13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001599950
Total reported value
$73.2M
$73.2M
133 檔
22.4%
According to the latest 13F quarterly dataset, Amica Retiree Medical Trust managed an equity portfolio of $73.2M at the end of Q1 2025, spanning 133 distinct U.S. exchange-listed positions.
In Q1 2025, Amica Retiree Medical Trust displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 6.22% | -0.43% | -23.88% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 6.19% | +1.16% | -23.16% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.08% | +2.74% | -16.62% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.26% | +0.13% | -17.66% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.29% | +0.22% | -19.28% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.49% | -0.39% | -36.19% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.39% | -0.44% | -19.28% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.33% | +0.94% | -29.30% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 2.09% | — | -25.69% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 2.01% | -0.38% | -35.19% | |
| 11 | PH | Parker Hannifin CORP | Stock-Industrials | 1.75% | -0.01% | -19.27% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.71% | -0.70% | -19.28% | |
| 13 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.70% | — | -19.28% | |
| 14 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.67% | -0.30% | -44.38% | |
| 15 | UNP | Union Pacific CORP | Stock-Industrials | 1.66% | — | -19.29% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.61% | — | -19.31% | |
| 17 | XOM | Exxon Mobil CORP | Stock-Energy | 1.41% | — | -19.28% | |
| 18 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.40% | -0.27% | -19.28% | |
| 19 | PB | Prosperity Bancshares Inc | Stock-Financials | 1.37% | — | -18.39% | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 1.30% | -0.27% | -19.54% | |
| 21 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.22% | — | -18.45% | |
| 22 | STE | STERIS plc | Stock-Healthcare | 1.20% | — | -18.52% | |
| 23 | GD | General Dynamics CORP | Stock-Industrials | 1.15% | +0.13% | -19.29% | |
| 24 | INTU | Intuit Inc | Stock-Tech | 1.14% | -0.01% | -19.24% | |
| 25 | ENTG | Entegris Inc | Stock-Tech | 1.13% | — | -16.52% | |
| 26 | TXN | Texas Instruments Inc | Stock-Tech | 1.13% | +0.01% | +0.27% | |
| 27 | BLK | Blackrock Inc | Stock-Financials | 1.08% | — | +15.30% | |
| 28 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 1.06% | -0.64% | -19.28% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.05% | +0.28% | -34.57% | |
| 30 | ACN | Accenture plc | Stock-Tech | 1.03% | -0.30% | -19.24% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 1.01% | — | -19.28% | |
| 32 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.98% | — | -19.30% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | — | -48.33% | |
| 34 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.91% | — | -33.07% | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.90% | — | -19.28% | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | — | -19.28% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.81% | +0.10% | -34.23% | |
| 38 | DPZ | Domino's Pizza Inc | Stock-Consumer Disc | 0.81% | -0.26% | -28.40% | |
| 39 | MLM | Martin Marietta Materials | Stock-Materials | 0.80% | -0.36% | -1.35% | |
| 40 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.08% | -19.28% | |
| 41 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.78% | — | -34.70% | |
| 42 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.77% | -0.20% | +23.69% | |
| 43 | KLAC | Kla CORP | Stock-Tech | 0.76% | +0.22% | -34.64% | |
| 44 | LRCX | Lam Research CORP | Stock-Tech | 0.75% | +0.30% | -4.86% | |
| 45 | APH | Amphenol Corp-cl A | Stock-Tech | 0.75% | +0.51% | -19.31% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | +0.26% | -40.58% | |
| 47 | AXP | American Express Co | Stock-Financials | 0.70% | — | -46.10% | |
| 48 | TYL | Tyler Technologies Inc | Stock-Tech | 0.69% | — | -21.21% | |
| 49 | MS | Morgan Stanley | Stock-Financials | 0.69% | — | -47.42% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.11% | -19.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | MSFT | Microsoft CORP | — | NEW | New buy |
| 3 | NVDA | Nvidia CORP | — | NEW | New buy |
| 4 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 5 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 7 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | MA | Mastercard Inc - A | — | NEW | New buy |
| 10 | PM | Philip Morris International | — | NEW | New buy |
| 11 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 12 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 13 | XLRE | Ss Real Estate Select Sector | — | NEW | New buy |
| 14 | BJ | Bj's Wholesale Club Holdings | — | NEW | New buy |
| 15 | UNP | Union Pacific CORP | — | NEW | New buy |
| 16 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 17 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 18 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 19 | PB | Prosperity Bancshares Inc | — | NEW | New buy |
| 20 | CRM | Salesforce Inc | — | NEW | New buy |
| 21 | CCK | Crown Holdings Inc | — | NEW | New buy |
| 22 | STE | STERIS plc | — | NEW | New buy |
| 23 | GD | General Dynamics CORP | — | NEW | New buy |
| 24 | INTU | Intuit Inc | — | NEW | New buy |
| 25 | TXN | Texas Instruments Inc | — | NEW | New buy |
| 26 | ENTG | Entegris Inc | — | NEW | New buy |
| 27 | BLK | Blackrock Inc | — | NEW | New buy |
| 28 | CHTR | Charter Communications Inc-a | — | NEW | New buy |
| 29 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
| 30 | ACN | Accenture plc | — | NEW | New buy |
| 31 | CVX | Chevron CORP | — | NEW | New buy |
| 32 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 33 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 34 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 35 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 36 | ABBV | Abbvie Inc | — | NEW | New buy |
| 37 | RTX | Rtx CORP | — | NEW | New buy |
| 38 | DPZ | Domino's Pizza Inc | — | NEW | New buy |
| 39 | MLM | Martin Marietta Materials | — | NEW | New buy |
| 40 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 41 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 42 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
| 43 | KLAC | Kla CORP | — | NEW | New buy |
| 44 | LRCX | Lam Research CORP | — | NEW | New buy |
| 45 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 46 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 47 | AXP | American Express Co | — | NEW | New buy |
| 48 | TYL | Tyler Technologies Inc | — | NEW | New buy |
| 49 | MS | Morgan Stanley | — | NEW | New buy |
| 50 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
According to official SEC Form 13F filings, Amica Retiree Medical Trust reported a total U.S. public equity portfolio value of $73.2M across 133 disclosed positions in Q1 2025.
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 AAPL, MSFT, NVDA) accounted for 22.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
AAPL
市值: $4.1M
During Q1 2025, Amica Retiree Medical Trust's top holdings by market value included AAPL (6.2%)、MSFT (6.2%)、NVDA (5.1%). The largest single position, AAPL, represented 6.2% of total portfolio value.
In Q1 2025, Amica Retiree Medical Trust made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.