Mechanics Financial Corp Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$270.9B

Holdings

233

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (233 positions)

#StockSharesValue% PortfolioType
1
GRCGorman Rupp Co Com
1,007,456$48.1B17.76%
2
IJHiShares Core S&P Mid Cap ETF
242,097$16.0B5.90%
3
AAPLApple Inc Com
57,862$15.7B5.81%
4
EFAiShares Tr MSCI Eafe ETF
115,997$11.1B4.11%
5
AQLTiShares Tr Core MSCI Eafe
115,169$10.3B3.80%
6
IVViShares Core S&P 500 ETF
14,695$10.1B3.72%
7
MSFTMicrosoft Corp Com
16,813$8.1B3.00%
8
JPMJPMorgan Chase & Co Com
23,390$7.5B2.78%
9
VGSHVanguard Short Term Treasury Index Fund
118,046$6.9B2.56%
10
GOOGLAlphabet Inc Cap Stk CL A
20,224$6.3B2.34%
11
IEMGIshares Core Msci Emerging Markets Etf
83,633$5.6B2.08%
12
NVDANvidia Corporation Com
30,127$5.6B2.07%
13
IJRiShares SP Small Cap 600 IDX ETF
41,222$5.0B1.83%
14
BNDVanguard Total Bd Mkt ETF
56,577$4.2B1.55%
15
AMZNAmazon Com Inc Com
17,090$3.9B1.46%
16
JNJJohnson & Johnson Com
14,418$3.0B1.10%
17
GDGeneral Dynamics Corp Com
8,501$2.9B1.06%
18
LLYLilly Eli & Co Com
2,627$2.8B1.04%
19
GOOGAlphabet Inc Cap Stk CL C
8,400$2.6B0.97%
20
VGITVanguard Intermediate Term Treasury ETF
41,492$2.5B0.92%
21
PGProcter and Gamble Co Com
17,256$2.5B0.91%
22
VVISA Inc Com CL A
6,939$2.4B0.90%
23
IWMiShares Russell 2000 ETF
9,323$2.3B0.85%
24
ORCLOracle Corp Com
11,604$2.3B0.83%
25
SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF
71,937$2.2B0.80%
26
HUBBHubbell Inc Com
4,855$2.2B0.80%
27
TSLATesla Inc Com
4,794$2.2B0.80%
28
AVGOBroadcom Inc.
6,166$2.1B0.79%
29
BLKBlackrock Inc.
1,900$2.0B0.75%
30
ABBVAbbvie Inc Com
8,435$1.9B0.71%
31
TMOThermo Fisher Scientific Inccom
3,260$1.9B0.70%
32
PEPPepsiCo Inc Com
12,813$1.8B0.68%
33
CSCOCisco Sys Inc Com
22,805$1.8B0.65%
34
CVXChevron Corp New Com
11,510$1.8B0.65%
35
IBMInternational Business Machines
5,853$1.7B0.64%
36
RTXRTX Corp
9,117$1.7B0.62%
37
CATCaterpillar Inc Com
2,896$1.7B0.61%
38
VWOVanguard Ftse Emerging Mkts ETF
30,073$1.6B0.60%
39
MCDMcDonalds Corp Com
5,203$1.6B0.59%
40
NEENextera Energy Inc Com
18,721$1.5B0.55%
41
AMGNAmgen Inc Com
4,587$1.5B0.55%
42
CDNSCadence Design System Inc Com
4,445$1.4B0.51%
43
BRK/BBerkshire Hathaway Inc Del CL B New
2,581$1.3B0.48%
44
MARMarriott International Inc.
4,038$1.3B0.46%
45
METAMeta Platforms Inc CL A
1,817$1.2B0.44%
46
DWDMorgan Stanley Com New
6,676$1.2B0.44%
47
DEDeere & Co Com
2,426$1.1B0.42%
48
DISDisney Walt Co Com Disney
9,888$1.1B0.41%
