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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 1 of 11  ·  211 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY STATE STR SPDR S&P 500 ETF T Financial Services 59,249.0 $44.2M 5.47% +3K +5.5% $746.77 +3.0%
2 GOOGL ALPHABET INC Communication Services 106,791.0 $38.2M 4.72% -3K -2.8% $357.37 -3.5%
3 AAPL APPLE INC Technology 131,046.0 $37.9M 4.69% +1K +1.1% $289.36 +9.5%
4 MECHANICS BANCORP 2,242,540.0 $35.7M 4.41% -59K -2.6% $15.90
5 MSFT MICROSOFT CORP Technology 73,129.0 $27.3M 3.38% +1K +1.9% $373.02 +29.8%
6 IWP ISHARES TR 145,534.0 $21.3M 2.64% +6K +4.2% $146.41 -1.8%
7 QQQ INVESCO QQQ TR Financial Services 25,040.0 $18.4M 2.28% -793.0 -3.1% $736.40 -2.8%
8 NVDA NVIDIA CORPORATION Technology 84,060.0 $16.8M 2.08% +4K +5.0% $200.09 +8.7%
9 VBK VANGUARD INDEX FDS 43,917.0 $16.1M 1.99% +3K +8.6% $365.70 -1.5%
10 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 16,216.0 $15.2M 1.88% $935.47 +2.3%
11 VUG VANGUARD INDEX FDS 159,501.0 $13.7M 1.70% +135K +542.6% $86.14 +2.1%
12 AMZN AMAZON COM INC Consumer Cyclical 56,073.0 $13.4M 1.65% +372.0 +0.7% $238.34 +11.5%
13 IYW ISHARES TR 51,874.0 $13.1M 1.62% +2K +4.9% $252.23 -1.8%
14 JEPI J P MORGAN EXCHANGE TRADED F 229,937.0 $13.0M 1.61% -25K -9.8% $56.48 +2.6%
15 JPM JPMORGAN CHASE & CO Financial Services 39,083.0 $12.8M 1.58% -308.0 -0.8% $327.33 +9.1%
16 LQD ISHARES TR 108,368.0 $11.8M 1.46% -12K -10.0% $109.07 -2.3%
17 BKLN INVESCO EXCH TRADED FD TR II 538,476.0 $11.0M 1.36% -74K -12.1% $20.37 +1.0%
18 XOM EXXON MOBIL CORP Energy 78,730.0 $10.8M 1.33% -4K -4.4% $136.72 +20.5%
19 V VISA INC Financial Services 29,500.0 $10.1M 1.25% -646.0 -2.1% $343.09 +6.5%
20 BERKSHIRE HATHAWAY INC DEL 19,959.0 $10.0M 1.24% +876.0 +4.6% $500.39
Page 1 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%