MondegarAI
← Tracker

Institutional

AMICA MUTUAL INSURANCE CO

CIK 0000857508
$1.2M
Reported AUM
144
Positions
Q1 2026
Period
2026-05-06
Filed

The Brief · AMICA MUTUAL INSURANCE CO · Q1 2026

AI · grounded in 13F

AMICA MUTUAL INSURANCE CO established a new position in AVGO with a $9,529 investment. The fund also opened new stakes in IEMG for $8,009 and NFLX for $5,285. On the sell side, the fund closed its position in INTU, resulting in a $7,950 reduction.

Portfolio · Q1 2026

IXUS$289,455NVDA$61,441AAPLMSFTAMZNGOOGLOther$562,637AC

Top holdings

QoQ vs Q4 2025

#StockIssuerPriceDay %1Y Gr.5Y Gr.Value% of bookΔ shares (QoQ)Status
1IXUSISHARES TR$93.31-3.86%25.80%48.29%$289K24.86%HELD
2NVDANVIDIA CORPORATION$205.10-6.20%44.92%955.49%$61K5.28%+10,988+3.2%
3AAPLAPPLE INC$307.34-1.25%51.31%116.17%$47K4.05%HELD
4MSFTMICROSOFT CORP$416.67-2.66%-10.71%52.39%$42K3.60%2,109−1.8%
5AMZNAMAZON COM INC$246.03-3.06%15.20%47.87%$32K2.75%HELD
6GOOGLALPHABET INC$368.53-0.98%112.92%175.80%$32K2.71%HELD
7METAMETA PLATFORMS INC$593.00-5.51%-14.74%67.74%$20K1.68%HELD
8PHPARKER-HANNIFIN CORP$882.341.16%32.59%201.59%$17K1.45%HELD
9BRK/BBERKSHIRE HATHAWAY INC DEL$16K1.41%HELD
10VVISA INC$323.571.06%-11.91%36.33%$15K1.32%+4,855+10.5%
11PMPHILIP MORRIS INTL INC$178.291.89%1.58%123.17%$15K1.28%HELD
12LLYELI LILLY & CO$1131.420.55%48.00%387.10%$15K1.28%HELD
13XOMEXXON MOBIL CORP$149.92-1.39%48.36%212.97%$15K1.27%HELD
14MAMASTERCARD INCORPORATED$491.081.93%-16.29%31.00%$14K1.19%+1,600+6.1%
15BJBJS WHSL CLUB HLDGS INC$89.210.92%-19.71%76.17%$14K1.18%HELD
16LRCXLAM RESEARCH CORP$303.28-9.85%253.80%400.87%$14K1.17%HELD
17UNPUNION PAC CORP$272.323.19%24.65%39.36%$13K1.10%HELD
18CCKCROWN HLDGS INC$93.380.34%-5.43%-1.20%$11K0.98%+14,989+15.1%
19APHAMPHENOL CORP$138.81-5.42%49.74%300.06%$11K0.95%HELD
20GDGENERAL DYNAMICS CORP$346.441.45%27.61%96.66%$11K0.93%HELD
21JNJJOHNSON & JOHNSON$232.772.02%53.90%55.59%$10K0.90%HELD
22KLACKLA CORP$1929.20-9.47%140.30%482.93%$10K0.89%HELD
23MCDMCDONALDS CORP$279.842.61%-6.22%29.33%$10K0.88%HELD
24XLRESELECT SECTOR SPDR TR$44.700.68%10.44%12.93%$10K0.88%HELD
25TXNTEXAS INSTRS INC$285.06-6.65%52.30%72.38%$10K0.85%HELD
26AVGOBROADCOM INC$385.73-7.92%57.48%771.51%$10K0.82%+30,786NEW
27PGPROCTER & GAMBLE CO$146.544.09%-8.09%17.02%$9K0.81%HELD
28JPMJPMORGAN CHASE & CO$312.370.48%19.84%133.52%$9K0.80%+7,363+30.2%
29NEENEXTERA ENERGY INC$85.840.19%23.39%25.67%$9K0.77%HELD
30CVXCHEVRON CORPORATION$187.31-0.55%39.19%125.88%$9K0.77%HELD
31ALCALCON AG$66.810.35%$9K0.76%+15,769+15.5%
32GOOGALPHABET INC$365.76-0.95%$9K0.76%HELD
33ENTGENTEGRIS INC$125.41-10.34%$9K0.75%HELD
34TSMTAIWAN SEMICONDUCTOR MANUFAC$415.17-6.69%$9K0.73%8,688−25.6%
