Mechanics Financial Corp Q4 2025 Filing

Filed January 22, 2026

Portfolio Value

$270.9B

Holdings

233

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (233 positions)

#StockSharesValue% PortfolioType
101
GSGoldman Sachs Group I
294$258.0M0.10%
102
ADPAutomatic Data Processing Incom
1,000$257.0M0.09%
103
BDXBecton Dickinson & Co Com
1,300$252.0M0.09%
104
SHWSherwin Williams Co Com
770$249.0M0.09%
105
ITWIllinois Tool WKS Inc Com
1,000$246.0M0.09%
106
UNPUnion Pac Corp Com
1,000$231.0M0.09%
107
USBUS Bancorp Del Com New
4,337$231.0M0.09%
108
MMM3M Co Com
1,428$228.0M0.08%
109
BACVerizon Communications Inc Com
5,604$228.0M0.08%
110
AMDAdvanced Micro Devices Inc.
1,063$227.0M0.08%
111
RAILFreightcar Amer Inc Com
20,000$221.0M0.08%
112
AFLAFLAC Inc Com
2,000$220.0M0.08%
113
NOCNorthrop Grumman Corp Com
381$217.0M0.08%
114
CMECME Group Inc Com
792$216.0M0.08%
115
INGRIngredion Inc Com
1,941$214.0M0.08%
116
INTCIntel Corp Com
5,825$214.0M0.08%
117
PRUPrudential Finl Inc Com
1,830$206.0M0.08%
118
PPGPPG Inds Inc Com
2,000$204.0M0.08%
119
IVEiShares Tr S&P 500 Val ETF
850$180.0M0.07%
120
ADBEAdobe Sys Inc Com
512$179.0M0.07%
121
DDominion RES Inc VA New Com
3,000$175.0M0.06%
122
IBITIshares Bitcoin Trust ETF
3,500$173.0M0.06%
123
CLColgate Palmolive Co Com
2,000$158.0M0.06%
124
SYYSysco Corp
2,045$150.0M0.06%
125
ENVXEnovix Corporation
20,000$146.0M0.05%
126
IEFiShares 7-10 Year TSY Bond ETF
1,510$145.0M0.05%
127
SDYState Street SPDR S&P Dividend ETF
1,000$139.0M0.05%
128
MCXMcCormick & Co Inc Com Non Vtg
2,000$136.0M0.05%
129
IJJiShares SP Mid Cap 400 Val ETF
1,008$132.0M0.05%
130
IJTiShares Tr S P Small Cap 600 ETF
916$129.0M0.05%
131
PSXPhillips 66 Com
1,000$129.0M0.05%
132
AMATApplied Materials INC Material CORP COMMON
500$128.0M0.05%
133
CMCSAComcast Corp Class A
4,175$124.0M0.05%
134
BABoeing Co Com
575$124.0M0.05%
135
NDQInvesco Qqq Trust Series 1 Invsc Srs Etf
203$124.0M0.05%
136
CINFCincinnati Finl Corp Com
747$122.0M0.05%
137
PRKPark Natl Corp Com
728$110.0M0.04%
138
IWRiShares Russell Mid Cap ETF
1,127$108.0M0.04%
139
ELVElevance Health Inc.
300$105.0M0.04%
140
8CWCrown Castle International Corp
1,170$103.0M0.04%
141
NADNuveen Quality Municipal Income Fund
8,500$102.0M0.04%
142
GWWGrainger W W Inc Com
100$100.0M0.04%
143
CLXClorox Co Del Com
1,000$100.0M0.04%
144
MTBM & T BK Corp Com
500$100.0M0.04%
145
KMBKimberly-Clark Corp Com
1,000$100.0M0.04%
146
AGGiShares Core Totusbd ETF
1,000$99.0M0.04%
147
FIWFirst Trust Water ETF
900$97.0M0.04%
148
VOOVanguard Index FDS S&P 500 ETF Shs
149$93.0M0.03%
149
SJMSmucker J M Co Com New
900$88.0M0.03%
150
XOMExxon Mobil Corp Com
