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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 5 of 6  ·  112 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PAYX PAYCHEX INC Industrials 9,145.0 $842K 0.12% -5K -34.0% $92.12 +6.6%
82 IWM ISHARES TR 3,394.0 $842K 0.12% -135.0 -3.8% $248.00 +19.2%
83 EMR EMERSON ELEC CO Industrials 6,215.0 $814K 0.11% -850.0 -12.0% $131.02 +15.0%
84 VIG VANGUARD SPECIALIZED FUNDS 3,767.0 $810K 0.11% -103.0 -2.7% $215.06 +9.4%
85 IBM INTERNATIONAL BUSINESS MACHS Technology 3,280.0 $795K 0.11% -629.0 -16.1% $242.39 +2.8%
86 GEV GE VERNOVA INC Utilities 884.0 $772K 0.11% -69.0 -7.2% $872.90 +27.1%
87 NEE NEXTERA ENERGY INC Utilities 8,135.0 $756K 0.10% -250.0 -3.0% $92.88 -6.6%
88 TJX TJX COS INC NEW Consumer Cyclical 4,535.0 $724K 0.10% -85.0 -1.8% $159.70 +2.6%
89 SRE SEMPRA Utilities 6,570.0 $638K 0.09% -225.0 -3.3% $97.17 -6.7%
90 TGT TARGET CORP Consumer Defensive 4,966.0 $602K 0.08% -2K -29.7% $121.20 +7.9%
91 VTI VANGUARD INDEX FDS 1,580.0 $507K 0.07% -146.0 -8.5% $320.81 +15.3%
92 ITW ILLINOIS TOOL WKS INC Industrials 1,806.0 $470K 0.07% -79.0 -4.2% $260.29 +1.5%
93 KMB KIMBERLY-CLARK CORP Consumer Defensive 4,843.0 $467K 0.07% -573.0 -10.6% $96.47 +6.3%
94 ADBE ADOBE INC Technology 1,890.0 $459K 0.06% -25.0 -1.3% $243.08 -19.7%
95 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,442.0 $419K 0.06% -326.0 -18.4% $290.49 -3.5%
96 PHO INVESCO EXCHANGE TRADED FD T 6,075.0 $406K 0.06% -570.0 -8.6% $66.86 +0.7%
97 NKE NIKE INC Consumer Cyclical 7,511.0 $397K 0.06% -785.0 -9.5% $52.82 -14.4%
98 CBRE CBRE GROUP INC Real Estate 2,732.0 $370K 0.05% -473.0 -14.8% $135.46 -2.9%
99 AXP AMERICAN EXPRESS CO Financial Services 1,200.0 $363K 0.05% -60.0 -4.8% $302.48 +11.7%
100 ZTS ZOETIS INC Healthcare 2,905.0 $343K 0.05% -227.0 -7.2% $118.21 -33.4%
Page 5 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%