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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 6 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 YUM YUM BRANDS INC Consumer Cyclical 9,503.0 $1.5M 0.19% -2K -13.9% $159.86 -8.7%
102 AVB AVALONBAY CMNTYS INC Real Estate 7,673.0 $1.4M 0.18% -647.0 -7.8% $188.69 -2.5%
103 AMGN AMGEN INC Healthcare 3,970.0 $1.4M 0.18% $362.12 +22.2%
104 DUK DUKE ENERGY CORP NEW Utilities 11,062.0 $1.4M 0.17% -2K -12.2% $126.58 -2.4%
105 TXN TEXAS INSTRS INC Technology 4,696.0 $1.4M 0.17% +71.0 +1.5% $298.07 -10.3%
106 UNP UNION PAC CORP Industrials 5,143.0 $1.4M 0.17% -118.0 -2.2% $272.00 +11.0%
107 EFG ISHARES TR 11,003.0 $1.4M 0.17% -701.0 -6.0% $124.42 +0.8%
108 META META PLATFORMS INC Communication Services 2,401.0 $1.4M 0.17% $563.29 -3.1%
109 TLT ISHARES TR 15,594.0 $1.3M 0.17% -3K -15.2% $86.42 -3.9%
110 GLD SPDR GOLD TR Financial Services 3,642.0 $1.3M 0.17% +30.0 +0.8% $368.38 +12.3%
111 TMO THERMO FISHER SCIENTIFIC INC Healthcare 2,567.0 $1.3M 0.16% +193.0 +8.1% $501.36 +22.4%
112 LIN LINDE PLC Basic Materials 2,466.0 $1.3M 0.16% +459.0 +22.9% $518.94 -7.3%
113 VCSH VANGUARD SCOTTSDALE FDS 16,125.0 $1.3M 0.16% NEW $79.03 -0.4%
114 GILD GILEAD SCIENCES INC Healthcare 10,010.0 $1.3M 0.16% $126.34 +16.8%
115 HONEYWELL AEROSPACE INC 5,584.0 $1.2M 0.15% NEW $221.10
116 HELO J P MORGAN EXCHANGE TRADED F 17,470.0 $1.2M 0.15% -340.0 -1.9% $67.58 +3.0%
117 COP CONOCOPHILLIPS Energy 11,260.0 $1.2M 0.14% -605.0 -5.1% $103.96 +25.6%
118 NFLX NETFLIX INC. Communication Services 16,081.0 $1.1M 0.14% -6K -28.6% $71.40 +12.4%
119 IRM IRON MTN INC DEL Real Estate 9,042.0 $1.1M 0.14% -231.0 -2.5% $126.31 -3.3%
120 BMY BRISTOL-MYERS SQUIBB CO Healthcare 19,485.0 $1.1M 0.14% -7K -26.4% $57.62 +17.3%
Page 6 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%