Mechanics Financial Corp Portfolio Stock Holdings

Mechanics Financial Corp disclosed 296 stock positions valued at approximately $279.5 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 June 30, 2026 and was filed on August 5, 2026.

Report Period
June 30, 2026
No. of Stocks
296
Portfolio Value
$279.5M
Holdings by Sector
Mechanics Financial Corp Portfolio Holdings in Q2 2026

288 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
Gorman Rupp Co ComGRCIndustrials9.61%1,005,306-2,150-0.21%$26,861,380
iShares Core S&P Mid Cap ETFIJHOther5.95%215,699-13,544-5.91%$16,632,550
Apple Inc ComAAPLTechnology5.87%56,743-189-0.33%$16,419,154
iShares Tr Core MSCI EafeIEFAOther4.71%136,452+13,205+10.71%$13,178,534
iShares Tr MSCI Eafe ETFEFAOther4.20%112,998-1,354-1.18%$11,738,232
iShares Core S&P 500 ETFIVVOther4.19%15,650+1,013+6.92%$11,720,129
Ishares Core Msci Emerging Markets EtfIEMGOther2.87%96,818+7,056+7.86%$8,020,403
JPMorgan Chase & Co ComJPMFinancial Services2.82%24,120+443+1.87%$7,895,200
Vanguard Short Term Treasury Index FundVGSHOther2.82%135,216+6,503+5.05%$7,869,571
Alphabet Inc Cap Stk CL AGOOGLCommunication Services2.58%20,178+149+0.74%$7,211,012
Microsoft Corp ComMSFTTechnology2.30%17,257+419+2.49%$6,437,206
Nvidia Corporation ComNVDATechnology2.18%30,460+953+3.23%$6,094,741
Vanguard Total Bd Mkt ETFBNDOther1.99%75,597+8,757+13.10%$5,549,576
iShares SP Small Cap 600 IDX ETFIJROther1.93%36,431-2,400-6.18%$5,403,082
Amazon Com Inc ComAMZNConsumer Cyclical1.45%17,003+405+2.44%$4,052,495
Johnson & Johnson ComJNJHealthcare1.32%14,526+405+2.87%$3,689,168
Vanguard Intermediate Term Treasury ETFVGITOther1.21%57,303+7,206+14.38%$3,379,731
State Street SPDR Portfolio Short Term Corporate Bond ETFSPSBOther1.20%111,586+19,454+21.12%$3,348,696
Lilly Eli & Co ComLLYHealthcare1.15%2,674+26+0.98%$3,207,276
Caterpillar Inc ComCATIndustrials1.13%2,974+78+2.69%$3,167,013
General Dynamics Corp ComGDIndustrials1.09%8,581+92+1.08%$3,039,733
Alphabet Inc Cap Stk CL CGOOGCommunication Services1.03%8,176-116-1.40%$2,888,826
Cisco Sys Inc ComCSCOTechnology0.98%23,253+546+2.40%$2,731,297
Broadcom Inc.AVGOTechnology0.97%7,201+439+6.49%$2,720,178
iShares Russell 2000 ETFIWMOther0.95%8,852-250-2.75%$2,659,583
Shares Russell 2500 ETFSMMDOther0.93%28,512+17,116+150.19%$2,612,555
Procter and Gamble Co ComPGConsumer Defensive0.92%17,448+445+2.62%$2,558,575
Hubbell Inc ComHUBBIndustrials0.85%4,515-210-4.44%$2,362,248
VISA Inc Com CL AVFinancial Services0.80%6,484-60-0.92%$2,224,596
Abbvie Inc ComABBVHealthcare0.78%8,627+227+2.70%$2,170,898
Tesla Inc ComTSLAConsumer Cyclical0.70%4,684+85+1.85%$1,970,090
Palo Alto Networks IncPANWTechnology0.68%5,592+117+2.14%$1,906,984
Blackrock Inc.BLKOther0.66%1,906+50+2.69%$1,832,733
Marvell Technology IncMRVLTechnology0.63%5,934+174+3.02%$1,767,679
International Business MachinesIBMTechnology0.62%6,195+254+4.28%$1,742,096
Vanguard Ftse Emerging Mkts ETFVWOOther0.62%29,037--$1,733,219
Chevron Corp New ComCVXEnergy0.62%10,454+247+2.42%$1,732,855
Oracle Corp ComORCLTechnology0.62%11,773+110+0.94%$1,725,333
PepsiCo Inc ComPEPConsumer Defensive0.61%12,554+443+3.66%$1,699,812
Nextera Energy Inc ComNEEUtilities0.60%19,262+386+2.04%$1,690,626
Thermo Fisher Scientific InccomTMOHealthcare0.60%3,343+46+1.40%$1,676,046
RTX CorpRTXIndustrials0.57%8,393+160+1.94%$1,592,404
Amgen Inc ComAMGNHealthcare0.57%4,389+2+0.05%$1,589,345
Cadence Design System Inc ComCDNSTechnology0.55%4,125+55+1.35%$1,548,195
Cummins Inc ComCMIIndustrials0.54%2,113+45+2.18%$1,507,013
Lam Research Corp.LRCXOther0.50%3,249+1,088+50.35%$1,407,889
