MondegarAI
AMICA MUTUAL INSURANCE CO

Q4 2025 · 13F-HR

AMICA MUTUAL INSURANCE COholdings as filed

Filed 2026-02-10 · accession 0000857508-26-000001

$1.1M
Reported value
142
Positions
2025-12-31
Period end
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The Brief · AMICA MUTUAL INSURANCE CO · Q4 2025

AI · grounded in 13F

AMICA MUTUAL INSURANCE CO increased its stake in ALC by 141.67%. The fund also added a new position in LMT valued at $4,093 and grew its holdings in TYL by 88.80%. On the sell side, the fund closed positions in MO and REGN, while trimming its stake in APD by 31.27%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46432F834IXUSISHARES TR$282,81924.6%3,343,208CommonSOLE
67066G104NVDANVIDIA CORPORATION$63,6545.54%341,309CommonSOLE
594918104MSFTMICROSOFT CORP$55,7254.85%115,225CommonSOLE
037833100AAPLAPPLE INC$50,5054.39%185,777CommonSOLE
023135106AMZNAMAZON COM INC$35,4373.08%153,526CommonSOLE
02079K305GOOGLALPHABET INC$34,2892.98%109,550CommonSOLE
30303M102METAMETA PLATFORMS INC$22,5281.96%34,128CommonSOLE
532457108LLYELI LILLY & CO$17,3941.51%16,185CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$17,2571.50%34,332CommonSOLE
701094104PHPARKER-HANNIFIN CORP$16,5861.44%18,870CommonSOLE
92826C839VVISA INC$16,1951.41%46,181CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$14,9501.30%26,187CommonSOLE
718172109PMPHILIP MORRIS INTL INC$14,5071.26%90,442CommonSOLE
05550J101BJBJS WHSL CLUB HLDGS INC$12,5701.09%139,617CommonSOLE
907818108UNPUNION PAC CORP$12,2601.07%53,000CommonSOLE
032095101APHAMPHENOL CORP NEW$11,8011.03%87,322CommonSOLE
512807306LRCXLAM RESEARCH CORP$10,9400.95%63,912CommonSOLE
369550108GDGENERAL DYNAMICS CORP$10,6450.93%31,620CommonSOLE
30231G102XOMEXXON MOBIL CORP$10,5120.91%87,353CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$10,3260.90%33,980CommonSOLE
228368106CCKCROWN HLDGS INC$10,1920.89%98,978CommonSOLE
81369Y860XLRESELECT SECTOR SPDR TR$10,1640.88%251,930CommonSOLE
580135101MCDMCDONALDS CORP$10,1290.88%33,142CommonSOLE
79466L302CRMSALESFORCE INC$10,1070.88%38,152CommonSOLE
743606105PBPROSPERITY BANCSHARES INC$9,7700.85%141,366CommonSOLE
02079K107GOOGALPHABET INC$9,6420.84%30,725CommonSOLE
742718109PGPROCTER AND GAMBLE CO$9,2990.81%64,887CommonSOLE
52110M109LAZLAZARD INC$9,2220.80%189,903CommonSOLE
426281101JKHYHENRY JACK & ASSOC INC$8,8630.77%48,570CommonSOLE
478160104JNJJOHNSON & JOHNSON$8,8540.77%42,783CommonSOLE
882508104TXNTEXAS INSTRS INC$8,8110.77%50,788CommonSOLE
482480100KLACKLA CORP$8,5470.74%7,034CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$8,5390.74%14,737CommonSOLE
902252105TYLTYLER TECHNOLOGIES INC$8,4680.74%18,653CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$8,1790.71%24,776CommonSOLE
75513E101RTXRTX CORPORATION$8,1240.71%44,295CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$8,0630.70%30,051CommonSOLE
H01301128ALCALCON AG$8,0320.70%101,920CommonSOLE
461202103INTUINTUIT$7,9500.69%12,001CommonSOLE
