Amica Retiree Medical Trust Top Holdings and 13F Report (2025)

About Amica Retiree Medical Trust

Investment Activity

Amica Retiree Medical Trust has $65.44 thousand in total holdings as of December 31, 2024.
Amica Retiree Medical Trust owns shares of 133 different stocks, but just 52 companies or ETFs make up 80% of its holdings.
Approximately 1.11% of the portfolio was purchased this quarter.
About 59.02% of the portfolio was sold this quarter.
This quarter, Amica Retiree Medical Trust has purchased 135 new stocks and bought additional shares in 8 stocks.
Amica Retiree Medical Trust sold shares of 117 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Apple: $4,073
Microsoft: $4,049
NVIDIA: $3,325
Amazon.com: $2,788
Meta Platforms: $2,150

Largest New Holdings this Quarter

115637209 - Brown-Forman: $177 Holding
053611109 - Avery Dennison: $85 Holding
830566105 - Skechers U.S.A.: $51 Holding
420261109 - Hawkins: $24 Holding
49456W105 - KinderCare Learning Companies, Inc. (KC Holdco): $22 Holding

Largest Purchases this Quarter

Brown-Forman: 5,222 shares (about $177.00)
Jack Henry & Associates: 532 shares (about $97.09)
BLACKROCK INC: 99 shares (about $93.69)
Avery Dennison: 476 shares (about $85.00)
Clean Harbors: 359 shares (about $70.83)

