Mechanics Bank Trust Department Q4 2025 Filing

Filed January 14, 2026

Portfolio Value

$763.6M

Holdings

203

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (203 positions)

#StockSharesValue% PortfolioType
1
MCHBMECHANICS BANCORP
3,423,231$50.1M6.56%
2
SPYSPDR S&P 500 ETF TR
55,202$37.6M4.93%
3
AAPLAPPLE INC
129,780$35.3M4.62%
4
GOOGLALPHABET INC
112,480$35.2M4.61%
5
MSFTMICROSOFT CORP
71,627$34.6M4.54%
6
IWPISHARES TR
139,533$19.1M2.50%
7
NDQINVESCO QQQ TR
26,052$16.0M2.10%
8
BKLNINVESCO EXCH TRADED FD TR II
707,958$14.9M1.95%
9
JEPIJ P MORGAN EXCHANGE TRADED F
258,573$14.8M1.94%
10
NVDANVIDIA CORPORATION
76,680$14.3M1.87%
11
COSTCOSTCO WHSL CORP NEW
16,407$14.1M1.85%
12
LQDISHARES TR
127,831$14.1M1.84%
13
AMZNAMAZON COM INC
56,567$13.1M1.71%
14
VBKVANGUARD INDEX FDS
40,282$12.2M1.59%
15
JPMJPMORGAN CHASE & CO.
37,751$12.2M1.59%
16
VUGVANGUARD INDEX FDS
24,495$11.9M1.56%
17
ORCLORACLE CORP
57,164$11.1M1.46%
18
VVISA INC
30,911$10.8M1.42%
19
XOMEXXON MOBIL CORP
85,712$10.3M1.35%
20
IYWISHARES TR
49,704$9.9M1.30%
21
BRK/BBERKSHIRE HATHAWAY INC DEL
19,124$9.6M1.26%
22
MCDMCDONALDS CORP
27,632$8.4M1.11%
23
JNJJOHNSON & JOHNSON
39,313$8.1M1.07%
24
GOOGALPHABET INC
25,099$7.9M1.03%
25
DONSPDR DOW JONES INDL AVERAGE
15,723$7.6M0.99%
26
JEPQJ P MORGAN EXCHANGE TRADED F
126,546$7.4M0.96%
27
WMTWALMART INC
64,686$7.2M0.94%
28
HDHOME DEPOT INC
20,687$7.1M0.93%
29
ABTABBOTT LABS
55,700$7.0M0.91%
30
MDYSPDR S&P MIDCAP 400 ETF TR
11,542$7.0M0.91%
31
IJKISHARES TR
71,010$6.9M0.90%
32
XLKSELECT SECTOR SPDR TR
47,489$6.8M0.90%
33
AVGOBROADCOM INC
17,963$6.2M0.81%
34
CVXCHEVRON CORP NEW
40,097$6.1M0.80%
35
XLFSELECT SECTOR SPDR TR
109,271$6.0M0.78%
36
IWOISHARES TR
18,109$5.8M0.77%
37
LLYELI LILLY & CO
4,935$5.3M0.69%
38
FDLOFIDELITY COVINGTON TRUST
79,444$5.3M0.69%
39
ADPAUTOMATIC DATA PROCESSING IN
19,842$5.1M0.67%
40
PGPROCTER AND GAMBLE CO
35,182$5.0M0.66%
41
VYMIVANGUARD WHITEHALL FDS
55,904$5.0M0.66%
42
SPTSSPDR SERIES TRUST
164,452$4.8M0.63%
43
AQLTISHARES TR
31,088$4.4M0.57%
44
ROSTROSS STORES INC
24,302$4.4M0.57%
45
VCLTVANGUARD SCOTTSDALE FDS
57,164$4.3M0.57%
46
RSGREPUBLIC SVCS INC
20,346$4.3M0.56%
47
INDAISHARES TR
79,638$4.3M0.56%
48
VOOVANGUARD INDEX FDS
