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

About Amica Retiree Medical Trust

Investment Activity

Amica Retiree Medical Trust has $69.33 thousand in total holdings as of December 31, 2024.
Amica Retiree Medical Trust owns shares of 137 different stocks, but just 51 companies or ETFs make up 80% of its holdings.
Approximately 1.99% of the portfolio was purchased this quarter.
About 3.64% of the portfolio was sold this quarter.
This quarter, Amica Retiree Medical Trust has purchased 133 new stocks and bought additional shares in 6 stocks.
Amica Retiree Medical Trust sold shares of 22 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft: $5,365
NVIDIA: $4,846
Apple: $3,474
Amazon.com: $3,215
Meta Platforms: $2,581

Largest New Holdings this Quarter

98978V103 - Zoetis: $295 Holding
446413106 - Huntington Ingalls Industries: $192 Holding
713448108 - PepsiCo: $124 Holding
216648501 - COOPER COS INC: $103 Holding
871607107 - Synopsys: $66 Holding

Largest Purchases this Quarter

Zoetis: 1,891 shares (about $295.00)
O'Reilly Automotive: 2,338 shares (about $210.93)
Huntington Ingalls Industries: 794 shares (about $192.00)
LAZARD INC: 3,356 shares (about $161.01)
PepsiCo: 942 shares (about $124.00)

Largest Sales this Quarter

Martin Marietta Materials: 587 shares (about $322.50)
Apple: 1,404 shares (about $288.08)
Meta Platforms: 234 shares (about $172.71)
Philip Morris International: 900 shares (about $163.87)
Alphabet: 711 shares (about $126.25)

