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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 3 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ROST ROSS STORES INC Consumer Cyclical 24,169.0 $5.2M 0.72% -133.0 -0.6% $216.63 +7.5%
42 VCLT VANGUARD SCOTTSDALE FDS 64,658.0 $4.8M 0.67% +7K +13.1% $74.72 +0.9%
43 PG PROCTER & GAMBLE CO Consumer Defensive 32,473.0 $4.7M 0.65% -3K -7.7% $144.44 +4.1%
44 DVY ISHARES TR 30,088.0 $4.6M 0.63% -1K -3.2% $151.41 +1.2%
45 LLY ELI LILLY & CO Healthcare 4,934.0 $4.5M 0.63% $919.77 +19.4%
46 RSG REPUBLIC SVCS INC Industrials 19,774.0 $4.3M 0.60% -572.0 -2.8% $219.02 -6.4%
47 SPTS SPDR SERIES TRUST 145,638.0 $4.2M 0.59% -19K -11.4% $29.18 -0.7%
48 CSCO CISCO SYS INC Technology 51,648.0 $4.0M 0.56% $77.59 +54.1%
49 MCK MCKESSON CORP Healthcare 4,524.0 $3.9M 0.54% +80.0 +1.8% $865.36 -13.3%
50 MRK MERCK & CO INC Healthcare 32,423.0 $3.9M 0.54% -2K -4.5% $120.29 -5.3%
51 VOO VANGUARD INDEX FDS 6,521.0 $3.9M 0.54% $597.55 +15.2%
52 GTO INVESCO ACTIVELY MANAGED EXC 80,847.0 $3.8M 0.52% +3K +3.6% $46.83 +0.3%
53 PWR QUANTA SVCS INC Industrials 6,692.0 $3.7M 0.51% -256.0 -3.7% $549.02 +27.9%
54 XLI SELECT SECTOR SPDR TR 22,440.0 $3.6M 0.50% -766.0 -3.3% $161.73 +11.9%
55 ADP AUTOMATIC DATA PROCESSING IN Industrials 17,316.0 $3.5M 0.49% -3K -12.7% $203.18 +7.5%
56 BLK BLACKROCK INC Financial Services 3,626.0 $3.5M 0.48% +42.0 +1.2% $961.71 +9.2%
57 INDA ISHARES TR 72,688.0 $3.4M 0.47% -7K -8.7% $46.84 +5.8%
58 IWF ISHARES TR 7,981.0 $3.4M 0.47% -231.0 -2.8% $426.40 -71.1%
59 AGG ISHARES TR 33,702.0 $3.3M 0.46% -3K -8.0% $99.27 -0.4%
60 PEP PEPSICO INC Consumer Defensive 21,178.0 $3.3M 0.46% -2K -7.7% $155.29 -8.5%
Page 3 of 10  ·  199 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%