AMICA MUTUAL INSURANCE CO — 13F Holdings & Portfolio

CIK 857508 · latest 13F-HR filed 2026-05-06

AMICA MUTUAL INSURANCE CO manages $1.2M in 13F-reported U.S. long-equity assets across 144 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IXUS (24.86%), NVDA (5.28%), AAPL (4.05%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 6 new positions, exited 4, added to 52, and trimmed 53.

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.

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AUM

$1.2M

Long-equity book

Holdings

144

Distinct positions

Period

2026-03-31

Filed 2026-05-06

Q/Q Activity

+6 / −4 / ↑52 / ↓53

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • GUIDEWIRE SOFTWARE INC$4.7K +331.6%
  • EXXON MOBIL CORP$4.3K +41.0%
  • UBER TECHNOLOGIES INC$3.0K +105.9%
  • STOCK YDS BANCORP INC$2.8K +294.3%
  • PALO ALTO NETWORKS INC$2.7K +166.6%
Show all 52

Top Trims

  • MICROSOFT CORP-$13.9K -24.9%
  • SALESFORCE INC-$3.8K -37.7%
  • PROSPERITY BANCSHARES INC-$3.6K -36.5%
  • AMAZON COM INC-$3.5K -9.8%
  • APPLE INC-$3.4K -6.6%
Show all 53

New Positions

  • BROADCOM INC$9.5K
  • ISHARES INC$8.0K
  • NETFLIX INC.$5.3K
  • BLACKSTONE INC$3.5K
  • SERVICETITAN INC$182
Show all 6

Exited Positions

  • INTUIT$8.0K
  • APTIV PLC$3.3K
  • AIR PRODS & CHEMS INC$3.1K
  • NATHANS FAMOUS INC NEW$561
Show all 4
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 $289.5K 24.86% 3,343,208 SH
2 NVIDIA CORPORATION NVDA 67066G104 $61.4K 5.28% 352,297 SH
3 APPLE INC AAPL 037833100 $47.1K 4.05% 185,777 SH
4 MICROSOFT CORP MSFT 594918104 $41.9K 3.60% 113,116 SH
5 AMAZON COM INC AMZN 023135106 $32.0K 2.75% 153,526 SH
6 ALPHABET INC GOOGL 02079K305 $31.5K 2.71% 109,550 SH
7 META PLATFORMS INC META 30303M102 $19.5K 1.68% 34,128 SH
8 PARKER-HANNIFIN CORP PH 701094104 $16.9K 1.45% 18,870 SH
9 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $16.5K 1.41% 34,332 SH
10 VISA INC V 92826C839 $15.4K 1.32% 51,036 SH
11 PHILIP MORRIS INTL INC PM 718172109 $15.0K 1.28% 90,442 SH
12 ELI LILLY & CO LLY 532457108 $14.9K 1.28% 16,185 SH
13 EXXON MOBIL CORP XOM 30231G102 $14.8K 1.27% 87,353 SH
14 MASTERCARD INCORPORATED MA 57636Q104 $13.9K 1.19% 27,787 SH
15 BJS WHSL CLUB HLDGS INC BJ 05550J101 $13.7K 1.18% 139,617 SH
16 LAM RESEARCH CORP LRCX 512807306 $13.7K 1.17% 63,912 SH
17 UNION PAC CORP UNP 907818108 $12.9K 1.10% 53,000 SH
18 CROWN HLDGS INC CCK 228368106 $11.4K 0.98% 113,967 SH
19 AMPHENOL CORP APH 032095101 $11.0K 0.95% 87,322 SH
20 GENERAL DYNAMICS CORP GD 369550108 $10.9K 0.93% 31,620 SH
21 JOHNSON & JOHNSON JNJ 478160104 $10.5K 0.90% 42,783 SH
22 KLA CORP KLAC 482480100 $10.4K 0.89% 7,034 SH
23 MCDONALDS CORP MCD 580135101 $10.3K 0.88% 33,142 SH
24 SELECT SECTOR SPDR TR XLRE 81369Y860 $10.3K 0.88% 251,930 SH
25 TEXAS INSTRS INC TXN 882508104 $9.9K 0.85% 50,788 SH
26 BROADCOM INC AVGO 11135F101 $9.5K 0.82% 30,786 SH
27 PROCTER & GAMBLE CO PG 742718109 $9.4K 0.81% 64,887 SH
28 JPMORGAN CHASE & CO JPM 46625H100 $9.3K 0.80% 31,708 SH
29 NEXTERA ENERGY INC NEE 65339F101 $9.0K 0.77% 96,529 SH
30 CHEVRON CORPORATION CVX 166764100 $9.0K 0.77% 43,277 SH
31 ALCON AG ALC H01301128 $8.9K 0.76% 117,689 SH
32 ALPHABET INC GOOG 02079K107 $8.8K 0.76% 30,725 SH
33 ENTEGRIS INC ENTG 29362U104 $8.7K 0.75% 74,025 SH
34 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $8.5K 0.73% 25,292 SH
35 RTX CORPORATION RTX 75513E101 $8.5K 0.73% 44,295 SH
36 LAZARD INC LAZ 52110M109 $8.2K 0.70% 192,555 SH
37 ISHARES INC IEMG 46434G103 $8.0K 0.69% 114,821 SH
38 ROSS STORES INC ROST 778296103 $7.9K 0.68% 36,542 SH
39 TYLER TECHNOLOGIES INC TYL 902252105 $7.9K 0.68% 22,958 SH
40 HENRY JACK & ASSOC INC JKHY 426281101 $7.7K 0.66% 48,570 SH
41 WASTE MGMT INC DEL WM 94106L109 $7.6K 0.65% 33,163 SH
42 THERMO FISHER SCIENTIFIC INC TMO 883556102 $7.2K 0.62% 14,737 SH
43 ACCENTURE PLC IRELAND ACN G1151C101 $7.2K 0.62% 36,303 SH
44 BLACKROCK INC BLK 09290D101 $7.0K 0.60% 7,308 SH
45 UNITEDHEALTH GROUP INC UNH 91324P102 $6.7K 0.58% 24,776 SH
46 ACUSHNET HLDGS CORP GOLF 005098108 $6.4K 0.55% 68,816 SH
47 STERIS PLC STE G8473T100 $6.4K 0.55% 28,970 SH
48 S&P GLOBAL INC SPGI 78409V104 $6.4K 0.55% 15,054 SH
49 AMERICAN EXPRESS CO AXP 025816109 $6.4K 0.55% 20,997 SH
50 SALESFORCE INC CRM 79466L302 $6.3K 0.54% 33,727 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-06 $1.2M 144 0000857508-26-000002
2025-12-31 2026-02-10 $1.1M 142 0000857508-26-000001