Fund HoldingsMechanics Financial Corp

Total Portfolio Value
$228.41M
Total Bought
$34.60M
Total Sold
$7.59M
Net Transaction
+$27.00M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Gorman Rupp Co Com(GRC)01,012,825+1,012,825039,45017.27%+39,450
Tesla Inc Com(TSLA)6005,398+4,7981191,4120.62%+1,294
Nvidia Corporation Com(NVDA)14,56025,012+10,4521,7993,0371.33%+1,239
iShares Tr Core MSCI Eafe
CORE MSCI EAFE
90,71699,586+8,8706,5907,7733.40%+1,183
iShares Core S&P Mid Cap ETF0240,698+240,698015,0006.57%+15,000
iShares Core S&P 500 ETF11,14711,887+7406,1006,8573.00%+757
Lilly Eli & Co Com(LLY)1,7062,554+8481,5452,2630.99%+718
Ishares Core Msci Emerging Markets Etf
CORE MSCI EMKT
67,01270,095+3,0833,5874,0241.76%+437
iShares Tr MSCI Eafe ETF0118,453+118,45309,9064.34%+9,906
Uber Technologies Inc(UBER)9,74714,224+4,4777081,0690.47%+361
Oracle Corp Com(ORCL)11,49611,636+1401,6231,9830.87%+360
Palo Alto Networks Inc(PANW)2,1563,164+1,0087311,0810.47%+351
Johnson & Johnson Com(JNJ)015,275+15,27502,4751.08%+2,475
Blackrock Inc Com(BLK)01,947+1,94701,8490.81%+1,849
iShares SP Small Cap 600 IDX ETF041,748+41,74804,8832.14%+4,883
Apple Inc Com(AAPL)64,39959,415-4,98413,56413,8446.06%+280
Vanguard Intermediate Term Treasury ETF
INTER TERM TREAS
18,90622,701+3,7951,1011,3720.60%+271
Hubbell Inc Com(HUBB)04,260+4,26001,8250.80%+1,825
McDonalds Corp Com(MCD)05,266+5,26601,6040.70%+1,604
Spdr Portfolio High Yield Bond ETF
ST PORT HIGH ETF
100,312106,995+6,6832,3302,5731.13%+243
Nextera Energy Inc Com(NEE)18,93318,638-2951,3411,5750.69%+235
JPMorgan Chase & Co Com(JPM)24,04824,123+754,8645,0872.23%+223
Procter and Gamble Co Com(PG)16,59017,081+4912,7362,9581.30%+222
Vanguard Ftse Emerging Mkts ETF036,108+36,10801,7280.76%+1,728
Abbvie Inc Com(ABBV)08,550+8,55001,6880.74%+1,688
UnitedHealth Group Inc Com(UNH)3,1783,121-571,6181,8250.80%+206
Public Storage Reit(PSA)2,4612,511+507089140.40%+206
Meta Platforms Inc CL A(META)1,6141,779+1658141,0180.45%+205
Accenture PLC Ireland ADR
SHS CLASS A
03,151+3,15101,1140.49%+1,114
Home Depot Inc Com(HD)03,044+3,04401,2330.54%+1,233
Caterpillar Inc Com(CAT)03,031+3,03101,1850.52%+1,185
Intercontinental Exchange Incom(ICE)5,8356,005+1707999650.42%+166
Lockheed Martin Corp Com(LMT)1,3271,32706207760.34%+156
International Business MacHscom(IBM)03,225+3,22507130.31%+713
Vanguard Short Term Treasury Index Fund
SHORT TERM TREAS
57,88359,453+1,5703,3573,5091.54%+152
Southern Co Com(SO)8,5198,898+3796618020.35%+142
Cisco Sys Inc Com(CSCO)022,884+22,88401,2180.53%+1,218
Duke Energy Corp New Com New(DUK)1,0002,057+1,0571002370.10%+137
Walmart Inc Com(WMT)8,1518,511+3605526870.30%+135
Thermo Fisher Scientific Inccom(TMO)02,046+2,04601,2660.55%+1,266
Zoetis Inc CL A(ZTS)5,1575,247+908941,0250.45%+131
PepsiCo Inc Com(PEP)014,271+14,27102,4271.06%+2,427
VISA Inc Com CL A(V)06,941+6,94101,9080.84%+1,908
Prologis Inc(PLD)5,2515,666+4155907160.31%+126
