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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 9 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CBRE CBRE GROUP INC Real Estate 3,165.0 $426K 0.05% +433.0 +15.8% $134.69 +14.2%
162 EBAY EBAY INC. Consumer Cyclical 3,653.0 $408K 0.05% -327.0 -8.2% $111.75 -6.8%
163 SHW SHERWIN WILLIAMS CO Basic Materials 1,184.0 $408K 0.05% +124.0 +11.7% $344.32 +1.5%
164 BNDX VANGUARD CHARLOTTE FDS 8,337.0 $404K 0.05% NEW $48.43 -1.6%
165 PSA PUBLIC STORAGE Real Estate 1,260.0 $401K 0.05% -455.0 -26.5% $318.31 +2.0%
166 URI UNITED RENTALS INC Industrials 345.0 $391K 0.05% -22.0 -6.0% $1132.89 -2.4%
167 PHO INVESCO EXCHANGE TRADED FD T 5,525.0 $382K 0.05% -550.0 -9.1% $69.08 +4.8%
168 WELL WELLTOWER INC Real Estate 1,651.0 $375K 0.05% $226.97 +5.0%
169 PGR PROGRESSIVE CORP Financial Services 1,673.0 $365K 0.04% -101.0 -5.7% $218.45 +1.8%
170 PNC PNC FINL SVCS GROUP INC Financial Services 1,464.0 $360K 0.04% NEW $246.22 +0.2%
171 UPS UNITED PARCEL SVCS INC Industrials 3,335.0 $359K 0.04% -115.0 -3.3% $107.50 -3.9%
172 MDLZ MONDELEZ INTL INC Consumer Defensive 6,130.0 $355K 0.04% +187.0 +3.1% $57.84 +11.0%
173 IWD ISHARES TR 1,448.0 $351K 0.04% +90.0 +6.6% $242.43 +6.5%
174 GRNB VANECK ETF TRUST 14,485.0 $350K 0.04% $24.14 -1.2%
175 SBUX STARBUCKS CORP Consumer Cyclical 3,393.0 $347K 0.04% +268.0 +8.6% $102.19 +1.9%
176 MTG MGIC INVT CORP WIS Financial Services 12,045.0 $340K 0.04% $28.20 +9.7%
177 L LOEWS CORP Financial Services 3,000.0 $340K 0.04% $113.21 -1.7%
178 D DOMINION ENERGY INC Utilities 4,885.0 $334K 0.04% $68.29 -0.4%
179 CMI CUMMINS INC Industrials 463.0 $330K 0.04% NEW $713.21 -15.5%
180 WCN WASTE CONNECTIONS INC Industrials 1,960.0 $327K 0.04% +215.0 +12.3% $166.69 +1.7%
Page 9 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%