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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 8 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TJX TJX COS INC NEW Consumer Cyclical 5,363.0 $812K 0.10% +828.0 +18.3% $151.50 -4.6%
142 IWB ISHARES TR 1,900.0 $778K 0.10% $409.50 +2.9%
143 CI THE CIGNA GROUP Healthcare 2,800.0 $772K 0.10% $275.68 +0.6%
144 BBEU J P MORGAN EXCHANGE TRADED F 8,549.0 $665K 0.08% +2K +22.7% $77.77 +3.6%
145 VNQ VANGUARD INDEX FDS 6,489.0 $626K 0.08% $96.43 +2.3%
146 SRE SEMPRA Utilities 6,600.0 $612K 0.08% $92.71 -7.7%
147 VTI VANGUARD INDEX FDS 1,575.0 $583K 0.07% $370.04 +2.7%
148 WFC WELLS FARGO & CO Financial Services 7,045.0 $582K 0.07% $82.64 +4.0%
149 PAVE GLOBAL X FDS 9,833.0 $579K 0.07% -367.0 -3.6% $58.92 -3.6%
150 EEM ISHARES TR 8,000.0 $547K 0.07% +3K +52.6% $68.41 -3.4%
151 ADI ANALOG DEVICES INC Technology 1,372.0 $545K 0.07% +121.0 +9.7% $397.17 -6.0%
152 ETN EATON CORP PLC Industrials 1,277.0 $544K 0.07% +382.0 +42.7% $426.12 -0.3%
153 CSW INDUSTRIALS INC 1,920.0 $534K 0.07% $278.30
154 IDV ISHARES TR 12,600.0 $522K 0.07% $41.43 +8.3%
155 TT TRANE TECHNOLOGIES PLC Industrials 991.0 $487K 0.06% +151.0 +18.0% $491.16 -7.3%
156 TGT TARGET CORP Consumer Defensive 3,690.0 $482K 0.06% -1K -25.7% $130.61 +21.8%
157 PH PARKER-HANNIFIN CORP Industrials 482.0 $471K 0.06% +249.0 +106.9% $978.12 +4.6%
158 AXP AMERICAN EXPRESS CO Financial Services 1,393.0 $471K 0.06% +193.0 +16.1% $338.25 +0.5%
159 ITW ILLINOIS TOOL WKS INC Industrials 1,680.0 $454K 0.06% -126.0 -7.0% $270.47 +5.1%
160 AMAT APPLIED MATLS INC Technology 594.0 $429K 0.05% -412.0 -41.0% $723.00 -31.4%
Page 8 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%