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CIK: 0001821336
Total reported value
$279.5M
$279.5M
233 檔
36.2%
In Q4 2025, Mechanics Financial Corp's U.S. equity holdings reached a combined market value of $279.5M, distributed across 233 disclosed stock positions.
In Q4 2025, Mechanics Financial Corp displayed an active expansion posture, initiating 3 new positions and adding to 25 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 233 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GRC | Gorman-rupp Co | Stock-Other | 17.76% | +1.99% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.90% | -0.54% | +0.74% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.81% | -0.18% | -0.23% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.11% | -0.45% | -0.07% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.80% | +0.04% | +1.71% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.72% | +0.18% | +1.17% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.31% | +0.47% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.78% | -0.10% | -0.25% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.56% | -0.34% | -3.39% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.34% | +0.17% | -1.23% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.08% | +0.25% | +0.81% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.07% | +0.02% | +0.94% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.83% | -0.09% | +0.56% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.55% | -0.07% | +9.61% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.46% | — | -4.62% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.10% | -0.13% | +0.10% | |
| 17 | GD | General Dynamics CORP | Stock-Industrials | 1.06% | -0.13% | +0.38% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.04% | +0.13% | +1.08% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.97% | +0.03% | -0.24% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.92% | -0.04% | +9.46% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.91% | -0.11% | +0.47% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | -0.03% | +0.73% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.85% | — | -0.42% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 0.83% | -0.10% | +0.43% | |
| 25 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.80% | +0.04% | +6.99% | |
| 26 | HUBB | Hubbell Inc | Stock-Industrials | 0.80% | -0.13% | — | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.80% | -0.02% | -7.20% | |
| 28 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.09% | +32.23% | |
| 29 | BLK | Blackrock Inc | Stock-Financials | 0.75% | -0.09% | +0.53% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.71% | +0.01% | -0.06% | |
| 31 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.70% | -0.08% | +0.93% | |
| 32 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.68% | -0.18% | -9.52% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | +0.24% | -0.57% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.65% | -0.26% | -7.91% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | +0.02% | +14.88% | |
| 36 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.10% | +0.89% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.61% | +0.27% | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.60% | -0.04% | — | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.59% | -0.15% | -0.19% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.13% | +0.16% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.55% | -0.08% | — | |
| 42 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.51% | +0.08% | -11.74% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.04% | +0.86% | |
| 44 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.46% | -0.02% | +0.92% | |
| 45 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | -0.06% | +2.25% | |
| 46 | MS | Morgan Stanley | Stock-Financials | 0.44% | +0.04% | +1.21% | |
| 47 | DE | Deere & Co | Stock-Industrials | 0.42% | -0.06% | +0.92% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.42% | -0.05% | -12.87% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.41% | -0.02% | — | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.03% | +0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.23% | Trim |
| 2 | LLY | Eli Lilly & Co | +0.3% | +1.08% | Add |
| 3 | AAPL | Apple Inc | +0.2% | -0.23% | Trim |
| 4 | AVGO | Broadcom Inc | +0.2% | +32.23% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -0.24% | Trim |
| 6 | PLTR | Palantir Technologies Inc-a | +0.1% | +623.33% | Add |
| 7 | TMO | Thermo Fisher Scientific Inc | +0.1% | +0.93% | Add |
| 8 | OKE | Oneok Inc | +0.1% | +488.71% | Add |
| 9 | BND | Vanguard Total Bond Market | +0.1% | +9.61% | Add |
| 10 | IBM | Intl Business Machines CORP | +0.1% | +14.88% | Add |
| 11 | JNJ | Johnson & Johnson | +0.1% | +0.10% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | — | Unchanged |
| 13 | ETN | Eaton Corporation plc | +0.1% | +111.89% | Add |
| 14 | MRK | Merck & Co. Inc. | +0.1% | +0.24% | Add |
| 15 | MAR | Marriott International -cl A | +0.1% | +0.92% | Add |
| 16 | VGIT | Vanguard Intermediate-term T | +0.1% | +9.46% | Add |
| 17 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 18 | CSCO | Cisco Systems Inc | +0.1% | -0.57% | Trim |
| 19 | GRC | Gorman-rupp Co | +0.1% | — | Unchanged |
| 20 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +1.71% | Add |
| 21 | RTX | Rtx CORP | +0.1% | +0.89% | Add |
| 22 | IVV | Ishares Core S&p 500 ETF | 0% | +1.17% | Add |
| 23 | MS | Morgan Stanley | 0% | +1.21% | Add |
| 24 | URI | United Rentals Inc | 0% | +54.27% | Add |
| 25 | SPSB | Ss Spdr P St C CORP ETF | 0% | +6.99% | Add |
| 26 | CRM | Salesforce Inc | 0% | +3.44% | Add |
| 27 | IEMG | Ishares Core Msci Emerging | 0% | +0.81% | Add |
| 28 | EFA | Ishares Msci Eafe ETF | — | -0.07% | Trim |
| 29 | JPM | Jpmorgan Chase & Co | 0% | -0.25% | Trim |
| 30 | IJH | Ishares Core S&p Midcap ETF | 0% | +0.74% | Add |
| 31 | UPS | United Parcel Service-cl B | 0% | -85.60% | Trim |
| 32 | ZTS | Zoetis Inc | -0.1% | -7.44% | Trim |
| 33 | DIS | Walt Disney Co/the | -0.1% | -12.87% | Trim |
| 34 | PEP | Pepsico Inc | -0.1% | -9.52% | Trim |
| 35 | TSLA | Tesla Inc | -0.1% | -7.20% | Trim |
| 36 | HD | Home Depot Inc | -0.1% | -0.29% | Trim |
| 37 | BLK | Blackrock Inc | -0.1% | +0.53% | Add |
| 38 | CVX | Chevron CORP | -0.1% | -7.91% | Trim |
| 39 | PG | Procter & Gamble Co/the | -0.1% | +0.47% | Add |
| 40 | PANW | Palo Alto Networks Inc | -0.1% | -8.42% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -95.20% | Trim |
| 42 | ACN | Accenture plc | -0.1% | -98.77% | Trim |
| 43 | UBER | Uber Technologies Inc | -0.1% | -10.65% | Trim |
| 44 | CDNS | Cadence Design Sys Inc | -0.2% | -11.74% | Trim |
| 45 | VGSH | Vanguard Short-term Treasury | -0.2% | -3.39% | Trim |
| 46 | MSFT | Microsoft CORP | -0.3% | +0.47% | Add |
| 47 | ORCL | Oracle CORP | -0.4% | +0.43% | Add |
| 48 | NFLX | Netflix Inc | — | NEW | New buy |
| 49 | TSCO | Tractor Supply Company | — | NEW | New buy |
| 50 | AMD | Advanced Micro Devices | — | NEW | New buy |
According to official SEC Form 13F filings, Mechanics Financial Corp reported a total U.S. public equity portfolio value of $279.5M across 233 disclosed positions in Q4 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 36.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
NFLX
市值: $345.9K
Top Position Liquidated / Trimmed
AAPL
前期市值: $14.8M
During Q4 2025, Mechanics Financial Corp's top holdings by market value included GRC (17.8%)、IJH (5.9%)、AAPL (5.8%). The largest single position, GRC, represented 17.8% of total portfolio value.
In Q4 2025, Mechanics Financial Corp made 47 total portfolio adjustments, initiating 3 new buys, adding to 25 positions, trimming 19 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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