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CIK: 0001599950
Total reported value
$73.2M
$73.2M
137 檔
26.6%
At the close of Q2 2025, Amica Retiree Medical Trust disclosed equity holdings valued at approximately $73.2M, spread across 137 reported holdings.
In Q2 2025, Amica Retiree Medical Trust adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 7.74% | +1.16% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 6.99% | +2.74% | — | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.01% | -0.43% | -7.66% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.64% | +0.13% | — | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.72% | +0.22% | -6.27% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.51% | +0.94% | — | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 2.14% | -0.44% | -6.25% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.14% | -0.39% | — | |
| 9 | PM | Philip Morris International | Stock-Consumer Staples | 1.94% | -0.38% | -10.87% | |
| 10 | PH | Parker Hannifin CORP | Stock-Industrials | 1.90% | -0.01% | — | |
| 11 | MA | Mastercard Inc - A | Stock-Financials | 1.88% | — | -6.82% | |
| 12 | XLRE | Ss Real Estate Select Sector | ETF-Other | 1.59% | — | — | |
| 13 | UNP | Union Pacific CORP | Stock-Industrials | 1.52% | — | — | |
| 14 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.44% | — | — | |
| 15 | BJ | Bj's Wholesale Club Holdings | Stock-Consumer Staples | 1.41% | -0.30% | -5.18% | |
| 16 | INTU | Intuit Inc | Stock-Tech | 1.38% | -0.01% | — | |
| 17 | TXN | Texas Instruments Inc | Stock-Tech | 1.36% | +0.01% | +10.29% | |
| 18 | CCK | Crown Holdings Inc | Stock-Consumer Disc | 1.28% | — | -3.85% | |
| 19 | PB | Prosperity Bancshares Inc | Stock-Financials | 1.27% | — | — | |
| 20 | CRM | Salesforce Inc | Stock-Tech | 1.25% | -0.27% | — | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.24% | -0.27% | — | |
| 22 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.23% | +0.28% | -8.55% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 1.21% | — | — | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 1.19% | — | +5.63% | |
| 25 | GD | General Dynamics CORP | Stock-Industrials | 1.16% | +0.13% | — | |
| 26 | STE | STERIS plc | Stock-Healthcare | 1.15% | — | -4.75% | |
| 27 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 1.11% | -0.64% | — | |
| 28 | APH | Amphenol Corp-cl A | Stock-Tech | 1.06% | +0.51% | — | |
| 29 | ENTG | Entegris Inc | Stock-Tech | 0.98% | — | — | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.96% | -0.70% | — | |
| 31 | LRCX | Lam Research CORP | Stock-Tech | 0.95% | +0.30% | — | |
| 32 | KLAC | Kla CORP | Stock-Tech | 0.95% | +0.22% | — | |
| 33 | ACN | Accenture plc | Stock-Tech | 0.93% | -0.30% | — | |
| 34 | RTX | Rtx CORP | Stock-Industrials | 0.84% | +0.10% | — | |
| 35 | NEE | Nextera Energy Inc | Stock-Utilities | 0.83% | — | — | |
| 36 | OTIS | Otis Worldwide CORP | Stock-Industrials | 0.82% | — | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.82% | — | — | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | — | — | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.76% | +0.11% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.76% | — | — | |
| 41 | LAZ | Lazard Inc | Stock-Financials | 0.76% | +0.27% | +44.36% | |
| 42 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 0.72% | -0.20% | — | |
| 43 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.71% | — | — | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.69% | — | — | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.68% | — | -13.12% | |
| 46 | AXP | American Express Co | Stock-Financials | 0.68% | — | -13.48% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.67% | +0.08% | -21.39% | |
| 48 | TYL | Tyler Technologies Inc | Stock-Tech | 0.67% | — | — | |
