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CIK: 0001599950
Total reported value
$73.2M
$73.2M
135 檔
52.2%
As reported in its official Q4 2024 Form 13F filing, Amica Retiree Medical Trust's tracked investment portfolio stood at $73.2M with 135 total positions.
In Q4 2024, Amica Retiree Medical Trust adopted a defensive or profit-taking posture, trimming 40 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 16.53% | — | -14.56% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.71% | -0.43% | -10.65% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 5.60% | +1.16% | -10.47% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 4.68% | +2.74% | -15.79% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.70% | +0.13% | -7.99% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.56% | +0.22% | -7.98% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.50% | +0.94% | -12.65% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.06% | -0.39% | -7.97% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 1.67% | — | -8.00% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 1.66% | -0.44% | -7.97% | |
| 11 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.46% | -0.30% | -7.07% | |
| 12 | PM | Philip Morris International | Stock-Consumer Staples | 1.46% | -0.38% | -17.30% | |
| 13 | PH | Parker Hannifin CORP | Stock-Industrials | 1.40% | -0.01% | -7.98% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.27% | -0.70% | -7.97% | |
| 15 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.27% | — | -9.42% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.25% | -0.27% | -8.04% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.23% | — | -7.98% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.18% | +0.28% | -13.89% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | — | -17.88% | |
| 20 | PB | Prosperity Bancshares Inc | Stock-Financials | 1.10% | — | -16.60% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.06% | -0.27% | -7.99% | |
| 22 | XOM | Exxon Mobil CORP | Stock-Energy | 0.98% | — | -7.96% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | — | -11.45% | |
| 24 | ENTG | Entegris Inc | Stock-Tech | 0.95% | — | +68.77% | |
| 25 | INTU | Intuit Inc | Stock-Tech | 0.89% | -0.01% | -21.24% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.89% | — | -8.05% | |
| 27 | ACN | Accenture plc | Stock-Tech | 0.89% | -0.30% | -8.01% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.87% | — | -13.97% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.86% | -0.16% | -11.82% | |
| 30 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 0.86% | — | -6.47% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.85% | +0.13% | -8.00% | |
| 32 | STE | STERIS plc | Stock-Healthcare | 0.83% | — | -6.61% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.79% | — | -8.04% | |
| 34 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.75% | -0.64% | -7.96% | |
| 35 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.75% | — | -7.98% | |
| 36 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.08% | -8.00% | |
| 37 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.73% | — | -7.97% | |
| 38 | TXN | Texas Instruments Inc | Stock-Tech | 0.73% | +0.01% | -16.21% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | — | -7.99% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.69% | +0.26% | -20.73% | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.67% | +0.22% | -7.93% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.67% | — | -8.02% | |
| 43 | RTX | Rtx CORP | Stock-Industrials | 0.67% | +0.10% | -8.00% | |
| 44 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.64% | -0.26% | -6.13% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.63% | — | — | |
| 46 | SRE | Sempra | Stock-Utilities | 0.62% | — | -8.00% | |
| 47 | APH | Amphenol Corp-cl A | Stock-Tech | 0.61% | +0.51% | -7.97% | |
