AMICA MUTUAL INSURANCE CO

data from 30/09/2025

Capitalization

$ 1.089 B 5.01 %

Average holding period

17 ans

Performance

$ 1.210 B 133.25 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in AMICA MUTUAL INSURANCE CO

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IXUS ISHARES TR 25.36% 276.166 M $ 3343208 2018/06/30 17.882 M $ 6.81 %
2025/09/30 NVDA NVIDIA CORPORATION 5.85% 63.681 M $ 341309 2013/06/30 9.758 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 5.48% 59.681 M $ 115225 2013/06/30 2.457 M $ 4.13 %
2025/09/30 AAPL APPLE INC 4.34% 47.304 M $ 185777 2013/06/30 9.338 M $ 24.11 %
2025/09/30 AMZN AMAZON COM INC 3.23% 35.218 M $ 160396 2020/03/31 28.871 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 2.65% 28.885 M $ 39332 2018/12/31 -145.921 K $ -0.50 %
2025/09/30 GOOGL ALPHABET INC 2.45% 26.632 M $ 109550 2018/12/31 7.326 M $ 37.94 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.58% 17.260 M $ 34332 2020/03/31 582.614 K $ 3.49 %
2025/09/30 V VISA INC 1.45% 15.765 M $ 46181 2013/06/30 -631.294 K $ -3.85 %
2025/09/30 MA MASTERCARD INCORPORATED 1.37% 14.895 M $ 26187 2013/06/30 179.904 K $ 1.22 %
2025/09/30 PH PARKER-HANNIFIN CORP 1.31% 14.306 M $ 18870 2023/03/31 1.231 M $ 8.54 %
2025/09/30 PM PHILIP MORRIS INTL INC 1.24% 13.525 M $ 83385 2017/12/31 -1.662 M $ -10.94 %
2025/09/30 UNP UNION PAC CORP 1.15% 12.528 M $ 53000 2013/06/30 333.369 K $ 2.73 %
2025/09/30 LLY ELI LILLY & CO 1.13% 12.349 M $ 16185 2021/03/31 -233.965 K $ -2.12 %
2025/09/30 XLRE SELECT SECTOR SPDR TR 1.13% 12.338 M $ 292706 2023/12/31 207.821 K $ 1.71 %
2025/09/30 BJ BJS WHSL CLUB HLDGS INC 1.02% 11.054 M $ 118540 2018/09/30 -1.453 M $ -13.52 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 1.00% 10.887 M $ 38983 2022/09/30 2.222 M $ 23.31 %
2025/09/30 APH AMPHENOL CORP NEW 0.99% 10.806 M $ 87322 2018/03/31 2.183 M $ 25.32 %
2025/09/30 GD GENERAL DYNAMICS CORP 0.99% 10.782 M $ 31620 2023/12/31 1.560 M $ 16.92 %
2025/09/30 XOM EXXON MOBIL CORP 0.90% 9.849 M $ 87353 2021/09/30 432.397 K $ 4.59 %
2025/09/30 CCK CROWN HLDGS INC 0.88% 9.560 M $ 98978 2023/06/30 -632.469 K $ -6.20 %
2025/09/30 PB PROSPERITY BANCSHARES INC 0.86% 9.380 M $ 141366 2023/06/30 -549.913 K $ -5.54 %
2025/09/30 TXN TEXAS INSTRS INC 0.86% 9.331 M $ 50788 2013/06/30 -1.213 M $ -11.51 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.84% 9.195 M $ 59843 2013/06/30 -339.309 K $ -3.56 %
2025/09/30 CRM SALESFORCE INC 0.83% 9.042 M $ 38152 2022/03/31 -1.362 M $ -13.09 %
2025/09/30 RTX RTX CORPORATION 0.79% 8.638 M $ 51622 2021/12/31 1.196 M $ 14.59 %
2025/09/30 LRCX LAM RESEARCH CORP 0.79% 8.558 M $ 63912 2024/12/31 2.759 M $ 37.56 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.79% 8.555 M $ 24776 2020/03/31 825.784 K $ 10.68 %
2025/09/30 BLK BLACKROCK INC 0.78% 8.520 M $ 7308 2024/12/31 1.038 M $ 11.12 %
2025/09/30 ENTG ENTEGRIS INC 0.78% 8.492 M $ 91849 2024/06/30 1.085 M $ 14.64 %
2025/09/30 INTU INTUIT 0.75% 8.196 M $ 12001 2013/06/30 -1.257 M $ -13.30 %
