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Portfolio (Quarterly) Guide ↗

Mechanics Bank Trust Department

· CIK 0001439743
13F Portfolio $722M AUM 354 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 39 Added 112 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 L LOEWS CORP Financial Services 3,000.0 $320K 0.04% NEW $106.74 +0.5%
2 URI UNITED RENTALS INC Industrials 367.0 $267K 0.04% NEW $728.56 +47.8%
3 VLO VALERO ENERGY CORP Energy 1,035.0 $256K 0.04% NEW $247.08 -4.4%
4 CB CHUBB LTD SWITZ Financial Services 730.0 $238K 0.03% NEW $325.93 -0.8%
5 VZ VERIZON COMMUNICATIONS INC Communication Services 4,738.0 $238K 0.03% NEW $50.20 -9.6%
6 BKR BAKER HUGHES COMPANY Energy 3,550.0 $217K 0.03% NEW $61.05 -4.3%
7 PH PARKER-HANNIFIN CORP Industrials 233.0 $209K 0.03% NEW $895.24 +6.5%

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
Financial Services 23.6%
Technology 23.4%
Healthcare 10.0%
Communication Services 10.0%
Consumer Defensive 9.5%
Consumer Cyclical 8.8%
Industrials 6.4%
Energy 5.8%
Utilities 1.5%
Real Estate 0.8%