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Portfolio (Quarterly) Guide ↗

Mechanics Bank Trust Department

· CIK 0001439743
13F Portfolio $808M AUM 380 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 79 Added 80 Reduced 8 Exited
Page 3 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 WM WASTE MGMT INC DEL Industrials 9,533.0 $2.1M 0.26% -125.0 -1.3% $222.88 +1.0%
42 USHY ISHARES TR 57,347.0 $2.1M 0.26% -9K -13.6% $37.02 -0.4%
43 SO SOUTHERN CO Utilities 21,723.0 $2.1M 0.26% -192.0 -0.9% $95.71 -3.7%
44 MRSH MARSH & MCLENNAN COS INC Financial Services 12,380.0 $2.1M 0.26% -342.0 -2.7% $166.67 +13.5%
45 DHR DANAHER CORP DEL Healthcare 9,722.0 $1.9M 0.23% -1K -9.5% $190.48 +11.0%
46 ISHARES TR 90,500.0 $1.8M 0.22% -2K -2.7% $19.54
47 XLY SELECT SECTOR SPDR TR 14,959.0 $1.8M 0.22% -466.0 -3.0% $117.28 +1.1%
48 SDY SPDR SERIES TRUST 11,429.0 $1.7M 0.21% -1K -10.4% $152.18 +4.5%
49 YUM YUM BRANDS INC Consumer Cyclical 9,503.0 $1.5M 0.19% -2K -13.9% $159.86 -8.7%
50 AVB AVALONBAY CMNTYS INC Real Estate 7,673.0 $1.4M 0.18% -647.0 -7.8% $188.69 -2.5%
51 DUK DUKE ENERGY CORP NEW Utilities 11,062.0 $1.4M 0.17% -2K -12.2% $126.58 -2.4%
52 UNP UNION PAC CORP Industrials 5,143.0 $1.4M 0.17% -118.0 -2.2% $272.00 +11.0%
53 EFG ISHARES TR 11,003.0 $1.4M 0.17% -701.0 -6.0% $124.42 +0.8%
54 TLT ISHARES TR 15,594.0 $1.3M 0.17% -3K -15.2% $86.42 -3.9%
55 HELO J P MORGAN EXCHANGE TRADED F 17,470.0 $1.2M 0.15% -340.0 -1.9% $67.58 +3.0%
56 COP CONOCOPHILLIPS Energy 11,260.0 $1.2M 0.14% -605.0 -5.1% $103.96 +25.6%
57 NFLX NETFLIX INC. Communication Services 16,081.0 $1.1M 0.14% -6K -28.6% $71.40 +12.4%
58 IRM IRON MTN INC DEL Real Estate 9,042.0 $1.1M 0.14% -231.0 -2.5% $126.31 -3.3%
59 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,485.0 $1.1M 0.14% -7K -26.4% $57.62 +17.3%
60 MS MORGAN STANLEY Financial Services 5,366.0 $1.1M 0.14% -80.0 -1.5% $209.04 +2.5%
Page 3 of 4  ·  80 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 25.7%
Financial Services 25.1%
Communication Services 10.8%
Healthcare 9.4%
Consumer Defensive 8.2%
Consumer Cyclical 8.0%
Industrials 5.9%
Energy 4.3%
Utilities 1.4%
Real Estate 0.9%