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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 3 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PM PHILIP MORRIS INTL INC Consumer Defensive 16,715.0 $2.8M 0.38% -821.0 -4.7% $165.34 +7.9%
42 HON HONEYWELL INTL INC Industrials 12,112.0 $2.7M 0.38% -954.0 -7.3% $226.03 +1.3%
43 SYK STRYKER CORPORATION Healthcare 7,945.0 $2.6M 0.36% -597.0 -7.0% $328.59 -6.3%
44 USMV ISHARES TR 27,213.0 $2.5M 0.35% -2K -7.4% $92.74 +1.6%
45 USHY ISHARES TR 66,403.0 $2.4M 0.34% -932.0 -1.4% $36.84 +0.5%
46 XLU SELECT SECTOR SPDR TR 51,208.0 $2.3M 0.33% -405.0 -0.8% $45.89 -2.5%
47 MRSH MARSH & MCLENNAN COS INC Financial Services 12,722.0 $2.2M 0.31% -2K -15.4% $173.45 -6.4%
48 MO ALTRIA GROUP INC Consumer Defensive 33,046.0 $2.2M 0.30% -3K -7.2% $65.99 +4.7%
49 NFLX NETFLIX INC. Communication Services 22,519.0 $2.2M 0.30% -3K -12.5% $96.15 -19.5%
50 ENB ENBRIDGE INC Energy 39,961.0 $2.2M 0.30% -4K -9.2% $54.14 +0.8%
51 SO SOUTHERN CO Utilities 21,915.0 $2.1M 0.29% -1K -5.1% $96.52 -3.6%
52 MA MASTERCARD INCORPORATED Financial Services 4,231.0 $2.1M 0.29% -138.0 -3.2% $499.66 -2.0%
53 DHR DANAHER CORP DEL Healthcare 10,747.0 $2.0M 0.28% -533.0 -4.7% $189.60 -6.6%
54 SDY SPDR SERIES TRUST 12,760.0 $1.9M 0.26% -913.0 -6.7% $145.94 +3.1%
55 ISHARES TR 93,000.0 $1.8M 0.25% -1K -1.5% $19.72
56 YUM YUM BRANDS INC Consumer Cyclical 11,037.0 $1.7M 0.24% -570.0 -4.9% $155.48 -2.2%
57 XLY SELECT SECTOR SPDR TR 15,425.0 $1.7M 0.23% -1K -6.2% $108.98 +7.5%
58 DUK DUKE ENERGY CORP NEW Utilities 12,602.0 $1.7M 0.23% -645.0 -4.9% $130.94 -5.4%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 26,486.0 $1.6M 0.22% -4K -13.2% $60.65 -11.0%
60 TLT ISHARES TR 18,394.0 $1.6M 0.22% -9K -33.5% $86.69 +0.1%
Page 3 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%