35RTXRTX CORPORATION$180.990.88%$9K0.73%HELD
36LAZLAZARD INC$46.36-4.51%$8K0.70%+2,652+1.4%
37IEMGISHARES INC$78.63-6.40%$8K0.69%+114,821NEW
38ROSTROSS STORES INC$230.37-1.15%$8K0.68%HELD
39TYLTYLER TECHNOLOGIES INC$312.071.27%$8K0.68%+4,305+23.1%
40JKHYHENRY JACK & ASSOC INC$130.11-0.47%$8K0.66%HELD
41WMWASTE MGMT INC DEL$220.400.63%$8K0.65%HELD
42TMOTHERMO FISHER SCIENTIFIC INC$472.80-1.91%$7K0.62%HELD
43ACNACCENTURE PLC IRELAND$178.25-0.34%$7K0.62%+6,252+20.8%
44BLKBLACKROCK INC$995.60-2.64%$7K0.60%HELD
45UNHUNITEDHEALTH GROUP INC$399.470.76%$7K0.58%HELD
46GOLFACUSHNET HLDGS CORP$90.001.13%$6K0.55%HELD
47STESTERIS PLC$212.350.05%$6K0.55%+482+1.7%
48SPGIS&P GLOBAL INC$424.441.03%$6K0.55%HELD
49AXPAMERICAN EXPRESS CO$310.66-0.60%$6K0.55%+6,172+41.6%
50CRMSALESFORCE INC$185.66-1.64%$6K0.54%4,425−11.6%
51PBPROSPERITY BANCSHARES INC$69.360.89%$6K0.53%49,019−34.7%
52GWREGUIDEWIRE SOFTWARE INC$136.06-10.00%$6K0.53%+33,916+480.1%
53DPZDOMINOS PIZZA INC$313.992.11%$6K0.51%HELD
54ABBVABBVIE INC$227.231.02%$6K0.50%HELD
55UBERUBER TECHNOLOGIES INC$70.71-2.08%$6K0.50%+46,150+133.9%
56PFEPFIZER INC$26.041.36%$6K0.49%HELD
57CLHCLEAN HARBORS INC$283.03-1.35%$6K0.48%1,495−7.2%
58IEOISHARES TR$116.15-2.60%$5K0.46%HELD
59NFLXNETFLIX INC.$82.180.76%$5K0.45%+54,961NEW
60OTISOTIS WORLDWIDE CORP$70.340.70%$5K0.44%HELD
61LMTLOCKHEED MARTIN CORP$523.760.91%$5K0.44%HELD
62CELHCELSIUS HLDGS INC$28.131.37%$5K0.42%+83,781+153.0%
63PEPPEPSICO INC$141.92-0.16%$5K0.42%HELD
64XLUSELECT SECTOR SPDR TR$44.350.93%$5K0.41%HELD
65MSMORGAN STANLEY$211.93-2.90%$5K0.40%HELD
66MLMMARTIN MARIETTA MATLS INC$575.83-0.87%$5K0.39%+1,904+32.6%
67ABNBAIRBNB INC$133.54-0.13%$5K0.39%HELD
68CDNSCADENCE DESIGN SYSTEM INC$376.19-8.62%$4K0.38%+8,525+114.3%
69PANWPALO ALTO NETWORKS INC$272.05-2.58%$4K0.38%+18,472+206.4%
70ZTSZOETIS INC$79.44-0.10%$4K0.38%HELD
71HIIHUNTINGTON INGALLS INDS INC$293.04-0.51%$4K0.36%HELD
72SNPSSYNOPSYS INC$464.85-5.99%$4K0.35%+1,967+24.1%
73IEZISHARES TR$29.73-5.29%$4K0.34%HELD
74CRLCHARLES RIV LABS INTL INC$181.34-2.40%$4K0.34%HELD
75HDHOME DEPOT INC$310.780.27%$4K0.33%HELD
76SYBTSTOCK YDS BANCORP INC$71.810.11%$4K0.33%+42,395+286.1%
77SCISERVICE CORP INTL$69.68-0.19%$4K0.32%+25,604+128.0%
78AWKAMERICAN WTR WKS CO INC NEW$124.471.82%$4K0.32%HELD
79DHRDANAHER CORP DEL$184.30-1.25%$4K0.31%HELD
80HSYHERSHEY CO$184.581.02%$4K0.30%HELD
81BXBLACKSTONE INC$115.35-2.70%$4K0.30%+30,484NEW
82AMTAMERICAN TOWER CORP$194.120.11%$3K0.27%HELD
83ABTABBOTT LABORATORIES$91.070.32%$3K0.25%HELD
84FSVFIRSTSERVICE CORP NEW$140.680.76%$3K0.24%HELD
85WMGWARNER MUSIC GROUP CORP$29.93-0.23%$3K0.24%+62,884+141.2%
86CHTRCHARTER COMMUNICATIONS INC$132.122.38%$3K0.24%HELD