Largest Sales this Quarter

Apple: 5,751 shares (about $1.28K)
Microsoft: 3,252 shares (about $1.22K)
Berkshire Hathaway: 1,734 shares (about $923.70)
BJ's Wholesale Club: 7,646 shares (about $872.16)
Philip Morris International: 4,493 shares (about $713.36)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$4,073	$1,278 ▼	-23.9%	18,335	6.2%	Computer and Technology
MSFT Microsoft	$4,049	$1,221 ▼	-23.2%	10,787	6.2%	Computer and Technology
NVDA NVIDIA	$3,325	$663 ▼	-16.6%	30,676	5.1%	Computer and Technology
AMZN Amazon.com	$2,788	$598 ▼	-17.7%	14,655	4.3%	Retail/Wholesale
META Meta Platforms	$2,150	$513 ▼	-19.3%	3,731	3.3%	Computer and Technology
BRK.B Berkshire Hathaway	$1,629	$924 ▼	-36.2%	3,058	2.5%	Finance
V Visa	$1,565	$374 ▼	-19.3%	4,464	2.4%	Business Services
GOOGL Alphabet	$1,524	$632 ▼	-29.3%	9,855	2.3%	Computer and Technology
MA Mastercard	$1,367	$472 ▼	-25.7%	2,494	2.1%	Business Services
PM Philip Morris International	$1,314	$713 ▼	-35.2%	8,276	2.0%	Consumer Staples
PH Parker-Hannifin	$1,143	$273 ▼	-19.3%	1,881	1.7%	Industrials
UNH UnitedHealth Group	$1,122	$268 ▼	-19.3%	2,143	1.7%	Medical
XLRE Real Estate Select Sector SPDR Fund	$1,112	$266 ▼	-19.3%	26,569	1.7%	ETF
BJ BJ's Wholesale Club	$1,093	$872 ▼	-44.4%	9,582	1.7%	Consumer Discretionary
UNP Union Pacific	$1,084	$259 ▼	-19.3%	4,587	1.7%	Transportation
LLY Eli Lilly and Company	$1,056	$253 ▼	-19.3%	1,279	1.6%	Medical
XOM Exxon Mobil	$922	$220 ▼	-19.3%	7,752	1.4%	Energy
PG Procter & Gamble	$919	$219 ▼	-19.3%	5,394	1.4%	Consumer Staples
PB Prosperity Bancshares	$898	$202 ▼	-18.4%	12,578	1.4%	Finance
CRM Salesforce	$854	$207 ▼	-19.5%	3,184	1.3%	Computer and Technology
CCK Crown	$800	$181 ▼	-18.4%	8,966	1.2%	Industrials
STE STERIS	$788	$179 ▼	-18.5%	3,476	1.2%	Medical
GD General Dynamics	$752	$180 ▼	-19.3%	2,758	1.1%	Aerospace
INTU Intuit	$745	$177 ▼	-19.2%	1,213	1.1%	Computer and Technology
ENTG Entegris	$740	$146 ▼	-16.5%	8,457	1.1%	Computer and Technology
TXN Texas Instruments	$740	$2 ▲	0.3%	4,119	1.1%	Computer and Technology
BLACKROCK INC	$706	$94 ▲	15.3%	746	1.1%	COM
CHTR Charter Communications	$691	$165 ▼	-19.3%	1,876	1.1%	Consumer Discretionary
TSM Taiwan Semiconductor Manufacturing	$684	$361 ▼	-34.6%	4,119	1.0%	Computer and Technology
ACN Accenture	$672	$160 ▼	-19.2%	2,153	1.0%	Computer and Technology
CVX Chevron	$660	$158 ▼	-19.3%	3,945	1.0%	Energy
TMO Thermo Fisher Scientific	$643	$154 ▼	-19.3%	1,292	1.0%	Medical
JNJ Johnson & Johnson	$603	$564 ▼	-48.3%	3,638	0.9%	Medical
OTIS Otis Worldwide	$594	$293 ▼	-33.1%	5,752	0.9%	Construction
NEE NextEra Energy	$586	$140 ▼	-19.3%	8,266	0.9%	Utilities
ABBV AbbVie	$541	$129 ▼	-19.3%	2,583	0.8%	Medical
RTX RTX	$530	$276 ▼	-34.2%	4,001	0.8%	Aerospace
DOMINOS PIZZA INC	$529	$210 ▼	-28.4%	1,152	0.8%	COM
MLM Martin Marietta Materials	$523	$7 ▼	-1.4%	1,093	0.8%	Construction
GOOG Alphabet	$519	$124 ▼	-19.3%	3,324	0.8%	Computer and Technology
APD Air Products and Chemicals	$513	$273 ▼	-34.7%	1,741	0.8%	Basic Materials
JKHY Jack Henry & Associates	$507	$97 ▲	23.7%	2,778	0.8%	Computer and Technology
KLAC KLA	$500	$265 ▼	-34.6%	736	0.8%	Computer and Technology
LAM RESEARCH CORP	$492	$25 ▼	-4.9%	6,772	0.8%	COM NEW
APH Amphenol	$489	$117 ▼	-19.3%	7,463	0.7%	Computer and Technology
MCD McDonald's	$467	$319 ▼	-40.6%	1,495	0.7%	Retail/Wholesale
AXP American Express	$459	$393 ▼	-46.1%	1,706	0.7%	Finance
TYL Tyler Technologies	$453	$122 ▼	-21.2%	780	0.7%	Computer and Technology
MS Morgan Stanley	$449	$405 ▼	-47.4%	3,850	0.7%	Finance
JPM JPMorgan Chase & Co.	$447	$107 ▼	-19.3%	1,822	0.7%	Finance
SPGI S&P Global	$443	$106 ▼	-19.3%	871	0.7%	Business Services
