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CIK: 0001821336
Total reported value
$279.5M
$279.5M
240 檔
35.0%
At the close of Q3 2025, Mechanics Financial Corp disclosed equity holdings valued at approximately $279.5M, spread across 240 reported holdings.
In Q3 2025, Mechanics Financial Corp displayed an active expansion posture, initiating 2 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 240 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GRC | Gorman-rupp Co | Stock-Other | 17.71% | +1.99% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.94% | -0.54% | +0.83% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.59% | -0.18% | -0.65% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.11% | -0.45% | — | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.75% | +0.04% | +4.99% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.68% | +0.18% | +5.61% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | -0.31% | +1.30% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.80% | -0.10% | -2.31% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.72% | -0.34% | +3.27% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.11% | +0.02% | +1.69% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.07% | +0.25% | +4.01% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.89% | +0.17% | +0.80% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.85% | -0.09% | +2.50% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.49% | — | +1.07% | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.45% | -0.07% | +6.95% | |
| 16 | ORCL | Oracle CORP | Stock-Tech | 1.23% | -0.10% | +0.33% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 1.09% | -0.13% | +0.53% | |
| 18 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.01% | -0.13% | -3.79% | |
| 19 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.11% | +0.29% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.89% | -0.03% | +1.28% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | -0.02% | +1.53% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.86% | -0.04% | +10.66% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.86% | — | -0.90% | |
| 24 | BLK | Blackrock Inc | Stock-Financials | 0.83% | -0.09% | -0.68% | |
| 25 | HUBB | Hubbell Inc | Stock-Industrials | 0.79% | -0.13% | — | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.03% | — | |
| 27 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.77% | +0.04% | +10.94% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.75% | -0.18% | +0.30% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.13% | +71.78% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.74% | +0.01% | — | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.74% | -0.26% | +1.38% | |
| 32 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.67% | +0.08% | -5.43% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.62% | -0.04% | — | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.60% | -0.15% | -0.29% | |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.59% | +0.24% | — | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.59% | -0.08% | +2.60% | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | +0.09% | +121.73% | |
| 38 | RTX | Rtx CORP | Stock-Industrials | 0.57% | -0.10% | +1.53% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | +0.02% | +45.53% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.53% | -0.13% | +1.07% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.52% | +0.27% | -0.17% | |
| 42 | UBER | Uber Technologies Inc | Stock-Industrials | 0.51% | -0.05% | -2.01% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.49% | -0.06% | +2.78% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.49% | -0.05% | +1.73% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.49% | -0.08% | — | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.04% | +5.61% | |
| 47 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.49% | +0.31% | +2.62% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.02% | — | |
| 49 | DE | Deere & Co | Stock-Industrials | 0.42% | -0.06% | +1.52% | |
| 50 | EMR | Emerson Electric Co | Stock-Industrials | 0.41% | -0.02% | -0.23% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GRC | Gorman-rupp Co | +1.7% | — | Unchanged |
| 2 | NVDA | Nvidia CORP | +0.7% | +1.69% | Add |
| 3 | ORCL | Oracle CORP | +0.5% | +0.33% | Trim |
| 4 | MSFT | Microsoft CORP | +0.5% | +1.30% | Add |
| 5 | AVGO | Broadcom Inc | +0.4% | +121.73% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.80% | Trim |
| 7 | VGSH | Vanguard Short-term Treasury | +0.3% | +3.27% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | +5.61% | Add |
| 9 | TSLA | Tesla Inc | +0.3% | +1.53% | Add |
| 10 | CRM | Salesforce Inc | +0.3% | +5708.00% | Add |
| 11 | IEMG | Ishares Core Msci Emerging | +0.2% | +4.01% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +4.99% | Add |
| 13 | DUK | Duke Energy CORP | +0.2% | +3.58% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | — | Trim |
| 15 | LLY | Eli Lilly & Co | +0.2% | +71.78% | Add |
| 16 | BND | Vanguard Total Bond Market | +0.2% | +6.95% | Add |
| 17 | SPSB | Ss Spdr P St C CORP ETF | +0.2% | +10.94% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | -2.31% | Trim |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +45.53% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +5.61% | Add |
| 21 | TMO | Thermo Fisher Scientific Inc | +0.1% | +2.60% | Add |
| 22 | ABT | Abbott Laboratories | +0.1% | +71.05% | Add |
| 23 | VGIT | Vanguard Intermediate-term T | +0.1% | +10.66% | Add |
| 24 | CAT | Caterpillar Inc | +0.1% | -0.17% | Add |
| 25 | CMI | Cummins Inc | +0.1% | +6.50% | Add |
| 26 | HUBB | Hubbell Inc | +0.1% | — | Trim |
| 27 | CDNS | Cadence Design Sys Inc | +0.1% | -5.43% | Trim |
| 28 | GD | General Dynamics CORP | 0% | +0.53% | Add |
| 29 | UBER | Uber Technologies Inc | 0% | -2.01% | Trim |
| 30 | RTX | Rtx CORP | 0% | +1.53% | Add |
| 31 | META | Meta Platforms Inc-class A | 0% | +2.78% | Add |
| 32 | BLK | Blackrock Inc | 0% | -0.68% | Trim |
| 33 | PANW | Palo Alto Networks Inc | 0% | +2.62% | Add |
| 34 | IWM | Ishares Russell 2000 ETF | 0% | -0.90% | Trim |
| 35 | AMZN | Amazon.com Inc | -0.1% | +1.07% | Add |
| 36 | ABBV | Abbvie Inc | -0.1% | — | Add |
| 37 | IJR | Ishares Core S&p Small-cap E | -0.1% | +2.50% | Trim |
| 38 | EFA | Ishares Msci Eafe ETF | -0.2% | — | Trim |
| 39 | AMAT | Applied Materials Inc | -0.3% | -86.11% | Trim |
| 40 | J | Jacobs Solutions Inc | -0.3% | -81.60% | Trim |
| 41 | ACN | Accenture plc | -0.3% | -55.70% | Trim |
| 42 | PG | Procter & Gamble Co/the | -0.3% | +0.29% | Add |
| 43 | AAPL | Apple Inc | -0.3% | -0.65% | Trim |
| 44 | IJH | Ishares Core S&p Midcap ETF | -0.4% | +0.83% | Add |
| 45 | ADBE | Adobe Inc | -0.4% | -78.18% | Trim |
| 46 | UNH | Unitedhealth Group Inc | -0.6% | -65.11% | Trim |
| 47 | SPHY | Ss Spdr P High Yield ETF | -1.1% | -47.90% | Trim |
| 48 | TMUS | T-mobile US Inc | — | NEW | New buy |
| 49 | URI | United Rentals Inc | — | NEW | New buy |
| 50 | BMY | Bristol-myers Squibb Co | — | EXIT | Sold out |
According to official SEC Form 13F filings, Mechanics Financial Corp reported a total U.S. public equity portfolio value of $279.5M across 240 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 35.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
TMUS
市值: $517.8K
Top Position Liquidated / Trimmed
BMY
前期市值: $274.5K
During Q3 2025, Mechanics Financial Corp's top holdings by market value included GRC (17.7%)、IJH (5.9%)、AAPL (5.6%). The largest single position, GRC, represented 17.7% of total portfolio value.
In Q3 2025, Mechanics Financial Corp made 49 total portfolio adjustments, initiating 2 new buys, adding to 28 positions, trimming 18 holdings, and fully liquidating 1 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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