTIONS INC | United States | COM | 26,480 | 86,886 | +60,406 | $881,254 | $4,148,807 | +$3,267,553 |
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COHR
COHERENT CORP | United States | COM | 19,939 | 19,988 | +49 | $4,749,669 | $7,884,666 | +$3,134,997 |
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SSD
SIMPSON MFG INC | United States | COM | 44,551 | 51,123 | +6,572 | $7,645,843 | $10,702,600 | +$3,056,757 |
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VEEV
VEEVA SYS INC | United States | CL A COM | 10,602 | 27,116 | +16,514 | $1,862,347 | $4,812,277 | +$2,949,930 |
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MTH
MERITAGE HOMES CORP | United States | COM | 7,645 | 40,629 | +32,984 | $472,767 | $3,406,742 | +$2,933,975 |
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MHO
M/I HOMES INC | United States | COM | 2,992 | 20,285 | +17,293 | $366,370 | $3,261,625 | +$2,895,255 |
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FAST
FASTENAL CO | United States | COM | 122,157 | 173,569 | +51,412 | $5,668,085 | $8,336,519 | +$2,668,434 |
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BOOT
BOOT BARN HLDGS INC | United States | COM | 3,481 | 18,794 | +15,313 | $509,479 | $3,087,290 | +$2,577,811 |
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SPNT
SIRIUSPOINT LTD | | COM | 11,898 | 116,429 | +104,531 | $256,283 | $2,794,296 | +$2,538,013 |
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TT
TRANE TECHNOLOGIES PLC | | SHS | 26,259 | 27,309 | +1,050 | $10,943,176 | $13,413,088 | +$2,469,912 |
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MNST
MONSTER BEVERAGE CORP NEW | United States | COM | 85,649 | 88,786 | +3,137 | $6,206,127 | $8,534,110 | +$2,327,983 |
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EME
EMCOR GROUP INC | United States | COM | 24,416 | 24,518 | +102 | $18,026,577 | $20,346,998 | +$2,320,421 |
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DVN
DEVON ENERGY CORP NEW | United States | COM | 187,265 | 283,162 | +95,897 | $9,423,175 | $11,700,254 | +$2,277,079 |
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NTAP
NETAPP INC | United States | COM | 27,979 | 32,706 | +4,727 | $2,864,770 | $5,061,581 | +$2,196,811 |
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TOL
TOLL BROTHERS INC | United States | COM | 40,086 | 46,339 | +6,253 | $5,470,536 | $7,634,350 | +$2,163,814 |
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MTB
M & T BK CORP | United States | COM | 50,599 | 52,640 | +2,041 | $10,459,825 | $12,528,846 | +$2,069,021 |
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TMUS
T-MOBILE US INC | United States | COM | 55,274 | 56,904 | +1,630 | $11,609,198 | $9,544,508 | -$2,064,690 |
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IBP
INSTALLED BLDG PRODS INC | United States | COM | 42,920 | 58,004 | +15,084 | $11,380,238 | $13,331,639 | +$1,951,401 |
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ALL
ALLSTATE CORP | United States | COM | 35,202 | 38,779 | +3,577 | $7,298,783 | $9,227,075 | +$1,928,292 |
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INSM
INSMED INC | United States | COM PAR $.01 | 36,881 | 39,594 | +2,713 | $6,030,781 | $4,221,512 | -$1,809,269 |
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FOXA
FOX CORP | United States | CL A COM | 36,375 | 75,190 | +38,815 | $2,124,300 | $3,921,910 | +$1,797,610 |
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DHI
D R HORTON INC | United States | COM | 31,948 | 37,779 | +5,831 | $4,383,905 | $6,153,444 | +$1,769,539 |
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POWL
POWELL INDS INC | United States | COM | 13,152 | 31,002 | +17,850 | $7,116,284 | $8,877,733 | +$1,761,449 |
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AZN
ASTRAZENECA PLC | | ORD | 124,535 | 138,649 | +14,114 | $24,188,580 | $25,922,649 | +$1,734,069 |
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ADBE
ADOBE INC | United States | COM | 46,871 | 47,466 | +595 | $11,393,403 | $9,731,479 | -$1,661,924 |
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BKNG
BOOKING HOLDINGS INC | United States | COM | 4,703 | 119,757 | +115,054 | $19,801,135 | $21,345,488 | +$1,544,353 |
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AXON
AXON ENTERPRISE INC | United States | COM | 10,488 | 10,696 | +208 | $4,454,149 | $5,996,285 | +$1,542,136 |
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VST
VISTRA CORP | United States | COM | 51,705 | 58,308 | +6,603 | $7,772,813 | $9,249,398 | +$1,476,585 |
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EXE
EXPAND ENERGY CORPORATION | United States | COM | 94,560 | 97,710 | +3,150 | $10,380,797 | $8,910,175 | -$1,470,622 |
