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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 5 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WM WASTE MGMT INC DEL Industrials 9,658.0 $2.2M 0.31% +590.0 +6.5% $229.79 -6.6%
82 MRSH MARSH & MCLENNAN COS INC Financial Services 12,722.0 $2.2M 0.31% -2K -15.4% $173.45 -6.4%
83 MO ALTRIA GROUP INC Consumer Defensive 33,046.0 $2.2M 0.30% -3K -7.2% $65.99 +4.7%
84 NFLX NETFLIX INC. Communication Services 22,519.0 $2.2M 0.30% -3K -12.5% $96.15 -19.5%
85 ENB ENBRIDGE INC Energy 39,961.0 $2.2M 0.30% -4K -9.2% $54.14 +0.8%
86 KLAC KLA CORP Technology 1,441.0 $2.1M 0.29% +42.0 +3.0% $1472.41 -82.4%
87 SO SOUTHERN CO Utilities 21,915.0 $2.1M 0.29% -1K -5.1% $96.52 -3.6%
88 MA MASTERCARD INCORPORATED Financial Services 4,231.0 $2.1M 0.29% -138.0 -3.2% $499.66 -2.0%
89 DHR DANAHER CORP DEL Healthcare 10,747.0 $2.0M 0.28% -533.0 -4.7% $189.60 -6.6%
90 SDY SPDR SERIES TRUST 12,760.0 $1.9M 0.26% -913.0 -6.7% $145.94 +3.1%
91 ISHARES TR 93,000.0 $1.8M 0.25% -1K -1.5% $19.72
92 YUM YUM BRANDS INC Consumer Cyclical 11,037.0 $1.7M 0.24% -570.0 -4.9% $155.48 -2.2%
93 XLY SELECT SECTOR SPDR TR 15,425.0 $1.7M 0.23% -1K -6.2% $108.98 +7.5%
94 DUK DUKE ENERGY CORP NEW Utilities 12,602.0 $1.7M 0.23% -645.0 -4.9% $130.94 -5.4%
95 BMY BRISTOL-MYERS SQUIBB CO Healthcare 26,486.0 $1.6M 0.22% -4K -13.2% $60.65 -11.0%
96 TLT ISHARES TR 18,394.0 $1.6M 0.22% -9K -33.5% $86.69 +0.1%
97 COP CONOCOPHILLIPS Energy 11,865.0 $1.6M 0.22% -717.0 -5.7% $132.00 -18.4%
98 IVV ISHARES TR 2,387.0 $1.6M 0.22% +145.0 +6.5% $653.21 +14.8%
99 GLD SPDR GOLD TR Financial Services 3,612.0 $1.6M 0.21% +478.0 +15.2% $430.29 -10.0%
100 BAC BANK AMERICA CORP Financial Services 31,780.0 $1.5M 0.21% $48.75 +15.3%
Page 5 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%