Fund Holdings

Mechanics Bank Trust Department

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD SCOTTSDALE FDS066,347+66,34705,490,2140.76%+5,490,214
EXXON MOBIL CORP(XOM)082,345+82,345013,970,6511.93%+13,970,651
VANGUARD INTL EQUITY INDEX F0102,921+102,92105,562,8790.77%+5,562,879
COSTCO WHOLESALE CORPORATION(COST)016,259+16,259016,200,9542.24%+16,200,954
VANGUARD WHITEHALL FDS069,714+69,71406,569,8460.91%+6,569,846
CHEVRON CORPORATION(CVX)036,788+36,78807,611,4371.05%+7,611,437
VANGUARD TAX-MANAGED FDS037,001+37,00102,371,0230.33%+2,371,023
JOHNSON & JOHNSON(JNJ)037,710+37,71009,217,8311.28%+9,217,831
ROSS STORES INC(ROST)024,169+24,16905,235,7300.72%+5,235,730
QUANTA SVCS INC06,692+6,69203,674,0410.51%+3,674,041
WALMART INC(WMT)062,800+62,80007,804,7831.08%+7,804,783
J P MORGAN EXCHANGE TRADED F0142,942+142,94207,936,1391.10%+7,936,139
VANGUARD SCOTTSDALE FDS064,658+64,65804,831,2450.67%+4,831,245
ISHARES TR022,419+22,41902,786,9050.39%+2,786,905
KLA CORP(KLAC)01,441+1,44102,121,7420.29%+2,121,742
CONOCOPHILLIPS(COP)011,865+11,86501,566,1800.22%+1,566,180
MERCK & CO INC(MRK)032,423+32,42303,900,1620.54%+3,900,162
LOEWS CORP(L)03,000+3,0000320,2200.04%+320,220
SPDR GOLD TR(GLD)03,612+3,61201,554,2070.22%+1,554,207
ISHARES TR071,228+71,22807,166,9610.99%+7,166,961
VANGUARD INTL EQUITY INDEX F033,074+33,07402,726,2890.38%+2,726,289
SELECT SECTOR SPDR TR019,284+19,28401,181,3370.16%+1,181,337
MCKESSON CORP(MCK)04,524+4,52403,914,8880.54%+3,914,888
UNITED RENTALS INC(URI)0367+3670267,3810.04%+267,381
VALERO ENERGY CORP(VLO)01,035+1,0350255,7270.04%+255,727
CATERPILLAR INC(CAT)02,037+2,03701,443,1320.20%+1,443,132
CHUBB LTD SWITZ0730+7300237,9280.03%+237,928
VERIZON COMMUNICATIONS INC(VZ)04,738+4,7380237,8460.03%+237,846
ISHARES TR033,777+33,77702,280,9600.32%+2,280,960
WASTE MGMT INC DEL(WM)09,658+9,65802,219,3110.31%+2,219,311
BAKER HUGHES COMPANY(BKR)03,550+3,5500216,7270.03%+216,727
IRON MTN INC DEL(IRM)09,273+9,2730947,1440.13%+947,144
PARKER-HANNIFIN CORP(PH)0233+2330208,5900.03%+208,590
NORTHROP GRUMMAN CORP(NOC)02,045+2,04501,395,1800.19%+1,395,180
HONEYWELL INTL INC(HON)012,112+12,11202,737,6740.38%+2,737,674
ISHARES TR030,088+30,08804,555,6230.63%+4,555,623
GILEAD SCIENCES INC(GILD)010,010+10,01001,395,0930.19%+1,395,093
LAM RESEARCH CORP(LRCX)07,211+7,21101,540,7010.21%+1,540,701
DEERE & CO(DE)01,589+1,5890895,0830.12%+895,083
GE VERNOVA INC(GEV)0884+8840771,6430.11%+771,643
SELECT SECTOR SPDR TR051,208+51,20802,349,9350.33%+2,349,935
LINDE PLC(LIN)02,007+2,0070994,9900.14%+994,990
PUBLIC STORAGE OPER CO(PSA)01,715+1,7150464,5590.06%+464,559
INTEL CORP(INTC)012,636+12,6360557,6260.08%+557,626
ABBVIE INC(ABBV)014,536+14,53603,161,4330.44%+3,161,433
FIDELITY COVINGTON TRUST084,096+84,09605,431,7600.75%+5,431,760
ALTRIA GROUP INC(MO)033,046+33,04602,180,7040.30%+2,180,704
TRAVELERS COMPANIES INC(TRV)02,300+2,3000670,8640.09%+670,864
