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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 7 of 8  ·  142 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ES EVERSOURCE ENERGY Utilities 7,745.0 $560K 0.05% -2K -22.0% $72.30 -2.9%
122 CMS CMS ENERGY CORP Utilities 6,861.0 $525K 0.04% -2K -23.8% $76.52 -10.8%
123 XSW SPDR SERIES TRUST 3,024.0 $520K 0.04% $171.96 +17.4%
124 ULS UL SOLUTIONS INC Industrials 5,061.0 $516K 0.04% $101.96 -26.4%
125 FDS FACTSET RESH SYS INC Financial Services 2,216.0 $510K 0.04% +1K +86.8% $230.14 +30.3%
126 PBH PRESTIGE CONSMR HEALTHCARE I Healthcare 10,508.0 $497K 0.04% $47.30 +8.5%
127 NI NISOURCE INC Utilities 9,808.0 $466K 0.04% -6K -39.1% $47.51 -14.5%
128 SPSC SPS COMM INC Technology 7,864.0 $450K 0.04% $57.22 +41.7%
129 TW TRADEWEB MKTS INC Financial Services 4,297.0 $428K 0.04% $99.60 +7.5%
130 RALLIANT CORP 5,101.0 $376K 0.03% NEW $73.71
131 XME SPDR SERIES TRUST 3,441.0 $368K 0.03% $106.95 +11.6%
132 USLM UNITED STS LIME & MINERALS I Basic Materials 3,427.0 $359K 0.03% $104.76 +13.5%
133 OKTA OKTA INC Technology 2,602.0 $355K 0.03% $136.43 -0.9%
134 TTAN SERVICETITAN INC Technology 4,843.0 $342K 0.03% +2K +68.5% $70.62 +34.3%
135 MKTX MARKETAXESS HLDGS INC Financial Services 2,758.0 $313K 0.03% $113.49 +42.8%
136 MAN MANPOWERGROUP INC WIS Industrials 9,015.0 $304K 0.03% +3K +40.7% $33.72 +82.2%
137 SAIL SAILPOINT INC Technology 20,709.0 $303K 0.03% $14.63 +27.4%
138 BRBR BELLRING BRANDS INC Consumer Defensive 11,336.0 $147K 0.01% NEW $12.97 -21.4%
139 KLC KINDERCARE LEARNING COMPANIE Consumer Defensive 34,328.0 $146K 0.01% $4.25 -35.3%
140 MESOBLAST LTD 9,575.0 $130K 0.01% $13.58
Page 7 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%