Fund Holdings

AMICA MUTUAL INSURANCE CO

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SELECT SECTOR SPDR TR0251,930+251,930010,291+10,291
BROADCOM INC030,786+30,78609,529+9,529
ISHARES INC0114,821+114,82108,009+8,009
ISHARES TR3,343,2083,343,2080282,819289,455+6,636
NETFLIX INC.054,961+54,96105,285+5,285
SELECT SECTOR SPDR TR0103,848+103,84804,766+4,766
GUIDEWIRE SOFTWARE INC7,06440,980+33,9161,4206,129+4,709
EXXON MOBIL CORP87,35387,353010,51214,820+4,308
BLACKSTONE INC030,484+30,48403,505+3,505
UBER TECHNOLOGIES INC34,46380,613+46,1502,8165,798+2,982
STOCK YDS BANCORP INC14,81757,212+42,3959623,793+2,831
PALO ALTO NETWORKS INC8,95027,422+18,4721,6494,396+2,747
LAM RESEARCH CORP63,91263,912010,94013,655+2,715
ENTEGRIS INC74,02574,02506,2378,679+2,442
CELSIUS HLDGS INC54,773138,554+83,7812,5054,916+2,411
CHEVRON CORPORATION43,27743,27706,5968,954+2,358
SPDR SERIES TRUST012,964+12,96402,357+2,357
SERVICE CORP INTL20,00345,607+25,6041,5603,763+2,203
CADENCE DESIGN SYSTEM INC7,46115,986+8,5252,3324,442+2,110
KLA CORP7,0347,03408,54710,357+1,810
SPDR SERIES TRUST014,127+14,12701,804+1,804
JOHNSON & JOHNSON42,78342,78308,85410,458+1,604
ISHARES TR42,75042,75003,8165,339+1,523
JPMORGAN CHASE & CO24,34531,708+7,3637,8449,327+1,483
SPDR SERIES TRUST025,204+25,20401,386+1,386
WARNER MUSIC GROUP CORP44,537107,421+62,8841,3662,744+1,378
ROSS STORES INC36,54236,54206,5837,916+1,333
CROWN HLDGS INC98,978113,967+14,98910,19211,425+1,233
NEXTERA ENERGY INC96,52996,52907,7498,966+1,217
BJS WHSL CLUB HLDGS INC139,617139,617012,57013,741+1,171
ISHARES TR138,177138,17702,8844,000+1,116
TEXAS INSTRS INC50,78850,78808,8119,860+1,049
LOCKHEED MARTIN CORP8,4638,46304,0935,115+1,022
ACUSHNET HLDGS CORP68,81668,81605,4936,433+940
MARTIN MARIETTA MATLS INC5,8377,741+1,9043,6344,557+923
AMERICAN EXPRESS CO14,82520,997+6,1725,4856,351+866
ALCON AG101,920117,689+15,7698,0328,868+836
CLEAN HARBORS INC20,82019,325-1,4954,8825,541+659
PFIZER INC202,765202,76505,0485,694+646
UNION PAC CORP53,00053,000012,26012,859+599
PHILIP MORRIS INTL INC90,44290,442014,50714,954+447
HERSHEY CO17,07517,07503,1063,550+444
HUNTINGTON INGALLS INDS INC11,13311,13303,7864,229+443
SPDR SERIES TRUST03,024+3,0240430+430
RTX CORPORATION44,29544,29508,1248,545+421
SPDR SERIES TRUST03,441+3,4410372+372
PEPSICO INC31,34631,34604,4994,868+369
SEADRILL LTD30,99930,99901,0731,410+337
WASTE MGMT INC DEL33,16333,16307,2867,621+335
PARKER-HANNIFIN CORP18,87018,870016,58616,893+307
TIMKEN CO16,26416,26401,3681,636+268
UL SOLUTIONS INC2,1145,061+2,947167434+267
OSHKOSH CORP11,04711,04701,3881,626+238
GENERAL DYNAMICS CORP31,62031,620010,64510,853+208
BURLINGTON STORES INC1,6342,060+426472670+198
SERVICETITAN INC02,875+2,8750182+182
SYNOPSYS INC8,17210,139+1,9673,8394,020+181
TEREX CORP NEW30,40430,40401,6231,797+174
MCDONALDS CORP33,14233,142010,12910,300+171
AMERICAN WTR WKS CO INC NEW27,44027,44003,5813,734+153
MESOBLAST LTD09,575+9,5750147+147
TRADEWEB MKTS INC3,6304,297+667390506+116
BOSTON BEER INC3,2083,2080626739+113
SANFILIPPO JOHN B & SON INC10,63910,6390751844+93
CHARTER COMMUNICATIONS INC12,67912,67902,6472,737+90
EVERGY INC9,1819,1810666752+86
TEXAS ROADHOUSE INC5,9556,499+5449891,073+84
NISOURCE INC16,09916,0990672751+79
PROCTER & GAMBLE CO64,88764,88709,2999,372+73
SAILPOINT INC10,03120,709+10,678203274+71
CMS ENERGY CORP9,0029,0020630698+68
HAWKINS INC3,9803,9800565611+46
UNITED STS LIME & MINERALS I3,4273,4270410448+38
GRACO INC13,89413,89401,1391,176+37
EQUITY LIFESTYLE PROPERTIES19,31019,31001,1701,205+35
MARKETAXESS HLDGS INC2,3522,758+406426455+29
OREILLY AUTOMOTIVE INC21,34521,34501,9471,970+23
BROWN FORMAN CORP58,37458,37401,5211,543+22
EVERSOURCE ENERGY9,9309,9300669688+19
JANUS INTERNATIONAL GROUP IN122,545157,668+35,123801812+11
TEXTRON INC18,81718,81701,6401,648+8
MANPOWERGROUP INC WIS6,4096,4090191189-2
MORNINGSTAR INC1,9042,331+427414394-20
OKTA INC2,6022,6020225205-20
PRESTIGE CONSMR HEALTHCARE I10,50810,5080648623-25
RYMAN HOSPITALITY PPTYS INC10,49010,4900993968-25
VAIL RESORTS INC5,4975,4970730705-25
SITIME CORP4,3204,32001,5261,492-34
AVERY DENNISON CORP4,8714,8710886841-45
ARS PHARMACEUTICALS INC14,35014,3500167115-52
AMERICAN TOWER CORP18,02918,02903,1643,111-53
CCC INTELLIGENT SOLUTIONS HL27,44727,4470218165-53
KINDERCARE LEARNING COMPANIE34,32834,328014876-72
CHEMED CORP NEW2,5712,714+1431,1001,025-75
FACTSET RESH SYS INC1,1861,1860344257-87
HEALTHEQUITY INC11,80511,80501,081987-94
INVITATION HOMES INC32,80832,8080912815-97
ADMA BIOLOGICS INC10,64510,645019496-98
HUB GROUP INC18,31218,3120780660-120
ALLEGION PLC8,7368,73601,3911,269-122
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