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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 8 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WFC WELLS FARGO CO NEW Financial Services 7,045.0 $657K 0.09% NEW $93.20 -11.8%
142 GEV GE VERNOVA INC Utilities 953.0 $623K 0.08% NEW $653.57 +69.8%
143 SRE SEMPRA Utilities 6,795.0 $600K 0.08% NEW $88.29 +2.7%
144 VTI VANGUARD INDEX FDS 1,726.0 $579K 0.08% NEW $335.27 +10.4%
145 VNQ VANGUARD INDEX FDS 6,489.0 $574K 0.07% NEW $88.49 +8.0%
146 CSW INDUSTRIALS INC 1,920.0 $564K 0.07% NEW $293.53
147 TRV TRAVELERS COMPANIES INC Financial Services 1,900.0 $551K 0.07% NEW $290.06 +6.1%
148 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,416.0 $546K 0.07% NEW $100.89 +1.7%
149 INTU INTUIT Technology 813.0 $539K 0.07% NEW $662.42 -59.7%
150 NKE NIKE INC Consumer Cyclical 8,296.0 $529K 0.07% NEW $63.71 -29.1%
151 CBRE CBRE GROUP INC Real Estate 3,205.0 $515K 0.07% NEW $160.79 -18.2%
152 BBEU J P MORGAN EXCHANGE TRADED F 6,969.0 $511K 0.07% NEW $73.30 +7.0%
153 IDV ISHARES TR 12,600.0 $497K 0.07% NEW $39.45 +6.8%
154 PAVE GLOBAL X FDS 10,200.0 $487K 0.06% NEW $47.79 +22.5%
155 PHO INVESCO EXCHANGE TRADED FD T 6,645.0 $468K 0.06% NEW $70.41 -4.3%
156 AXP AMERICAN EXPRESS CO Financial Services 1,260.0 $466K 0.06% NEW $369.95 -8.6%
157 ITW ILLINOIS TOOL WKS INC Industrials 1,885.0 $464K 0.06% NEW $246.30 +7.2%
158 APD AIR PRODS & CHEMS INC Basic Materials 1,768.0 $437K 0.06% NEW $247.02 +13.4%
159 INTC INTEL CORP Technology 11,386.0 $420K 0.06% NEW $36.90 +263.1%
160 PGR PROGRESSIVE CORP Financial Services 1,759.0 $401K 0.05% NEW $227.72 -10.0%
Page 8 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%