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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 11 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BBJP J P MORGAN EXCHANGE TRADED F 2,985.0 $225K 0.03% NEW $75.31 +0.9%
202 CMCSA COMCAST CORP NEW Communication Services 9,089.0 $223K 0.03% +346.0 +4.0% $24.55 +7.8%
203 SNPS SYNOPSYS INC Technology 491.0 $219K 0.03% NEW $446.07 -11.4%
204 COF CAPITAL ONE FINL CORP Financial Services 1,091.0 $219K 0.03% NEW $200.62 +7.1%
205 USFD US FOODS HLDG CORP Consumer Defensive 2,105.0 $215K 0.03% NEW $102.25 +5.6%
206 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,625.0 $214K 0.03% $131.58 +4.7%
207 LAMR LAMAR ADVERTISING CO Real Estate 1,370.0 $214K 0.03% NEW $155.98 -2.6%
208 PLD PROLOGIS INC. Real Estate 1,567.0 $212K 0.03% NEW $135.47 +4.4%
209 BK BANK OF NY MELLON CORP Financial Services 1,425.0 $206K 0.03% NEW $144.61 -1.9%
210 XLRE SELECT SECTOR SPDR TR 4,575.0 $201K 0.03% NEW $44.03 +2.8%
211 PUTNAM ETF TRUST 14,830.0 $135K 0.02% $9.12
Page 11 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%