AMICA MUTUAL INSURANCE CO Q2 2025 Filing

Filed August 7, 2025

Portfolio Value

$1.0B

Holdings

139

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (139 positions)

#StockSharesValue% PortfolioType
1
IXUSISHARES TR
3,393,208$262.5M25.32%
2
MSFTMICROSOFT CORP
119,619$59.5M5.74%
3
NVDANVIDIA CORPORATION
341,309$53.9M5.20%
4
AAPLAPPLE INC
188,804$38.7M3.74%
5
AMZNAMAZON COM INC
160,396$35.2M3.39%
6
METAMETA PLATFORMS INC
39,332$29.0M2.80%
7
GOOGLALPHABET INC
109,550$19.3M1.86%
8
BRK/BBERKSHIRE HATHAWAY INC DEL
34,332$16.7M1.61%
9
VVISA INC
46,181$16.4M1.58%
10
4I1PHILIP MORRIS INTL INC
83,385$15.2M1.46%
11
MAMASTERCARD INCORPORATED
26,187$14.7M1.42%
12
PHPARKER-HANNIFIN CORP
20,633$14.4M1.39%
13
UNPUNION PAC CORP
53,000$12.2M1.18%
14
XLRESELECT SECTOR SPDR TR
292,706$12.1M1.17%
15
LLYELI LILLY & CO
14,154$11.0M1.06%
16
BJBJS WHSL CLUB HLDGS INC
99,664$10.7M1.04%
17
TXNTEXAS INSTRS INC
50,788$10.5M1.02%
18
CRMSALESFORCE INC
38,152$10.4M1.00%
19
CCKCROWN HLDGS INC
98,978$10.2M0.98%
20
PBPROSPERITY BANCSHARES INC
141,366$9.9M0.96%
21
PGPROCTER AND GAMBLE CO
59,843$9.5M0.92%
22
TSMTAIWAN SEMICONDUCTOR MFG LTD
42,082$9.5M0.92%
23
INTUINTUIT
12,001$9.5M0.91%
24
XOMEXXON MOBIL CORP
87,353$9.4M0.91%
25
BLKBLACKROCK INC
8,902$9.3M0.90%
26
GDGENERAL DYNAMICS CORP
31,620$9.2M0.89%
27
CHTRCHARTER COMMUNICATIONS INC N
21,132$8.6M0.83%
28
APHAMPHENOL CORP NEW
87,322$8.6M0.83%
29
RTXRTX CORPORATION
56,138$8.2M0.79%
30
JPMJPMORGAN CHASE & CO.
27,121$7.9M0.76%
31
UNHUNITEDHEALTH GROUP INC
24,776$7.7M0.75%
32
ENQENTEGRIS INC
91,849$7.4M0.71%
33
LRCXLAM RESEARCH CORP
75,476$7.3M0.71%
34
KLACKLA CORP
7,798$7.0M0.67%
35
STESTERIS PLC
28,488$6.8M0.66%
36
ACNACCENTURE PLC IRELAND
22,831$6.8M0.66%
37
NEENEXTERA ENERGY INC
96,529$6.7M0.65%
38
OTISOTIS WORLDWIDE CORP
66,982$6.6M0.64%
39
JNJJOHNSON & JOHNSON
42,783$6.5M0.63%
40
APDAIR PRODS & CHEMS INC
22,746$6.4M0.62%
41
CVXCHEVRON CORP NEW
43,277$6.2M0.60%
42
MCDMCDONALDS CORP
21,060$6.2M0.59%
43
SPGIS&P GLOBAL INC
11,543$6.1M0.59%
44
TMOTHERMO FISHER SCIENTIFIC INC
14,737$6.0M0.58%
45
LAZLAZARD INC
120,707$5.8M0.56%
46
JKHYHENRY JACK & ASSOC INC
30,287$5.5M0.53%
47
GOOGALPHABET INC
30,725$5.5M0.53%
