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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 1 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MECHANICS BANCORP 3,423,231.0 $50.1M 6.56% NEW $14.63
2 SPY SPDR S&P 500 ETF TR Financial Services 55,202.0 $37.6M 4.93% NEW $681.92 +10.6%
3 AAPL APPLE INC Technology 129,780.0 $35.3M 4.62% NEW $271.86 +14.2%
4 GOOGL ALPHABET INC Communication Services 112,480.0 $35.2M 4.61% NEW $313.00 +24.8%
5 MSFT MICROSOFT CORP Technology 71,627.0 $34.6M 4.54% NEW $483.62 -11.8%
6 IWP ISHARES TR 139,533.0 $19.1M 2.50% NEW $136.94 +3.9%
7 QQQ INVESCO QQQ TR Financial Services 26,052.0 $16.0M 2.10% NEW $614.31 +19.7%
8 BKLN INVESCO EXCH TRADED FD TR II 707,958.0 $14.9M 1.95% NEW $21.00 -2.5%
9 JEPI J P MORGAN EXCHANGE TRADED F 258,573.0 $14.8M 1.94% NEW $57.24 -1.9%
10 NVDA NVIDIA CORPORATION Technology 76,680.0 $14.3M 1.87% NEW $186.50 +14.9%
11 COST COSTCO WHSL CORP NEW Consumer Defensive 16,407.0 $14.1M 1.85% NEW $862.34 +15.7%
12 LQD ISHARES TR 127,831.0 $14.1M 1.84% NEW $110.19 -0.9%
13 AMZN AMAZON COM INC Consumer Cyclical 56,567.0 $13.1M 1.71% NEW $230.82 +18.5%
14 VBK VANGUARD INDEX FDS 40,282.0 $12.2M 1.59% NEW $302.11 +17.7%
15 JPM JPMORGAN CHASE & CO. Financial Services 37,751.0 $12.2M 1.59% NEW $322.22 -8.1%
16 VUG VANGUARD INDEX FDS 24,495.0 $12.0M 1.56% NEW $487.86 -81.7%
17 ORCL ORACLE CORP Technology 57,164.0 $11.1M 1.46% NEW $194.91 +4.9%
18 V VISA INC Financial Services 30,911.0 $10.8M 1.42% NEW $350.71 -7.8%
19 XOM EXXON MOBIL CORP Energy 85,712.0 $10.3M 1.35% NEW $120.34 +22.3%
20 IYW ISHARES TR 49,704.0 $9.9M 1.30% NEW $199.68 +25.0%
Page 1 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%