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Portfolio (Quarterly) Guide ↗

Mechanics Bank Trust Department

· CIK 0001439743
13F Portfolio $764M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 203 New
Page 10 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IWD ISHARES TR 1,400.0 $294K 0.04% NEW $210.34 +13.2%
182 IUSG ISHARES TR 1,704.0 $286K 0.04% NEW $167.94 +13.5%
183 ETN EATON CORP PLC Industrials 865.0 $276K 0.04% NEW $318.51 +26.2%
184 COF CAPITAL ONE FINL CORP Financial Services 1,100.0 $267K 0.04% NEW $242.36 -22.8%
185 AMAT APPLIED MATLS INC Technology 1,006.0 $259K 0.03% NEW $256.99 +75.0%
186 AZO AUTOZONE INC Consumer Cyclical 75.0 $254K 0.03% NEW $3391.49 -11.3%
187 MTG MGIC INVT CORP WIS Financial Services 8,600.0 $251K 0.03% NEW $29.22 -12.7%
188 AWK AMERICAN WTR WKS CO INC NEW Utilities 1,875.0 $245K 0.03% NEW $130.50 -6.2%
189 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 1,440.0 $233K 0.03% NEW $161.96 -8.4%
190 EEM ISHARES TR 4,246.0 $232K 0.03% NEW $54.71 +25.4%
191 USB US BANCORP DEL Financial Services 4,200.0 $224K 0.03% NEW $53.36 +2.5%
192 SYY SYSCO CORP Consumer Defensive 2,999.0 $221K 0.03% NEW $73.69 +3.0%
193 BOND PIMCO ETF TR 2,371.0 $221K 0.03% NEW $93.08 -1.1%
194 BA BOEING CO Industrials 1,004.0 $218K 0.03% NEW $217.12 +5.4%
195 TRNO TERRENO RLTY CORP Real Estate 3,710.0 $218K 0.03% NEW $58.71 +13.9%
196 BRO BROWN & BROWN INC Financial Services 2,715.0 $216K 0.03% NEW $79.70 -28.7%
197 FERG FERGUSON ENTERPRISES INC Industrials 968.0 $216K 0.03% NEW $222.63 +1.7%
198 LHX L3HARRIS TECHNOLOGIES INC Industrials 726.0 $213K 0.03% NEW $293.57 +7.2%
199 KEYS KEYSIGHT TECHNOLOGIES INC Technology 1,039.0 $211K 0.03% NEW $203.19 +66.9%
200 VO VANGUARD INDEX FDS 717.0 $208K 0.03% NEW $290.22 -72.9%
Page 10 of 11  ·  203 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.4%
Financial Services 23.8%
Communication Services 10.5%
Healthcare 10.0%
Consumer Cyclical 8.7%
Consumer Defensive 8.6%
Industrials 6.1%
Energy 4.2%
Utilities 1.3%
Real Estate 0.8%