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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 10 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,003.0 $294K 0.04% -439.0 -30.4% $293.18 +3.4%
182 VLO VALERO ENERGY CORP Energy 1,117.0 $291K 0.04% +82.0 +7.9% $260.44 +33.0%
183 SOXX ISHARES TR 450.0 $288K 0.04% NEW $640.76 -18.9%
184 BA BOEING CO Industrials 1,306.0 $283K 0.04% NEW $216.47 +2.6%
185 VO VANGUARD INDEX FDS 3,472.0 $280K 0.04% +3K +384.2% $80.57 +3.1%
186 BSX BOSTON SCIENTIFIC CORP Healthcare 6,485.0 $277K 0.03% +2K +40.5% $42.68 +21.9%
187 USB US BANCORP Financial Services 4,500.0 $272K 0.03% +300.0 +7.1% $60.40 +4.0%
188 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,485.0 $265K 0.03% +1K +2416.9% $178.24 +19.5%
189 IBB ISHARES TR 1,350.0 $257K 0.03% -525.0 -28.0% $190.19 +14.1%
190 NUE NUCOR CORP Basic Materials 1,150.0 $256K 0.03% NEW $222.75 +11.7%
191 FERG FERGUSON ENTERPRISES INC Industrials 1,057.0 $251K 0.03% $237.33 +2.5%
192 AME AMETEK INC Industrials 1,035.0 $250K 0.03% NEW $241.94 +0.5%
193 CB CHUBB LIMITED Financial Services 730.0 $249K 0.03% $340.74 +0.1%
194 ADBE ADOBE INC Technology 1,180.0 $242K 0.03% -710.0 -37.6% $205.02 +32.9%
195 TRNO TERRENO RLTY CORP Real Estate 3,710.0 $240K 0.03% $64.77 +5.9%
196 AZO AUTOZONE INC Consumer Cyclical 75.0 $240K 0.03% $3195.93 -3.7%
197 PBA PEMBINA PIPELINE CORP Energy 5,075.0 $235K 0.03% NEW $46.25 +4.9%
198 HSY HERSHEY CO Consumer Defensive 1,320.0 $232K 0.03% -280.0 -17.5% $175.45 +7.6%
199 MU MICRON TECHNOLOGY INC Technology 200.0 $231K 0.03% NEW $1154.29 -18.8%
200 VZ VERIZON COMMUNICATIONS INC Communication Services 5,438.0 $230K 0.03% +700.0 +14.8% $42.34 +16.6%
Page 10 of 11  ·  211 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%