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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 4 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLP SELECT SECTOR SPDR TR 13,077.0 $1.1M 0.13% -2K -13.7% $83.07 +3.3%
62 DIS DISNEY WALT CO Communication Services 10,962.0 $1.1M 0.13% -80.0 -0.7% $96.25 +11.6%
63 NOC NORTHROP GRUMMAN CORP Industrials 2,033.0 $1.0M 0.13% -12.0 -0.6% $509.31 +12.3%
64 INDA ISHARES TR 20,228.0 $999K 0.12% -52K -72.2% $49.39 +0.4%
65 XLE SELECT SECTOR SPDR TR 15,783.0 $838K 0.10% -4K -18.1% $53.11 +20.6%
66 PAYX PAYCHEX INC Industrials 8,304.0 $817K 0.10% -841.0 -9.2% $98.33 +25.7%
67 PAVE GLOBAL X FDS 9,833.0 $579K 0.07% -367.0 -3.6% $58.92 -4.3%
68 TGT TARGET CORP Consumer Defensive 3,690.0 $482K 0.06% -1K -25.7% $130.61 +22.1%
69 ITW ILLINOIS TOOL WKS INC Industrials 1,680.0 $454K 0.06% -126.0 -7.0% $270.47 +5.2%
70 AMAT APPLIED MATLS INC Technology 594.0 $429K 0.05% -412.0 -41.0% $723.00 -31.7%
71 EBAY EBAY INC. Consumer Cyclical 3,653.0 $408K 0.05% -327.0 -8.2% $111.75 -6.7%
72 PSA PUBLIC STORAGE Real Estate 1,260.0 $401K 0.05% -455.0 -26.5% $318.31 +1.5%
73 URI UNITED RENTALS INC Industrials 345.0 $391K 0.05% -22.0 -6.0% $1132.89 -2.6%
74 PHO INVESCO EXCHANGE TRADED FD T 5,525.0 $382K 0.05% -550.0 -9.1% $69.08 +4.5%
75 PGR PROGRESSIVE CORP Financial Services 1,673.0 $365K 0.04% -101.0 -5.7% $218.45 +1.8%
76 UPS UNITED PARCEL SVCS INC Industrials 3,335.0 $359K 0.04% -115.0 -3.3% $107.50 -4.2%
77 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,003.0 $294K 0.04% -439.0 -30.4% $293.18 +4.2%
78 IBB ISHARES TR 1,350.0 $257K 0.03% -525.0 -28.0% $190.19 +11.4%
79 ADBE ADOBE INC Technology 1,180.0 $242K 0.03% -710.0 -37.6% $205.02 +33.1%
80 HSY HERSHEY CO Consumer Defensive 1,320.0 $232K 0.03% -280.0 -17.5% $175.45 +7.7%
Page 4 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%