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Portfolio (Quarterly) Guide ↗

Mechanics Bank Trust Department

· CIK 0001439743
13F Portfolio $808M AUM 380 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 79 Added 80 Reduced 8 Exited
Page 2 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DVY ISHARES TR 31,068.0 $4.9M 0.60% +980.0 +3.3% $156.30 +5.0%
22 KLAC KLA CORP Technology 14,620.0 $4.4M 0.55% +13K +914.6% $301.71 -39.0%
23 MRK MERCK & CO INC Healthcare 32,592.0 $4.2M 0.52% +169.0 +0.5% $128.50 +18.7%
24 VEA VANGUARD TAX-MANAGED FDS 58,375.0 $4.2M 0.52% +21K +57.8% $71.25 +3.0%
25 ABBV ABBVIE INC Healthcare 15,961.0 $4.0M 0.50% +1K +9.8% $251.64 +5.3%
26 VFLO VICTORY PORTFOLIOS II 87,002.0 $4.0M 0.49% +11K +13.8% $45.75 +21.2%
27 GS GOLDMAN SACHS GROUP INC Financial Services 3,897.0 $3.9M 0.49% +87.0 +2.3% $1011.37 +2.8%
28 IWF ISHARES TR 31,724.0 $3.9M 0.49% +24K +297.5% $124.17 -1.4%
29 MCK MCKESSON CORP Healthcare 5,043.0 $3.8M 0.47% +519.0 +11.5% $755.60 +13.7%
30 BLK BLACKROCK INC Financial Services 3,911.0 $3.8M 0.47% +285.0 +7.9% $961.56 +20.3%
31 IJR ISHARES TR 25,242.0 $3.7M 0.46% +3K +12.6% $148.31 -0.7%
32 VGK VANGUARD INTL EQUITY INDEX F 38,894.0 $3.4M 0.43% +6K +17.6% $88.54 +4.7%
33 IVV ISHARES TR 4,576.0 $3.4M 0.42% +2K +91.7% $748.89 +2.7%
34 KO COCA COLA CO Consumer Defensive 41,237.0 $3.4M 0.41% +246.0 +0.6% $81.27 +12.1%
35 IJH ISHARES TR 42,685.0 $3.3M 0.41% +9K +26.4% $77.11 -0.4%
36 LOW LOWES COS INC Consumer Cyclical 14,062.0 $3.1M 0.38% +231.0 +1.7% $220.49 -2.0%
37 PM PHILIP MORRIS INTL INC Consumer Defensive 16,904.0 $3.1M 0.38% +189.0 +1.1% $180.91 +4.0%
38 SYK STRYKER CORPORATION Healthcare 8,323.0 $2.6M 0.32% +378.0 +4.8% $314.84 +4.6%
39 UYLD ANGEL OAK FUNDS TRUST 51,359.0 $2.6M 0.32% +5K +9.8% $51.01 +0.3%
40 MA MASTERCARD INCORPORATED Financial Services 4,320.0 $2.2M 0.28% +89.0 +2.1% $513.60 +13.1%
Page 2 of 4  ·  79 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 26.2%
Financial Services 25.6%
Healthcare 9.5%
Communication Services 8.9%
Consumer Defensive 8.3%
Consumer Cyclical 8.2%
Industrials 6.0%
Energy 4.3%
Utilities 1.4%
Real Estate 0.9%