Fund Holdings

Mechanics Financial Corp

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
State Street SPDR Portfolio Short Term Corporate Bond ETF092,132+92,13202,770,4091.16%+2,770,409
Shares Russell 2500 ETF011,396+11,3960870,0850.36%+870,085
iShares Tr Core MSCI Eafe0123,247+123,247011,157,5514.67%+11,157,551
Vanguard Total Bd Mkt ETF066,840+66,84004,922,0982.06%+4,922,098
Exxon Mobil Corp Com(XOM)7204,345+3,62586,645737,1730.31%+650,528
Ishares Core Msci Emerging Markets Etf089,762+89,76206,260,9002.62%+6,260,900
Vanguard Short Term Treasury Index Fund0128,713+128,71307,534,8593.16%+7,534,859
Vanguard Intermediate Term Treasury ETF050,097+50,09702,983,2761.25%+2,983,276
Johnson & Johnson Com(JNJ)014,121+14,12103,451,7371.45%+3,451,737
Lam Research Corp.(LRCX)02,161+2,1610461,7190.19%+461,719
Caterpillar Inc Com(CAT)2,8962,89601,659,0322,051,7000.86%+392,668
Arista Networks Inc(ANET)03,108+3,1080381,6000.16%+381,600
Eaton Corp PLC ADR(ETN)1,9072,724+817607,399974,2930.41%+366,894
GE Aerospace(GE)01,278+1,2780362,6580.15%+362,658
Chevron Corp New Com(CVX)11,51010,207-1,3031,754,2392,111,8280.88%+357,589
Netflix Inc. Ordinary Shares(NFLX)07,184+7,1840690,7420.29%+690,742
Nextera Energy Inc Com(NEE)018,876+18,87601,753,2030.73%+1,753,203
State Street SPDR Portfolio High Yield Bond ETF010,390+10,3900242,2950.10%+242,295
Advanced Micro Devices Inc.(AMD)1,0632,259+1,196227,652459,5480.19%+231,896
Tractor Supply Co Com(TSCO)011,159+11,1590505,5030.21%+505,503
Deere & Co Com(DE)2,4262,381-451,129,4731,341,2170.56%+211,744
Lockheed Martin Corp Com(LMT)01,678+1,67801,014,1660.42%+1,014,166
Merck & Co. Inc Com(MRK)010,603+10,60301,275,4350.53%+1,275,435
Hubbell Inc Com(HUBB)04,725+4,72502,318,7470.97%+2,318,747
Palantir Tech Inc(PLTR)03,726+3,7260545,0390.23%+545,039
State Street SPDR S&P Dividend ETF01,000+1,0000145,9400.06%+145,940
Air Prods & Chems Inc Com3,1113,069-42768,479891,5140.37%+123,035
Principal Exchange-Traded Fdspectrum Pfd042,419+42,4190798,3260.33%+798,326
Marvell Technology Inc(MRVL)05,760+5,7600570,5280.24%+570,528
Duke Energy Corp New Com(DUK)6,5346,604+70765,850864,7280.36%+98,878
Honeywell Intl Inc Com(HON)02,825+2,8250638,5350.27%+638,535
Astrazeneca PLC ADR(AZN)0450+450087,1550.04%+87,155
Southern Co Com(SO)08,913+8,9130860,2830.36%+860,283
Walmart Inc Com(WMT)08,033+8,0330998,3410.42%+998,341
Hershey Co Com(HSY)0302+302062,7830.03%+62,783
Pfizer Inc Com(PFE)019,593+19,5930550,1710.23%+550,171
Phillips 66 Com(PSX)01,000+1,0000182,1800.08%+182,180
Public Storage Reit(PSA)02,611+2,6110707,2680.30%+707,268
General Dynamics Corp Com(GD)8,5018,489-122,861,9472,913,5951.22%+51,648
Verizon Communications Inc Com(VZ)05,538+5,5380278,0080.12%+278,008
T-mobile US INC T Mobile CORP COMMON(TMUS)02,438+2,4380512,0530.21%+512,053
Waters Corp Com(WAT)0155+155046,1590.02%+46,159
Enbridge Inc ADR(ENB)7,3177,305-12349,972395,4930.17%+45,521
Northrop Grumman Corp Com(NOC)0381+3810259,9330.11%+259,933
Applied Materials INC Material CORP COMMON5005000128,495170,8950.07%+42,400
Amgen Inc Com(AMGN)4,5874,387-2001,501,3711,543,5660.65%+42,195
Intel Corp Com(INTC)05,825+5,8250257,0570.11%+257,057
PepsiCo Inc Com(PEP)012,111+12,11101,880,7170.79%+1,880,717
Prologis Inc(PLD)06,749+6,7490892,0830.37%+892,083
Altria Group Inc Com(MO)4,9184,9180283,572324,5390.14%+40,967
American Elec Pwr Co Inc Com2,5152,5150290,005329,6660.14%+39,661
PNC Finl Svcs Group Inc Com(PNC)05,250+5,25001,092,4730.46%+1,092,473
ConocoPhillips Com(COP)750750070,20899,0000.04%+28,792
Solstice Advanced Materials Inc.(SOLS)0262+262019,9540.01%+19,954
Waste Mgmt Inc Del Com(WM)03,166+3,1660727,5150.30%+727,515
Linde Plc ADR(LIN)0875+8750433,7900.18%+433,790
Cummins Inc Com(CMI)2,1452,068-771,094,9151,112,6250.47%+17,710
CME Group Inc Com(CME)7927920216,279233,9170.10%+17,638
iShares Gold Tr iShares New(IAU)04,954+4,9540436,7450.18%+436,745
Energy Transfer LP Com UT LTD Ptn(ET)5,0005,000082,45096,5000.04%+14,050
Illinois Tool WKS Inc Com(ITW)01,000+1,0000260,2900.11%+260,290
FedEx Corp Com(FDX)200200057,77271,2360.03%+13,464
Colgate Palmolive Co Com(CL)2,0002,0000158,040170,4600.07%+12,420
Targa Resources Corp(TRGP)0187+187046,8870.02%+46,887
iShares S&P SC 600 Clsd End Fnd ETF02,576+2,5760305,1270.13%+305,127
Union Pac Corp Com(UNP)01,000+1,0000242,6200.10%+242,620
Bank New York Mellon Corp Com4,3684,3680507,081518,1760.22%+11,095
First Trust Global Tactical Commodity Strategy Fund2,0002,000046,46057,4200.02%+10,960
Dominion RES Inc VA New Com(D)3,0003,0000175,770185,4600.08%+9,690
PPG Inds Inc Com(PPG)02,000+2,0000213,7600.09%+213,760
Grainger W W Inc Com(GWW)1001000100,905109,0810.05%+8,176
Littelfuse INC CORP COMMON(LFUS)086+86029,1840.01%+29,184
Dow Inc Com(DOW)35035008,18314,5780.01%+6,395
Freeport-Mcmoran INC Freeport Mcmoran CORP COMMON(FCX)1,5301,430-10077,70984,0550.04%+6,346
First Trust Energy AlphaDEX Fund1,0041,004016,53622,5500.01%+6,014
Evergy Inc Com(EVRG)605605043,85649,5620.02%+5,706
OGE Energy Corp Com(OGE)01,000+1,000047,9600.02%+47,960
Cisco Sys Inc Com(CSCO)22,80522,707-981,756,6691,761,8360.74%+5,167
Coca Cola Co Com(KO)800800055,92860,8400.03%+4,912
Welltower Inc.(WELL)0400+400079,0840.03%+79,084
Ingredion Inc Com(INGR)01,941+1,9410218,6730.09%+218,673
Microchip Technology Inc Com(MCHP)04,994+4,9940322,6620.14%+322,662
Equinix Inc(EQIX)2020015,32319,6050.01%+4,282
iShares Tr SP Small Cap 600 ETF0916+9160132,5540.06%+132,554
Borgwarner Inc310310013,96916,8210.01%+2,852
Costco Wholesale Corp(COST)2121018,10920,9250.01%+2,816
Clorox Co Del Com(CLX)1,0001,0000100,830103,6300.04%+2,800
Vanguard REIT ETF04,583+4,5830406,5120.17%+406,512
M & T BK Corp Com(MTB)0500+5000103,3600.04%+103,360
Church & Dwight Inc Com(CHD)275275023,05925,6630.01%+2,604
Carnival Corp Unit 99/99/99990100+10002,5880.00%+2,588
Vanguard Group, Inc. Small Cap Value Etf0400+400086,9000.04%+86,900
State Street Utilities Select Sector SPDR ETF028+2801,2850.00%+1,285
Civista Bancshares Inc2,0002,000044,44045,5800.02%+1,140
F5 Networks Inc Com(FFIV)323208,1689,2590.00%+1,091
Eaton Vance National Municipal Opportunities Trust5,0005,000084,55085,6000.04%+1,050
Restaurant Brands International(QSR)0174+174012,8590.01%+12,859
iShares Tr Russell Mid Cap Vetf0197+197028,7110.01%+28,711
Sturm Ruger & Co Inc Com0100+10004,0090.00%+4,009
Versant Media Group Inc - Class A(VSNT)020+2007400.00%+740
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