Mechanics Financial Corp

Open in PORT →← all managers

CIK 1821336

13F portfolio (2026-Q1)

$239M

Positions

232

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

232

Top 5

29.5%

Top 10

44.8%

Effective N

36.1

HHI

0.028

This quarter

9 new · 0 exit →

By sector

Unclassified36.1%

Information Technology18.6%

Industrials14.3%

Financials7.9%

Health Care5.9%

Consumer Discretionary5.1%

Communication Services4.9%

Materials1.9%

Other5.3%

By market cap

Mega (>$200B)36.9%

Unknown36.3%

Large ($10–200B)18.9%

Mid ($2–10B)7.8%

Small ($300M–2B)0.1%

Micro (<$300M)0.1%

By region

North America63.9%

Other36.1%

Europe0.0%

Asia-Pacific0.0%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	36.61%	57
Machinery	10.24%	11
Technology Hardware & Equipment	8.66%	9
Pharmaceuticals & Biotechnology	5.26%	9
Semiconductors & Semiconductor Equipment	4.75%	8
Banks	4.39%	13
Software	4.33%	7
Software & IT Services	3.95%	6
Specialty Retail	3.04%	9
Aerospace & Defense	2.80%	7
Chemicals	1.84%	11
Utilities	1.80%	10
Capital Markets	1.76%	6
Commercial Services & Supplies	1.72%	8
Oil, Gas & Consumable Fuels	1.62%	6
Hotels, Restaurants & Leisure	1.17%	4
Beverages	0.81%	2
Equity Real Estate Investment Trusts (REITs)	0.77%	6
Automobiles & Components	0.73%	4
Health Care Equipment & Supplies	0.69%	5
Electrical Equipment & Components	0.62%	3
Insurance	0.41%	6
Entertainment	0.37%	1
Media & Entertainment	0.34%	3
Diversified Telecommunication Services	0.33%	2
Distributors	0.21%	4
Food Products	0.18%	4
Tobacco	0.14%	1
Professional Services	0.12%	1
Communications Equipment	0.10%	1
Road & Rail	0.10%	2
Paper & Forest Products	0.04%	1
Metals & Mining	0.04%	1
Airlines	0.03%	1
Life Sciences Tools & Services	0.02%	1
Construction Materials	0.00%	1
Marine	0.00%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	GRC	GORMAN RUPP CO	Industrials	7.62%
2	IJH	ISHARES TR	Unclassified	6.49%
3	AAPL	Apple Inc.	Information Technology	6.05%
4	IEFA	ISHARES TR	Unclassified	4.67%
5	EFA	ISHARES TR	Unclassified	4.65%
6	IVV	ISHARES TR	Unclassified	4.01%
7	VGSH	VANGUARD SHORT-TERM TREASURY ETF	Unclassified	3.16%
8	JPM	JPMORGAN CHASE & CO	Financials	2.92%
9	IEMG	ISHARES INC	Unclassified	2.62%
10	MSFT	MICROSOFT CORP	Information Technology	2.61%

176/232 names classified · sector 63.9% of weight · industry 63.4% · mkt cap 63.7%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 18 quarters

IndustrialsGRC, GD, HON, CAT, NOC · other

Information TechnologyAAPL, MSFT, NVDA, HUBB, ORCL · other

FinancialsJPM, V, BLK, UNH, BRK.B · other

Health CareJNJ, ABBV, AMGN, LLY, PFE · other

Consumer DiscretionaryAMZN, MCD, LOW, MAR, TSLA · other

Communication ServicesGOOGL, GOOG, DIS, VZ, META · other

MaterialsPG, APD, LIN, DOW, FCX · other

Consumer StaplesPEP, CVS, SJM, MO, INGR · other

EnergyCVX, EOG, ENB, XOM, COP · other

UtilitiesNEE, SO, DUK, D, AEP · other

Real EstatePSA, PLD, MAA, CCI, DOC · other

UnclassifiedIJH, EFA, IVV, IEFA, VGSH · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 63.9% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (166 classified)Mechanics Financial Corp centroid (Large Core)

Information TechnologyIndustrialsFinancialsHealth CareConsumer DiscretionaryCommunication ServicesMaterialsUtilitiesEnergyConsumer StaplesReal Estate

Style box summary for Mechanics Financial Corp: centroid Large Core. Heaviest cells: Large Core 22.6%, Large Growth 18.3%, Large Value 10.0%.

