Mechanics Financial Corp Portfolio Stock Holdings

Mechanics Financial Corp disclosed 232 stock positions valued at approximately $238.7 million in its latest SEC 13F filing. The largest holdings include Gorman Rupp Co Com, iShares Core S&P Mid Cap ETF, and Apple Inc Com. The filing reflects positions held as of March 31, 2026 and was filed on May 6, 2026.

Report Period
March 31, 2026
No. of Stocks
232
Portfolio Value
$238.7M
Holdings by Sector
Mechanics Financial Corp Portfolio Holdings in Q1 2026

229 holdings in the latest reporting period.

Page 1 of 3
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Gorman Rupp Co ComGRCIndustrials7.62%1,007,456--$18,191,602
iShares Core S&P Mid Cap ETFIJHOther6.49%229,243-12,854-5.31%$15,480,780
Apple Inc ComAAPLTechnology6.05%56,932-930-1.61%$14,448,772
iShares Tr Core MSCI EafeIEFAOther4.67%123,247+8,078+7.01%$11,157,551
iShares Tr MSCI Eafe ETFEFAOther4.65%114,352-1,645-1.42%$11,107,010
iShares Core S&P 500 ETFIVVOther4.01%14,637-58-0.39%$9,561,035
Vanguard Short Term Treasury Index FundVGSHOther3.16%128,713+10,667+9.04%$7,534,859
JPMorgan Chase & Co ComJPMFinancial Services2.92%23,677+287+1.23%$6,964,826
Ishares Core Msci Emerging Markets EtfIEMGOther2.62%89,762+6,129+7.33%$6,260,900
Microsoft Corp ComMSFTTechnology2.61%16,838+25+0.15%$6,232,922
Alphabet Inc Cap Stk CL AGOOGLCommunication Services2.41%20,029-195-0.96%$5,759,539
Nvidia Corporation ComNVDATechnology2.16%29,507-620-2.06%$5,146,021
Vanguard Total Bd Mkt ETFBNDOther2.06%66,840+10,263+18.14%$4,922,098
iShares SP Small Cap 600 IDX ETFIJROther2.02%38,831-2,391-5.80%$4,827,082
Amazon Com Inc ComAMZNConsumer Cyclical1.45%16,598-492-2.88%$3,456,865
Johnson & Johnson ComJNJHealthcare1.45%14,121-297-2.06%$3,451,737
Vanguard Intermediate Term Treasury ETFVGITOther1.25%50,097+8,605+20.74%$2,983,276
General Dynamics Corp ComGDIndustrials1.22%8,489-12-0.14%$2,913,595
State Street SPDR Portfolio Short Term Corporate Bond ETFSPSBOther1.16%92,132+20,195+28.07%$2,770,409
Procter and Gamble Co ComPGConsumer Defensive1.03%17,003-253-1.47%$2,455,913
Lilly Eli & Co ComLLYHealthcare1.02%2,648+21+0.80%$2,435,551
Alphabet Inc Cap Stk CL CGOOGCommunication Services1.00%8,292-108-1.29%$2,378,643
Hubbell Inc ComHUBBIndustrials0.97%4,725-130-2.68%$2,318,747
iShares Russell 2000 ETFIWMOther0.95%9,102-221-2.37%$2,257,296
Chevron Corp New ComCVXEnergy0.88%10,207-1,303-11.32%$2,111,828
Broadcom Inc.AVGOTechnology0.88%6,762+596+9.67%$2,092,907
Caterpillar Inc ComCATIndustrials0.86%2,896--$2,051,700
VISA Inc Com CL AVFinancial Services0.83%6,544-395-5.69%$1,977,859
PepsiCo Inc ComPEPConsumer Defensive0.79%12,111-702-5.48%$1,880,717
Abbvie Inc ComABBVHealthcare0.77%8,400-35-0.41%$1,826,916
Blackrock Inc.BLKOther0.75%1,856-44-2.32%$1,784,934
Cisco Sys Inc ComCSCOTechnology0.74%22,707-98-0.43%$1,761,836
Nextera Energy Inc ComNEEUtilities0.73%18,876+155+0.83%$1,753,203
Oracle Corp ComORCLTechnology0.72%11,663+59+0.51%$1,715,744
Tesla Inc ComTSLAConsumer Cyclical0.72%4,599-195-4.07%$1,709,678
Thermo Fisher Scientific InccomTMOHealthcare0.68%3,297+37+1.13%$1,620,574
RTX CorpRTXIndustrials0.67%8,233-884-9.70%$1,588,146
Vanguard Ftse Emerging Mkts ETFVWOOther0.66%29,037-1,036-3.44%$1,569,450
McDonalds Corp ComMCDConsumer Cyclical0.65%5,017-186-3.57%$1,559,233
Amgen Inc ComAMGNHealthcare0.65%4,387-200-4.36%$1,543,566
International Business MachinesIBMTechnology0.60%5,941+88+1.50%$1,440,039
Deere & Co ComDEIndustrials0.56%2,381-45-1.85%$1,341,217
Merck & Co. Inc ComMRKHealthcare0.53%10,603+187+1.80%$1,275,435
Berkshire Hathaway Inc Del CL B NewBRK-BFinancial Services0.52%2,614+33+1.28%$1,252,629