48
DWDMORGAN STANLEY
38,295$5.4M0.52%
49
AXPAMERICAN EXPRESS CO
16,896$5.4M0.52%
50
TYLTYLER TECHNOLOGIES INC
8,559$5.1M0.49%
51
GOLFACUSHNET HLDGS CORP
68,816$5.0M0.48%
52
ABBVABBVIE INC
26,684$5.0M0.48%
53
CLHCLEAN HARBORS INC
20,820$4.8M0.46%
54
ABNBAIRBNB INC
35,960$4.8M0.46%
55
DPZDOMINOS PIZZA INC
10,373$4.7M0.45%
56
WMWASTE MGMT INC DEL
18,892$4.3M0.42%
57
HDHOME DEPOT INC
11,589$4.2M0.41%
58
XLUSELECT SECTOR SPDR TR
51,924$4.2M0.41%
59
AMTAMERICAN TOWER CORP NEW
18,029$4.0M0.38%
60
ABTABBOTT LABS
28,288$3.8M0.37%
61
AWCAMERICAN WTR WKS CO INC NEW
27,440$3.8M0.37%
62
PFEPFIZER INC
157,064$3.8M0.37%
63
DHRDANAHER CORPORATION
19,265$3.8M0.37%
64
AQLTISHARES TR
42,750$3.8M0.37%
65
ALCALCON AG
42,174$3.7M0.36%
66
ZTSZOETIS INC
21,613$3.4M0.33%
67
CRLCHARLES RIV LABS INTL INC
22,163$3.4M0.32%
68
UBERUBER TECHNOLOGIES INC
34,463$3.2M0.31%
69
MLMMARTIN MARIETTA MATLS INC
5,837$3.2M0.31%
70
APTVAPTIV PLC
43,314$3.0M0.28%
71
NKENIKE INC
41,439$2.9M0.28%
72
HSYHERSHEY CO
17,075$2.8M0.27%
73
XOPSPDR SER TR
19,606$2.5M0.24%
74
IEZISHARES TR
138,177$2.3M0.23%
75
MOALTRIA GROUP INC
39,899$2.3M0.23%
76
TJXTJX COS INC NEW
17,834$2.2M0.21%
77
KIESPDR SER TR
36,446$2.2M0.21%
78
HIIHUNTINGTON INGALLS INDS INC
8,925$2.2M0.21%
79
TSLATESLA INC
6,715$2.1M0.21%
80
ORLYOREILLY AUTOMOTIVE INC
21,345$1.9M0.19%
81
SYBTSTOCK YDS BANCORP INC
22,568$1.8M0.17%
82
GWREGUIDEWIRE SOFTWARE INC
7,064$1.7M0.16%
83
CGCARLYLE GROUP INC
31,766$1.6M0.16%
84
SCISERVICE CORP INTL
20,003$1.6M0.16%
85
IWMISHARES TR
7,371$1.6M0.15%
86
BF/BBROWN FORMAN CORP
58,374$1.6M0.15%
87
ALLEALLEGION PLC
10,827$1.6M0.15%
88
TXTTEXTRON INC
18,817$1.5M0.15%
89
FSVFIRSTSERVICE CORP NEW
8,136$1.4M0.14%
90
TEXTEREX CORP NEW
30,404$1.4M0.14%
91
PEPPEPSICO INC
10,606$1.4M0.14%
92
DKNGDRAFTKINGS INC NEW
31,981$1.4M0.13%
93
GTMZOOMINFO TECHNOLOGIES INC
131,037$1.3M0.13%
94
OSKOSHKOSH CORP
11,047$1.3M0.12%
95
CHECHEMED CORP NEW
2,571$1.3M0.12%
96
HQYHEALTHEQUITY INC
11,805$1.2M0.12%
97
CELHCELSIUS HLDGS INC
26,238$1.2M0.12%
98
GGGGRACO INC
13,894$1.2M0.12%
99
ELSEQUITY LIFESTYLE PPTYS INC
19,310$1.2M0.11%
100
TKRTIMKEN CO
16,264$1.2M0.11%
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