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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 5 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MO ALTRIA GROUP INC Consumer Defensive 32,344.0 $2.3M 0.29% -702.0 -2.1% $71.95 -7.0%
82 ISHARES TR 103,000.0 $2.3M 0.28% -3K -2.8% $22.37
83 MA MASTERCARD INCORPORATED Financial Services 4,320.0 $2.2M 0.28% +89.0 +2.1% $513.60 +11.7%
84 XLU SELECT SECTOR SPDR TR 48,886.0 $2.2M 0.27% -2K -4.5% $45.34 -3.5%
85 ENB ENBRIDGE INC Energy 39,909.0 $2.2M 0.27% $54.21 -5.9%
86 CAT CATERPILLAR INC Industrials 2,013.0 $2.1M 0.27% -24.0 -1.2% $1064.90 -23.4%
87 WM WASTE MGMT INC DEL Industrials 9,533.0 $2.1M 0.26% -125.0 -1.3% $222.88 +0.9%
88 USHY ISHARES TR 57,347.0 $2.1M 0.26% -9K -13.6% $37.02 -0.6%
89 SO SOUTHERN CO Utilities 21,723.0 $2.1M 0.26% -192.0 -0.9% $95.71 -4.5%
90 MRSH MARSH & MCLENNAN COS INC Financial Services 12,380.0 $2.1M 0.26% -342.0 -2.7% $166.67 +14.1%
91 INTC INTEL CORP Technology 13,395.0 $1.9M 0.23% +759.0 +6.0% $139.63 -34.0%
92 DHR DANAHER CORP DEL Healthcare 9,722.0 $1.9M 0.23% -1K -9.5% $190.48 +13.4%
93 UNH UNITEDHEALTH GROUP INC Healthcare 4,425.0 $1.8M 0.23% +34.0 +0.8% $415.63 -7.4%
94 BAC BANK OF AMER CORP Financial Services 31,677.0 $1.8M 0.22% $56.98 +8.6%
95 ISHARES TR 90,500.0 $1.8M 0.22% -2K -2.7% $19.54
96 XLY SELECT SECTOR SPDR TR 14,959.0 $1.8M 0.22% -466.0 -3.0% $117.28 -0.5%
97 SDY SPDR SERIES TRUST 11,429.0 $1.7M 0.21% -1K -10.4% $152.18 +3.9%
98 FCOM FIDELITY COVINGTON TRUST 23,616.0 $1.6M 0.20% +2K +7.2% $69.48 +0.3%
99 RTX RTX CORPORATION Industrials 8,428.0 $1.6M 0.20% +470.0 +5.9% $189.73 +11.9%
100 IWM ISHARES TR 5,070.0 $1.5M 0.19% +2K +49.4% $300.45 -0.9%
Page 5 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%