Marriott International Inc.MARConsumer Cyclical0.50%3,633-405-10.03%$1,188,245
Cadence Design System Inc ComCDNSTechnology0.47%4,070-375-8.44%$1,130,931
Cummins Inc ComCMIIndustrials0.47%2,068-77-3.59%$1,112,625
PNC Finl Svcs Group Inc ComPNCFinancial Services0.46%5,250+157+3.08%$1,092,473
Emerson Elec Co ComEMRIndustrials0.46%8,318-25-0.30%$1,089,824
Meta Platforms Inc CL AMETACommunication Services0.45%1,872+55+3.03%$1,071,027
Morgan Stanley Com NewMSFinancial Services0.43%6,188-488-7.31%$1,018,359
Lockheed Martin Corp ComLMTIndustrials0.42%1,678--$1,014,166
Walmart Inc ComWMTConsumer Defensive0.42%8,033-327-3.91%$998,341
Lowes Cos Inc ComLOWConsumer Cyclical0.41%4,144--$979,144
Home Depot Inc ComHDConsumer Cyclical0.41%2,969-75-2.46%$976,474
Eaton Corp PLC ADRETNOther0.41%2,724+817+42.84%$974,293
Intercontinental Exchange IncomICEFinancial Services0.37%5,672-466-7.59%$892,092
Prologis IncPLDReal Estate0.37%6,749+83+1.25%$892,083
Air Prods & Chems Inc ComAPDBasic Materials0.37%3,069-42-1.35%$891,514
Disney Walt Co Com DisneyDISCommunication Services0.37%9,115-773-7.82%$878,504
Palo Alto Networks IncPANWTechnology0.37%5,475-303-5.24%$877,752
Shares Russell 2500 ETFSMMDOther0.36%11,396+11,396+100.00%$870,085
Duke Energy Corp New ComDUKUtilities0.36%6,604+70+1.07%$864,728
Abbott Labs ComABTHealthcare0.36%8,402+190+2.31%$862,633
Southern Co ComSOUtilities0.36%8,913--$860,283
Bk of America Corp ComBACFinancial Services0.35%17,286-1,162-6.30%$842,693
Uber Technologies IncUBERTechnology0.35%11,508-784-6.38%$827,770
Stryker Corp ComSYKHealthcare0.34%2,501+43+1.75%$821,804
Principal Exchange-Traded Fdspectrum PfdPREFOther0.33%42,419+6,970+19.66%$798,326
Exxon Mobil Corp ComXOMEnergy0.31%4,345+3,625+503.47%$737,173
Waste Mgmt Inc Del ComWMIndustrials0.30%3,166-60-1.86%$727,515
Public Storage ReitPSAReal Estate0.30%2,611+89+3.53%$707,268
Netflix Inc. Ordinary SharesNFLXCommunication Services0.29%7,184+3,495+94.74%$690,742
Honeywell Intl Inc ComHONIndustrials0.27%2,825--$638,535
Marvell Technology IncMRVLTechnology0.24%5,760+429+8.05%$570,528
American Express Co ComAXPFinancial Services0.24%1,876--$567,452
Salesforce Com Inc ComCRMTechnology0.23%2,963-41-1.36%$553,103
Pfizer Inc ComPFEHealthcare0.23%19,593-295-1.48%$550,171
Palantir Tech IncPLTRTechnology0.23%3,726+1,556+71.71%$545,039
Zoetis Inc CL AZTSHealthcare0.22%4,492+75+1.70%$530,999
Bank New York Mellon Corp ComBKFinancial Services0.22%4,368--$518,176
T-mobile US INC T Mobile CORP COMMONTMUSCommunication Services0.21%2,438+160+7.02%$512,053
Tractor Supply Co ComTSCOConsumer Cyclical0.21%11,159+5,340+91.77%$505,503
United Rentals, Inc.URIIndustrials0.19%636+22+3.58%$463,364
Lam Research Corp.LRCXOther0.19%2,161+2,161+100.00%$461,719
Advanced Micro Devices Inc.AMDTechnology0.19%2,259+1,196+112.51%$459,548
iShares Gold Tr iShares NewIAUOther0.18%4,954-250-4.80%$436,745
Linde Plc ADRLINOther0.18%875-100-10.26%$433,790
Vanguard REIT ETFVNQOther0.17%4,583+19+0.42%$406,512
Medtronic PLC Shs ADRMDTOther0.17%4,570-166-3.51%$395,991
Enbridge Inc ADRENBEnergy0.17%7,305-12-0.16%$395,493
Arista Networks IncANETOther0.16%3,108+3,108+100.00%$381,600
GE AerospaceGEIndustrials0.15%1,278+1,278+100.00%$362,658
Allstate Corp ComALLFinancial Services0.15%1,725--$357,662
EOG RES Inc ComEOGEnergy0.15%2,418-3,867-61.53%$349,570
American Elec Pwr Co Inc ComAEPUtilities0.14%2,515--$329,666
Altria Group Inc ComMOConsumer Defensive0.14%4,918--$324,539
Microchip Technology Inc ComMCHPTechnology0.14%4,994--$322,662
iShares S&P SC 600 Clsd End Fnd ETFIJSOther0.13%2,576--$305,127
SPDR S&P 500 ETFSPYOther0.13%466-55-10.56%$303,058