Mechanics Financial Corp Q2 2025 Filing

Filed July 21, 2025

Portfolio Value

$235.2B

Holdings

239

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (239 positions)

#StockSharesValue% PortfolioType
101
AEPAmerican Elec Pwr Co Inc Com
2,530$262.5M0.11%
102
IJSiShares S&P SC 600 Clsd End Fnd ETF
2,576$256.3M0.11%
103
ITWIllinois Tool WKS Inc Com
1,000$247.3M0.11%
104
MMM3M Co Com
1,588$241.8M0.10%
105
UNPUnion Pac Corp Com
1,000$230.1M0.10%
106
PPGPPG Inds Inc Com
2,000$227.5M0.10%
107
BDXBecton Dickinson & Co Com
1,300$223.9M0.10%
108
CMECME Group Inc Com
792$218.3M0.09%
109
USBUS Bancorp Del Com New
4,806$217.5M0.09%
110
AFLAFLAC Inc Com
2,000$210.9M0.09%
111
BMYBristol Myers Squibb Co Com
4,500$208.3M0.09%
112
GSGoldman Sachs Group I
294$208.1M0.09%
113
ENVXEnovix Corporation
20,000$206.8M0.09%
114
SJMSmucker J M Co Com New
2,100$206.2M0.09%
115
PRUPrudential Finl Inc Com
1,860$199.8M0.08%
116
IVEiShares Tr S&P 500 Val ETF
1,012$197.8M0.08%
117
NOCNorthrop Grumman Corp Com
381$190.5M0.08%
118
CLColgate Palmolive Co Com
2,000$181.8M0.08%
119
RAILFreightcar Amer Inc Com
20,000$172.4M0.07%
120
DDominion RES Inc VA New Com
3,000$169.6M0.07%
121
IEFiShares 7-10 Year TSY Bond ETF
1,710$163.8M0.07%
122
SYYSysco Corp
2,045$154.9M0.07%
123
MCXMcCormick & Co Inc Com Non Vtg
2,000$151.6M0.06%
124
CMCSAComcast Corp Class A
4,175$149.0M0.06%
125
SDYSpdr Series Trust Dividend Etf
1,000$135.7M0.06%
126
INTCIntel Corp Com
5,825$130.5M0.06%
127
KMBKimberly-Clark Corp Com
1,000$128.9M0.05%
128
IJJiShares SP Mid Cap 400 Val ETF
1,008$124.6M0.05%
129
IJTiShares Tr S P Small Cap 600 ETF
916$121.9M0.05%
130
BABoeing Co Com
575$120.5M0.05%
131
8CWCrown Castle International Corp
1,170$120.2M0.05%
132
CLXClorox Co Del Com
1,000$120.1M0.05%
133
PSXPhillips 66 Com
1,000$119.3M0.05%
134
ELVElevance Health Inc.
300$116.7M0.05%
135
IWRiShares Russell Mid Cap ETF
1,231$113.2M0.05%
136
NDQInvesco Qqq Trust Series 1 Invsc Srs Etf
203$112.0M0.05%
137
CINFCincinnati Finl Corp Com
747$111.2M0.05%
138
GWWGrainger W W Inc Com
100$104.0M0.04%
139
SCHDSchwab Strategic Trust US Dividend Equity Etf
3,858$102.2M0.04%
140
AGGiShares Core Totusbd ETF
1,000$99.2M0.04%
141
FIWFirst Trust Water ETF
900$97.2M0.04%
142
MTBM & T BK Corp Com
500$97.0M0.04%
143
NADNuveen Quality Municipal Income Fund
8,500$96.0M0.04%
144
VOOVanguard Index FDS S&P 500 ETF Shs
149$84.6M0.04%
145
JJacobs Solutions Inc.
625$82.2M0.03%
146
EOTEaton Vance National Municipal Opportunities Trust
5,000$81.2M0.03%
147
VBRVanguard Group, Inc. Small Cap Value Etf
400$78.0M0.03%
148
XOMExxon Mobil Corp Com
