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CIK: 0001821336
Total reported value
$279.5M
$279.5M
239 檔
29.7%
During the Q2 2025 filing period, Mechanics Financial Corp (CIK: 0001821336) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $279.5M across 239 reported positions.
During Q2 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 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GRC | Gorman-rupp Co | Stock-Other | 15.73% | +1.99% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.28% | -0.54% | +0.05% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.09% | -0.18% | -0.73% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.41% | -0.45% | -0.57% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.83% | +0.04% | +4.17% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.63% | +0.18% | +3.03% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.49% | -0.31% | -0.48% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.96% | -0.10% | +0.27% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.96% | -0.34% | +31.90% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.04% | +0.25% | +5.11% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 1.97% | +0.02% | -0.73% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.86% | -0.09% | -3.27% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.65% | — | -0.78% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.52% | +0.17% | -7.64% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.51% | -0.07% | +23.53% | |
| 16 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.16% | -0.11% | -0.16% | |
| 17 | ORCL | Oracle CORP | Stock-Tech | 1.07% | -0.10% | -0.37% | |
| 18 | GD | General Dynamics CORP | Stock-Industrials | 1.04% | -0.13% | -0.39% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.03% | -0.03% | -0.06% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.97% | -0.13% | -0.08% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.87% | -0.04% | +20.32% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.87% | — | -2.01% | |
| 23 | BLK | Blackrock Inc | Stock-Financials | 0.85% | -0.09% | -0.21% | |
| 24 | HUBB | Hubbell Inc | Stock-Industrials | 0.84% | -0.13% | -1.32% | |
| 25 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.18% | +0.05% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.78% | +0.04% | +33.19% | |
| 27 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.26% | -0.12% | |
| 28 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.70% | +0.08% | -0.28% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.69% | -0.02% | -0.78% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.68% | +0.24% | +0.79% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 0.67% | +0.01% | +0.78% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.15% | +0.29% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.64% | +0.03% | -0.12% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.63% | -0.04% | -14.49% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.59% | -0.05% | -0.84% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.56% | -0.05% | -1.02% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.10% | -0.45% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.13% | -0.32% | |
| 39 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.08% | — | |
| 40 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.54% | -0.08% | +53.86% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.54% | -0.06% | -2.26% | |
| 42 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.53% | +0.31% | -1.76% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.51% | -0.06% | -0.42% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.13% | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.04% | +67.10% | |
| 46 | CAT | Caterpillar Inc | Stock-Industrials | 0.48% | +0.27% | +1.40% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | -0.02% | +1.13% | |
| 48 | EMR | Emerson Electric Co | Stock-Industrials | 0.47% | -0.02% | +1.15% | |
| 49 | ICE | Intercontinental Exchange In | Stock-Financials | 0.46% | -0.12% | -0.67% | |
| 50 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.46% | -0.02% | -20.54% |
According to official SEC Form 13F filings, Mechanics Financial Corp reported a total U.S. public equity portfolio value of $279.5M across 239 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GRC, IJH, AAPL) accounted for 29.7% of total reported equity market value during Q2 2025.
During Q2 2025, Mechanics Financial Corp's top holdings by market value included GRC (15.7%)、IJH (6.3%)、AAPL (5.1%). The largest single position, GRC, represented 15.7% of total portfolio value.
In Q2 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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