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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 3 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VYMI VANGUARD WHITEHALL FDS 55,904.0 $5.0M 0.66% NEW $90.00 +11.2%
42 SPTS SPDR SERIES TRUST 164,452.0 $4.8M 0.63% NEW $29.28 -0.8%
43 DVY ISHARES TR 31,088.0 $4.4M 0.57% NEW $141.14 +9.9%
44 ROST ROSS STORES INC Consumer Cyclical 24,302.0 $4.4M 0.57% NEW $180.14 +26.1%
45 VCLT VANGUARD SCOTTSDALE FDS 57,164.0 $4.3M 0.57% NEW $75.85 -0.6%
46 RSG REPUBLIC SVCS INC Industrials 20,346.0 $4.3M 0.56% NEW $211.93 -3.9%
47 INDA ISHARES TR 79,638.0 $4.3M 0.56% NEW $54.05 -9.9%
48 VOO VANGUARD INDEX FDS 6,521.0 $4.1M 0.54% NEW $627.13 +10.6%
49 CSCO CISCO SYS INC Technology 51,635.0 $4.0M 0.52% NEW $77.03 +54.0%
50 IWF ISHARES TR 8,212.0 $3.9M 0.51% NEW $473.30 -73.1%
51 BLK BLACKROCK INC Financial Services 3,584.0 $3.8M 0.50% NEW $1070.34 -2.2%
52 GTO INVESCO ACTIVELY MANAGED EXC 78,018.0 $3.7M 0.48% NEW $47.42 -1.1%
53 AGG ISHARES TR 36,641.0 $3.7M 0.48% NEW $99.88 -0.9%
54 MCK MCKESSON CORP Healthcare 4,444.0 $3.6M 0.48% NEW $820.29 -7.7%
55 XLI SELECT SECTOR SPDR TR 23,206.0 $3.6M 0.47% NEW $155.12 +12.0%
56 MRK MERCK & CO INC Healthcare 33,938.0 $3.6M 0.47% NEW $105.26 +13.9%
57 LOW LOWES COS INC Consumer Cyclical 14,380.0 $3.5M 0.45% NEW $241.16 -9.7%
58 XLV SELECT SECTOR SPDR TR 22,283.0 $3.4M 0.45% NEW $154.80 -2.5%
59 KO COCA COLA CO Consumer Defensive 47,488.0 $3.3M 0.43% NEW $69.91 +15.0%
60 PEP PEPSICO INC Consumer Defensive 22,953.0 $3.3M 0.43% NEW $143.52 +1.9%
Page 3 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%