720$77.6M0.03%
149
ETEnergy Transfer LP Com UT LTD Ptn
4,000$72.5M0.03%
150
DBEFDBX ETF Tr Xtrak MSCI Eafe
1,633$71.4M0.03%
151
NKENike Inc CL B
985$70.0M0.03%
152
KOCoca Cola Co Com
980$69.3M0.03%
153
NOWServicenow Inc
67$68.9M0.03%
154
COPConocoPhillips Com
750$67.3M0.03%
155
MUBiShares National Muni Bond ETF
643$67.2M0.03%
156
FCXFreeport-Mcmoran INC Freeport Mcmoran CORP COMMON
1,530$66.3M0.03%
157
SPGIS&P Global Inc Com
125$65.9M0.03%
158
MMUFranklin Templeton Investments (US) Western Asset Managed Municipals Fund Inc.
6,650$65.8M0.03%
159
CPRTCopart, Inc.
1,340$65.8M0.03%
160
OKEOneok Inc.
788$64.3M0.03%
161
IWPiShares Russell Midcap Gth ETF
456$63.2M0.03%
162
AZNAstrazeneca Plc ADR
900$62.9M0.03%
163
TJXTJX Cos Inc New Com
504$62.2M0.03%
164
TXNTexas Instrs Inc Com
299$62.1M0.03%
165
WELLWelltower Inc.
400$61.5M0.03%
166
ISRGIntuitive Surgical Inc
112$60.9M0.03%
167
VBKVanguard Group, Inc. Small Cap Growth ETF
215$59.5M0.03%
168
TFCTruist Finl Corp Com
1,375$59.1M0.03%
169
SBUXStarbucks Corp Com
645$59.1M0.03%
170
LQDiShares Iboxx Inv CP ETF
531$58.2M0.02%
171
BKNGBooking Holdings Inc
10$57.9M0.02%
172
EXRExtra Space Storage Inc.
389$57.4M0.02%
173
AZOAutozone Inc.
15$55.7M0.02%
174
GISGeneral Mls Inc Com
1,000$51.8M0.02%
175
FTGCFirst Trust Global Tactical Commodity Strategy Fund
2,000$49.3M0.02%
176
CIVBCivista Bancshares Inc
2,000$46.4M0.02%
177
PRKPark Natl Corp Com
275$46.0M0.02%
178
FICOFair Isaac Corp.
25$45.7M0.02%
179
FDXFedEx Corp Com
200$45.5M0.02%
180
OGEOGE Energy Corp Com
1,000$44.4M0.02%
181
DOWDow Inc Com
1,634$43.3M0.02%
182
KLMNInvesco Floating Rate Municipal Income ETF
1,700$42.1M0.02%
183
CMGChipotle Mexican Grill INC CORP COMMON
750$42.1M0.02%
184
EVRGEvergy Inc Com
605$41.7M0.02%
185
PLTRPalantir Tech Inc
300$40.9M0.02%
186
IGIBiShares Interm Cr Bd ETF
764$40.7M0.02%
187
FTNTFortinet Inc
375$39.6M0.02%
188
PYPLPayPal Hldgs Inc Com
493$36.6M0.02%
189
IUSViShares Tr Core S&P US Vlu
367$34.7M0.01%
190
HYSPimco 0-5yr High Yld Corp Bd Index ETF
357$33.9M0.01%
191
MASMasco Corp Com
518$33.3M0.01%
192
TRGPTarga Resources Corp
187$32.6M0.01%
193
CYBRCyberArk Software Ltd ADR
80$32.5M0.01%
194
IVWiShares S&P 500 Growth ETF
290$31.9M0.01%
195
A4SAmeriprise Finl Inc Com
55$29.4M0.01%
196
RIORio Tinto PLC Sponsored ADR
500$29.2M0.01%
197
ZIONZions Bancorporation Com
525$27.3M0.01%
198
IUSGiShares Tr Core S&P US Gwt
179$26.9M0.01%
199
VRPInvesco Capital Management LLC Variable Rate Preferred Etf
1,100$26.9M0.01%
200
AZTAAzenta Inc
870$26.8M0.01%
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