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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 4 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLK BLACKROCK INC Financial Services 3,911.0 $3.8M 0.47% +285.0 +7.9% $961.56 +20.5%
62 IJR ISHARES TR 25,242.0 $3.7M 0.46% +3K +12.6% $148.31 -0.3%
63 GTO INVESCO ACTIVELY MANAGED EXC 78,613.0 $3.7M 0.46% -2K -2.8% $46.87 -1.0%
64 ADP AUTOMATIC DATA PROCESSING IN Industrials 15,381.0 $3.4M 0.43% -2K -11.2% $223.95 +23.8%
65 VGK VANGUARD INTL EQUITY INDEX F 38,894.0 $3.4M 0.43% +6K +17.6% $88.54 +4.2%
66 IVV ISHARES TR 4,576.0 $3.4M 0.42% +2K +91.7% $748.89 +3.2%
67 VYM VANGUARD WHITEHALL FDS 21,341.0 $3.4M 0.42% -481.0 -2.2% $158.03 +4.6%
68 KO COCA COLA CO Consumer Defensive 41,237.0 $3.4M 0.41% +246.0 +0.6% $81.27 +11.2%
69 IJH ISHARES TR 42,685.0 $3.3M 0.41% +9K +26.4% $77.11 -0.1%
70 LOW LOWES COS INC Consumer Cyclical 14,062.0 $3.1M 0.38% +231.0 +1.7% $220.49 -0.2%
71 LRCX LAM RESEARCH CORP Technology 7,072.0 $3.1M 0.38% -139.0 -1.9% $433.33 -29.1%
72 PM PHILIP MORRIS INTL INC Consumer Defensive 16,904.0 $3.1M 0.38% +189.0 +1.1% $180.91 +5.0%
73 XLV SELECT SECTOR SPDR TR 18,829.0 $3.0M 0.37% -2K -8.1% $158.66 +10.7%
74 PANW PALO ALTO NETWORKS INC Technology 8,733.0 $3.0M 0.37% -654.0 -7.0% $341.02 +5.5%
75 AGG ISHARES TR 28,844.0 $2.9M 0.35% -5K -14.4% $98.98 -1.2%
76 PEP PEPSICO INC Consumer Defensive 20,307.0 $2.7M 0.34% -871.0 -4.1% $135.40 +5.3%
77 SYK STRYKER CORPORATION Healthcare 8,323.0 $2.6M 0.32% +378.0 +4.8% $314.84 +8.0%
78 UYLD ANGEL OAK FUNDS TRUST 51,359.0 $2.6M 0.32% +5K +9.8% $51.01 +0.2%
79 HONEYWELL INTL INC 11,169.0 $2.6M 0.32% NEW $232.21
80 USMV ISHARES TR 24,984.0 $2.4M 0.30% -2K -8.2% $96.46 +5.0%
Page 4 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%