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Portfolio (Quarterly) Guide ↗

Mechanics Financial Corp

· CIK 0001821336
13F Portfolio $280M AUM 296 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 296 New
Page 10 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 MAS Masco Corp Com Industrials 444.0 $36K 0.01% NEW $81.37 -10.7%
182 IUSV iShares Tr Core S&P US Vlu 317.0 $35K 0.01% NEW $110.15 +4.1%
183 IUSG iShares Tr Core S&P US Gwt 179.0 $34K 0.01% NEW $188.09 +2.0%
184 NOW Servicenow Inc Technology 337.0 $33K 0.01% NEW $99.28 +42.3%
185 HYS Pimco 0-5yr High Yld Corp Bd Index ETF 357.0 $33K 0.01% NEW $93.52 -1.2%
186 IWS iShares Tr Russell Mid Cap Vetf 197.0 $32K 0.01% NEW $164.60 +3.5%
187 FBT First Trust NYSE Arca Biotechnology Index Fund 122.0 $30K 0.01% NEW $247.89 +9.3%
188 FICO Fair Isaac Corp. Technology 25.0 $30K 0.01% NEW $1194.80 -22.0%
189 DBEF DBX ETF Tr Xtrak MSCI Eafe 522.0 $29K 0.01% NEW $54.63 +2.5%
190 HXL Hexcel Corp. Industrials 275.0 $28K 0.01% NEW $100.06 -8.1%
191 VRP Invesco Capital Management LLC Variable Rate Preferred Etf 1,100.0 $27K 0.01% NEW $24.31 -0.6%
192 CHD Church & Dwight Inc Com Consumer Defensive 275.0 $27K 0.01% NEW $96.88 +1.7%
193 AMP Ameriprise Finl Inc Com Financial Services 55.0 $25K 0.01% NEW $458.76 +22.2%
194 AZTA Azenta Inc Healthcare 870.0 $22K 0.01% NEW $25.52 +22.8%
195 PSTG Everpure, Inc. 275.0 $22K 0.01% NEW $78.79
196 UNH UnitedHealth Group Inc Com Healthcare 52.0 $22K 0.01% NEW $415.63 -4.4%
197 EEM iShares MSCI Emg Mkt ETF 305.0 $21K 0.01% NEW $68.41 +0.4%
198 EQIX Equinix Inc Real Estate 20.0 $21K 0.01% NEW $1042.40 -0.6%
199 BWA Borgwarner Inc Consumer Cyclical 310.0 $21K 0.01% NEW $66.40 +1.7%
200 GNMA iShares Barclays Core GNMA Bond ETF 462.0 $20K 0.01% NEW $44.23 -1.9%
Page 10 of 15  ·  296 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 28.6%
Industrials 27.0%
Financial Services 11.9%
Healthcare 9.6%
Consumer Cyclical 6.5%
Communication Services 6.0%
Consumer Defensive 3.8%
Utilities 2.4%
Energy 2.0%
Basic Materials 1.4%