49
EMREmerson Elec Co Com
8,343$1.1B0.41%
50
MRKMerck & Co. Inc Com
10,416$1.1B0.40%
51
CMICummins Inc Com
2,145$1.1B0.40%
52
PANWPalo Alto Networks Inc
5,778$1.1B0.39%
53
PNCPNC Finl Svcs Group Inc Com
5,093$1.1B0.39%
54
HDHome Depot Inc Com
3,044$1.0B0.39%
55
ABTAbbott Labs Com
8,212$1.0B0.38%
56
BACBk of America Corp Com
18,448$1.0B0.37%
57
UBERUber Technologies Inc
12,292$1.0B0.37%
58
LOWLowes Cos Inc Com
4,144$999.0M0.37%
59
ICEIntercontinental Exchange Incom
6,138$994.0M0.37%
60
WMTWalmart Inc Com
8,360$931.0M0.34%
61
SYKStryker Corp Com
2,458$863.0M0.32%
62
PLDPrologis Inc
6,666$850.0M0.31%
63
LMTLockheed Martin Corp Com
1,678$811.0M0.30%
64
CRMSalesforce Com Inc Com
3,004$795.0M0.29%
65
SOSouthern Co Com
8,913$777.0M0.29%
66
APDAir Prods & Chems Inc Com
3,111$768.0M0.28%
67
DUKDuke Energy Corp New Com
6,534$765.0M0.28%
68
WMWaste Mgmt Inc Del Com
3,226$708.0M0.26%
69
AXPAmerican Express Co Com
1,876$694.0M0.26%
70
PREFPrincipal Exchange-Traded Fdspectrum Pfd
35,449$676.0M0.25%
71
EOGEOG RES Inc Com
6,285$659.0M0.24%
72
PSAPublic Storage Reit
2,522$654.0M0.24%
73
ETNEaton Corp PLC ADR
1,907$607.0M0.22%
74
ZTSZoetis Inc CL A
4,417$555.0M0.20%
75
HONHoneywell Intl Inc Com
2,825$551.0M0.20%
76
BKBank New York Mellon Corp Com
4,368$507.0M0.19%
77
URIUnited Rentals, Inc.
614$496.0M0.18%
78
PFEPfizer Inc Com
19,888$495.0M0.18%
79
TMUST-mobile US INC T Mobile CORP COMMON
2,278$462.0M0.17%
80
MDTMedtronic PLC Shs ADR
4,736$454.0M0.17%
81
MRVLMarvell Technology Inc
5,331$453.0M0.17%
82
IAU*iShares Gold Tr iShares New
5,204$422.0M0.16%
83
LINLinde Plc ADR
975$415.0M0.15%
84
VNQVanguard REIT ETF
4,564$403.0M0.15%
85
PLTRPalantir Tech Inc
2,170$385.0M0.14%
86
PAYXPaychex Inc Com
3,227$362.0M0.13%
87
ALSAllstate Corp Com
1,725$359.0M0.13%
88
SPYSPDR S&P 500 ETF
521$355.0M0.13%
89
ENBEnbridge Inc ADR
7,317$349.0M0.13%
90
NFLXNetflix Inc. Ordinary Shares
3,689$345.0M0.13%
91
OKEOneok Inc.
4,639$340.0M0.13%
92
QCOMQualcomm Inc Com
1,910$326.0M0.12%
93
MCHPMicrochip Technology Inc Com
4,994$318.0M0.12%
94
VTIVanguard Index FDS Total Stk Mkt
893$299.0M0.11%
95
IJSiShares S&P SC 600 Clsd End Fnd ETF
2,576$292.0M0.11%
96
TSCOTractor Supply Co Com
5,819$291.0M0.11%
97
AEPAmerican Elec Pwr Co Inc Com
2,515$290.0M0.11%
98
MOAltria Group Inc Com
4,918$283.0M0.10%
99
GPCGenuine Parts Co Com
2,163$265.0M0.10%
100
SPHYState Street SPDR Portfolio High Yield Bond ETF
11,194$264.0M0.10%
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