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
GSGoldman Sachs Group I
$258K
ADPAutomatic Data Processing Incom
$257K
BDXBecton Dickinson & Co Com
$252K
SHWSherwin Williams Co Com
$249K
ITWIllinois Tool WKS Inc Com
$246K
UNPUnion Pac Corp Com
$231K
USBUS Bancorp Del Com New
$231K
MMM3M Co Com
$228K
BACVerizon Communications Inc Com
$228K
AMDAdvanced Micro Devices Inc.
$227K
RAILFreightcar Amer Inc Com
$221K
AFLAFLAC Inc Com
$220K
NOCNorthrop Grumman Corp Com
$217K
CMECME Group Inc Com
$216K
INGRIngredion Inc Com
$214K
INTCIntel Corp Com
$214K
PRUPrudential Finl Inc Com
$206K
PPGPPG Inds Inc Com
$204K
IVEiShares Tr S&P 500 Val ETF
$180K
ADBEAdobe Sys Inc Com
$179K
DDominion RES Inc VA New Com
$175K
IBITIshares Bitcoin Trust ETF
$173K
CLColgate Palmolive Co Com
$158K
SYYSysco Corp
$150K
ENVXEnovix Corporation
$146K
IEFiShares 7-10 Year TSY Bond ETF
$145K
SDYState Street SPDR S&P Dividend ETF
$139K
MCXMcCormick & Co Inc Com Non Vtg
$136K
IJJiShares SP Mid Cap 400 Val ETF
$132K
IJTiShares Tr S P Small Cap 600 ETF
$129K
PSXPhillips 66 Com
$129K
AMATApplied Materials INC Material CORP COMMON
$128K
CMCSAComcast Corp Class A
$124K
BABoeing Co Com
$124K
NDQInvesco Qqq Trust Series 1 Invsc Srs Etf
$124K
CINFCincinnati Finl Corp Com
$122K
PRKPark Natl Corp Com
$110K
IWRiShares Russell Mid Cap ETF
$108K
ELVElevance Health Inc.
$105K
8CWCrown Castle International Corp
$103K
NADNuveen Quality Municipal Income Fund
$102K
GWWGrainger W W Inc Com
$100K
CLXClorox Co Del Com
$100K
MTBM & T BK Corp Com
$100K
KMBKimberly-Clark Corp Com
$100K
AGGiShares Core Totusbd ETF
$99K
FIWFirst Trust Water ETF
$97K
VOOVanguard Index FDS S&P 500 ETF Shs
$93K
SJMSmucker J M Co Com New
$88K
XOMExxon Mobil Corp Com
$86K
EOTEaton Vance National Municipal Opportunities Trust
$84K
VBRVanguard Group, Inc. Small Cap Value Etf
$84K
ETEnergy Transfer LP Com UT LTD Ptn
$82K
AZNAstrazeneca Plc ADR
$82K
DBEFDBX ETF Tr Xtrak MSCI Eafe
$78K
FCXFreeport-Mcmoran INC Freeport Mcmoran CORP COMMON
$77K
TJXTJX Cos Inc New Com
$77K
WELLWelltower Inc.
$74K
COPConocoPhillips Com
$70K
MMUFranklin Templeton Investments (US) Western Asset Managed Municipals Fund Inc.
$69K
MUBiShares National Muni Bond ETF
$68K
SPGIS&P Global Inc Com
$65K
VBKVanguard Group, Inc. Small Cap Growth ETF
$64K
ISRGIntuitive Surgical Inc
$63K
IWPiShares Russell Midcap Gth ETF
$62K
NKENike Inc CL B
$62K
LQDiShares Iboxx Inv CP ETF
$58K
TAT&T Inc Com
$58K
FDXFedEx Corp Com
$57K
KOCoca Cola Co Com
$55K
NOWServicenow Inc
$51K
EXRExtra Space Storage Inc.
$50K
SBUXStarbucks Corp Com
$48K
GISGeneral Mls Inc Com
$46K
FTGCFirst Trust Global Tactical Commodity Strategy Fund
$46K
CIVBCivista Bancshares Inc
$44K
EVRGEvergy Inc Com
$43K
OGEOGE Energy Corp Com
$42K
KLMNInvesco Floating Rate Municipal Income ETF
$42K
FICOFair Isaac Corp.
$42K
IGIBiShares Interm Cr Bd ETF
$41K
RIORio Tinto PLC Sponsored ADR
$40K
CYBRCyberArk Software Ltd ADR
$35K
IVWiShares S&P 500 Growth ETF
$35K
TRGPTarga Resources Corp
$34K
HYSPimco 0-5yr High Yld Corp Bd Index ETF
$33K
IUSViShares Tr Core S&P US Vlu
$32K
MASMasco Corp Com
$32K
IUSGiShares Tr Core S&P US Gwt
$30K
ZIONZions Bancorporation Com
$30K
FTNTFortinet Inc
$29K
TFCTruist Finl Corp Com
$29K
PSTGPure Storage Inc Ordinary Shares - Class A
$29K
AZTAAzenta Inc
$28K
IWSiShares Tr Russell Mid Cap Vetf
$27K
VRPInvesco Capital Management LLC Variable Rate Preferred Etf
$26K
A4SAmeriprise Finl Inc Com
$26K
FBTFirst Trust NYSE Arca Biotechnology Index Fund
$25K
UPSUnited Parcel Service Inc CL B
$23K
CHDChurch & Dwight Inc Com
$23K
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