Fund HoldingsMechanics Financial Corp

Total Portfolio Value
$279.55M
Total Bought
$30.74M
Total Sold
$16.79M
Net Transaction
+$13.95M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Gorman Rupp Co Com(GRC)1,007,4561,005,306-2,15018,19226,8619.61%+8,670
iShares Core S&P 500 ETF14,63715,650+1,0139,56111,7204.19%+2,159
iShares Tr Core MSCI Eafe
CORE MSCI EAFE
123,247136,452+13,20511,15813,1794.71%+2,021
Apple Inc Com(AAPL)56,93256,743-18914,44916,4195.87%+1,970
Ishares Core Msci Emerging Markets Etf
CORE MSCI EMKT
89,76296,818+7,0566,2618,0202.87%+1,760
Shares Russell 2500 ETF
RUSEL 2500 ETF
11,39628,512+17,1168702,6130.93%+1,742
Alphabet Inc Cap Stk CL A(GOOG)20,02920,178+1495,7607,2112.58%+1,451
Marvell Technology Inc(MRVL)5,7605,934+1745711,7680.63%+1,197
iShares Core S&P Mid Cap ETF229,243215,699-13,54415,48116,6335.95%+1,152
Caterpillar Inc Com(CAT)2,8962,974+782,0523,1671.13%+1,115
Palo Alto Networks Inc(PANW)5,4755,592+1178781,9070.68%+1,029
Cisco Sys Inc Com(CSCO)22,70723,253+5461,7622,7310.98%+969
Nvidia Corporation Com(NVDA)29,50730,460+9535,1466,0952.18%+949
Lam Research Corp.(LRCX)2,1613,249+1,0884621,4080.50%+946
JPMorgan Chase & Co Com(JPM)23,67724,120+4436,9657,8952.82%+930
Advanced Micro Devices Inc.(AMD)2,2592,363+1044601,3730.49%+913
Lilly Eli & Co Com(LLY)2,6482,674+262,4363,2071.15%+772
iShares Tr MSCI Eafe ETF114,352112,998-1,35411,10711,7384.20%+631
Vanguard Total Bd Mkt ETF66,84075,597+8,7574,9225,5501.99%+627
Broadcom Inc.(AVGO)6,7627,201+4392,0932,7200.97%+627
Amazon Com Inc Com(AMZN)16,59817,003+4053,4574,0521.45%+596
State Street SPDR Portfolio Short Term Corporate Bond ETF
ST SHOR CORP ETF
92,132111,586+19,4542,7703,3491.20%+578
iShares SP Small Cap 600 IDX ETF38,83136,431-2,4004,8275,4031.93%+576
Intel Corp Com(INTC)5,8255,82502578130.29%+556
Alphabet Inc Cap Stk CL C(GOOG)8,2928,176-1162,3792,8891.03%+510
Linde PLC ADR(LIN)8751,785+9104349260.33%+493
GE Aerospace(GE)1,2782,219+9413638290.30%+467
Arista Networks Inc(ANET)3,1084,727+1,6193828030.29%+421
Cadence Design System Inc Com(CDNS)4,0704,125+551,1311,5480.55%+417
iShares Russell 2000 ETF9,1028,852-2502,2572,6600.95%+402
Vanguard Intermediate Term Treasury ETF
INTER TERM TREAS
50,09757,303+7,2062,9833,3801.21%+396
Cummins Inc Com(CMI)2,0682,113+451,1131,5070.54%+394
Abbvie Inc Com(ABBV)8,4008,627+2271,8272,1710.78%+344
Honeywell International Inc01,525+1,52503410.12%+341
Honeywell Aerospace Inc01,525+1,52503370.12%+337
Vanguard Short Term Treasury Index Fund
SHORT TERM TREAS
128,713135,216+6,5037,5357,8702.82%+335
International Business Machines(IBM)5,9416,195+2541,4401,7420.62%+302
United Rentals, Inc.(URI)636665+294637530.27%+290
Morgan Stanley Com New(MS)6,1886,221+331,0181,3000.47%+282
Tesla Inc Com(TSLA)4,5994,684+851,7101,9700.70%+260
VISA Inc Com CL A(V)6,5446,484-601,9782,2250.80%+247
PNC Finl Svcs Group Inc Com(PNC)5,2505,410+1601,0921,3320.48%+240
Johnson & Johnson Com(JNJ)14,12114,526+4053,4523,6891.32%+237
Eaton Corp PLC ADR(ETN)2,7242,788+649741,1880.42%+214
Microsoft Corp Com(MSFT)16,83817,257+4196,2336,4372.30%+204