2025/09/30 MCD MCDONALDS CORP 0.73% 7.957 M $ 26183 2013/06/30 246.823 K $ 4.01 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.73% 7.933 M $ 42783 2013/06/30 1.398 M $ 21.39 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.71% 7.679 M $ 24345 2013/06/30 692.127 K $ 8.80 %
2025/09/30 KLAC KLA CORP 0.70% 7.587 M $ 7034 2022/09/30 1.426 M $ 20.41 %
2025/09/30 GOOG ALPHABET INC 0.69% 7.483 M $ 30725 2022/03/31 2.033 M $ 37.30 %
2025/09/30 NEE NEXTERA ENERGY INC 0.67% 7.287 M $ 96529 2021/03/31 585.931 K $ 8.74 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.66% 7.148 M $ 14737 2013/06/30 1.172 M $ 19.62 %
2025/09/30 STE STERIS PLC 0.65% 7.049 M $ 28488 2019/03/31 205.683 K $ 3.01 %
2025/09/30 CVX CHEVRON CORP NEW 0.62% 6.720 M $ 43277 2013/06/30 523.651 K $ 8.45 %
2025/09/30 LAZ LAZARD INC 0.57% 6.230 M $ 118028 2024/06/30 579.393 K $ 10.01 %
2025/09/30 ABBV ABBVIE INC 0.57% 6.178 M $ 26684 2013/06/30 1.225 M $ 24.74 %
2025/09/30 OTIS OTIS WORLDWIDE CORP 0.56% 6.124 M $ 66982 2020/06/30 -508.393 K $ -7.66 %
2025/09/30 ACN ACCENTURE PLC IRELAND 0.52% 5.630 M $ 22831 2013/06/30 -1.194 M $ -17.49 %
2025/09/30 SPGI S&P GLOBAL INC 0.52% 5.618 M $ 11543 2016/06/30 -468.414 K $ -7.70 %
2025/09/30 GOLF ACUSHNET HLDGS CORP 0.50% 5.401 M $ 68816 2023/03/31 390.186 K $ 7.79 %
2025/09/30 TYL TYLER TECHNOLOGIES INC 0.47% 5.169 M $ 9880 2023/03/31 -596.391 K $ -11.75 %
2025/09/30 MS MORGAN STANLEY 0.47% 5.135 M $ 32301 2013/06/30 693.139 K $ 12.85 %
2025/09/30 APD AIR PRODS & CHEMS INC 0.46% 5.056 M $ 18540 2013/06/30 -212.447 K $ -3.31 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.45% 4.924 M $ 14825 2013/06/30 222.689 K $ 4.13 %
2025/09/30 CLH CLEAN HARBORS INC 0.44% 4.835 M $ 20820 2023/06/30 21.652 K $ 0.45 %
2025/09/30 ROST ROSS STORES INC 0.44% 4.790 M $ 31431 2025/09/30 0.000 $ 0.00 %
2025/09/30 HD HOME DEPOT INC 0.43% 4.696 M $ 11589 2013/06/30 446.755 K $ 10.51 %
2025/09/30 XLU SELECT SECTOR SPDR TR 0.42% 4.528 M $ 51924 2023/12/31 288.178 K $ 6.80 %
2025/09/30 JKHY HENRY JACK & ASSOC INC 0.41% 4.511 M $ 30287 2023/12/31 -946.165 K $ -17.34 %
2025/09/30 DPZ DOMINOS PIZZA INC 0.41% 4.478 M $ 10373 2021/03/31 -195.945 K $ -4.19 %
2025/09/30 ABNB AIRBNB INC 0.40% 4.366 M $ 35960 2024/09/30 -392.683 K $ -8.25 %
2025/09/30 ZTS ZOETIS INC 0.39% 4.229 M $ 28906 2025/06/30 -208.133 K $ -6.17 %
2025/09/30 WM WASTE MGMT INC DEL 0.38% 4.172 M $ 18892 2013/06/30 -150.947 K $ -3.49 %
2025/09/30 PFE PFIZER INC 0.37% 4.002 M $ 157064 2022/09/30 194.759 K $ 5.12 %
2025/09/30 IEO ISHARES TR 0.36% 3.959 M $ 42750 2023/09/30 171.000 K $ 4.51 %
2025/09/30 DHR DANAHER CORPORATION 0.35% 3.819 M $ 19265 2017/09/30 13.870 K $ 0.36 %
2025/09/30 AWK AMERICAN WTR WKS CO INC NEW 0.35% 3.819 M $ 27440 2024/03/31 2.195 K $ 0.06 %
2025/09/30 ABT ABBOTT LABS 0.35% 3.789 M $ 28288 2013/06/30 -58.556 K $ -1.52 %
2025/09/30 APTV APTIV PLC 0.34% 3.735 M $ 43314 2024/12/31 779.652 K $ 26.38 %