Classified: 63.1% of book weight (166/232 names) · unclassified 36.9%: IJH, IEFA, EFA, IVV, VGSH, IEMG, BND, IJR, VGIT, SPSB +56 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 232 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	GRCGORMAN RUPP CO	1,007,456	$18M	7.6%	HOLD
2	IJHISHARES TR	229,243	$15M	6.5%	TRIM −5%
3	AAPLAPPLE INC	56,932	$14M	6.1%	HOLD
4	IEFAISHARES TR	123,247	$11M	4.7%	ADD 7%
5	EFAISHARES TR	114,352	$11M	4.7%	HOLD
6	IVVISHARES TR	14,637	$10M	4.0%	HOLD
7	VGSHVANGUARD SHORT-TERM TREASURY ETF	128,713	$8M	3.2%	ADD 9%
8	JPMJPMORGAN CHASE & CO	23,677	$7M	2.9%	HOLD
9	IEMGISHARES INC	89,762	$6M	2.6%	ADD 7%
10	MSFTMICROSOFT CORP	16,838	$6M	2.6%	HOLD
11	GOOGLALPHABET INC	20,029	$6M	2.4%	HOLD
12	NVDANVIDIA CORPORATION	29,507	$5M	2.2%	TRIM −2%
13	BNDVANGUARD BD INDEX FDS	66,840	$5M	2.1%	ADD 18%
14	IJRISHARES TR	38,831	$5M	2.0%	TRIM −6%
15	AMZNAMAZON COM INC	16,598	$3M	1.4%	TRIM −3%
16	JNJJOHNSON & JOHNSON	14,121	$3M	1.4%	TRIM −2%
17	VGITVANGUARD SCOTTSDALE FDS	50,097	$3M	1.2%	ADD 21%
18	GDGENERAL DYNAMICS CORP	8,489	$3M	1.2%	HOLD
19	SPSBSPDR SERIES TRUST	92,132	$3M	1.2%	ADD 28%
20	PGPROCTER AND GAMBLE CO	17,003	$2M	1.0%	HOLD
21	LLYELI LILLY & CO	2,648	$2M	1.0%	HOLD
22	GOOGALPHABET INC	8,292	$2M	1.0%	HOLD
23	HUBBHUBBELL INC	4,725	$2M	1.0%	TRIM −3%
24	IWMISHARES TR	9,102	$2M	0.9%	TRIM −2%
25	CVXCHEVRON CORP NEW	10,207	$2M	0.9%	TRIM −11%
26	AVGOBROADCOM INC	6,762	$2M	0.9%	ADD 10%
27	CATCATERPILLAR INC	2,896	$2M	0.9%	HOLD
28	VVISA INC	6,544	$2M	0.8%	TRIM −6%
29	PEPPEPSICO INC	12,111	$2M	0.8%	TRIM −5%
30	ABBVABBVIE INC	8,400	$2M	0.8%	HOLD
31	BLKBLACKROCK INC	1,856	$2M	0.7%	TRIM −2%
32	CSCOCISCO SYS INC	22,707	$2M	0.7%	HOLD
33	NEENEXTERA ENERGY INC	18,876	$2M	0.7%	HOLD
34	ORCLORACLE CORP	11,663	$2M	0.7%	HOLD
35	TSLATESLA INC	4,599	$2M	0.7%	TRIM −4%
36	TMOTHERMO FISHER SCIENTIFIC INC	3,297	$2M	0.7%	HOLD
37	RTXRTX CORPORATION	8,233	$2M	0.7%	TRIM −10%
38	VWOVANGUARD INTL EQUITY INDEX F	29,037	$2M	0.7%	TRIM −3%
39	MCDMCDONALDS CORP	5,017	$2M	0.7%	TRIM −4%
40	AMGNAMGEN INC	4,387	$2M	0.6%	TRIM −4%
41	IBMINTERNATIONAL BUSINESS MACHS	5,941	$1M	0.6%	HOLD
42	DEDEERE & CO	2,381	$1M	0.6%	HOLD
43	MRKMERCK & CO INC	10,603	$1M	0.5%	HOLD