Air Prods & Chems Inc Com3,1223,12208069300.41%+124
Deere & Co Com(DE)02,382+2,38209940.44%+994
Cummins Inc Com(CMI)02,238+2,23807250.32%+725
Stryker Corp Com(SYK)3,2723,412+1401,1131,2330.54%+119
General Dynamics Corp Com(GD)8,5038,553+502,4672,5851.13%+118
Lowes Cos Inc Com(LOW)04,247+4,24701,1500.50%+1,150
Chevron Corp New Com(CVX)11,08412,419+1,3351,7341,8290.80%+95
Enbridge Inc ADR(ENB)07,187+7,18702920.13%+292
Qualcomm Inc Com(QCOM)385930+545771580.07%+81
Vanguard Total Bd Mkt ETF32,77932,513-2662,3622,4421.07%+80
Berkshire Hathaway Inc Del CL B New01,495+1,49506880.30%+688
Morgan Stanley Com New(MS)7,5987,823+2257388150.36%+77
Sherwin Williams Co Com(SHW)0870+87003320.15%+332
Oneok Inc.(OKE)0788+7880720.03%+72
Astrazeneca Plc ADR(AZN)0900+9000700.03%+70
Extra Space Storage Inc.(EXR)0389+3890700.03%+70
iShares Russell 2000 ETF010,003+10,00302,2100.97%+2,210
Pfizer Inc Com(PFE)020,629+20,62905970.26%+597
Marriott International Inc.(MAR)05,052+5,05201,2560.55%+1,256
Broadcom Inc.(AVGO)1822,028+1,8462923500.15%+58
Coca Cola Co Com(KO)0800+8000570.03%+57
Welltower Inc.(WELL)0400+4000510.02%+51
Bristol Myers Squibb Co Com(BMY)04,500+4,50002330.10%+233
AFLAC Inc Com(AFL)2,0002,00001792240.10%+45
Paychex Inc Com(PAYX)03,230+3,23004330.19%+433
Lyondellbasell Industries NV Ordinary Shares - Class A
SHS - A -
0458+4580440.02%+44
Ingredion Inc Com(INGR)01,895+1,89502600.11%+260
SPDR Barclays St Corp Bd ETF
ST SHOR CORP ETF
33,01833,698+6809811,0200.45%+40
US Bancorp Del Com New(USB)06,386+6,38602920.13%+292
Linde Plc ADR(LIN)01,000+1,00004770.21%+477
Automatic Data Processing Incom01,000+1,00002770.12%+277
CyberArk Software Ltd ADR0130+1300380.02%+38
Freeport-Mcmoran INC Freeport Mcmoran CORP COMMON(FCX)9,52010,010+4904635000.22%+37
3M Co Com(MMM)01,703+1,70302330.10%+233
American Elec Pwr Co Inc Com2,4502,45002152510.11%+36
Bk of America Corp Com17,94018,890+9507137500.33%+36
Eaton Corp PLC ADR(ETN)2,0002,00006276630.29%+36
Civista Bancshares Inc02,000+2,0000360.02%+36
AT&T Inc Com(T)01,470+1,4700320.01%+32
Realty Income Corp.(O)0480+4800300.01%+30
RTX Corp(RTX)1,3501,35001361640.07%+28
Targa Resources Corp(TRGP)0187+1870280.01%+28
Northrop Grumman Corp Com(NOC)0300+30001580.07%+158
iShares S&P SC 600 Clsd End Fnd ETF02,576+2,57602770.12%+277
Clorox Co Del Com(CLX)01,000+1,00001630.07%+163
Dominion RES Inc VA New Com(D)03,000+3,00001730.08%+173
American Express Co Com(AXP)1,9501,760-1904524770.21%+26
Smucker J M Co Com New(SJM)02,100+2,10002540.11%+254
Illinois Tool WKS Inc Com(ITW)01,000+1,00002620.11%+262
Crown Castle International Corp(CCI)01,185+1,18501410.06%+141
Altria Group Inc Com(MO)04,490+4,49002290.10%+229
Bank New York Mellon Corp Com2,0002,00001201440.06%+24
Vanguard REIT ETF06,724+6,72406550.29%+655
McCormick & Co Inc Com Non Vtg(MKC)02,000+2,00001650.07%+165
Ventas Inc Com(VTR)0350+3500220.01%+22
Dow Inc Com(DOW)07,271+7,27103970.17%+397
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