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MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC

SEC Form 13F institutional filer · CIK 0000922127

13F-HR · 486 reported holdings · 2026-03-31

Investment management arm of Mutual of America Life Insurance Company.

Reported long-US-equity value

$6.19B

Top-10 concentration

36.0%

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC — $6.19B AUM allocation strategy

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC files SEC Form 13F and reports $6.19B of long US equity value across 486 reported holdings for 2026-03-31.

Its largest sector bet is Information Technology 22.3%, followed by Communication Services 8.2% and Consumer Discretionary 5.4%.

The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$6.19B

total across 486 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

36% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$HBAN$VRT$ADM

+$HBAN +47.1K sh · +$450K+$VRT +39.1K sh · +$12.3M+$ADM +24.2K sh · +$2.54M

Biggest trims (shares)

$AMCR$TSCO$COHR

−$AMCR −199K sh · −$113K−$TSCO −60.2K sh · −$3.42M−$COHR −45.5K sh · −$7.32M

Added from nil (new positions)

$Q

1 fresh holding — new conviction

Exited to nil (held last quarter, gone now)

$JPM$COST$WFC$CVX$APH

$JPM ($101M last qtr)$COST ($41.6M last qtr)$WFC ($32.7M last qtr)$CVX ($31.9M last qtr)$APH ($28.7M last qtr)

Sector allocation (share of reported value)

Information Technology 22%Communication Services 8%Consumer Discretionary 5%Financials 3%Health Care 3%Consumer Staples 2%Energy 1%Other holdings 55%SECTORS
  • $XLKInformation Technology22.3%
  • $XLCCommunication Services8.2%
  • $XLYConsumer Discretionary5.4%
  • $XLFFinancials3.2%
  • $XLVHealth Care3.1%
  • $XLPConsumer Staples1.6%
  • $XLEEnergy1.2%
  • Other holdings55.1%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Semiconductors 11%Interactive Media & Services 8%Technology Hardware, Storage & Peripherals 7%Systems Software 5%Broadline Retail 4%Pharmaceuticals 2%Automobile Manufacturers 2%Transaction & Payment Processing Services 2%Other holdings 61%INDUSTRIES
  • Semiconductors10.8%
  • Interactive Media & Services7.5%
  • Technology Hardware, Storage & Peripherals6.6%
  • Systems Software4.9%
  • Broadline Retail3.6%
  • Pharmaceuticals2.4%
  • Automobile Manufacturers1.8%
  • Transaction & Payment Processing Services1.7%
  • Other holdings60.7%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$NVDANVIDIA Corporation2.67M$466M-26.6K7.5%
$AAPLApple Inc1.61M$408M-26.4K6.6%
$MSFTMicrosoft Corporation819K$303M-9.1K4.9%
$AMZNAmazon.com Inc1.06M$221M-6.07K3.6%
$GOOGAlphabet Inc. Class C Capital Stock652K$188M-8.3K3.0%
$AVGOBroadcom Inc527K$163M-3.41K2.6%
$GOOGLAlphabet Inc497K$143M-1.88K2.3%
$METAMeta Platforms Inc236K$134M+8042.2%
$TSLATesla Inc300K$112M-2.58K1.8%
$BRK.BBerkshire Hathaway Inc.-Class B195K$93.3M-3.25K1.5%

…and 476 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

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