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CIK: 0001821336
Total reported value
$279.5M
$279.5M
245 檔
28.5%
In Q1 2025, Mechanics Financial Corp's U.S. equity holdings reached a combined market value of $279.5M, distributed across 245 disclosed stock positions.
During Q1 2025, Mechanics Financial Corp's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GRC | Gorman-rupp Co | Stock-Other | 16.04% | +1.99% | -0.22% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.31% | -0.54% | +1.43% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.93% | -0.18% | -0.70% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.33% | -0.45% | -0.85% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.55% | +0.04% | +3.30% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.40% | +0.18% | +8.72% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.83% | -0.31% | -0.33% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.66% | -0.10% | -0.53% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.39% | -0.34% | +12.55% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.96% | -0.09% | +0.54% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.86% | +0.25% | +6.07% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.54% | +0.17% | -0.43% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.54% | — | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.45% | +0.02% | +16.56% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.33% | -0.11% | +1.23% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.30% | -0.07% | +14.96% | |
| 17 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 1.16% | -0.01% | +3.28% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.13% | -0.13% | -0.50% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.08% | -0.03% | -1.52% | |
| 20 | GD | General Dynamics CORP | Stock-Industrials | 1.05% | -0.13% | -0.66% | |
| 21 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.96% | -0.18% | -0.42% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.94% | -0.26% | — | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.87% | — | -1.43% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 0.82% | -0.09% | — | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.80% | +0.01% | +0.93% | |
| 26 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.77% | -0.04% | +12.65% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.15% | — | |
| 28 | HUBB | Hubbell Inc | Stock-Industrials | 0.74% | -0.13% | +15.49% | |
| 29 | ORCL | Oracle CORP | Stock-Tech | 0.73% | -0.10% | — | |
| 30 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | +0.01% | -1.06% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.72% | -0.04% | -2.60% | |
| 32 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | -0.08% | +12.23% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.24% | -0.33% | |
| 34 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.62% | +0.04% | +19.91% | |
| 35 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.62% | +0.08% | +2.63% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.02% | -4.47% | |
| 37 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.60% | +0.03% | -0.30% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.60% | -0.13% | -0.22% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.13% | -2.26% | |
| 40 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.54% | -0.02% | -0.40% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.54% | -0.10% | +43.98% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.51% | -0.06% | -0.21% | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.50% | -0.05% | +0.22% | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.50% | -0.02% | — | |
| 45 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.48% | +0.31% | — | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.47% | -0.05% | EXIT | |
| 47 | UBER | Uber Technologies Inc | Stock-Industrials | 0.47% | -0.05% | — | |
| 48 | ICE | Intercontinental Exchange In | Stock-Financials | 0.47% | -0.12% | — | |
| 49 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.46% | -0.06% | — | |
| 50 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.46% | -0.08% | — |
According to official SEC Form 13F filings, Mechanics Financial Corp reported a total U.S. public equity portfolio value of $279.5M across 245 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GRC, IJH, AAPL) accounted for 28.5% of total reported equity market value during Q1 2025.
During Q1 2025, Mechanics Financial Corp's top holdings by market value included GRC (16.0%)、IJH (6.3%)、AAPL (5.9%). The largest single position, GRC, represented 16.0% of total portfolio value.
In Q1 2025, Mechanics Financial Corp made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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