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CMCSA
COMCAST CORP NEW | United States | CL A | 417,606 | 431,127 | +13,521 | $11,989,468 | $10,584,168 | -$1,405,300 |
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TPR
TAPESTRY INC | United States | COM | 40,014 | 47,593 | +7,579 | $5,646,376 | $6,966,663 | +$1,320,287 |
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HEIA
HEICO CORP NEW | | CL A | 13,674 | 16,251 | +2,577 | $2,886,445 | $4,191,295 | +$1,304,850 |
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GH
GUARDANT HEALTH INC | United States | COM | 21,984 | 22,192 | +208 | $2,030,662 | $3,329,466 | +$1,298,804 |
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GILD
GILEAD SCIENCES INC | United States | COM | 152,204 | 157,741 | +5,537 | $21,212,672 | $19,928,998 | -$1,283,674 |
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GEN
GEN DIGITAL INC | United States | COM | 95,612 | 123,011 | +27,399 | $1,800,374 | $3,061,744 | +$1,261,370 |
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NET
CLOUDFLARE INC | United States | CL A COM | 13,413 | 16,368 | +2,955 | $2,767,638 | $4,014,743 | +$1,247,105 |
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CL
COLGATE PALMOLIVE CO | United States | COM | 109,444 | 115,341 | +5,897 | $9,327,912 | $10,574,463 | +$1,246,551 |
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MCK
MCKESSON CORP | United States | COM | 14,364 | 14,821 | +457 | $12,430,031 | $11,198,748 | -$1,231,283 |
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NEM
NEWMONT CORP | United States | COM | 140,004 | 149,534 | +9,530 | $15,155,433 | $13,966,476 | -$1,188,957 |
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PRAX
PRAXIS PRECISION MEDICINES I | United States | COM NEW | 12,473 | 15,432 | +2,959 | $4,018,676 | $5,166,479 | +$1,147,803 |
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RYTM
RHYTHM PHARMACEUTICALS INC | United States | COM | 22,529 | 27,861 | +5,332 | $1,959,347 | $3,093,407 | +$1,134,060 |
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CPAY
CORPAY INC | United States | COM SHS | 10,874 | 12,841 | +1,967 | $3,163,790 | $4,279,520 | +$1,115,730 |
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GWRE
GUIDEWIRE SOFTWARE INC | United States | COM | 41,396 | 41,427 | +31 | $6,191,186 | $5,097,592 | -$1,093,594 |
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VLO
VALERO ENERGY CORP | United States | COM | 37,554 | 39,731 | +2,177 | $9,278,842 | $10,347,542 | +$1,068,700 |
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VIK
VIKING HOLDINGS LTD | United States | ORD SHS | 19,039 | 23,413 | +4,374 | $1,398,986 | $2,450,639 | +$1,051,653 |
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AGI
ALAMOS GOLD INC | | COM CL A | 5,836 | 42,175 | +36,339 | $259,294 | $1,279,590 | +$1,020,296 |
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DLR
DIGITAL RLTY TR INC | United States | COM | 41,815 | 47,574 | +5,759 | $7,535,481 | $8,543,339 | +$1,007,858 |
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HCA
HCA HEALTHCARE INC | United States | COM | 19,566 | 21,167 | +1,601 | $9,259,414 | $8,252,802 | -$1,006,612 |
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NEE
NEXTERA ENERGY INC | United States | COM | 232,632 | 234,836 | +2,204 | $21,606,860 | $20,611,556 | -$995,304 |
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RDDT
REDDIT INC | United States | CL A | 13,311 | 15,974 | +2,663 | $1,792,326 | $2,772,767 | +$980,441 |
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YUM
YUM BRANDS INC | United States | COM | 29,527 | 34,723 | +5,196 | $4,590,858 | $5,550,819 | +$959,961 |
|---|
HALO
HALOZYME THERAPEUTICS INC | United States | COM | 45,066 | 49,446 | +4,380 | $2,912,616 | $3,870,138 | +$957,522 |
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SNA
SNAP ON INC | United States | COM | 7,651 | 9,123 | +1,472 | $2,778,996 | $3,671,095 | +$892,099 |
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TJX
TJX COS INC NEW | United States | COM | 126,792 | 128,069 | +1,277 | $20,248,682 | $19,402,454 | -$846,228 |
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CTSH
COGNIZANT TECHNOLOGY SOLUTIO | United States | CL A | 50,862 | 59,670 | +8,808 | $3,120,384 | $2,311,019 | -$809,365 |
|---|
VTR
VENTAS INC | United States | COM | 85,237 | 87,479 | +2,242 | $6,970,682 | $7,768,135 | +$797,453 |
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MEDP
MEDPACE HLDGS INC | United States | COM | 8,592 | 9,283 | +691 | $4,125,793 | $4,916,184 | +$790,391 |
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