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Portfolio (Quarterly) Guide ↗

AMICA MUTUAL INSURANCE CO

· CIK 0000857508
13F Portfolio $1.2B AUM 142 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 19 Added 81 Reduced 7 Exited
Page 4 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD HOME DEPOT INC Consumer Cyclical 11,092.0 $3.9M 0.33% -497.0 -4.3% $352.69 -4.8%
62 IEZ ISHARES TR 132,244.0 $3.6M 0.30% -6K -4.3% $26.90 +10.4%
63 AWK AMERICAN WTR WKS CO INC NEW Utilities 26,262.0 $3.5M 0.29% -1K -4.3% $131.60 +2.9%
64 SCI SERVICE CORP INTL Consumer Cyclical 44,508.0 $3.4M 0.28% -1K -2.4% $75.96 +9.6%
65 HII HUNTINGTON INGALLS INDS INC Industrials 10,717.0 $3.0M 0.25% -416.0 -3.7% $279.93 +6.5%
66 HSY HERSHEY CO Consumer Defensive 16,341.0 $2.9M 0.24% -734.0 -4.3% $175.45 +6.3%
67 AMT AMERICAN TOWER CORP Real Estate 17,255.0 $2.8M 0.23% -774.0 -4.3% $163.55 +7.5%
68 FSV FIRSTSERVICE CORP NEW Real Estate 19,694.0 $2.8M 0.23% -519.0 -2.6% $142.12 +1.7%
69 SITM SITIME CORP Technology 3,632.0 $2.7M 0.23% -688.0 -15.9% $745.59 -17.5%
70 ZTS ZOETIS INC Healthcare 35,347.0 $2.5M 0.21% -2K -4.3% $71.86 +8.2%
71 EL LAUDER ESTEE COS INC Consumer Defensive 31,270.0 $2.5M 0.21% -1K -4.3% $78.96 +29.1%
72 DHR DANAHER CORP DEL Healthcare 12,661.0 $2.4M 0.20% -7K -34.3% $190.51 +14.9%
73 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 20,428.0 $1.9M 0.16% -917.0 -4.3% $92.08 -3.2%
74 NKE NIKE INC Consumer Cyclical 39,660.0 $1.6M 0.14% -2K -4.3% $41.05 -0.7%
75 BROWN FORMAN CORP 55,868.0 $1.5M 0.12% -3K -4.3% $26.65
76 TSLA TESLA INC Consumer Cyclical 2,750.0 $1.2M 0.10% -123.0 -4.3% $420.73 -13.8%
77 JBSS SANFILIPPO JOHN B & SON INC Consumer Defensive 8,731.0 $751K 0.06% -2K -17.9% $86.02 -14.3%
78 EVRG EVERGY INC Utilities 6,546.0 $566K 0.05% -3K -28.7% $86.47 -6.4%
79 ES EVERSOURCE ENERGY Utilities 7,745.0 $560K 0.05% -2K -22.0% $72.30 -2.9%
80 CMS CMS ENERGY CORP Utilities 6,861.0 $525K 0.04% -2K -23.8% $76.52 -10.8%
Page 4 of 5  ·  81 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.5%
Consumer Cyclical 11.6%
Industrials 10.5%
Healthcare 10.3%
Financial Services 9.7%
Communication Services 7.8%
Consumer Defensive 5.9%
Energy 2.2%
Utilities 1.6%
Real Estate 1.1%