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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 4 of 4  ·  79 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EEM ISHARES TR 8,000.0 $547K 0.07% +3K +52.6% $68.41 -2.6%
62 ADI ANALOG DEVICES INC Technology 1,372.0 $545K 0.07% +121.0 +9.7% $397.17 -6.8%
63 ETN EATON CORP PLC Industrials 1,277.0 $544K 0.07% +382.0 +42.7% $426.12 -2.5%
64 TT TRANE TECHNOLOGIES PLC Industrials 991.0 $487K 0.06% +151.0 +18.0% $491.16 -8.2%
65 PH PARKER-HANNIFIN CORP Industrials 482.0 $471K 0.06% +249.0 +106.9% $978.12 +2.3%
66 AXP AMERICAN EXPRESS CO Financial Services 1,393.0 $471K 0.06% +193.0 +16.1% $338.25 -2.1%
67 CBRE CBRE GROUP INC Real Estate 3,165.0 $426K 0.05% +433.0 +15.8% $134.69 +12.7%
68 SHW SHERWIN WILLIAMS CO Basic Materials 1,184.0 $408K 0.05% +124.0 +11.7% $344.32 +0.8%
69 MDLZ MONDELEZ INTL INC Consumer Defensive 6,130.0 $355K 0.04% +187.0 +3.1% $57.84 +10.9%
70 IWD ISHARES TR 1,448.0 $351K 0.04% +90.0 +6.6% $242.43 +5.7%
71 SBUX STARBUCKS CORP Consumer Cyclical 3,393.0 $347K 0.04% +268.0 +8.6% $102.19 +1.8%
72 WCN WASTE CONNECTIONS INC Industrials 1,960.0 $327K 0.04% +215.0 +12.3% $166.69 +1.0%
73 VLO VALERO ENERGY CORP Energy 1,117.0 $291K 0.04% +82.0 +7.9% $260.44 +31.1%
74 VO VANGUARD INDEX FDS 3,472.0 $280K 0.04% +3K +384.2% $80.57 +2.4%
75 BSX BOSTON SCIENTIFIC CORP Healthcare 6,485.0 $277K 0.03% +2K +40.5% $42.68 +15.7%
76 USB US BANCORP Financial Services 4,500.0 $272K 0.03% +300.0 +7.1% $60.40 +2.3%
77 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,485.0 $265K 0.03% +1K +2416.9% $178.24 +17.7%
78 VZ VERIZON COMMUNICATIONS INC Communication Services 5,438.0 $230K 0.03% +700.0 +14.8% $42.34 +16.2%
79 CMCSA COMCAST CORP NEW Communication Services 9,089.0 $223K 0.03% +346.0 +4.0% $24.55 +7.6%
Page 4 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%