44	BRK.BBERKSHIRE HATHAWAY INC DEL	2,614	$1M	0.5%	HOLD
45	MARMARRIOTT INTL INC NEW	3,633	$1M	0.5%	TRIM −10%
46	CDNSCADENCE DESIGN SYSTEM INC	4,070	$1M	0.5%	TRIM −8%
47	CMICUMMINS INC	2,068	$1M	0.5%	TRIM −4%
48	PNCPNC FINL SVCS GROUP INC	5,250	$1M	0.5%	ADD 3%
49	EMREMERSON ELEC CO	8,318	$1M	0.5%	HOLD
50	METAMETA PLATFORMS INC	1,872	$1M	0.4%	ADD 3%
51	MSMORGAN STANLEY	6,188	$1M	0.4%	TRIM −7%
52	LMTLOCKHEED MARTIN CORP	1,678	$1M	0.4%	HOLD
53	WMTWALMART INC	8,033	$998,341	0.4%	TRIM −4%
54	LOWLOWES COS INC	4,144	$979,144	0.4%	HOLD
55	HDHOME DEPOT INC	2,969	$976,474	0.4%	TRIM −2%
56	ETNEATON CORP PLC	2,724	$974,293	0.4%	ADD 43%
57	ICEINTERCONTINENTAL EXCHANGE IN	5,672	$892,092	0.4%	TRIM −8%
58	PLDPROLOGIS INC.	6,749	$892,083	0.4%	HOLD
59	APDAIR PRODS & CHEMS INC	3,069	$891,514	0.4%	HOLD
60	DISDISNEY WALT CO	9,115	$878,504	0.4%	TRIM −8%
61	PANWPALO ALTO NETWORKS INC	5,475	$877,752	0.4%	TRIM −5%
62	SMMDISHARES TR	11,396	$870,085	0.4%	NEW
63	DUKDUKE ENERGY CORP NEW	6,604	$864,728	0.4%	HOLD
64	ABTABBOTT LABS	8,402	$862,633	0.4%	ADD 2%
65	SOSOUTHERN CO	8,913	$860,283	0.4%	HOLD
66	BACBANK AMERICA CORP	17,286	$842,693	0.4%	TRIM −6%
67	UBERUBER TECHNOLOGIES INC	11,508	$827,770	0.3%	TRIM −6%
68	SYKSTRYKER CORPORATION	2,501	$821,804	0.3%	HOLD
69	PREFPRINCIPAL EXCHANGE TRADED FD	42,419	$798,326	0.3%	ADD 20%
70	XOMEXXON MOBIL CORP	4,345	$737,173	0.3%	ADD 503%
71	WMWASTE MGMT INC DEL	3,166	$727,515	0.3%	HOLD
72	PSAPUBLIC STORAGE OPER CO	2,611	$707,268	0.3%	ADD 4%
73	NFLXNETFLIX INC	7,184	$690,742	0.3%	ADD 95%
74	HONHONEYWELL INTL INC	2,825	$638,535	0.3%	HOLD
75	MRVLMARVELL TECHNOLOGY INC	5,760	$570,528	0.2%	ADD 8%
76	AXPAMERICAN EXPRESS CO	1,876	$567,452	0.2%	HOLD
77	CRMSALESFORCE INC	2,963	$553,103	0.2%	HOLD
78	PFEPFIZER INC	19,593	$550,171	0.2%	HOLD
79	PLTRPALANTIR TECHNOLOGIES INC	3,726	$545,039	0.2%	ADD 72%
80	ZTSZOETIS INC	4,492	$530,999	0.2%	HOLD
81	BNYBANK NEW YORK MELLON CORP	4,368	$518,176	0.2%	HOLD
82	TMUST-MOBILE US INC	2,438	$512,053	0.2%	ADD 7%
83	TSCOTRACTOR SUPPLY CO	11,159	$505,503	0.2%	ADD 92%
84	URIUNITED RENTALS INC	636	$463,364	0.2%	ADD 4%
85	LRCXLAM RESEARCH CORP	2,161	$461,719	0.2%	NEW