720$86.0M0.03%
151
EOTEaton Vance National Municipal Opportunities Trust
5,000$84.0M0.03%
152
VBRVanguard Group, Inc. Small Cap Value Etf
400$84.0M0.03%
153
ETEnergy Transfer LP Com UT LTD Ptn
5,000$82.0M0.03%
154
AZNAstrazeneca Plc ADR
900$82.0M0.03%
155
DBEFDBX ETF Tr Xtrak MSCI Eafe
1,633$78.0M0.03%
156
FCXFreeport-Mcmoran INC Freeport Mcmoran CORP COMMON
1,530$77.0M0.03%
157
TJXTJX Cos Inc New Com
504$77.0M0.03%
158
WELLWelltower Inc.
400$74.0M0.03%
159
COPConocoPhillips Com
750$70.0M0.03%
160
MMUFranklin Templeton Investments (US) Western Asset Managed Municipals Fund Inc.
6,650$69.0M0.03%
161
MUBiShares National Muni Bond ETF
643$68.0M0.03%
162
SPGIS&P Global Inc Com
125$65.0M0.02%
163
VBKVanguard Group, Inc. Small Cap Growth ETF
215$64.0M0.02%
164
ISRGIntuitive Surgical Inc
112$63.0M0.02%
165
IWPiShares Russell Midcap Gth ETF
456$62.0M0.02%
166
NKENike Inc CL B
985$62.0M0.02%
167
LQDiShares Iboxx Inv CP ETF
531$58.0M0.02%
168
TAT&T Inc Com
2,355$58.0M0.02%
169
FDXFedEx Corp Com
200$57.0M0.02%
170
KOCoca Cola Co Com
800$55.0M0.02%
171
NOWServicenow Inc
335$51.0M0.02%
172
EXRExtra Space Storage Inc.
389$50.0M0.02%
173
SBUXStarbucks Corp Com
571$48.0M0.02%
174
FTGCFirst Trust Global Tactical Commodity Strategy Fund
2,000$46.0M0.02%
175
GISGeneral Mls Inc Com
1,000$46.0M0.02%
176
CIVBCivista Bancshares Inc
2,000$44.0M0.02%
177
EVRGEvergy Inc Com
605$43.0M0.02%
178
KLMNInvesco Floating Rate Municipal Income ETF
1,700$42.0M0.02%
179
OGEOGE Energy Corp Com
1,000$42.0M0.02%
180
FICOFair Isaac Corp.
25$42.0M0.02%
181
IGIBiShares Interm Cr Bd ETF
764$41.0M0.02%
182
RIORio Tinto PLC Sponsored ADR
500$40.0M0.01%
183
IVWiShares S&P 500 Growth ETF
290$35.0M0.01%
184
CYBRCyberArk Software Ltd ADR
80$35.0M0.01%
185
TRGPTarga Resources Corp
187$34.0M0.01%
186
HYSPimco 0-5yr High Yld Corp Bd Index ETF
357$33.0M0.01%
187
IUSViShares Tr Core S&P US Vlu
317$32.0M0.01%
188
MASMasco Corp Com
518$32.0M0.01%
189
IUSGiShares Tr Core S&P US Gwt
179$30.0M0.01%
190
ZIONZions Bancorporation Com
525$30.0M0.01%
191
FTNTFortinet Inc
375$29.0M0.01%
192
TFCTruist Finl Corp Com
600$29.0M0.01%
193
PSTGPure Storage Inc Ordinary Shares - Class A
440$29.0M0.01%
194
AZTAAzenta Inc
870$28.0M0.01%
195
IWSiShares Tr Russell Mid Cap Vetf
197$27.0M0.01%
196
VRPInvesco Capital Management LLC Variable Rate Preferred Etf
1,100$26.0M0.01%
197
A4SAmeriprise Finl Inc Com
55$26.0M0.01%
198
FBTFirst Trust NYSE Arca Biotechnology Index Fund
122$25.0M0.01%
199
UPSUnited Parcel Service Inc CL B
240$23.0M0.01%
200
CHDChurch & Dwight Inc Com
275$23.0M0.01%
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