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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
Page 2 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABT ABBOTT LABORATORIES Healthcare 52,010.0 $5.3M 0.74% -4K -6.6% $102.67 -13.9%
22 XLF SELECT SECTOR SPDR TR 106,550.0 $5.3M 0.73% -3K -2.5% $49.37 +8.5%
23 ROST ROSS STORES INC Consumer Cyclical 24,169.0 $5.2M 0.72% -133.0 -0.6% $216.63 +7.5%
24 PG PROCTER & GAMBLE CO Consumer Defensive 32,473.0 $4.7M 0.65% -3K -7.7% $144.44 +4.1%
25 DVY ISHARES TR 30,088.0 $4.6M 0.63% -1K -3.2% $151.41 +1.2%
26 RSG REPUBLIC SVCS INC Industrials 19,774.0 $4.3M 0.60% -572.0 -2.8% $219.02 -6.4%
27 SPTS SPDR SERIES TRUST 145,638.0 $4.2M 0.59% -19K -11.4% $29.18 -0.7%
28 MRK MERCK & CO INC Healthcare 32,423.0 $3.9M 0.54% -2K -4.5% $120.29 -5.3%
29 PWR QUANTA SVCS INC Industrials 6,692.0 $3.7M 0.51% -256.0 -3.7% $549.02 +27.9%
30 XLI SELECT SECTOR SPDR TR 22,440.0 $3.6M 0.50% -766.0 -3.3% $161.73 +11.9%
31 ADP AUTOMATIC DATA PROCESSING IN Industrials 17,316.0 $3.5M 0.49% -3K -12.7% $203.18 +7.5%
32 INDA ISHARES TR 72,688.0 $3.4M 0.47% -7K -8.7% $46.84 +5.8%
33 IWF ISHARES TR 7,981.0 $3.4M 0.47% -231.0 -2.8% $426.40 -71.1%
34 AGG ISHARES TR 33,702.0 $3.3M 0.46% -3K -8.0% $99.27 -0.4%
35 PEP PEPSICO INC Consumer Defensive 21,178.0 $3.3M 0.46% -2K -7.7% $155.29 -8.5%
36 LOW LOWES COS INC Consumer Cyclical 13,831.0 $3.3M 0.45% -549.0 -3.8% $236.28 -6.0%
37 VYM VANGUARD WHITEHALL FDS 21,822.0 $3.2M 0.45% -179.0 -0.8% $148.10 +6.8%
38 KO COCA COLA CO Consumer Defensive 40,991.0 $3.1M 0.43% -6K -13.7% $76.05 +4.4%
39 VFLO VICTORY PORTFOLIOS II 76,459.0 $3.0M 0.42% -1K -1.7% $39.48 +14.6%
40 XLV SELECT SECTOR SPDR TR 20,483.0 $3.0M 0.42% -2K -8.1% $146.61 +1.9%
Page 2 of 6  ·  112 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
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%