86	AMDADVANCED MICRO DEVICES INC	2,259	$459,548	0.2%	ADD 113%
87	IAUISHARES GOLD TR	4,954	$436,745	0.2%	TRIM −5%
88	LINLINDE PLC	875	$433,790	0.2%	TRIM −10%
89	VNQVANGUARD INDEX FDS	4,583	$406,512	0.2%	HOLD
90	MDTMEDTRONIC PLC	4,570	$395,991	0.2%	TRIM −4%
91	ENBENBRIDGE INC	7,305	$395,493	0.2%	HOLD
92	ANETARISTA NETWORKS INC	3,108	$381,600	0.2%	NEW
93	GEGE AEROSPACE	1,278	$362,658	0.2%	NEW
94	ALLALLSTATE CORP	1,725	$357,662	0.1%	HOLD
95	EOGEOG RES INC	2,418	$349,570	0.1%	TRIM −62%
96	AEPAMERICAN ELEC PWR CO INC	2,515	$329,666	0.1%	HOLD
97	MOALTRIA GROUP INC	4,918	$324,539	0.1%	HOLD
98	MCHPMICROCHIP TECHNOLOGY INC.	4,994	$322,662	0.1%	HOLD
99	IJSISHARES TR	2,576	$305,127	0.1%	HOLD
100	SPYSTATE STR SPDR S&P 500 ETF T	466	$303,058	0.1%	TRIM −11%
101	PAYXPAYCHEX INC	3,177	$292,665	0.1%	HOLD
102	VZVERIZON COMMUNICATIONS INC	5,538	$278,008	0.1%	HOLD
103	ITWILLINOIS TOOL WKS INC	1,000	$260,290	0.1%	HOLD
104	NOCNORTHROP GRUMMAN CORP	381	$259,933	0.1%	HOLD
105	INTCINTEL CORP	5,825	$257,057	0.1%	HOLD
106	GSGOLDMAN SACHS GROUP INC	294	$248,721	0.1%	HOLD
107	QCOMQUALCOMM INC	1,930	$248,545	0.1%	HOLD
108	SHWSHERWIN WILLIAMS CO	770	$246,824	0.1%	HOLD
109	UNPUNION PAC CORP	1,000	$242,620	0.1%	HOLD
110	SPHYSPDR SERIES TRUST	10,390	$242,295	0.1%	TRIM −7%
111	CMECME GROUP INC	792	$233,917	0.1%	HOLD
112	GPCGENUINE PARTS CO	2,163	$228,737	0.1%	HOLD
113	USBUS BANCORP	4,337	$225,567	0.1%	HOLD
114	AFLAFLAC INC	2,000	$219,420	0.1%	HOLD
115	INGRINGREDION INC	1,941	$218,673	0.1%	HOLD
116	PPGPPG INDS INC	2,000	$213,760	0.1%	HOLD
117	MMM3M CO	1,428	$207,388	0.1%	HOLD
118	ADPAUTOMATIC DATA PROCESSING IN	1,000	$203,180	0.1%	HOLD
119	DDOMINION ENERGY INC	3,000	$185,460	0.1%	HOLD
120	PSXPHILLIPS 66	1,000	$182,180	0.1%	HOLD
121	BDXBECTON DICKINSON & CO	1,150	$180,815	0.1%	TRIM −12%
122	PRUPRUDENTIAL FINL INC	1,830	$178,773	0.1%	HOLD
123	IVEISHARES TR	830	$175,255	0.1%	TRIM −2%
124	AMATAPPLIED MATLS INC	500	$170,895	0.1%	HOLD
125	CLCOLGATE PALMOLIVE CO	2,000	$170,460	0.1%	HOLD
126	RAILFREIGHTCAR AMER INC	20,000	$159,400	0.1%	HOLD
127	SYYSYSCO CORP	2,085	$148,723	0.1%	HOLD
128	SDYSPDR SER TR	1,000	$145,940	0.1%	HOLD
129	IEFISHARES TR	1,510	$144,114	0.1%	HOLD
