AMICA MUTUAL INSURANCE CO — 13F Holdings & Portfolio

CIK 857508 · latest 13F-HR filed 2026-08-05

AMICA MUTUAL INSURANCE CO manages $1.2M in 13F-reported U.S. long-equity assets across 142 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IXUS (24.53%), NVDA (5.62%), AAPL (4.28%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 5 new positions, exited 7, added to 58, and trimmed 51.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
PO BOX 6008
PROVIDENCE, RI 02940-6008
Phone
(800) 652-6422
Filing Manager
AMICA MUTUAL INSURANCE CO
PROVIDENCE, RI
Signatory
Jen Morrison
Sr. V.P. General Counsel and Secretary
Loading holdings…
AUM

$1.2M

Long-equity book

Holdings

142

Distinct positions

Period

2026-06-30

Filed 2026-08-05

Q/Q Activity

+5 / −7 / ↑58 / ↓51

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • LAM RESEARCH CORP$10.9K +79.5%
  • KLA CORP$10.0K +96.1%
  • NVIDIA CORPORATION$6.0K +9.8%
  • ALPHABET INC$6.0K +18.9%
  • ENTEGRIS INC$5.4K +61.7%
Show all 58 →

Top Trims

  • LAZARD INC-$3.9K -47.2%
  • EXXON MOBIL CORP-$3.4K -22.9%
  • PHILIP MORRIS INTL INC-$3.3K -22.1%
  • CHEVRON CORPORATION-$2.1K -23.3%
  • BJS WHSL CLUB HLDGS INC-$2.0K -14.8%
Show all 51 →

New Positions

  • DEXCOM INC$2.3K
  • SPDR SERIES TRUST$2.2K
  • SPDR SERIES TRUST$987
  • RALLIANT CORP$376
  • BELLRING BRANDS INC$147
Show all 5 →

Exited Positions

  • ACCENTURE PLC IRELAND$7.2K
  • SALESFORCE INC$6.3K
  • PROSPERITY BANCSHARES INC$6.2K
  • ABBOTT LABORATORIES$2.9K
  • CHARTER COMMUNICATIONS INC$2.7K
Show all 7 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IXUS 46432F834 $294.5K 24.53% 3,083,208 SH
2 NVIDIA CORPORATION NVDA 67066G104 $67.5K 5.62% 337,170 SH
3 APPLE INC AAPL 037833100 $51.4K 4.28% 177,799 SH
4 MICROSOFT CORP MSFT 594918104 $41.9K 3.49% 112,239 SH
5 ALPHABET INC GOOGL 02079K305 $37.5K 3.12% 104,846 SH
6 AMAZON COM INC AMZN 023135106 $35.0K 2.92% 146,933 SH
7 LAM RESEARCH CORP LRCX 512807306 $24.5K 2.04% 56,569 SH
8 KLA CORP KLAC 482480100 $20.3K 1.69% 67,320 SH
9 ELI LILLY & CO LLY 532457108 $18.6K 1.55% 15,490 SH
10 META PLATFORMS INC META 30303M102 $18.4K 1.53% 32,662 SH
11 PARKER-HANNIFIN CORP PH 701094104 $17.7K 1.47% 18,059 SH
12 VISA INC V 92826C839 $16.8K 1.40% 48,844 SH
13 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $16.4K 1.37% 32,857 SH
14 AMPHENOL CORP APH 032095101 $14.7K 1.23% 83,572 SH
15 TEXAS INSTRS INC TXN 882508104 $14.5K 1.21% 48,607 SH
16 ENTEGRIS INC ENTG 29362U104 $14.0K 1.17% 78,013 SH
17 UNION PAC CORP UNP 907818108 $13.8K 1.15% 50,724 SH
18 MASTERCARD INCORPORATED MA 57636Q104 $13.7K 1.14% 26,594 SH
19 CROWN HLDGS INC CCK 228368106 $12.3K 1.02% 109,777 SH
20 BJS WHSL CLUB HLDGS INC BJ 05550J101 $11.7K 0.97% 134,156 SH
21 PHILIP MORRIS INTL INC PM 718172109 $11.7K 0.97% 64,427 SH
22 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $11.6K 0.96% 24,206 SH
23 EXXON MOBIL CORP XOM 30231G102 $11.4K 0.95% 83,602 SH
24 BROADCOM INC AVGO 11135F101 $11.1K 0.93% 29,464 SH
25 SELECT SECTOR SPDR TR XLRE 81369Y860 $10.6K 0.88% 241,112 SH
26 JOHNSON & JOHNSON JNJ 478160104 $10.4K 0.87% 40,946 SH
27 ALPHABET INC GOOG 02079K107 $10.4K 0.87% 29,406 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $9.9K 0.83% 30,347 SH
29 GENERAL DYNAMICS CORP GD 369550108 $9.9K 0.82% 27,859 SH
30 UNITEDHEALTH GROUP INC UNH 91324P102 $9.9K 0.82% 23,712 SH
31 ISHARES INC IEMG 46434G103 $9.5K 0.79% 114,821 SH
32 PROCTER & GAMBLE CO PG 742718109 $9.1K 0.76% 62,101 SH
33 PALO ALTO NETWORKS INC PANW 697435105 $8.9K 0.75% 26,244 SH
34 MCDONALDS CORP MCD 580135101 $8.6K 0.71% 31,719 SH
35 ROSS STORES INC ROST 778296103 $8.5K 0.70% 39,708 SH
36 NEXTERA ENERGY INC NEE 65339F101 $8.1K 0.68% 92,385 SH
37 ALCON AG ALC H01301128 $7.6K 0.63% 112,635 SH
38 RTX CORPORATION RTX 75513E101 $7.3K 0.60% 38,288 SH
39 ACUSHNET HLDGS CORP GOLF 005098108 $7.1K 0.59% 60,018 SH
40 WASTE MGMT INC DEL WM 94106L109 $7.1K 0.59% 31,739 SH
41 THERMO FISHER SCIENTIFIC INC TMO 883556102 $7.1K 0.59% 14,104 SH
42 CHEVRON CORPORATION CVX 166764100 $6.9K 0.57% 41,419 SH
43 AMERICAN EXPRESS CO AXP 025816109 $6.8K 0.57% 20,096 SH
44 HENRY JACK & ASSOC INC JKHY 426281101 $6.8K 0.56% 49,149 SH
45 BLACKROCK INC BLK 09290D101 $6.7K 0.56% 6,994 SH
46 TYLER TECHNOLOGIES INC TYL 902252105 $6.6K 0.55% 22,454 SH
47 ABBVIE INC ABBV 00287Y109 $6.4K 0.54% 25,538 SH
48 STERIS PLC STE G8473T100 $6.0K 0.50% 28,409 SH
49 S&P GLOBAL INC SPGI 78409V104 $5.9K 0.49% 14,408 SH
50 CADENCE DESIGN SYSTEM INC CDNS 127387108 $5.7K 0.48% 15,300 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-05 $1.2M 142 0000857508-26-000004
2026-03-31 2026-05-06 $1.2M 144 0000857508-26-000002
2025-12-31 2026-02-10 $1.1M 142 0000857508-26-000001