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Portfolio (Quarterly) Guide ↗

Mechanics Bank Trust Department

· CIK 0001439743
13F Portfolio $764M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 203 New
Page 7 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MS MORGAN STANLEY Financial Services 5,491.0 $975K 0.13% NEW $177.53 +25.7%
122 EMR EMERSON ELEC CO Industrials 7,065.0 $938K 0.12% NEW $132.72 +13.5%
123 XLE SELECT SECTOR SPDR TR 20,355.0 $910K 0.12% NEW $44.71 +20.3%
124 XLB SELECT SECTOR SPDR TR 19,805.0 $898K 0.12% NEW $45.35 +14.2%
125 IWM ISHARES TR 3,529.0 $869K 0.11% NEW $246.16 +20.1%
126 LIN LINDE PLC Basic Materials 2,007.0 $856K 0.11% NEW $426.39 +20.1%
127 VIG VANGUARD SPECIALIZED FUNDS 3,870.0 $851K 0.11% NEW $219.78 +7.0%
128 TXN TEXAS INSTRS INC Technology 4,725.0 $820K 0.11% NEW $173.49 +86.1%
129 IBTO ISHARES TR 33,000.0 $810K 0.11% NEW $24.55 -2.0%
130 EFA ISHARES TR 8,032.0 $771K 0.10% NEW $96.03 +8.7%
131 CI THE CIGNA GROUP Healthcare 2,800.0 $771K 0.10% NEW $275.23 +1.5%
132 GE GE AEROSPACE Industrials 2,460.0 $758K 0.10% NEW $308.03 +16.1%
133 SUSA ISHARES TR 5,400.0 $752K 0.10% NEW $139.34 +10.0%
134 DE DEERE & CO Industrials 1,589.0 $740K 0.10% NEW $465.57 +26.6%
135 IRM IRON MTN INC DEL Real Estate 8,829.0 $732K 0.10% NEW $82.95 +54.1%
136 TJX TJX COS INC NEW Consumer Cyclical 4,620.0 $710K 0.09% NEW $153.61 +6.6%
137 IWB ISHARES TR 1,900.0 $710K 0.09% NEW $373.44 +9.4%
138 TGT TARGET CORP Consumer Defensive 7,066.0 $691K 0.09% NEW $97.75 +33.7%
139 NEE NEXTERA ENERGY INC Utilities 8,385.0 $673K 0.09% NEW $80.28 +8.1%
140 ADBE ADOBE INC Technology 1,915.0 $670K 0.09% NEW $349.99 -44.2%
Page 7 of 11  ·  203 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 25.4%
Financial Services 23.8%
Communication Services 10.5%
Healthcare 10.0%
Consumer Cyclical 8.7%
Consumer Defensive 8.6%
Industrials 6.1%
Energy 4.2%
Utilities 1.3%
Real Estate 0.8%