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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 3 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 INTC INTEL CORP Technology 13,395.0 $1.9M 0.23% +759.0 +6.0% $139.63 -34.0%
42 UNH UNITEDHEALTH GROUP INC Healthcare 4,425.0 $1.8M 0.23% +34.0 +0.8% $415.63 -7.4%
43 FCOM FIDELITY COVINGTON TRUST 23,616.0 $1.6M 0.20% +2K +7.2% $69.48 +0.3%
44 RTX RTX CORPORATION Industrials 8,428.0 $1.6M 0.20% +470.0 +5.9% $189.73 +11.9%
45 IWM ISHARES TR 5,070.0 $1.5M 0.19% +2K +49.4% $300.45 -0.9%
46 TXN TEXAS INSTRS INC Technology 4,696.0 $1.4M 0.17% +71.0 +1.5% $298.07 -10.9%
47 GLD SPDR GOLD TR Financial Services 3,642.0 $1.3M 0.17% +30.0 +0.8% $368.38 +12.7%
48 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,567.0 $1.3M 0.16% +193.0 +8.1% $501.36 +25.2%
49 LIN LINDE PLC Basic Materials 2,466.0 $1.3M 0.16% +459.0 +22.9% $518.94 -7.3%
50 DE DEERE & CO Industrials 1,642.0 $1.0M 0.13% +53.0 +3.3% $634.33 -2.1%
51 IBM INTERNATIONAL BUSINESS MACHS Technology 3,652.0 $1.0M 0.13% +372.0 +11.3% $281.21 -16.9%
52 XLB SELECT SECTOR SPDR TR 19,925.0 $1.0M 0.12% +570.0 +2.9% $50.83 +3.1%
53 GE GE AEROSPACE Industrials 2,498.0 $934K 0.12% +38.0 +1.5% $373.73 -7.8%
54 VIG VANGUARD SPECIALIZED FUNDS 3,849.0 $911K 0.11% +82.0 +2.2% $236.62 +2.4%
55 EMR EMERSON ELEC CO Industrials 6,359.0 $910K 0.11% +144.0 +2.3% $143.15 +8.1%
56 TRV TRAVELERS COMPANIES INC Financial Services 2,616.0 $864K 0.11% +316.0 +13.7% $330.12 +10.4%
57 NEE NEXTERA ENERGY INC Utilities 9,721.0 $853K 0.11% +2K +19.5% $87.77 -3.1%
58 IBTO ISHARES TR 34,770.0 $839K 0.10% +2K +5.4% $24.13 -1.3%
59 TJX TJX COS INC NEW Consumer Cyclical 5,363.0 $812K 0.10% +828.0 +18.3% $151.50 -7.1%
60 BBEU J P MORGAN EXCHANGE TRADED F 8,549.0 $665K 0.08% +2K +22.7% $77.77 +3.3%
Page 3 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 25.7%
Financial Services 25.1%
Communication Services 10.8%
Healthcare 9.4%
Consumer Defensive 8.2%
Consumer Cyclical 8.0%
Industrials 5.9%
Energy 4.3%
Utilities 1.4%
Real Estate 0.9%