Deere & Co ComDEIndustrials0.50%2,216-165-6.93%$1,405,675
Merck & Co. Inc ComMRKHealthcare0.50%10,915+312+2.94%$1,402,578
McDonalds Corp ComMCDConsumer Cyclical0.50%5,176+159+3.17%$1,399,125
Advanced Micro Devices Inc.AMDTechnology0.49%2,363+104+4.60%$1,372,690
Marriott International Inc.MARConsumer Cyclical0.48%3,620-13-0.36%$1,341,536
Berkshire Hathaway Inc Del CL B NewBRK-BFinancial Services0.48%2,667+53+2.03%$1,334,540
PNC Finl Svcs Group Inc ComPNCFinancial Services0.48%5,410+160+3.05%$1,332,050
Morgan Stanley Com NewMSFinancial Services0.47%6,221+33+0.53%$1,300,438
Emerson Elec Co ComEMRIndustrials0.44%8,607+289+3.47%$1,232,092
Eaton Corp PLC ADRETNOther0.42%2,788+64+2.35%$1,188,023
Home Depot Inc ComHDConsumer Cyclical0.39%3,113+144+4.85%$1,097,893
Meta Platforms Inc CL AMETACommunication Services0.39%1,939+67+3.58%$1,092,219
Bk of America Corp ComBACFinancial Services0.36%17,690+404+2.34%$1,007,976
Air Prods & Chems Inc ComAPDBasic Materials0.36%3,389+320+10.43%$993,587
Prologis IncPLDReal Estate0.34%6,913+164+2.43%$936,504
Linde PLC ADRLINOther0.33%1,785+910+104.00%$926,308
Lowes Cos Inc ComLOWConsumer Cyclical0.33%4,144--$913,711
Walmart Inc ComWMTConsumer Defensive0.33%8,041+8+0.10%$910,724
Lockheed Martin Corp ComLMTIndustrials0.32%1,772+94+5.60%$902,763
Southern Co ComSOUtilities0.32%9,301+388+4.35%$890,199
Disney Walt Co Com DisneyDISCommunication Services0.32%9,157+42+0.46%$881,361
Duke Energy Corp New ComDUKUtilities0.31%6,894+290+4.39%$872,643
Uber Technologies IncUBERTechnology0.30%11,745+237+2.06%$847,519
GE AerospaceGEIndustrials0.30%2,219+941+73.63%$829,307
Intel Corp ComINTCTechnology0.29%5,825--$813,345
Stryker Corp ComSYKHealthcare0.29%2,570+69+2.76%$809,139
Arista Networks IncANETOther0.29%4,727+1,619+52.09%$803,023
Principal Exchange-Traded Fdspectrum PfdPREFOther0.29%41,824-595-1.40%$797,165
Abbott Labs ComABTHealthcare0.28%8,619+217+2.58%$782,088
Exxon Mobil Corp ComXOMEnergy0.28%5,700+1,355+31.19%$779,304
United Rentals, Inc.URIIndustrials0.27%665+29+4.56%$753,372
Waste Mgmt Inc Del ComWMIndustrials0.26%3,318+152+4.80%$739,516
Intercontinental Exchange IncomICEFinancial Services0.25%5,748+76+1.34%$707,636
Bank New York Mellon Corp ComBKFinancial Services0.24%4,570+202+4.62%$660,868
American Express Co ComAXPFinancial Services0.22%1,816-60-3.20%$614,262
Netflix Inc. Ordinary SharesNFLXCommunication Services0.19%7,388+204+2.84%$527,503
Microchip Technology Inc ComMCHPTechnology0.18%5,479+485+9.71%$499,685
Pfizer Inc ComPFEHealthcare0.18%20,403+810+4.13%$491,304
Salesforce Com Inc ComCRMTechnology0.16%2,892-71-2.40%$453,061
Vanguard REIT ETFVNQOther0.16%4,583--$441,939
Public Storage ReitPSAReal Estate0.16%1,385-1,226-46.96%$440,859
Palantir Tech IncPLTRTechnology0.16%3,772+46+1.23%$440,079
Enbridge Inc ADRENBEnergy0.16%8,008+703+9.62%$434,114
T-mobile US INC T Mobile CORP COMMONTMUSCommunication Services0.15%2,541+103+4.22%$426,202
Allstate Corp ComALLFinancial Services0.15%1,725--$410,447
Qualcomm Inc ComQCOMTechnology0.14%2,158+228+11.81%$398,777
American Elec Pwr Co Inc ComAEPUtilities0.14%2,859+344+13.68%$391,140
Altria Group Inc ComMOConsumer Defensive0.14%5,413+495+10.07%$389,465
Medtronic PLC Shs ADRMDTOther0.14%4,941+371+8.12%$386,534
iShares Gold Tr iShares NewIAUOther0.13%4,954--$374,077
Applied Materials INC Material CORP COMMONAMATTechnology0.13%500--$361,500
iShares S&P SC 600 Clsd End Fnd ETFIJSOther0.13%2,576--$352,088
Goldman Sachs Group IGSFinancial Services0.13%346+52+17.69%$349,934
Paychex Inc ComPAYXTechnology0.12%3,533+356+11.21%$347,400
Mechanics Financial Corp Portfolio Stock Holdings | InsiderSet