78409V104SPGIS&P GLOBAL INC$7,8670.68%15,054CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$7,8440.68%24,345CommonSOLE
09290D101BLKBLACKROCK INC$7,8220.68%7,308CommonSOLE
65339F101NEENEXTERA ENERGY INC$7,7490.67%96,529CommonSOLE
94106L109WMWASTE MGMT INC DEL$7,2860.63%33,163CommonSOLE
G8473T100STESTERIS PLC$7,2220.63%28,488CommonSOLE
25754A201DPZDOMINOS PIZZA INC$6,9090.60%16,576CommonSOLE
166764100CVXCHEVRON CORP NEW$6,5960.57%43,277CommonSOLE
778296103ROSTROSS STORES INC$6,5830.57%36,542CommonSOLE
29362U104ENTGENTEGRIS INC$6,2370.54%74,025CommonSOLE
00287Y109ABBVABBVIE INC$6,0970.53%26,684CommonSOLE
68902V107OTISOTIS WORLDWIDE CORP$5,8510.51%66,982CommonSOLE
005098108GOLFACUSHNET HLDGS CORP$5,4930.48%68,816CommonSOLE
025816109AXPAMERICAN EXPRESS CO$5,4850.48%14,825CommonSOLE
617446448MSMORGAN STANLEY$5,0650.44%28,530CommonSOLE
717081103PFEPFIZER INC$5,0480.44%202,765CommonSOLE
184496107CLHCLEAN HARBORS INC$4,8820.42%20,820CommonSOLE
009066101ABNBAIRBNB INC$4,8800.42%35,960CommonSOLE
98978V103ZTSZOETIS INC$4,6470.40%36,932CommonSOLE
159864107CRLCHARLES RIV LABS INTL INC$4,5940.40%23,030CommonSOLE
713448108PEPPEPSICO INC$4,4990.39%31,346CommonSOLE
81369Y886XLUSELECT SECTOR SPDR TR$4,4330.39%103,848CommonSOLE
235851102DHRDANAHER CORPORATION$4,4100.38%19,265CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$4,0930.36%8,463CommonSOLE
437076102HDHOME DEPOT INC$3,9880.35%11,589CommonSOLE
871607107SNPSSYNOPSYS INC$3,8390.33%8,172CommonSOLE
464288851IEOISHARES TR$3,8160.33%42,750CommonSOLE
446413106HIIHUNTINGTON INGALLS INDS INC$3,7860.33%11,133CommonSOLE
573284106MLMMARTIN MARIETTA MATLS INC$3,6340.32%5,837CommonSOLE
030420103AWKAMERICAN WTR WKS CO INC NEW$3,5810.31%27,440CommonSOLE
002824100ABTABBOTT LABS$3,5430.31%28,288CommonSOLE
518439104ELLAUDER ESTEE COS INC$3,4220.30%32,673CommonSOLE
G3265R107APTVAPTIV PLC$3,2960.29%43,314CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$3,1640.28%18,029CommonSOLE
009158106APDAIR PRODS & CHEMS INC$3,1480.27%12,743CommonSOLE
33767E202FSVFIRSTSERVICE CORP NEW$3,1440.27%20,213CommonSOLE
427866108HSYHERSHEY CO$3,1060.27%17,075CommonSOLE
464288844IEZISHARES TR$2,8840.25%138,177CommonSOLE
90353T100UBERUBER TECHNOLOGIES INC$2,8160.24%34,463CommonSOLE
16119P108CHTRCHARTER COMMUNICATIONS INC N$2,6470.23%12,679CommonSOLE
654106103NKENIKE INC$2,6400.23%41,439CommonSOLE
15118V207CELHCELSIUS HLDGS INC$2,5050.22%54,773CommonSOLE
127387108CDNSCADENCE DESIGN SYSTEM INC$2,3320.20%7,461CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC$1,9470.17%21,345CommonSOLE
14316J108CGCARLYLE GROUP INC$1,8780.16%31,766CommonSOLE
78464A870XBISPDR SERIES TRUST$1,7230.15%14,127CommonSOLE
78464A789KIESPDR SERIES TRUST$1,6870.15%28,059CommonSOLE
697435105PANWPALO ALTO NETWORKS INC$1,6490.14%8,950CommonSOLE
883203101TXTTEXTRON INC$1,6400.14%18,817CommonSOLE
78468R556XOPSPDR SERIES TRUST$1,6370.14%12,964CommonSOLE
880779103TEXTEREX CORP NEW$1,6230.14%30,404CommonSOLE
817565104SCISERVICE CORP INTL$1,5600.14%20,003CommonSOLE