130	IBITISHARES BITCOIN TRUST ETF	3,500	$134,470	0.1%	HOLD
131	IJJISHARES TR	1,004	$133,030	0.1%	HOLD
132	IJTISHARES TR	916	$132,554	0.1%	HOLD
133	ADBEADOBE INC	500	$121,540	0.1%	TRIM −2%
134	CMCSACOMCAST CORP NEW	4,175	$119,864	0.1%	HOLD
135	CINFCINCINNATI FINL CORP	747	$117,540	0.0%	HOLD
136	QQQINVESCO QQQ TR	203	$117,168	0.0%	HOLD
137	BABOEING CO	570	$113,447	0.0%	HOLD
138	GWWWW GRAINGER INC	100	$109,081	0.0%	HOLD
139	CLXCLOROX CO DEL	1,000	$103,630	0.0%	HOLD
140	ENVXENOVIX CORPORATION	20,000	$103,600	0.0%	HOLD
141	MTBM & T BK CORP	500	$103,360	0.0%	HOLD
142	MKCMCCORMICK & CO INC	2,000	$100,880	0.0%	HOLD
143	AGGISHARES TR	1,000	$99,270	0.0%	HOLD
144	COPCONOCOPHILLIPS	750	$99,000	0.0%	HOLD
145	NADNUVEEN QUALITY MUNCP INCOME	8,500	$97,750	0.0%	HOLD
146	ETENERGY TRANSFER L P	5,000	$96,500	0.0%	HOLD
147	KMBKIMBERLY-CLARK CORP	1,000	$96,470	0.0%	HOLD
148	CCICROWN CASTLE INC	1,170	$95,133	0.0%	HOLD
149	FIWFIRST TR EXCHANGE-TRADED FD	900	$92,817	0.0%	HOLD
150	VOOVANGUARD INDEX FDS	149	$89,035	0.0%	HOLD
151	ELVELEVANCE HEALTH INC FORMERLY	300	$87,825	0.0%	HOLD
152	AZNASTRAZENECA PLC	450	$87,155	0.0%	NEW
153	VBRVANGUARD INDEX FDS	400	$86,900	0.0%	HOLD
154	EOTEATON VANCE NATL MUN OPPORT	5,000	$85,600	0.0%	HOLD
155	FCXFREEPORT MCMORAN INC	1,430	$84,055	0.0%	TRIM −7%
156	WELLWELLTOWER INC	400	$79,084	0.0%	HOLD
157	FDXFEDEX CORP	200	$71,236	0.0%	HOLD
158	OKEONEOK INC NEW	788	$71,227	0.0%	TRIM −83%
159	MMUWESTERN ASSET MANAGED MUNS F	6,650	$68,362	0.0%	HOLD
160	MUBISHARES TR	643	$68,254	0.0%	HOLD
161	VBKVANGUARD INDEX FDS	215	$64,984	0.0%	HOLD
162	HSYHERSHEY CO	302	$62,783	0.0%	NEW
163	KOCOCA COLA CO	800	$60,840	0.0%	HOLD
164	IWPISHARES TR	456	$58,423	0.0%	HOLD
165	LQDISHARES TR	531	$57,874	0.0%	HOLD
166	FTGCFIRST TR EXCHANGE TRAD FD VI	2,000	$57,420	0.0%	HOLD
167	TJXTJX COS INC NEW	354	$56,534	0.0%	TRIM −30%
168	SPGIS&P GLOBAL INC	125	$53,168	0.0%	HOLD
169	ISRGINTUITIVE SURGICAL INC	112	$51,631	0.0%	HOLD
170	EXREXTRA SPACE STORAGE INC	389	$51,010	0.0%	HOLD
171	EVRGEVERGY INC	605	$49,562	0.0%	HOLD
172	OGEOGE ENERGY CORP	1,000	$47,960	0.0%	HOLD
173	TRGPTARGA RES CORP	187	$46,887	0.0%	HOLD
174	WATWATERS CORP	155	$46,159	0.0%	NEW
175	CIVBCIVISTA BANCSHARES INC	2,000	$45,580	0.0%	HOLD