2025/09/30 MLM MARTIN MARIETTA MATLS INC 0.34% 3.679 M $ 5837 2018/12/31 474.664 K $ 14.81 %
2025/09/30 CHTR CHARTER COMMUNICATIONS INC N 0.32% 3.488 M $ 12679 2020/06/30 -2.825 M $ -32.70 %
2025/09/30 CRL CHARLES RIV LABS INTL INC 0.32% 3.468 M $ 22163 2016/12/31 104.830 K $ 3.12 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.32% 3.467 M $ 18029 2016/12/31 -517.432 K $ -12.98 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.31% 3.376 M $ 34463 2024/09/30 160.942 K $ 5.01 %
2025/09/30 HSY HERSHEY CO 0.29% 3.194 M $ 17075 2023/12/31 360.282 K $ 12.71 %
2025/09/30 ALC ALCON AG 0.29% 3.142 M $ 42174 2019/06/30 -580.735 K $ -15.60 %
2025/09/30 SNPS SYNOPSYS INC 0.28% 3.060 M $ 6202 2025/06/30 -28.009 K $ -3.76 %
2025/09/30 NKE NIKE INC 0.27% 2.890 M $ 41439 2019/09/30 -54.285 K $ -1.84 %
2025/09/30 IEZ ISHARES TR 0.24% 2.665 M $ 138177 2023/09/30 320.570 K $ 13.67 %
2025/09/30 CDNS CADENCE DESIGN SYSTEM INC 0.24% 2.621 M $ 7461 2025/06/30 100.273 K $ 13.99 %
2025/09/30 PEP PEPSICO INC 0.24% 2.601 M $ 18521 2025/06/30 89.090 K $ 6.36 %
2025/09/30 HII HUNTINGTON INGALLS INDS INC 0.24% 2.570 M $ 8925 2025/06/30 414.566 K $ 19.24 %
2025/09/30 ORLY OREILLY AUTOMOTIVE INC 0.21% 2.301 M $ 21345 2017/09/30 377.379 K $ 19.61 %
2025/09/30 CG CARLYLE GROUP INC 0.18% 1.992 M $ 31766 2023/06/30 358.955 K $ 21.98 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.17% 1.822 M $ 8950 2025/09/30 0.000 $ 0.00 %
2025/09/30 EL LAUDER ESTEE COS INC 0.16% 1.758 M $ 19951 2023/06/30 54.929 K $ 9.06 %
2025/09/30 XOP SPDR SERIES TRUST 0.16% 1.714 M $ 12964 2023/12/31 125.478 K $ 5.09 %
2025/09/30 KIE SPDR SERIES TRUST 0.15% 1.665 M $ 28059 2023/12/31 -15.307 K $ -0.70 %
2025/09/30 SCI SERVICE CORP INTL 0.15% 1.665 M $ 20003 2023/03/31 36.405 K $ 2.24 %
2025/09/30 GWRE GUIDEWIRE SOFTWARE INC 0.15% 1.624 M $ 7064 2024/09/30 -39.487 K $ -2.37 %
2025/09/30 TXT TEXTRON INC 0.15% 1.590 M $ 18817 2023/12/31 79.031 K $ 5.23 %
2025/09/30 BF-B BROWN FORMAN CORP 0.15% 1.581 M $ 58374 2025/03/31 9.923 K $ 0.63 %
2025/09/30 TEX TEREX CORP NEW 0.14% 1.560 M $ 30404 2023/09/30 140.162 K $ 9.87 %
2025/09/30 FSV FIRSTSERVICE CORP NEW 0.14% 1.550 M $ 8136 2024/03/31 129.118 K $ 9.09 %
2025/09/30 ALLE ALLEGION PLC 0.14% 1.549 M $ 8736 2023/12/31 359.781 K $ 23.06 %
2025/09/30 CELH CELSIUS HLDGS INC 0.14% 1.508 M $ 26238 2024/09/30 291.241 K $ 23.93 %
2025/09/30 MO ALTRIA GROUP INC 0.13% 1.441 M $ 21811 2018/03/31 296.449 K $ 12.67 %
2025/09/30 OSK OSHKOSH CORP 0.13% 1.433 M $ 11047 2024/09/30 178.519 K $ 14.24 %
2025/09/30 XBI SPDR SERIES TRUST 0.13% 1.415 M $ 14127 2023/12/31 243.973 K $ 20.82 %
2025/09/30 WMG WARNER MUSIC GROUP CORP 0.12% 1.355 M $ 39776 2024/03/31 271.272 K $ 25.05 %
2025/09/30 SITM SITIME CORP 0.12% 1.302 M $ 4320 2023/06/30 442.032 K $ 41.39 %
2025/09/30 TSLA TESLA INC 0.12% 1.278 M $ 2873 2021/03/31 853.207 K $ 40.00 %
2025/09/30 TKR TIMKEN CO 0.11% 1.223 M $ 16264 2023/09/30 42.774 K $ 3.62 %
2025/09/30 DKNG DRAFTKINGS INC NEW 0.11% 1.196 M $ 31981 2024/09/30 -175.575 K $ -12.80 %