82982T106SITMSITIME CORP$1,5260.13%4,320CommonSOLE
115637209BF/BBROWN FORMAN CORP$1,5210.13%58,374CommonSOLE
40171V100GWREGUIDEWIRE SOFTWARE INC$1,4200.12%7,064CommonSOLE
G0176J109ALLEALLEGION PLC$1,3910.12%8,736CommonSOLE
688239201OSKOSHKOSH CORP$1,3880.12%11,047CommonSOLE
887389104TKRTIMKEN CO$1,3680.12%16,264CommonSOLE
934550203WMGWARNER MUSIC GROUP CORP$1,3660.12%44,537CommonSOLE
89400J107TRUTRANSUNION$1,3490.12%15,726CommonSOLE
88160R101TSLATESLA INC$1,2920.11%2,873CommonSOLE
216648501COOCOOPER COS INC$1,2770.11%15,576CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$1,1700.10%19,310CommonSOLE
384109104GGGGRACO INC$1,1390.10%13,894CommonSOLE
26142V105DKNGDRAFTKINGS INC NEW$1,1020.10%31,981CommonSOLE
16359R103CHECHEMED CORP NEW$1,1000.10%2,571CommonSOLE
42226A107HQYHEALTHEQUITY INC$1,0810.09%11,805CommonSOLE
G7997W102SDRLSEADRILL LTD$1,0730.09%30,999CommonSOLE
78377T107RHPRYMAN HOSPITALITY PPTYS INC$9930.09%10,490CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$9890.09%5,955CommonSOLE
861025104SYBTSTOCK YDS BANCORP INC$9620.08%14,817CommonSOLE
46187W107INVHINVITATION HOMES INC$9120.08%32,808CommonSOLE
053611109AVYAVERY DENNISON CORP$8860.08%4,871CommonSOLE
47103N106JBIJANUS INTERNATIONAL GROUP IN$8010.07%122,545CommonSOLE
98980F104GTMZOOMINFO TECHNOLOGIES INC$7960.07%78,264CommonSOLE
443320106HUBGHUB GROUP INC$7800.07%18,312CommonSOLE
800422107JBSSSANFILIPPO JOHN B & SON INC$7510.07%10,639CommonSOLE
91879Q109MTNVAIL RESORTS INC$7300.06%5,497CommonSOLE
78463M107SPSCSPS COMM INC$7010.06%7,864CommonSOLE
65473P105NINISOURCE INC$6720.06%16,099CommonSOLE
30040W108ESEVERSOURCE ENERGY$6690.06%9,930CommonSOLE
30034W106EVRGEVERGY INC$6660.06%9,181CommonSOLE
74112D101PBHPRESTIGE CONSMR HEALTHCARE I$6480.06%10,508CommonSOLE
125896100CMSCMS ENERGY CORP$6300.05%9,002CommonSOLE
100557107SAMBOSTON BEER INC$6260.05%3,208CommonSOLE
78464A599XSWSPDR SERIES TRUST$5660.05%3,024CommonSOLE
420261109HWKNHAWKINS INC$5650.05%3,980CommonSOLE
632347100NATHNATHANS FAMOUS INC NEW$5610.05%6,000CommonSOLE
122017106BURLBURLINGTON STORES INC$4720.04%1,634CommonSOLE
57060D108MKTXMARKETAXESS HLDGS INC$4260.04%2,352CommonSOLE
617700109MORNMORNINGSTAR INC$4140.04%1,904CommonSOLE
911922102USLMUNITED STS LIME & MINERALS I$4100.04%3,427CommonSOLE
892672106TWTRADEWEB MKTS INC$3900.03%3,630CommonSOLE
78464A755XMESPDR SERIES TRUST$3570.03%3,441CommonSOLE
303075105FDSFACTSET RESH SYS INC$3440.03%1,186CommonSOLE
679295105OKTAOKTA INC$2250.02%2,602CommonSOLE
12510Q100CCCCCC INTELLIGENT SOLUTIONS HL$2180.02%27,447CommonSOLE
78781J109SAILSAILPOINT INC$2030.02%10,031CommonSOLE
000899104ADMAADMA BIOLOGICS INC$1940.02%10,645CommonSOLE
56418H100MANMANPOWERGROUP INC WIS$1910.02%6,409CommonSOLE
82835W108SPRYARS PHARMACEUTICALS INC$1670.01%14,350CommonSOLE
903731107ULSUL SOLUTIONS INC$1670.01%2,114CommonSOLE
49456W105KLCKINDERCARE LEARNING COMPANIE$1480.01%34,328CommonSOLE

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.