176	PRKPARK NATL CORP	275	$44,949	0.0%	TRIM −62%
177	SBUXSTARBUCKS CORP	491	$43,989	0.0%	TRIM −14%
178	PVIINVESCO EXCH TRADED FD TR II	1,700	$42,279	0.0%	HOLD
179	IGIBISHARES TR	764	$40,660	0.0%	HOLD
180	NKENIKE INC	735	$38,823	0.0%	TRIM −25%
181	GISGENERAL MILLS INC	1,000	$37,220	0.0%	HOLD
182	NOWSERVICENOW INC	335	$35,024	0.0%	HOLD
183	HYSPIMCO ETF TR	357	$33,297	0.0%	HOLD
184	IVWISHARES TR	290	$32,802	0.0%	HOLD
185	IUSVISHARES TR	317	$32,413	0.0%	HOLD
186	VTIVANGUARD INDEX FDS	100	$32,081	0.0%	TRIM −89%
187	ZIONZIONS BANCORPORATION N A	525	$30,251	0.0%	HOLD
188	LFUSLITTELFUSE INC	86	$29,184	0.0%	HOLD
189	IWSISHARES TR	197	$28,711	0.0%	HOLD
190	IUSGISHARES TR	179	$27,765	0.0%	HOLD
191	TFCTRUIST FINL CORP	600	$27,582	0.0%	HOLD
192	MASMASCO CORP	444	$26,804	0.0%	TRIM −14%
193	FICOFAIR ISAAC CORP	25	$26,689	0.0%	HOLD
194	VRPINVESCO EXCH TRADED FD TR II	1,100	$26,378	0.0%	HOLD
195	PEVERPURE INC	440	$25,978	0.0%	HOLD
196	DBEFDBX ETF TR	522	$25,787	0.0%	TRIM −68%
197	CHDCHURCH & DWIGHT CO INC	275	$25,663	0.0%	HOLD
198	FBTFirst Trust NYSE Arca Biotech ETF	122	$24,500	0.0%	HOLD
199	AMPAMERIPRISE FINL INC	55	$24,442	0.0%	HOLD
200	FXNFIRST TR EXCHANGE TRADED FD	1,004	$22,550	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

GRCGORMAN RUPP CO

1.0M

$18M

IJHISHARES TR

235K

238K

240K

242K

229K

$15M

AAPLAPPLE INC

59K

58K

57K

$14M

IEFAISHARES TR

100K

104K

108K

113K

115K

123K

$11M

EFAISHARES TR

118K

117K

116K

114K

$11M

IVVISHARES TR

12K

13K

14K

15K

$10M

VGSHVANGUARD SHORT-TERM TREASURY ETF

80K

90K

118K

122K

118K

129K

$8M

JPMJPMORGAN CHASE & CO

24K

23K

24K

$7M

IEMGISHARES INC

72K

76K

80K

83K

84K

90K

$6M

MSFTMICROSOFT CORP

17K

$6M

GOOGLALPHABET INC

22K

20K

$6M

NVDANVIDIA CORPORATION

25K

30K

29K

30K

$5M

BNDVANGUARD BD INDEX FDS

34K

39K

48K

52K

57K

67K

$5M

IJRISHARES TR

41K

40K

41K

39K

$5M

AMZNAMAZON COM INC

18K

17K

$3M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Mechanics Financial Corp

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 232 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Mechanics Financial Corp