| 48 | GOLF | Acushnet Holdings CORP | Stock-Other | 0.57% | — | -5.12% | |
| 49 | MLM | Martin Marietta Materials | Stock-Materials | 0.54% | -0.36% | -43.96% | |
| 50 | TYL | Tyler Technologies Inc | Stock-Tech | 0.54% | — | -10.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.7% | -7.99% | Trim |
| 2 | BLK | Blackrock Inc | +0.6% | NEW | New buy |
| 3 | AAPL | Apple Inc | +0.5% | -10.65% | Trim |
| 4 | LRCX | Lam Research CORP | +0.5% | NEW | New buy |
| 5 | ENTG | Entegris Inc | +0.4% | +68.77% | Add |
| 6 | APTV | Aptiv PLC | +0.3% | NEW | New buy |
| 7 | TSLA | Tesla Inc | +0.3% | -11.82% | Trim |
| 8 | NVDA | Nvidia CORP | +0.3% | -15.79% | Trim |
| 9 | CRM | Salesforce Inc | +0.3% | -8.04% | Trim |
| 10 | META | Meta Platforms Inc-class A | +0.2% | -7.98% | Trim |
| 11 | PFE | Pfizer Inc | +0.2% | +53.54% | Add |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -7.97% | Trim |
| 13 | PH | Parker Hannifin CORP | +0.1% | -7.98% | Trim |
| 14 | PG | Procter & Gamble Co/the | 0% | -7.99% | Trim |
| 15 | RTX | Rtx CORP | 0% | -8.00% | Trim |
| 16 | MSFT | Microsoft CORP | — | -10.47% | Trim |
| 17 | PB | Prosperity Bancshares Inc | 0% | -16.60% | Trim |
| 18 | UNP | Union Pacific CORP | 0% | -7.98% | Trim |
| 19 | XOM | Exxon Mobil CORP | 0% | -7.96% | Trim |
| 20 | ABBV | Abbvie Inc | 0% | -7.97% | Trim |
| 21 | AWK | American Water Works Co Inc | 0% | -7.98% | Trim |
| 22 | ALC | Alcon Inc. | -0.1% | -8.00% | Trim |
| 23 | OTIS | Otis Worldwide CORP | -0.1% | -7.98% | Trim |
| 24 | DHR | Danaher CORP | -0.1% | -8.00% | Trim |
| 25 | AMT | American Tower CORP | -0.1% | -7.96% | Trim |
| 26 | XLRE | Ss Real Estate Select Sector | -0.1% | -9.42% | Trim |
| 27 | GD | General Dynamics CORP | -0.1% | -8.00% | Trim |
| 28 | CCK | Crown Holdings Inc | -0.1% | -6.47% | Trim |
| 29 | NEE | Nextera Energy Inc | -0.1% | -7.99% | Trim |
| 30 | INTU | Intuit Inc | -0.1% | -21.24% | Trim |
| 31 | STE | STERIS plc | -0.1% | -6.61% | Trim |
| 32 | REGN | Regeneron Pharmaceuticals | -0.1% | -7.89% | Trim |
| 33 | PM | Philip Morris International | -0.1% | -17.30% | Trim |
| 34 | TMO | Thermo Fisher Scientific Inc | -0.1% | -8.04% | Trim |
| 35 | JNJ | Johnson & Johnson | -0.1% | -11.45% | Trim |
| 36 | TXN | Texas Instruments Inc | -0.1% | -16.21% | Trim |
| 37 | MCD | Mcdonald's CORP | -0.1% | -20.73% | Trim |
| 38 | LAZ | Lazard Inc | -0.1% | -36.18% | Trim |
| 39 | ARE | Alexandria Real Estate Equit | -0.1% | EXIT | Sold out |
| 40 | KLAC | Kla CORP | -0.1% | -7.93% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -7.97% | Trim |
| 42 | IWM | Ishares Russell 2000 ETF | -0.2% | -49.11% | Trim |
| 43 | LLY | Eli Lilly & Co | -0.3% | -17.88% | Trim |
| 44 | KO | Coca-cola Co/the | -0.3% | -41.47% | Trim |
| 45 | ICLR | ICON Public Limited Company | -0.3% | EXIT | Sold out |
| 46 | MLM | Martin Marietta Materials | -0.3% | -43.96% | Trim |
| 47 | APTV | Aptiv PLC | -0.4% | EXIT | Sold out |
| 48 | BLKCHF | Blackrock Inc | -0.5% | EXIT | Sold out |
| 49 | LRCXEUR | Lam Research CORP | -0.5% | EXIT | Sold out |
| 50 | IXUS | Ishares Core Intl Stock ETF | -2.1% | -14.56% | Trim |
According to official SEC Form 13F filings, Amica Retiree Medical Trust reported a total U.S. public equity portfolio value of $73.2M across 135 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IXUS, AAPL, MSFT) accounted for 52.2% of total reported equity market value during Q4 2024.
Top New Position Initiated
BLK
市值: $663.0K
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $632.0K
During Q4 2024, Amica Retiree Medical Trust's top holdings by market value included IXUS (16.5%)、AAPL (5.7%)、MSFT (5.6%). The largest single position, IXUS, represented 16.5% of total portfolio value.
In Q4 2024, Amica Retiree Medical Trust made 50 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 40 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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