AMICA MUTUAL INSURANCE CO
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 58.5%; sector active share 16.2% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
142 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 28.2% | $337,961,882 |
| Technology | 26.7% | $320,219,111 |
| Financial Services | 8.2% | $98,216,991 |
| Consumer Cyclical | 8.1% | $97,474,678 |
| Healthcare | 7.3% | $87,166,588 |
| Industrials | 7.1% | $85,306,941 |
| Communication Services | 6.3% | $75,608,154 |
| Consumer Defensive | 4.2% | $50,925,836 |
| Energy | 1.6% | $19,468,060 |
| Utilities | 1.1% | $13,680,921 |
| Real Estate | 0.8% | $9,205,261 |
| Basic Materials | 0.4% | $5,197,032 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CCC | CCC Intelligent Solutions Holdings Inc. | +231,103 | 258,550 | $1,334,118 | |
| KLAC | Kla Corp | +60,286 | 67,320 | $20,311,117 | |
| WMG | Warner Music Group Corp. | +36,195 | 143,616 | $3,887,685 | |
| CELH | Celsius Holdings, Inc. | +31,493 | 170,047 | $4,978,976 | |
| NFLX | Netflix Inc | +21,558 | 76,519 | $5,463,456 | |
| BX | Blackstone Inc. | +13,273 | 43,757 | $5,148,886 | |
| XBI | State Street(R) SPDR(R) S&P(R) Biotech ETF | +7,312 | 21,439 | $3,392,721 | |
| PEP | Pepsico Inc | +5,161 | 36,507 | $4,943,047 | |
| ENTG | Entegris Inc | +3,988 | 78,013 | $14,031,418 | |
| ROST | Ross Stores, Inc. | +3,166 | 39,708 | $8,451,847 | |
| ALLE | Allegion plc | +2,728 | 11,464 | $1,610,577 | |
| MAN | ManpowerGroup Inc. | +2,606 | 9,015 | $304,436 | |
| CG | Carlyle Group Inc. | +2,137 | 33,903 | $1,427,655 | |
| TTAN | ServiceTitan, Inc. | +1,968 | 4,843 | $342,448 | |
| FDS | Factset Research Systems Inc | +1,030 | 2,216 | $509,857 | |
| SAM | Boston Beer Co Inc | +592 | 3,800 | $672,714 | |
| JKHY | Jack Henry & Associates Inc | +579 | 49,149 | $6,769,783 | |
| AVY | Avery Dennison Corp | +452 | 5,323 | $864,189 | |
| BURL | Burlington Stores, Inc. | +299 | 2,359 | $747,331 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IXUS | iShares Core MSCI Total International Stock ETF | −260,000 | 3,083,208 | $294,261,371 | |
| LAZ | Lazard, Inc. | −89,516 | 103,039 | $4,321,455 | |
| PM | Philip Morris International Inc. | −26,015 | 64,427 | $11,655,488 | |
| NVDA | Nvidia Corp | −15,127 | 337,170 | $67,464,345 | |
| XLRE | State Street(R) Real Estate Select Sector SPDR(R) ETF | −10,818 | 241,112 | $10,616,161 | |
| GOLF | Acushnet Holdings Corp. | −8,798 | 60,018 | $7,113,933 | |
| PFE | Pfizer Inc | −8,706 | 194,059 | $4,672,940 | |
| AAPL | Apple Inc. | −7,978 | 177,799 | $51,447,918 | |
| LRCX | Lam Research Corp | −7,343 | 56,569 | $24,513,044 | |
| MS | Morgan Stanley | −7,092 | 21,438 | $4,481,399 | |
| DHR | Danaher Corp | −6,604 | 12,661 | $2,411,667 | |
| AMZN | Amazon Com Inc | −6,593 | 146,933 | $35,020,011 | |
| NI | Nisource Inc. | −6,291 | 9,808 | $466,370 | |
| RTX | RTX Corp | −6,007 | 38,288 | $7,264,382 | |
| IEZ | iShares U.S. Oil Equipment & Services ETF | −5,933 | 132,244 | $3,557,363 | |
| BJ | BJ's Wholesale Club Holdings, Inc. | −5,461 | 134,156 | $11,701,086 | |
| ALC | Alcon Inc | −5,054 | 112,635 | $7,557,808 | |
| GOOGL | Alphabet Inc. | −4,704 | 104,846 | $37,468,815 | |
| XLU | State Street(R) Utilities Select Sector SPDR(R) ETF | −4,459 | 99,389 | $4,506,297 | |
| CCK | Crown Holdings, Inc. | −4,190 | 109,777 | $12,275,264 | |
| NEE | Nextera Energy Inc | −4,144 | 92,385 | $8,108,631 | |
| CLH | Clean Harbors Inc | −3,948 | 15,377 | $4,593,878 | |
| GD | General Dynamics Corp | −3,761 | 27,859 | $9,868,772 | |
| XOM | ExxonMobil Holdings Corp | −3,751 | 83,602 | $11,430,065 | |
| APH | Amphenol Corp | −3,750 | 83,572 | $14,735,415 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DXCM | Dexcom Inc | 34,542 | $2,326,403 | |
| KRE | State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 29,545 | $2,211,443 | |
| KCE | State Street(R) SPDR(R) S&P(R) Capital Markets ETF | 6,701 | $986,655 | |
| RAL | Ralliant Corp | 5,101 | $375,586 | |
| BRBR | Bellring Brands, Inc. | 11,336 | $146,687 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| ACN | Accenture plc | 36,303 | $7,198,521 | |
| CRM | Salesforce, Inc. | 33,727 | $6,295,819 | |
| PB | Prosperity Bancshares Inc | 92,347 | $6,203,871 | |
| ABT | Abbott Laboratories | 28,288 | $2,904,328 | |
| CHTR | Charter Communications, Inc. | 12,679 | $2,737,142 | |
| GTM | ZoomInfo Technologies Inc. | 78,264 | $468,018 | |