WM Waste Management	$436	$104 ▼	-19.3%	1,883	0.7%	Business Services
GOLF Acushnet	$431	$151 ▼	-26.0%	6,281	0.7%	Consumer Discretionary
HD Home Depot	$415	$99 ▼	-19.3%	1,132	0.6%	Retail/Wholesale
CLH Clean Harbors	$379	$71 ▲	23.0%	1,921	0.6%	Business Services
ABNB Airbnb	$373	$89 ▼	-19.3%	3,121	0.6%	Consumer Discretionary
XLU Utilities Select Sector SPDR Fund	$356	$85 ▼	-19.3%	4,517	0.5%	ETF
AWK American Water Works	$353	$84 ▼	-19.3%	2,393	0.5%	Utilities
PFE Pfizer	$351	$84 ▼	-19.3%	13,836	0.5%	Medical
ALC Alcon	$347	$83 ▼	-19.3%	3,658	0.5%	Medical
DHR Danaher	$346	$83 ▼	-19.3%	1,689	0.5%	Medical
AMT American Tower	$343	$82 ▼	-19.3%	1,576	0.5%	Finance
LAZARD INC	$328	$42 ▲	14.5%	7,566	0.5%	COM
ABT Abbott Laboratories	$326	$78 ▼	-19.3%	2,454	0.5%	Medical
CRL Charles River Laboratories International	$302	$67 ▼	-18.0%	2,007	0.5%	Medical
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$295	$70 ▼	-19.3%	3,115	0.5%	ETF
IEZ iShares U.S. Oil Equipment & Services ETF	$279	$67 ▼	-19.3%	14,293	0.4%	ETF
APTIV PLC	$274	$65 ▼	-19.3%	4,604	0.4%	COM SHS
HSY Hershey	$255	$61 ▼	-19.3%	1,493	0.4%	Consumer Staples
KO Coca-Cola	$250	$213 ▼	-46.0%	3,487	0.4%	Consumer Staples
ORLY O'Reilly Automotive	$239	$57 ▼	-19.3%	167	0.4%	Retail/Wholesale
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$238	$62 ▼	-20.6%	1,804	0.4%	ETF
TJX TJX Companies	$237	$57 ▼	-19.3%	1,949	0.4%	Retail/Wholesale
NKE NIKE	$228	$54 ▼	-19.3%	3,587	0.3%	Consumer Discretionary
KIE SPDR S&P Insurance ETF	$222	$40 ▼	-15.1%	3,658	0.3%	ETF
UBER Uber Technologies	$218	$52 ▼	-19.3%	2,990	0.3%	Computer and Technology
TSLA Tesla	$207	$379 ▼	-64.6%	799	0.3%	Auto/Tires/Trucks
BMY Bristol-Myers Squibb	$178	$43 ▼	-19.3%	2,917	0.3%	Medical
BF.B Brown-Forman	$177	$177 ▲	New Holding	5,222	0.3%	Consumer Staples
SYBT Stock Yards Bancorp	$167	$54 ▼	-24.4%	2,423	0.3%	Finance
REGN Regeneron Pharmaceuticals	$167	$40 ▼	-19.3%	264	0.3%	Medical
SCI Service Co. International	$161	$29 ▼	-15.4%	2,006	0.2%	Consumer Staples
CHE Chemed	$156	$28 ▼	-15.1%	254	0.2%	Medical
CG The Carlyle Group	$154	$27 ▼	-15.1%	3,542	0.2%	Finance
MO Altria Group	$153	$37 ▼	-19.3%	2,550	0.2%	Consumer Staples
ALLE Allegion	$142	$25 ▼	-15.2%	1,086	0.2%	Industrials
TXT Textron	$136	$24 ▼	-15.1%	1,880	0.2%	Aerospace
HQY HealthEquity	$135	$76 ▼	-36.0%	1,528	0.2%	Medical
FSV FirstService	$133	$61 ▼	-31.3%	800	0.2%	Finance
GGG Graco	$131	$23 ▼	-15.1%	1,566	0.2%	Industrials
ELS Equity LifeStyle Properties	$129	$23 ▼	-15.1%	1,928	0.2%	Finance
ZI ZoomInfo Technologies	$129	$26 ▼	-16.8%	12,868	0.2%	Computer and Technology
WMG Warner Music Group	$125	$21 ▼	-14.6%	3,989	0.2%	Consumer Discretionary
TKR Timken	$117	$21 ▼	-15.1%	1,628	0.2%	Computer and Technology
NATH Nathan's Famous	$116	$21 ▼	-15.0%	1,199	0.2%	Retail/Wholesale
XBI SPDR S&P Biotech ETF	$115	$20 ▼	-15.0%	1,413	0.2%	ETF
TEX Terex	$115	$20 ▼	-15.0%	3,050	0.2%	Industrials
INVH Invitation Homes	$114	$20 ▼	-15.1%	3,278	0.2%	Finance
PBH Prestige Consumer Healthcare	$105	$65 ▼	-38.1%	1,222	0.2%	Medical
OSK Oshkosh	$104	$19 ▼	-15.2%	1,107	0.2%	Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.

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Amica Retiree Medical Trust Top Holdings and 13F Report (2025)

About Amica Retiree Medical Trust

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Advanced Stock Screeners and Research Tools

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Amica Retiree Medical Trust Top Holdings and 13F Report (2025)

About Amica Retiree Medical Trust

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmica Retiree Medical Trust

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools