Fund Holdings

Mechanics Bank Trust Department

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SELECT SECTOR SPDR TR042,186+42,18608,037,2760.99%+8,037,276
STATE STR SPDR S&P 500 ETF T(SPY)56,18059,249+3,06936,536,10044,245,3755.47%+7,709,275
ALPHABET INC(GOOG)109,911106,791-3,12031,606,00638,163,8984.72%+6,557,892
SELECT SECTOR SPDR TR0103,193+103,19305,532,1760.68%+5,532,176
APPLE INC(AAPL)129,597131,046+1,44932,890,42237,919,4704.69%+5,029,048
ISHARES TR49,44851,874+2,4268,970,85513,084,1781.62%+4,113,323
SELECT SECTOR SPDR TR022,194+22,19404,110,9940.51%+4,110,994
SPDR SERIES TRUST0138,057+138,05704,005,0320.50%+4,005,032
VICTORY PORTFOLIOS II087,002+87,00203,980,3410.49%+3,980,341
VANGUARD INTL EQUITY INDEX F102,921157,733+54,8125,562,8799,415,0821.16%+3,852,203
VANGUARD INDEX FDS40,42743,917+3,49012,219,06016,060,4461.99%+3,841,386
INVESCO QQQ TR25,83325,040-79314,910,29018,439,4562.28%+3,529,166
ISHARES TR139,696145,534+5,83817,897,85021,307,6322.64%+3,409,782
SELECT SECTOR SPDR TR018,829+18,82902,987,4080.37%+2,987,408
VANGUARD INDEX FDS24,821159,501+134,68010,841,56413,739,4151.70%+2,897,851
VANGUARD WHITEHALL FDS69,71496,267+26,5536,569,8469,453,4191.17%+2,883,573
NVIDIA CORPORATION(NVDA)80,02784,060+4,03313,956,70816,819,5642.08%+2,862,856
VANGUARD SCOTTSDALE FDS66,34799,281+32,9345,490,2148,205,5741.02%+2,715,360
HONEYWELL INTL INC011,169+11,16902,593,5520.32%+2,593,552
VANGUARD INDEX FDS6,5219,285+2,7643,896,6226,377,0300.79%+2,480,408
ALPHABET INC(GOOG)25,24627,482+2,2367,242,0679,710,2141.20%+2,468,147
ISHARES TR024,984+24,98402,409,9560.30%+2,409,956
KLA CORP(KLAC)1,44114,620+13,1792,121,7424,410,9990.55%+2,289,257
SELECT SECTOR SPDR TR048,886+48,88602,216,4900.27%+2,216,490
CISCO SYS INC(CSCO)51,64851,532-1164,007,3686,052,9480.75%+2,045,580
ELI LILLY & CO(LLY)4,9345,353+4194,538,1446,420,5480.79%+1,882,404
ISHARES TR2,3874,576+2,1891,559,2113,426,9190.42%+1,867,708
VANGUARD TAX-MANAGED FDS37,00158,375+21,3742,371,0234,159,2180.51%+1,788,195
AMAZON COM INC(AMZN)55,70156,073+37211,600,84713,364,4381.65%+1,763,591
SELECT SECTOR SPDR TR014,959+14,95901,754,3910.22%+1,754,391
SPDR SERIES TRUST011,429+11,42901,739,2640.22%+1,739,264
MECHANICS BANCORP(MCHB)2,301,9612,242,540-59,42133,953,92435,656,3864.41%+1,702,462
BROADCOM INC(AVGO)18,39819,493+1,0955,694,3647,363,4800.91%+1,669,116
J P MORGAN EXCHANGE TRADED F142,942154,254+11,3127,936,1399,480,4501.17%+1,544,311
LAM RESEARCH CORP(LRCX)7,2117,072-1391,540,7013,064,5090.38%+1,523,808
ISHARES TR18,46418,505+415,794,1877,290,2290.90%+1,496,042
PALO ALTO NETWORKS INC(PANW)9,3878,733-6541,504,9232,978,1270.37%+1,473,204
INTEL CORP(INTC)12,63613,395+759557,6261,870,3430.23%+1,312,717
VANGUARD SCOTTSDALE FDS016,125+16,12501,274,3580.16%+1,274,358
HONEYWELL AEROSPACE INC05,584+5,58401,234,6210.15%+1,234,621
JPMORGAN CHASE & CO(JPM)39,39139,083-30811,587,25612,793,0371.58%+1,205,781
J P MORGAN EXCHANGE TRADED F017,470+17,47001,180,6220.15%+1,180,622
ISHARES TR71,22870,649-5797,166,9618,301,2571.03%+1,134,296
AMPHENOL CORP22,97122,850-1212,902,3854,028,9110.50%+1,126,526
SELECT SECTOR SPDR TR013,077+13,07701,086,3060.13%+1,086,306
QUANTA SVCS INC6,6926,585-1073,674,0414,741,4630.59%+1,067,422
SELECT SECTOR SPDR TR019,925+19,92501,012,7870.13%+1,012,787
