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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 7 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 XLB SELECT SECTOR SPDR TR 19,355.0 $967K 0.13% -450.0 -2.3% $49.97 +3.7%
122 IRM IRON MTN INC DEL Real Estate 9,273.0 $947K 0.13% +444.0 +5.0% $102.14 +25.2%
123 TXN TEXAS INSTRS INC Technology 4,625.0 $898K 0.12% -100.0 -2.1% $194.14 +66.3%
124 MS MORGAN STANLEY Financial Services 5,446.0 $896K 0.12% -45.0 -0.8% $164.57 +35.6%
125 DE DEERE & CO Industrials 1,589.0 $895K 0.12% $563.30 +4.6%
126 PAYX PAYCHEX INC Industrials 9,145.0 $842K 0.12% -5K -34.0% $92.12 +6.6%
127 IWM ISHARES TR 3,394.0 $842K 0.12% -135.0 -3.8% $248.00 +19.2%
128 EFA ISHARES TR 8,470.0 $823K 0.11% +438.0 +5.5% $97.13 +7.5%
129 EMR EMERSON ELEC CO Industrials 6,215.0 $814K 0.11% -850.0 -12.0% $131.02 +15.0%
130 VIG VANGUARD SPECIALIZED FUNDS 3,767.0 $810K 0.11% -103.0 -2.7% $215.06 +9.4%
131 IBTO ISHARES TR 33,000.0 $805K 0.11% $24.39 -1.4%
132 IBM INTERNATIONAL BUSINESS MACHS Technology 3,280.0 $795K 0.11% -629.0 -16.1% $242.39 +2.8%
133 GEV GE VERNOVA INC Utilities 884.0 $772K 0.11% -69.0 -7.2% $872.90 +27.1%
134 NEE NEXTERA ENERGY INC Utilities 8,135.0 $756K 0.10% -250.0 -3.0% $92.88 -6.6%
135 CI THE CIGNA GROUP Healthcare 2,800.0 $747K 0.10% $266.75 +4.7%
136 TJX TJX COS INC NEW Consumer Cyclical 4,535.0 $724K 0.10% -85.0 -1.8% $159.70 +2.6%
137 SUSA ISHARES TR 5,400.0 $713K 0.10% $132.10 +16.0%
138 GE GE AEROSPACE Industrials 2,460.0 $698K 0.10% $283.77 +26.0%
139 IWB ISHARES TR 1,900.0 $677K 0.09% $356.56 +14.5%
140 TRV TRAVELERS COMPANIES INC Financial Services 2,300.0 $671K 0.09% +400.0 +21.1% $291.68 +5.5%
Page 7 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%