SOUTHERN CO(SO)021,915+21,91502,115,2350.29%+2,115,235
DUKE ENERGY CORP NEW(DUK)012,602+12,60201,650,1050.23%+1,650,105
PFIZER INC(PFE)043,415+43,41501,219,0930.17%+1,219,093
INVESCO ACTIVELY MANAGED EXC080,847+80,84703,786,0640.52%+3,786,064
APPLIED MATLS INC01,006+1,0060343,8400.05%+343,840
NEXTERA ENERGY INC(NEE)08,135+8,1350755,5780.10%+755,578
TEXAS INSTRS INC(TXN)04,625+4,6250897,8970.12%+897,897
VANGUARD WHITEHALL FDS021,822+21,82203,231,8370.45%+3,231,837
RTX CORPORATION(RTX)07,958+7,95801,535,0970.21%+1,535,097
ANGEL OAK FUNDS TRUST046,768+46,76802,386,8040.33%+2,386,804
SELECT SECTOR SPDR TR019,355+19,3550967,1690.13%+967,169
ISHARES TR05,242+5,2420297,6930.04%+297,693
MGIC INVT CORP WIS(MTG)012,045+12,0450316,1810.04%+316,181
ENBRIDGE INC(ENB)039,961+39,96102,163,4870.30%+2,163,487
ANALOG DEVICES INC(ADI)01,251+1,2510397,9930.06%+397,993
ISHARES TR08,470+8,4700822,6900.11%+822,690
VANGUARD INDEX FDS040,427+40,427012,219,0601.69%+12,219,060
SELECT SECTOR SPDR TR015,157+15,15701,242,5700.17%+1,242,570
EATON CORP PLC(ETN)0895+8950320,1140.04%+320,114
ISHARES TR012,600+12,6000536,2560.07%+536,256
SEMPRA(SRE)06,570+6,5700638,4060.09%+638,406
FERGUSON ENTERPRISES INC(FERG)01,057+1,0570246,5550.03%+246,555
GLOBAL X FDS010,200+10,2000518,2620.07%+518,262
CISCO SYS INC(CSCO)051,648+51,64804,007,3680.55%+4,007,368
SELECT SECTOR SPDR TR022,440+22,44003,629,2210.50%+3,629,221
HERSHEY CO(HSY)01,600+1,6000332,6240.05%+332,624
STATE STR SPDR S&P MIDCAP 40(MDY)011,328+11,32806,986,6570.97%+6,986,657
ISHARES TR02,387+2,38701,559,2110.22%+1,559,211
TRANE TECHNOLOGIES PLC(TT)0840+8400350,0610.05%+350,061
WELLTOWER INC(WELL)01,649+1,6490326,0230.05%+326,023
REPUBLIC SVCS INC(RSG)019,774+19,77404,330,9000.60%+4,330,900
EBAY INC.(EBAY)03,980+3,9800362,2590.05%+362,259
TJX COS INC NEW(TJX)04,535+4,5350724,2390.10%+724,239
TERRENO RLTY CORP(TRNO)03,710+3,7100227,8680.03%+227,868
ILLINOIS TOOL WKS INC(ITW)01,806+1,8060470,0830.07%+470,083
AMGEN INC(AMGN)03,984+3,98401,401,7690.19%+1,401,769
VANGUARD INDEX FDS06,489+6,4890575,5740.08%+575,574
MONDELEZ INTL INC(MDLZ)05,943+5,9430342,5540.05%+342,554
PUTNAM ETF TRUST014,830+14,8300132,9500.02%+132,950
AUTOZONE INC(AZO)075+750253,3330.04%+253,333
VANGUARD INDEX FDS0717+7170205,9080.03%+205,908
KEYSIGHT TECHNOLOGIES INC(KEYS)0738+7380208,3890.03%+208,389
SHERWIN WILLIAMS CO(SHW)01,060+1,0600339,7830.05%+339,783
ISHARES TR0106,000+106,00002,377,5800.33%+2,377,580
ISHARES TR01,358+1,3580290,1630.04%+290,163
VANECK ETF TRUST014,485+14,4850347,0460.05%+347,046
ISHARES TR033,000+33,0000804,8620.11%+804,862
PEPSICO INC(PEP)021,178+21,17803,288,7310.46%+3,288,731
US BANCORP(USB)04,200+4,2000218,4420.03%+218,442
J P MORGAN EXCHANGE TRADED F06,969+6,9690504,6250.07%+504,625
INTERCONTINENTAL EXCHANGE IN(ICE)01,440+1,4400226,4830.03%+226,483
L3HARRIS TECHNOLOGIES INC(LHX)0583+5830201,2220.03%+201,222
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