Mechanics Financial Corp Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$270.9M

Holdings

233

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (233 positions)

StockValue
GRCGorman Rupp Co Com
$48.1M
IJHiShares Core S&P Mid Cap ETF
$16.0M
AAPLApple Inc Com
$15.7M
EFAiShares Tr MSCI Eafe ETF
$11.1M
AQLTiShares Tr Core MSCI Eafe
$10.3M
IVViShares Core S&P 500 ETF
$10.1M
MSFTMicrosoft Corp Com
$8.1M
JPMJPMorgan Chase & Co Com
$7.5M
VGSHVanguard Short Term Treasury Index Fund
$6.9M
GOOGLAlphabet Inc Cap Stk CL A
$6.3M
IEMGIshares Core Msci Emerging Markets Etf
$5.6M
NVDANvidia Corporation Com
$5.6M
IJRiShares SP Small Cap 600 IDX ETF
$5.0M
BNDVanguard Total Bd Mkt ETF
$4.2M
AMZNAmazon Com Inc Com
$3.9M
JNJJohnson & Johnson Com
$3.0M
GDGeneral Dynamics Corp Com
$2.9M
LLYLilly Eli & Co Com
$2.8M
GOOGAlphabet Inc Cap Stk CL C
$2.6M
VGITVanguard Intermediate Term Treasury ETF
$2.5M
PGProcter and Gamble Co Com
$2.5M
VVISA Inc Com CL A
$2.4M
IWMiShares Russell 2000 ETF
$2.3M
ORCLOracle Corp Com
$2.3M
SPSBState Street SPDR Portfolio Short Term Corporate Bond ETF
$2.2M
HUBBHubbell Inc Com
$2.2M
TSLATesla Inc Com
$2.2M
AVGOBroadcom Inc.
$2.1M
BLKBlackrock Inc.
$2.0M
ABBVAbbvie Inc Com
$1.9M
TMOThermo Fisher Scientific Inccom
$1.9M
PEPPepsiCo Inc Com
$1.8M
CSCOCisco Sys Inc Com
$1.8M
CVXChevron Corp New Com
$1.8M
IBMInternational Business Machines
$1.7M
RTXRTX Corp
$1.7M
CATCaterpillar Inc Com
$1.7M
VWOVanguard Ftse Emerging Mkts ETF
$1.6M
MCDMcDonalds Corp Com
$1.6M
NEENextera Energy Inc Com
$1.5M
AMGNAmgen Inc Com
$1.5M
CDNSCadence Design System Inc Com
$1.4M
BRK/BBerkshire Hathaway Inc Del CL B New
$1.3M
MARMarriott International Inc.
$1.3M
METAMeta Platforms Inc CL A
$1.2M
DWDMorgan Stanley Com New
$1.2M
DEDeere & Co Com
$1.1M
DISDisney Walt Co Com Disney
$1.1M
EMREmerson Elec Co Com
$1.1M
MRKMerck & Co. Inc Com
$1.1M
CMICummins Inc Com
$1.1M
PANWPalo Alto Networks Inc
$1.1M
PNCPNC Finl Svcs Group Inc Com
$1.1M
HDHome Depot Inc Com
$1.0M
ABTAbbott Labs Com
$1.0M
BACBk of America Corp Com
$1.0M
UBERUber Technologies Inc
$1.0M
LOWLowes Cos Inc Com
$999K
ICEIntercontinental Exchange Incom
$994K
WMTWalmart Inc Com
$931K
SYKStryker Corp Com
$863K
PLDPrologis Inc
$850K
LMTLockheed Martin Corp Com
$811K
CRMSalesforce Com Inc Com
$795K
SOSouthern Co Com
$777K
APDAir Prods & Chems Inc Com
$768K
DUKDuke Energy Corp New Com
$765K
WMWaste Mgmt Inc Del Com
$708K
AXPAmerican Express Co Com
$694K
PREFPrincipal Exchange-Traded Fdspectrum Pfd
$676K
EOGEOG RES Inc Com
$659K
PSAPublic Storage Reit
$654K
ETNEaton Corp PLC ADR
$607K
ZTSZoetis Inc CL A
$555K
HONHoneywell Intl Inc Com
$551K
BKBank New York Mellon Corp Com
$507K
URIUnited Rentals, Inc.
$496K
PFEPfizer Inc Com
$495K
TMUST-mobile US INC T Mobile CORP COMMON
$462K
MDTMedtronic PLC Shs ADR
$454K
MRVLMarvell Technology Inc
$453K
IAU*iShares Gold Tr iShares New
$422K
LINLinde Plc ADR
$415K
VNQVanguard REIT ETF
$403K
PLTRPalantir Tech Inc
$385K
PAYXPaychex Inc Com
$362K
ALSAllstate Corp Com
$359K
SPYSPDR S&P 500 ETF
$355K
ENBEnbridge Inc ADR
$349K
NFLXNetflix Inc. Ordinary Shares
$345K
OKEOneok Inc.
$340K
QCOMQualcomm Inc Com
$326K
MCHPMicrochip Technology Inc Com
$318K
VTIVanguard Index FDS Total Stk Mkt
$299K
IJSiShares S&P SC 600 Clsd End Fnd ETF
$292K
TSCOTractor Supply Co Com
$291K
AEPAmerican Elec Pwr Co Inc Com
$290K
MOAltria Group Inc Com
$283K
GPCGenuine Parts Co Com
$265K
SPHYState Street SPDR Portfolio High Yield Bond ETF
$264K
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