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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 4 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LOW LOWES COS INC Consumer Cyclical 13,831.0 $3.3M 0.45% -549.0 -3.8% $236.28 -6.0%
62 VYM VANGUARD WHITEHALL FDS 21,822.0 $3.2M 0.45% -179.0 -0.8% $148.10 +6.8%
63 GS GOLDMAN SACHS GROUP INC Financial Services 3,810.0 $3.2M 0.45% +84.0 +2.2% $845.99 +29.6%
64 ABBV ABBVIE INC Healthcare 14,536.0 $3.2M 0.44% +1K +9.6% $217.49 -0.5%
65 KO COCA COLA CO Consumer Defensive 40,991.0 $3.1M 0.43% -6K -13.7% $76.05 +4.4%
66 VFLO VICTORY PORTFOLIOS II 76,459.0 $3.0M 0.42% -1K -1.7% $39.48 +14.6%
67 XLV SELECT SECTOR SPDR TR 20,483.0 $3.0M 0.42% -2K -8.1% $146.61 +1.9%
68 APH AMPHENOL CORP Technology 22,971.0 $2.9M 0.40% +430.0 +1.9% $126.35 +29.8%
69 IJR ISHARES TR 22,419.0 $2.8M 0.39% +3K +14.4% $124.31 +15.2%
70 PM PHILIP MORRIS INTL INC Consumer Defensive 16,715.0 $2.8M 0.38% -821.0 -4.7% $165.34 +7.9%
71 HON HONEYWELL INTL INC Industrials 12,112.0 $2.7M 0.38% -954.0 -7.3% $226.03 +1.3%
72 VGK VANGUARD INTL EQUITY INDEX F 33,074.0 $2.7M 0.38% +4K +12.9% $82.43 +7.1%
73 SYK STRYKER CORPORATION Healthcare 7,945.0 $2.6M 0.36% -597.0 -7.0% $328.59 -6.3%
74 USMV ISHARES TR 27,213.0 $2.5M 0.35% -2K -7.4% $92.74 +1.6%
75 USHY ISHARES TR 66,403.0 $2.4M 0.34% -932.0 -1.4% $36.84 +0.5%
76 UYLD ANGEL OAK FUNDS TRUST 46,768.0 $2.4M 0.33% +1K +3.2% $51.03 +0.2%
77 ISHARES TR 106,000.0 $2.4M 0.33% $22.43
78 VEA VANGUARD TAX-MANAGED FDS 37,001.0 $2.4M 0.33% +17K +82.9% $64.08 +12.8%
79 XLU SELECT SECTOR SPDR TR 51,208.0 $2.3M 0.33% -405.0 -0.8% $45.89 -2.5%
80 IJH ISHARES TR 33,777.0 $2.3M 0.32% +3K +8.8% $67.53 +12.2%
Page 4 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%