87XOPSPDR SERIES TRUST$165.99-2.94%$2K0.20%HELD
88ELLAUDER ESTEE COS INC$83.490.71%$2K0.20%HELD
89NKENIKE INC$42.98-1.47%$2K0.19%HELD
90ORLYOREILLY AUTOMOTIVE INC$90.332.18%$2K0.17%HELD
91XBISPDR SERIES TRUST$128.67-3.56%$2K0.15%HELD
92TEXTEREX CORP NEW$60.42-3.59%$2K0.15%HELD
93TXTTEXTRON INC$91.08-0.01%$2K0.14%HELD
94TKRTIMKEN CO$131.83-1.37%$2K0.14%HELD
95OSKOSHKOSH CORP$130.53-1.95%$2K0.14%HELD
96BF/BBROWN FORMAN CORP$2K0.13%HELD
97CGCARLYLE GROUP INC$43.48-0.11%$2K0.13%HELD
98SITMSITIME CORP$625.68-11.50%$1K0.13%HELD
99SDRLSEADRILL LTD$44.38-2.82%$1K0.12%HELD
100KIESPDR SERIES TRUST$56.902.97%$1K0.12%2,855−10.2%
101ALLEALLEGION PLC$1K0.11%HELD
102ELSEQUITY LIFESTYLE PROPERTIES$1K0.10%HELD
103GGGGRACO INC$1K0.10%HELD
104COOCOOPER COS INC$1K0.10%HELD
105TRUTRANSUNION$1K0.09%HELD
106TXRHTEXAS ROADHOUSE INC$1K0.09%+544+9.1%
107TSLATESLA INC$1K0.09%HELD
108CHECHEMED CORP NEW$1K0.09%+143+5.6%
109HQYHEALTHEQUITY INC$9870.08%HELD
110RHPRYMAN HOSPITALITY PPTYS INC$9680.08%HELD
111JBSSSANFILIPPO JOHN B & SON INC$8440.07%HELD
112AVYAVERY DENNISON CORP$8410.07%HELD
113INVHINVITATION HOMES INC$8150.07%HELD
114JBIJANUS INTERNATIONAL GROUP IN$8120.07%+35,123+28.7%
115EVRGEVERGY INC$7520.06%HELD
116NINISOURCE INC$7510.06%HELD
117SAMBOSTON BEER INC$7390.06%HELD
118MTNVAIL RESORTS INC$7050.06%HELD
119CMSCMS ENERGY CORP$6980.06%HELD
120DKNGDRAFTKINGS INC NEW$6910.06%HELD
121ESEVERSOURCE ENERGY$6880.06%HELD
122BURLBURLINGTON STORES INC$6700.06%+426+26.1%
123HUBGHUB GROUP INC$6600.06%HELD
124PBHPRESTIGE CONSMR HEALTHCARE I$6230.05%HELD
125HWKNHAWKINS INC$6110.05%HELD
126TWTRADEWEB MKTS INC$5060.04%+667+18.4%
127GTMZOOMINFO TECHNOLOGIES INC$4680.04%HELD
128MKTXMARKETAXESS HLDGS INC$4550.04%+406+17.3%
129USLMUNITED STS LIME & MINERALS I$4480.04%HELD
130SPSCSPS COMM INC$4380.04%HELD
131ULSUL SOLUTIONS INC$4340.04%+2,947+139.4%
132XSWSPDR SERIES TRUST$4300.04%HELD
133MORNMORNINGSTAR INC$3940.03%+427+22.4%
134XMESPDR SERIES TRUST$3720.03%HELD
135SAILSAILPOINT INC$2740.02%+10,678+106.5%
136FDSFACTSET RESH SYS INC$2570.02%HELD
137OKTAOKTA INC$2050.02%HELD
138MANMANPOWERGROUP INC WIS$1890.02%HELD
139TTANSERVICETITAN INC$1820.02%+2,875NEW
140CCCCCC INTELLIGENT SOLUTIONS HL$1650.01%HELD
141MESOMESOBLAST LTD$1470.01%+9,575NEW
142SPRYARS PHARMACEUTICALS INC$1150.01%HELD
143ADMAADMA BIOLOGICS INC$960.01%HELD
144KLCKINDERCARE LEARNING COMPANIE$760.01%HELD
145INTUINTUIT12,001EXITED
146APTVAPTIV PLC43,314EXITED
147APDAIR PRODS & CHEMS INC12,743EXITED
148NATHNATHANS FAMOUS INC NEW6,000EXITED

Source: SEC EDGAR · accession 0000857508-26-000002. 13F discloses long positions only — shorts, foreign equities, and options are excluded.