Applied Materials INC Material CORP COMMON50050001713620.13%+191
Microchip Technology Inc Com(MCHP)4,9945,479+4853235000.18%+177
Bk of America Corp Com17,28617,690+4048431,0080.36%+165
Vanguard Ftse Emerging Mkts ETF29,03729,03701,5691,7330.62%+164
Marriott International Inc.(MAR)3,6333,620-131,1881,3420.48%+153
Qualcomm Inc Com(QCOM)1,9302,158+2282493990.14%+150
Bank New York Mellon Corp Com4,3684,570+2025186610.24%+143
Emerson Elec Co Com(EMR)8,3188,607+2891,0901,2320.44%+142
Merck & Co. Inc Com(MRK)10,60310,915+3121,2751,4030.50%+127
General Dynamics Corp Com(GD)8,4898,581+922,9143,0401.09%+126
Home Depot Inc Com(HD)2,9693,113+1449761,0980.39%+121
Procter and Gamble Co Com(PG)17,00317,448+4452,4562,5590.92%+103
Air Prods & Chems Inc Com3,0693,389+3208929940.36%+102
Goldman Sachs Group I(GS)294346+522493500.13%+101
US Bancorp Del Com New(USB)4,3375,138+8012263100.11%+85
Berkshire Hathaway Inc Del CL B New2,6142,667+531,2531,3350.48%+82
Invesco Qqq Trust Series 1 Invsc Srs Etf203250+471171840.07%+67
Altria Group Inc Com(MO)4,9185,413+4953253890.14%+65
Deere & Co Com(DE)2,3812,216-1651,3411,4060.50%+64
American Elec Pwr Co Inc Com2,5152,859+3443303910.14%+61
Sysco Corp(SYY)2,0852,499+4141492090.07%+60
Thermo Fisher Scientific Inccom(TMO)3,2973,343+461,6211,6760.60%+55
Prudential Finl Inc Com(PFH)1,8302,167+3371792340.08%+55
Paychex Inc Com(PAYX)3,1773,533+3562933470.12%+55
Allstate Corp Com(ALL)1,7251,72503584100.15%+53
Blackrock Inc.(BLK)1,8561,906+501,7851,8330.66%+48
iShares S&P SC 600 Clsd End Fnd ETF2,5762,57603053520.13%+47
American Express Co Com(AXP)1,8761,816-605676140.22%+47
Amgen Inc Com(AMGN)4,3874,389+21,5441,5890.57%+46
Prologis Inc(PLD)6,7496,913+1648929370.34%+44
Hubbell Inc Com(HUBB)4,7254,515-2102,3192,3620.85%+44
Exxon Mobil Corp Com4,3455,700+1,3557377790.28%+42
Enbridge Inc ADR(ENB)7,3058,008+7033954340.16%+39
Hershey Co Com(HSY)302569+267631000.04%+37
Vanguard REIT ETF4,5834,58304074420.16%+35
Freightcar Amer Inc Com(RAIL)20,00020,00001591950.07%+35
iShares Tr S P Small Cap 600 ETF91691601331640.06%+31
Union Pac Corp Com(UNP)1,0001,006+62432740.10%+31
Southern Co Com(SO)8,9139,301+3888608900.32%+30
PPG Inds Inc Com(PPG)2,0002,00002142430.09%+29
Elevance Health Inc.(ELV)3003000881160.04%+28
Grainger W W Inc Com(GWW)10010001091360.05%+27
Automatic Data Processing Incom1,0001,011+112032260.08%+23
SPDR S&P 500 ETF(SPY)466435-313033250.12%+22
Meta Platforms Inc CL A(META)1,8721,939+671,0711,0920.39%+21
Cincinnati Finl Corp Com(CINF)74774701181380.05%+21
Uber Technologies Inc(UBER)11,50811,745+2378288480.30%+20
Dominion RES Inc VA New Com(D)3,0003,00001852050.07%+19
Sherwin Williams Co Com(SHW)77077002472650.09%+18
Enovix Corporation(ENVX)20,00020,00001041210.04%+18
M & T BK Corp Com(MTB)50050001031190.04%+16
iShares SP Mid Cap 400 Val ETF1,0041,00401331480.05%+15
Fedex Freight Holding Company Inc.0100+1000150.01%+15
AFLAC Inc Com(AFL)2,0002,00002192350.08%+15
Kimberly-Clark Corp Com(KMB)1,0001,0000961100.04%+13
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Mechanics Financial Corp — 13F Holdings — Q2 2026 | TickerTrail