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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 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CLH CLEAN HARBORS INC Industrials 15,377.0 $4.6M 0.38% -4K -20.4% $298.76 +5.8%
62 OTIS OTIS WORLDWIDE CORP Industrials 64,106.0 $4.6M 0.38% -3K -4.3% $71.60 -0.2%
63 XLU SELECT SECTOR SPDR TR 99,389.0 $4.5M 0.38% -4K -4.3% $45.34 -5.7%
64 IEO ISHARES TR 40,914.0 $4.5M 0.37% -2K -4.3% $109.84 +24.7%
65 MS MORGAN STANLEY Financial Services 21,438.0 $4.5M 0.37% -7K -24.9% $209.02 +2.5%
66 SNPS SYNOPSYS INC Technology 9,704.0 $4.3M 0.36% -435.0 -4.3% $446.10 -10.8%
67 LAZ LAZARD INC Financial Services 103,039.0 $4.3M 0.36% -90K -46.5% $41.94 +5.3%
68 LMT LOCKHEED MARTIN CORP Industrials 8,463.0 $4.3M 0.36% $509.51 +10.6%
69 MLM MARTIN MARIETTA MATLS INC Basic Materials 7,409.0 $4.3M 0.36% -332.0 -4.3% $576.73 -7.2%
70 SYBT STOCK YDS BANCORP INC Financial Services 55,842.0 $4.3M 0.36% -1K -2.4% $76.47 +7.1%
71 HD HOME DEPOT INC Consumer Cyclical 11,092.0 $3.9M 0.33% -497.0 -4.3% $352.69 -4.8%
72 WMG WARNER MUSIC GROUP CORP Communication Services 143,616.0 $3.9M 0.32% +36K +33.7% $27.07 +0.2%
73 IEZ ISHARES TR 132,244.0 $3.6M 0.30% -6K -4.3% $26.90 +10.4%
74 AWK AMERICAN WTR WKS CO INC NEW Utilities 26,262.0 $3.5M 0.29% -1K -4.3% $131.60 +2.9%
75 XBI SPDR SERIES TRUST 21,439.0 $3.4M 0.28% +7K +51.8% $158.26 +4.7%
76 SCI SERVICE CORP INTL Consumer Cyclical 44,508.0 $3.4M 0.28% -1K -2.4% $75.96 +9.6%
77 HII HUNTINGTON INGALLS INDS INC Industrials 10,717.0 $3.0M 0.25% -416.0 -3.7% $279.93 +6.5%
78 HSY HERSHEY CO Consumer Defensive 16,341.0 $2.9M 0.24% -734.0 -4.3% $175.45 +6.3%
79 AMT AMERICAN TOWER CORP Real Estate 17,255.0 $2.8M 0.23% -774.0 -4.3% $163.55 +7.5%
80 FSV FIRSTSERVICE CORP NEW Real Estate 19,694.0 $2.8M 0.23% -519.0 -2.6% $142.12 +1.7%
Page 4 of 8  ·  142 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%