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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 8 of 15  ·  296 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 KMB Kimberly-Clark Corp Com Consumer Defensive 1,000.0 $110K 0.04% NEW $109.77 -4.4%
142 CCI Crown Castle International Corp Real Estate 1,361.0 $103K 0.04% NEW $75.73 +0.1%
143 NAD Nuveen Quality Municipal Income Fund Financial Services 8,500.0 $103K 0.04% NEW $12.12 -5.4%
144 VOO Vanguard Index FDS S&P 500 ETF Shs 149.0 $102K 0.04% NEW $686.81 +3.1%
145 MKC McCormick & Co Inc Com Non Vtg Consumer Defensive 2,000.0 $101K 0.04% NEW $50.42 +3.3%
146 HSY Hershey Co Com Consumer Defensive 569.0 $100K 0.04% NEW $175.45 -1.3%
147 AGG iShares Core Totusbd ETF 1,000.0 $99K 0.04% NEW $98.98 -2.0%
148 FIW First Trust Water ETF 900.0 $99K 0.04% NEW $109.52 -0.6%
149 VBR Vanguard Group, Inc. Small Cap Value Etf 400.0 $97K 0.04% NEW $242.99 +1.7%
150 ET Energy Transfer LP Com UT LTD Ptn Energy 5,000.0 $96K 0.03% NEW $19.12 +12.4%
151 CLX Clorox Co Del Com Consumer Defensive 1,000.0 $95K 0.03% NEW $95.44 -2.5%
152 WELL Welltower Inc. Real Estate 400.0 $91K 0.03% NEW $226.97 +4.1%
153 EOT Eaton Vance National Municipal Opportunities Trust Financial Services 5,000.0 $88K 0.03% NEW $17.62 -4.4%
154 AZN Astrazeneca PLC ADR Healthcare 450.0 $84K 0.03% NEW $186.93 -13.0%
155 COP ConocoPhillips Com Energy 750.0 $78K 0.03% NEW $103.96 +29.1%
156 OKE Oneok Inc. Energy 803.0 $70K 0.03% NEW $86.94 +9.8%
157 MMU Franklin Templeton Investments (US) Western Asset Managed Municipals Fund Inc. Financial Services 6,650.0 $69K 0.03% NEW $10.42 -5.2%
158 MUB iShares National Muni Bond ETF 643.0 $69K 0.03% NEW $107.62 -3.3%
159 KO Coca Cola Co Com Consumer Defensive 816.0 $66K 0.02% NEW $81.27 +8.4%
160 FCX Freeport-Mcmoran INC Freeport Mcmoran CORP COMMON Basic Materials 1,010.0 $64K 0.02% NEW $62.89 +15.6%
Page 8 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%