MondegarAI
AMICA MUTUAL INSURANCE CO

Q2 2025 · 13F-HR

AMICA MUTUAL INSURANCE COholdings as filed

Filed 2025-08-07 · accession 0000857508-25-000005

$1.0M
Reported value
139
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · AMICA MUTUAL INSURANCE CO · Q2 2025

AI · grounded in 13F

AMICA MUTUAL INSURANCE CO established a new position in IXUS valued at $262,532. The fund also initiated new stakes in MSFT for $59,500 and NVDA for $53,923. Additional new positions include AAPL, AMZN, and META.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F834IXUSISHARES TR$262,53225.3%3,393,208CommonSOLE
594918104MSFTMICROSOFT CORP$59,5005.74%119,619CommonSOLE
67066G104NVDANVIDIA CORPORATION$53,9235.20%341,309CommonSOLE
037833100AAPLAPPLE INC$38,7373.74%188,804CommonSOLE
023135106AMZNAMAZON COM INC$35,1893.39%160,396CommonSOLE
30303M102METAMETA PLATFORMS INC$29,0312.80%39,332CommonSOLE
02079K305GOOGLALPHABET INC$19,3061.86%109,550CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$16,6771.61%34,332CommonSOLE
92826C839VVISA INC$16,3971.58%46,181CommonSOLE
718172109PMPHILIP MORRIS INTL INC$15,1871.46%83,385CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14,7161.42%26,187CommonSOLE
701094104PHPARKER-HANNIFIN CORP$14,4121.39%20,633CommonSOLE
907818108UNPUNION PAC CORP$12,1941.18%53,000CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$12,1331.17%292,706CommonSOLE
532457108LLYELI LILLY & CO$11,0331.06%14,154CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$10,7471.04%99,664CommonSOLE
882508104TXNTEXAS INSTRS INC$10,5451.02%50,788CommonSOLE
79466L302CRMSALESFORCE INC$10,4041.00%38,152CommonSOLE
228368106CCKCROWN HLDGS INC$10,1930.98%98,978CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$9,9300.96%141,366CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9,5340.92%59,843CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$9,5310.92%42,082CommonSOLE
461202103INTUINTUIT$9,4520.91%12,001CommonSOLE
30231G102XOMEXXON MOBIL CORP$9,4170.91%87,353CommonSOLE
09290D101BLKBLACKROCK INC$9,3400.90%8,902CommonSOLE
369550108GDGENERAL DYNAMICS CORP$9,2220.89%31,620CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$8,6390.83%21,132CommonSOLE
032095101APHAMPHENOL CORP NEW$8,6230.83%87,322CommonSOLE
75513E101RTXRTX CORPORATION$8,1970.79%56,138CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7,8630.76%27,121CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$7,7290.75%24,776CommonSOLE
29362U104ENTGENTEGRIS INC$7,4080.71%91,849CommonSOLE
512807306LRCXLAM RESEARCH CORP$7,3470.71%75,476CommonSOLE
482480100KLACKLA CORP$6,9850.67%7,798CommonSOLE
G8473T100STESTERIS PLC$6,8430.66%28,488CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$6,8240.66%22,831CommonSOLE
65339F101NEENEXTERA ENERGY INC$6,7010.65%96,529CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$6,6330.64%66,982CommonSOLE
478160104JNJJOHNSON & JOHNSON$6,5350.63%42,783CommonSOLE
009158106APDAIR PRODS & CHEMS INC$6,4160.62%22,746CommonSOLE
166764100CVXCHEVRON CORP NEW$6,1970.60%43,277CommonSOLE
580135101MCDMCDONALDS CORP$6,1530.59%21,060CommonSOLE
78409V104SPGIS&P GLOBAL INC$6,0870.59%11,543CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$5,9750.58%14,737CommonSOLE
52110M109LAZLAZARD INC$5,7910.56%120,707CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$5,4570.53%30,287CommonSOLE
02079K107GOOGALPHABET INC$5,4500.53%30,725CommonSOLE
617446448MSMORGAN STANLEY$5,3940.52%38,295CommonSOLE
025816109AXPAMERICAN EXPRESS CO$5,3890.52%16,896CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$5,0740.49%8,559CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$5,0110.48%68,816CommonSOLE
00287Y109ABBVABBVIE INC$4,9530.48%26,684CommonSOLE
184496107CLHCLEAN HARBORS INC$4,8130.46%20,820CommonSOLE
009066101ABNBAIRBNB INC$4,7590.46%35,960CommonSOLE
25754A201DPZDOMINOS PIZZA INC$4,6730.45%10,373CommonSOLE
94106L109WMWASTE MGMT INC DEL$4,3230.42%18,892CommonSOLE
437076102HDHOME DEPOT INC$4,2490.41%11,589CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$4,2400.41%51,924CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3,9850.38%18,029CommonSOLE
002824100ABTABBOTT LABS$3,8470.37%28,288CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$3,8170.37%27,440CommonSOLE
717081103PFEPFIZER INC$3,8070.37%157,064CommonSOLE
235851102DHRDANAHER CORPORATION$3,8060.37%19,265CommonSOLE
464288851IEOISHARES TR$3,7880.37%42,750CommonSOLE