6,521$4.1M0.54%
49
CSCOCISCO SYS INC
51,635$4.0M0.52%
50
IWFISHARES TR
8,212$3.9M0.51%
51
BLKBLACKROCK INC
3,584$3.8M0.50%
52
GTOINVESCO ACTIVELY MANAGED EXC
78,018$3.7M0.48%
53
AGGISHARES TR
36,641$3.7M0.48%
54
MCKMCKESSON CORP
4,444$3.6M0.48%
55
XLISELECT SECTOR SPDR TR
23,206$3.6M0.47%
56
MRKMERCK & CO INC
33,938$3.6M0.47%
57
LOWLOWES COS INC
14,380$3.5M0.45%
58
XLVSELECT SECTOR SPDR TR
22,283$3.4M0.45%
59
KOCOCA COLA CO
47,488$3.3M0.43%
60
PEPPEPSICO INC
22,953$3.3M0.43%
61
GSGOLDMAN SACHS GROUP INC
3,726$3.3M0.43%
62
VYMVANGUARD WHITEHALL FDS
22,001$3.2M0.41%
63
VFLOVICTORY PORTFOLIOS II
77,760$3.1M0.40%
64
APHAMPHENOL CORP NEW
22,541$3.0M0.40%
65
ABBVABBVIE INC
13,263$3.0M0.40%
66
SYKSTRYKER CORPORATION
8,542$3.0M0.39%
67
PWRQUANTA SVCS INC
6,948$2.9M0.38%
68
4I1PHILIP MORRIS INTL INC
17,536$2.8M0.37%
69
MRSHMARSH & MCLENNAN COS INC
15,033$2.8M0.37%
70
USMVISHARES TR
29,396$2.8M0.36%
71
DHRDANAHER CORPORATION
11,280$2.6M0.34%
72
HONHONEYWELL INTL INC
13,066$2.5M0.33%
73
USHYISHARES TR
67,335$2.5M0.33%
74
MAMASTERCARD INCORPORATED
4,369$2.5M0.33%
75
VGKVANGUARD INTL EQUITY INDEX F
29,297$2.4M0.32%
76
NFLXNETFLIX INC
25,742$2.4M0.32%
77
TLTISHARES TR
27,659$2.4M0.32%
78
IBTHISHARES TR
106,000$2.4M0.31%
79
IJRISHARES TR
19,596$2.4M0.31%
80
UYLDANGEL OAK FUNDS TRUST
45,303$2.3M0.30%
81
VWOVANGUARD INTL EQUITY INDEX F
42,177$2.3M0.30%
82
XLUSELECT SECTOR SPDR TR
51,613$2.2M0.29%
83
ENBENBRIDGE INC
43,992$2.1M0.28%
84
MOALTRIA GROUP INC
35,601$2.1M0.27%
85
IJHISHARES TR
31,049$2.0M0.27%
86
SOSOUTHERN CO
23,102$2.0M0.26%
87
WMWASTE MGMT INC DEL
9,068$2.0M0.26%
88
XLYSELECT SECTOR SPDR TR
16,439$2.0M0.26%
89
PANWPALO ALTO NETWORKS INC
10,486$1.9M0.25%
90
SDYSPDR SERIES TRUST
13,673$1.9M0.25%
91
IBTKISHARES TR
94,375$1.9M0.25%
92
AVBAVALONBAY CMNTYS INC
10,227$1.9M0.24%
93
VCITVANGUARD SCOTTSDALE FDS
21,689$1.8M0.24%
94
YUMYUM BRANDS INC
11,607$1.8M0.23%
95
BACBANK AMERICA CORP
31,780$1.7M0.23%
96
KLACKLA CORP
1,399$1.7M0.22%
97
UNHUNITEDHEALTH GROUP INC
5,129$1.7M0.22%
98
BMYBRISTOL-MYERS SQUIBB CO
30,517$1.6M0.22%
99
FCOMFIDELITY COVINGTON TRUST
22,223$1.6M0.21%
100
METAMETA PLATFORMS INC
2,395$1.6M0.21%
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