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
MSFT Microsoft	$5,365		0.0%	10,787	7.7%	Computer and Technology
NVDA NVIDIA	$4,846		0.0%	30,676	7.0%	Computer and Technology
AAPL Apple	$3,474	$288 ▼	-7.7%	16,931	5.0%	Computer and Technology
AMZN Amazon.com	$3,215		0.0%	14,655	4.6%	Retail/Wholesale
META Meta Platforms	$2,581	$173 ▼	-6.3%	3,497	3.7%	Computer and Technology
GOOGL Alphabet	$1,737		0.0%	9,855	2.5%	Computer and Technology
V Visa	$1,486	$99 ▼	-6.3%	4,185	2.1%	Business Services
BRK.B Berkshire Hathaway	$1,485		0.0%	3,058	2.1%	Finance
PM Philip Morris International	$1,343	$164 ▼	-10.9%	7,376	1.9%	Consumer Staples
PH Parker-Hannifin	$1,314		0.0%	1,881	1.9%	Industrials
MA Mastercard	$1,306	$96 ▼	-6.8%	2,324	1.9%	Business Services
XLRE Real Estate Select Sector SPDR Fund	$1,101		0.0%	26,569	1.6%	ETF
UNP Union Pacific	$1,055		0.0%	4,587	1.5%	Transportation
LLY Eli Lilly and Company	$997		0.0%	1,279	1.4%	Medical
BJ BJ's Wholesale Club	$980	$53 ▼	-5.2%	9,086	1.4%	Consumer Staples
INTU Intuit	$955		0.0%	1,213	1.4%	Computer and Technology
TXN Texas Instruments	$943	$88 ▲	10.3%	4,543	1.4%	Computer and Technology
CCK Crown	$888	$36 ▼	-3.8%	8,621	1.3%	Industrials
PB Prosperity Bancshares	$883		0.0%	12,578	1.3%	Finance
CRM Salesforce	$868		0.0%	3,184	1.3%	Computer and Technology
PG Procter & Gamble	$859		0.0%	5,394	1.2%	Consumer Staples
TSM Taiwan Semiconductor Manufacturing	$853	$80 ▼	-8.5%	3,767	1.2%	Computer and Technology
XOM Exxon Mobil	$836		0.0%	7,752	1.2%	Energy
BLACKROCK INC	$827	$44 ▲	5.6%	788	1.2%	COM
GD General Dynamics	$804		0.0%	2,758	1.2%	Aerospace
STE STERIS	$795	$40 ▼	-4.7%	3,311	1.1%	Medical
CHTR Charter Communications	$767		0.0%	1,876	1.1%	Consumer Discretionary
APH Amphenol	$737		0.0%	7,463	1.1%	Computer and Technology
ENTG Entegris	$682		0.0%	8,457	1.0%	Computer and Technology
UNH UnitedHealth Group	$668		0.0%	2,143	1.0%	Medical
KLAC KLA	$659		0.0%	736	1.0%	Computer and Technology
LAM RESEARCH CORP	$659		0.0%	6,772	1.0%	COM NEW
ACN Accenture	$643		0.0%	2,153	0.9%	Computer and Technology
RTX RTX	$584		0.0%	4,001	0.8%	Aerospace
NEE NextEra Energy	$574		0.0%	8,266	0.8%	Utilities
OTIS Otis Worldwide	$570		0.0%	5,752	0.8%	Industrials
CVX Chevron	$565		0.0%	3,945	0.8%	Energy
JNJ Johnson & Johnson	$556		0.0%	3,638	0.8%	Medical
JPM JPMorgan Chase & Co.	$528		0.0%	1,822	0.8%	Finance
LAZARD INC	$524	$161 ▲	44.4%	10,922	0.8%	COM
TMO Thermo Fisher Scientific	$524		0.0%	1,292	0.8%	Medical
JKHY Jack Henry & Associates	$501		0.0%	2,778	0.7%	Computer and Technology
APD Air Products and Chemicals	$491		0.0%	1,741	0.7%	Basic Materials
ABBV AbbVie	$479		0.0%	2,583	0.7%	Medical
AXP American Express	$471	$73 ▼	-13.5%	1,476	0.7%	Finance
MS Morgan Stanley	$471	$71 ▼	-13.1%	3,345	0.7%	Finance
GOOG Alphabet	$464	$126 ▼	-21.4%	2,613	0.7%	Computer and Technology
TYL Tyler Technologies	$462		0.0%	780	0.7%	Computer and Technology
SPGI S&P Global	$459		0.0%	871	0.7%	Finance
GOLF Acushnet	$457		0.0%	6,281	0.7%	Consumer Discretionary
CLH Clean Harbors	$444		0.0%	1,921	0.6%	Business Services
MCD McDonald's	$437		0.0%	1,495	0.6%	Retail/Wholesale
WM Waste Management	$431		0.0%	1,883	0.6%	Business Services
DOMINOS PIZZA INC	$421	$98 ▼	-18.8%	935	0.6%	COM
HD Home Depot	$415		0.0%	1,132	0.6%	Retail/Wholesale
ABNB Airbnb	$413		0.0%	3,121	0.6%	Consumer Discretionary
XLU Utilities Select Sector SPDR Fund	$369		0.0%	4,517	0.5%	ETF
AMT American Tower	$348		0.0%	1,576	0.5%	Finance
PFE Pfizer	$335		0.0%	13,836	0.5%	Medical
ABT Abbott Laboratories	$334		0.0%	2,454	0.5%	Medical
DHR Danaher	$334		0.0%	1,689	0.5%	Medical
AWK American Water Works	$333		0.0%	2,393	0.5%	Utilities
ALC Alcon	$323		0.0%	3,658	0.5%	Medical
APTIV PLC	$314		0.0%	4,604	0.5%	COM SHS
CRL Charles River Laboratories International	$305		0.0%	2,007	0.4%	Medical
ZTS Zoetis	$295	$295 ▲	New Holding	1,891	0.4%	Medical
UBER Uber Technologies	$279		0.0%	2,990	0.4%	Computer and Technology
MLM Martin Marietta Materials	$278	$323 ▼	-53.7%	506	0.4%	Construction
NKE NIKE	$255		0.0%	3,587	0.4%	Consumer Discretionary
TSLA Tesla	$254		0.0%	799	0.4%	Auto/Tires/Trucks
HSY Hershey	$248		0.0%	1,493	0.4%	Consumer Staples
IEZ iShares U.S. Oil Equipment & Services ETF	$243		0.0%	14,293	0.4%	ETF
TJX TJX Companies	$241		0.0%	1,949	0.3%	Retail/Wholesale
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$227		0.0%	1,804	0.3%	ETF
ORLY O'Reilly Automotive	$226	$211 ▲	1,400.0%	2,505	0.3%	Retail/Wholesale
KIE SPDR S&P Insurance ETF	$218		0.0%	3,658	0.3%	ETF
IEO iShares U.S. Oil & Gas Exploration & Production ETF	$194	$81 ▼	-29.5%	2,195	0.3%	ETF
HII Huntington Ingalls Industries	$192	$192 ▲	New Holding	794	0.3%	Aerospace
SYBT Stock Yards Bancorp	$174	$18 ▼	-9.2%	2,200	0.3%	Finance
SCI Service Corporation International	$163		0.0%	2,006	0.2%	Consumer Staples
CG Carlyle Group	$159	$23 ▼	-12.9%	3,086	0.2%	Finance
ALLE Allegion	$157		0.0%	1,086	0.2%	Industrials
TXT Textron	$151		0.0%	1,880	0.2%	Aerospace
MO Altria Group	$150		0.0%	2,550	0.2%	Consumer Staples
TEX Terex	$142		0.0%	3,050	0.2%	Industrials
BF.B Brown-Forman	$141		0.0%	5,222	0.2%	Consumer Staples
FSV FirstService	$140		0.0%	800	0.2%	Finance
REGN Regeneron Pharmaceuticals	$139		0.0%	264	0.2%	Medical
GGG Graco	$135		0.0%	1,566	0.2%	Industrials
NATH Nathan's Famous	$133		0.0%	1,199	0.2%	Retail/Wholesale
ZI ZoomInfo Technologies	$130		0.0%	12,868	0.2%	Computer and Technology
DKNG DraftKings	$127		0.0%	2,970	0.2%	Consumer Discretionary
OSK Oshkosh	$126		0.0%	1,107	0.2%	Auto/Tires/Trucks
PEP PepsiCo	$124	$124 ▲	New Holding	942	0.2%	Consumer Staples
CHE Chemed	$124		0.0%	254	0.2%	Medical
GWRE Guidewire Software	$121		0.0%	513	0.2%	Computer and Technology
HQY HealthEquity	$121	$39 ▼	-24.5%	1,153	0.2%	Medical
CELH Celsius	$120		0.0%	2,589	0.2%	Consumer Staples
ELS Equity Lifestyle Properties	$119		0.0%	1,928	0.2%	Finance
TKR Timken	$118		0.0%	1,628	0.2%	Computer and Technology

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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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