H01301128ALCALCON AG$3,7230.36%42,174CommonSOLE
98978V103ZTSZOETIS INC$3,3710.33%21,613CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$3,3630.32%22,163CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$3,2150.31%34,463CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$3,2040.31%5,837CommonSOLE
G3265R107APTVAPTIV PLC$2,9550.28%43,314CommonSOLE
654106103NKENIKE INC$2,9440.28%41,439CommonSOLE
427866108HSYHERSHEY CO$2,8340.27%17,075CommonSOLE
78468R556XOPSPDR SER TR$2,4660.24%19,606CommonSOLE
464288844IEZISHARES TR$2,3450.23%138,177CommonSOLE
02209S103MOALTRIA GROUP INC$2,3390.23%39,899CommonSOLE
872540109TJXTJX COS INC NEW$2,2020.21%17,834CommonSOLE
78464A789KIESPDR SER TR$2,1770.21%36,446CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$2,1550.21%8,925CommonSOLE
88160R101TSLATESLA INC$2,1330.21%6,715CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,9240.19%21,345CommonSOLE
861025104SYBTSTOCK YDS BANCORP INC$1,7820.17%22,568CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$1,6630.16%7,064CommonSOLE
14316J108CGCARLYLE GROUP INC$1,6330.16%31,766CommonSOLE
817565104SCISERVICE CORP INTL$1,6280.16%20,003CommonSOLE
464287655IWMISHARES TR$1,5900.15%7,371CommonSOLE
115637209BF/BBROWN FORMAN CORP$1,5710.15%58,374CommonSOLE
G0176J109ALLEALLEGION PLC$1,5600.15%10,827CommonSOLE
883203101TXTTEXTRON INC$1,5110.15%18,817CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$1,4210.14%8,136CommonSOLE
880779103TEXTEREX CORP NEW$1,4200.14%30,404CommonSOLE
713448108PEPPEPSICO INC$1,4000.14%10,606CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$1,3720.13%31,981CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$1,3260.13%131,037CommonSOLE
688239201OSKOSHKOSH CORP$1,2540.12%11,047CommonSOLE
16359R103CHECHEMED CORP NEW$1,2520.12%2,571CommonSOLE
42226A107HQYHEALTHEQUITY INC$1,2370.12%11,805CommonSOLE
15118V207CELHCELSIUS HLDGS INC$1,2170.12%26,238CommonSOLE
384109104GGGGRACO INC$1,1940.12%13,894CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$1,1910.11%19,310CommonSOLE
887389104TKRTIMKEN CO$1,1800.11%16,264CommonSOLE
78464A870XBISPDR SER TR$1,1720.11%14,127CommonSOLE
89400J107TRUTRANSUNION$1,1350.11%12,901CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$1,0830.10%39,776CommonSOLE
46187W107INVHINVITATION HOMES INC$1,0760.10%32,808CommonSOLE
82982T106SITMSITIME CORP$1,0680.10%5,010CommonSOLE
216648501COOCOOPER COS INC$1,0600.10%14,893CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$1,0350.10%10,490CommonSOLE
91879Q109MTNVAIL RESORTS INC$1,0030.10%6,381CommonSOLE
78463M107SPSCSPS COMM INC$9830.09%7,224CommonSOLE
75886F107REGNREGENERON PHARMACEUTICALS$9610.09%1,830CommonSOLE
47103N106JBIJANUS INTERNATIONAL GROUP IN$8950.09%109,910CommonSOLE
053611109AVYAVERY DENNISON CORP$8550.08%4,871CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$8100.08%12,805CommonSOLE
871607107SNPSSYNOPSYS INC$7440.07%1,452CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$7170.07%2,326CommonSOLE
78464A714XRTSPDR SER TR$7090.07%9,205CommonSOLE
30034W106EVRGEVERGY INC$7030.07%10,201CommonSOLE
G7997W102SDRLSEADRILL LTD$6760.07%25,758CommonSOLE
632347100NATHNATHANS FAMOUS INC NEW$6630.06%6,000CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$6520.06%8,167CommonSOLE
65473P105NINISOURCE INC$6490.06%16,099CommonSOLE
30040W108ESEVERSOURCE ENERGY$6320.06%9,930CommonSOLE
125896100CMSCMS ENERGY CORP$6240.06%9,002CommonSOLE
443320106HUBGHUB GROUP INC$6120.06%18,312CommonSOLE
100557107SAMBOSTON BEER INC$6120.06%3,208CommonSOLE
518439104ELLAUDER ESTEE COS INC$6060.06%7,504CommonSOLE
20451N101CMPCOMPASS MINERALS INTL INC$5930.06%29,513CommonSOLE
78464A599XSWSPDR SER TR$5740.06%3,024CommonSOLE
227046109CROXCROCS INC$4790.05%4,728CommonSOLE
892672106TWTRADEWEB MKTS INC$4390.04%3,000CommonSOLE
78464A755XMESPDR SER TR$4370.04%6,490CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$4360.04%1,951CommonSOLE
49456W105KLCKINDERCARE LEARNING COMPANIE$3470.03%34,328CommonSOLE
420261109HWKNHAWKINS INC$3290.03%2,314CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$2590.02%6,409CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$2500.02%14,350CommonSOLE
000899104ADMAADMA BIOLOGICS INC$1940.02%10,645CommonSOLE
903731107ULSUL SOLUTIONS INC$720.01%982CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$670.01%670CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.