ISHARES TR33,77742,685+8,9082,280,9603,291,4390.41%+1,010,479
VISA INC(V)30,14629,500-6469,111,32610,121,1541.25%+1,009,828
FIDELITY COVINGTON TRUST84,09693,546+9,4505,431,7606,392,4660.79%+960,706
ISHARES TR22,41925,242+2,8232,786,9053,743,6400.46%+956,735
ABBVIE INC(ABBV)14,53615,961+1,4253,161,4334,016,4250.50%+854,992
VANGUARD SCOTTSDALE FDS64,65875,544+10,8864,831,2455,684,6850.70%+853,440
BERKSHIRE HATHAWAY INC DEL19,08319,959+8769,144,5739,987,2831.24%+842,710
SELECT SECTOR SPDR TR015,783+15,7830838,2340.10%+838,234
MICROSOFT CORP(MSFT)71,72873,129+1,40126,551,55327,278,5793.38%+727,026
GOLDMAN SACHS GROUP INC(GS)3,8103,897+873,223,2213,941,3080.49%+718,087
VANGUARD INTL EQUITY INDEX F33,07438,894+5,8202,726,2893,443,6740.43%+717,385
CATERPILLAR INC(CAT)2,0372,013-241,443,1322,143,6430.27%+700,511
ISHARES TR3,3945,070+1,676841,7121,523,2810.19%+681,569
J P MORGAN EXCHANGE TRADED F08,549+8,5490664,8550.08%+664,855
UNITEDHEALTH GROUP INC(UNH)4,3914,425+341,188,1601,839,1620.23%+651,002
STATE STR SPDR S&P MIDCAP 40(MDY)11,32810,786-5426,986,6577,586,2240.94%+599,567
ISHARES TR7,98131,724+23,7433,403,0983,939,1690.49%+536,071
TEXAS INSTRS INC(TXN)4,6254,696+71897,8971,399,7350.17%+501,838
STATE STR SPDR DOW JONES IND(DIA)14,49813,758-7406,715,3287,187,0400.89%+471,712
HOME DEPOT INC(HD)20,40320,286-1176,710,3427,154,4650.89%+444,123
VANGUARD CHARLOTTE FDS08,337+8,3370403,7600.05%+403,760
PNC FINL SVCS GROUP INC(PNC)01,464+1,4640360,4650.04%+360,465
CUMMINS INC(CMI)0463+4630330,2150.04%+330,215
ISHARES TR30,08831,068+9804,555,6234,855,9280.60%+300,305
PHILIP MORRIS INTL INC(PM)16,71516,904+1892,763,6573,058,1010.38%+294,444
ISHARES TR0450+4500288,3420.04%+288,342
MERCK & CO INC(MRK)32,42332,592+1693,900,1624,188,0720.52%+287,910
LINDE PLC(LIN)2,0072,466+459994,9901,279,7050.16%+284,715
BOEING CO(BA)01,306+1,3060282,7080.03%+282,708
BLACKROCK INC(BLK)3,6263,911+2853,487,1593,760,6600.47%+273,501
GE VERNOVA INC(GEV)884882-2771,6431,036,2260.13%+264,583
PARKER-HANNIFIN CORP(PH)233482+249208,590471,4530.06%+262,863
NUCOR CORP(NUE)01,150+1,1500256,1620.03%+256,162
BANK OF AMER CORP31,78031,677-1031,549,2741,804,9540.22%+255,680
AMETEK INC01,035+1,0350250,4070.03%+250,407
ISHARES TR5,2428,000+2,758297,693547,2800.07%+249,587
GE AEROSPACE(GE)2,4602,498+38698,074933,5770.12%+235,503
PEMBINA PIPELINE CORP(PBA)05,075+5,0750234,7180.03%+234,718
COCA COLA CO(KO)40,99141,237+2463,117,3643,351,3300.41%+233,966
ANGEL OAK FUNDS TRUST46,76851,359+4,5912,386,8042,619,5650.32%+232,761
INTERNATIONAL BUSINESS MACHS(IBM)3,2803,652+372795,0381,026,9780.13%+231,940
MICRON TECHNOLOGY INC(MU)0200+2000230,8570.03%+230,857
MORGAN STANLEY(MS)5,4465,366-80896,2471,121,7080.14%+225,461
J P MORGAN EXCHANGE TRADED F02,985+2,9850224,8000.03%+224,800
EATON CORP PLC(ETN)8951,277+382320,114544,1550.07%+224,041
SYNOPSYS INC(SNPS)0491+4910219,0200.03%+219,020
CAPITAL ONE FINL CORP(COF)01,091+1,0910218,8750.03%+218,875
US FOODS HLDG CORP(USFD)02,105+2,1050215,2360.03%+215,236
LAMAR ADVERTISING CO(LAMR)01,370+1,3700213,6920.03%+213,692
PROLOGIS INC.(PLD)01,567+1,5670212,2810.03%+212,281
BANK OF NY MELLON CORP01,425+1,4250206,0690.03%+206,069
SELECT SECTOR SPDR TR04,575+4,5750201,4370.02%+201,437
IRON MTN INC DEL(IRM)9,2739,042-231947,1441,142,0940.14%+194,950
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