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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 5 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VWO VANGUARD INTL EQUITY INDEX F 42,177.0 $2.3M 0.30% NEW $53.76 +11.4%
82 XLU SELECT SECTOR SPDR TR 51,613.0 $2.2M 0.29% NEW $42.69 +4.5%
83 ENB ENBRIDGE INC Energy 43,992.0 $2.1M 0.28% NEW $47.83 +16.2%
84 MO ALTRIA GROUP INC Consumer Defensive 35,601.0 $2.1M 0.27% NEW $57.66 +24.8%
85 IJH ISHARES TR 31,049.0 $2.0M 0.27% NEW $66.00 +12.8%
86 SO SOUTHERN CO Utilities 23,102.0 $2.0M 0.26% NEW $87.20 +6.1%
87 WM WASTE MGMT INC DEL Industrials 9,068.0 $2.0M 0.26% NEW $219.71 -1.9%
88 XLY SELECT SECTOR SPDR TR 16,439.0 $2.0M 0.26% NEW $119.41 +2.2%
89 PANW PALO ALTO NETWORKS INC Technology 10,486.0 $1.9M 0.25% NEW $184.20 +39.9%
90 SDY SPDR SERIES TRUST 13,673.0 $1.9M 0.25% NEW $139.16 +7.7%
91 ISHARES TR 94,375.0 $1.9M 0.24% NEW $19.84
92 AVB AVALONBAY CMNTYS INC Real Estate 10,227.0 $1.9M 0.24% NEW $181.31 +1.9%
93 VCIT VANGUARD SCOTTSDALE FDS 21,689.0 $1.8M 0.24% NEW $83.75 -1.2%
94 YUM YUM BRANDS INC Consumer Cyclical 11,607.0 $1.8M 0.23% NEW $151.28 +0.5%
95 BAC BANK AMERICA CORP Financial Services 31,780.0 $1.7M 0.23% NEW $55.00 -7.7%
96 KLAC KLA CORP Technology 1,399.0 $1.7M 0.22% NEW $1215.08 +58.6%
97 UNH UNITEDHEALTH GROUP INC Healthcare 5,129.0 $1.7M 0.22% NEW $330.11 +16.3%
98 BMY BRISTOL-MYERS SQUIBB CO Healthcare 30,517.0 $1.6M 0.22% NEW $53.94 +5.5%
99 FCOM FIDELITY COVINGTON TRUST 22,223.0 $1.6M 0.21% NEW $73.28 +2.8%
100 META META PLATFORMS INC Communication Services 2,395.0 $1.6M 0.21% NEW $660.09 -3.8%
Page 5 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%