| 49 | SPGI | S&p Global Inc | Stock-Financials | 0.66% | — | — | |
| 50 | GOLF | Acushnet Holdings CORP | Stock-Other | 0.66% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.9% | — | Unchanged |
| 2 | MSFT | Microsoft CORP | +1.6% | — | Unchanged |
| 3 | META | Meta Platforms Inc-class A | +0.4% | -6.27% | Trim |
| 4 | ZTS | Zoetis Inc | +0.4% | NEW | New buy |
| 5 | AMZN | Amazon.com Inc | +0.4% | — | Unchanged |
| 6 | APH | Amphenol Corp-cl A | +0.3% | — | Unchanged |
| 7 | HII | Huntington Ingalls Industrie | +0.3% | NEW | New buy |
| 8 | LAZ | Lazard Inc | +0.3% | +44.36% | Add |
| 9 | INTU | Intuit Inc | +0.2% | — | Unchanged |
| 10 | TXN | Texas Instruments Inc | +0.2% | +10.29% | Add |
| 11 | LRCX | Lam Research CORP | +0.2% | — | Unchanged |
| 12 | KLAC | Kla CORP | +0.2% | — | Unchanged |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | — | Unchanged |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -8.55% | Trim |
| 15 | PEP | Pepsico Inc | +0.2% | NEW | New buy |
| 16 | PH | Parker Hannifin CORP | +0.2% | — | Unchanged |
| 17 | COO | Cooper Cos Inc/the | +0.2% | NEW | New buy |
| 18 | BLK | Blackrock Inc | +0.1% | +5.63% | Add |
| 19 | SNPS | Synopsys Inc | +0.1% | NEW | New buy |
| 20 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | — | Unchanged |
| 22 | UBER | Uber Technologies Inc | +0.1% | — | Unchanged |
| 23 | CCK | Crown Holdings Inc | +0.1% | -3.85% | Trim |
| 24 | CLH | Clean Harbors Inc | +0.1% | — | Unchanged |
| 25 | CHTR | Charter Communications Inc-a | +0.1% | — | Unchanged |
| 26 | TSLA | Tesla Inc | +0.1% | — | Unchanged |
| 27 | RTX | Rtx CORP | 0% | — | Unchanged |
| 28 | GD | General Dynamics CORP | 0% | — | Unchanged |
| 29 | SKAA | Skechers USA Inc-cl A | -0.1% | EXIT | Sold out |
| 30 | NEOG | Neogen CORP | -0.1% | EXIT | Sold out |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | -21.39% | Trim |
| 32 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 33 | ABBV | Abbvie Inc | -0.1% | — | Unchanged |
| 34 | ENTG | Entegris Inc | -0.2% | — | Unchanged |
| 35 | PG | Procter & Gamble Co/the | -0.2% | — | Unchanged |
| 36 | IEO | Ishares U.s. Oil & Gas Explo | -0.2% | -29.53% | Trim |
| 37 | LLY | Eli Lilly & Co | -0.2% | — | Unchanged |
| 38 | CVX | Chevron CORP | -0.2% | — | Unchanged |
| 39 | DPZ | Domino's Pizza Inc | -0.2% | -18.84% | Trim |
| 40 | XOM | Exxon Mobil CORP | -0.2% | — | Unchanged |
| 41 | MA | Mastercard Inc - A | -0.2% | -6.82% | Trim |
| 42 | TMO | Thermo Fisher Scientific Inc | -0.2% | — | Unchanged |
| 43 | V | Visa Inc-class A Shares | -0.3% | -6.25% | Trim |
| 44 | BJ | Bj's Wholesale Club Holdings | -0.3% | -5.18% | Trim |
| 45 | BMY | Bristol-myers Squibb Co | -0.3% | EXIT | Sold out |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.4% | — | Unchanged |
| 47 | KO | Coca-cola Co/the | -0.4% | EXIT | Sold out |
| 48 | MLM | Martin Marietta Materials | -0.4% | -53.71% | Trim |
| 49 | UNH | Unitedhealth Group Inc | -0.8% | — | Unchanged |
| 50 | AAPL | Apple Inc | -1.2% | -7.66% | 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 137 disclosed positions in Q2 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 MSFT, NVDA, AAPL) accounted for 26.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
ZTS
市值: $295.0K
Top Position Liquidated / Trimmed
KO
前期市值: $250.0K
During Q2 2025, Amica Retiree Medical Trust's top holdings by market value included MSFT (7.7%)、NVDA (7.0%)、AAPL (5.0%). The largest single position, MSFT, represented 7.7% of total portfolio value.
In Q2 2025, Amica Retiree Medical Trust made 24 total portfolio adjustments, initiating 6 new buys, adding to 3 positions, trimming 11 holdings, and fully liquidating 4 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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