| MORN | Morningstar, Inc. | 2,331 | $394,055 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| IXUS |
iShares Core MSCI Total International Stock ETF
|
Reduced | 3,083,208 | $294,261,371 | 24.51% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 337,170 | $67,464,345 | 5.62% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 177,799 | $51,447,918 | 4.29% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 112,239 | $41,867,391 | 3.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 104,846 | $37,468,815 | 3.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 146,933 | $35,020,011 | 2.92% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 56,569 | $24,513,044 | 2.04% | |
| KLAC |
Kla Corp
Technology
|
Added | 67,320 | $20,311,117 | 1.69% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 15,490 | $18,579,172 | 1.55% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 32,662 | $18,398,177 | 1.53% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 18,059 | $17,663,869 | 1.47% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 48,844 | $16,757,887 | 1.40% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 32,857 | $16,441,314 | 1.37% | |
| APH |
Amphenol Corp
Technology
|
Reduced | 83,572 | $14,735,415 | 1.23% | |
| TXN |
Texas Instruments Inc
Technology
|
Reduced | 48,607 | $14,488,288 | 1.21% | |
| ENTG |
Entegris Inc
Technology
|
Added | 78,013 | $14,031,418 | 1.17% | |
| UNP |
Union Pacific Corp
Industrials
|
Reduced | 50,724 | $13,796,928 | 1.15% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 26,594 | $13,658,678 | 1.14% | |
| CCK |
Crown Holdings, Inc.
Consumer Cyclical
|
Reduced | 109,777 | $12,275,264 | 1.02% | |
| BJ |
BJ's Wholesale Club Holdings, Inc.
Consumer Defensive
|
Reduced | 134,156 | $11,701,086 | 0.97% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 64,427 | $11,655,488 | 0.97% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Reduced | 24,206 | $11,560,059 | 0.96% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 83,602 | $11,430,065 | 0.95% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 29,464 | $11,130,026 | 0.93% | |
| XLRE |
State Street(R) Real Estate Select Sector SPDR(R) ETF
|
Reduced | 241,112 | $10,616,161 | 0.88% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 40,946 | $10,399,055 | 0.87% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 29,406 | $10,390,021 | 0.87% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 30,347 | $9,933,483 | 0.83% | |
| GD |
General Dynamics Corp
Industrials
|
Reduced | 27,859 | $9,868,772 | 0.82% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Reduced | 23,712 | $9,855,418 | 0.82% | |
| IEMG |
iShares Trust
|
Held | 114,821 | $9,511,771 | 0.79% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 62,101 | $9,106,490 | 0.76% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 26,244 | $8,949,728 | 0.75% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Reduced | 31,719 | $8,573,962 | 0.71% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
Added | 39,708 | $8,451,847 | 0.70% | |
| NEE |
Nextera Energy Inc
Utilities
|
Reduced | 92,385 | $8,108,631 | 0.68% | |
| ALC |
Alcon Inc
Healthcare
|
Reduced | 112,635 | $7,557,808 | 0.63% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 38,288 | $7,264,382 | 0.61% | |
| GOLF |
Acushnet Holdings Corp.
Consumer Cyclical
|
Reduced | 60,018 | $7,113,933 | 0.59% | |
| WM |
Waste Management Inc
Industrials
|
Reduced | 31,739 | $7,073,988 | 0.59% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 14,104 | $7,071,181 | 0.59% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 41,419 | $6,865,613 | 0.57% | |
| AXP |
American Express Co
Financial Services
|
Reduced | 20,096 | $6,797,472 | 0.57% | |
| JKHY |
Jack Henry & Associates Inc
Technology
|
Added | 49,149 | $6,769,783 | 0.56% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 6,994 | $6,725,150 | 0.56% | |
| TYL |
Tyler Technologies Inc
Technology
|
Reduced | 22,454 | $6,566,896 | 0.55% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 25,538 | $6,426,382 | 0.54% | |
| STE |
STERIS plc
Healthcare
|
Reduced | 28,409 | $5,982,083 | 0.50% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 14,408 | $5,867,801 | 0.49% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 15,300 | $5,742,396 | 0.48% |
Showing the top 50 of 142 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.