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CIK: 0001821336
Total reported value
$279.5M
$279.5M
232 檔
25.2%
The Q1 2026 SEC filing reveals that Mechanics Financial Corp held a total portfolio value of $279.5M, covering 232 public equity positions.
In Q1 2026, Mechanics Financial Corp adopted a defensive or profit-taking posture, trimming 67 positions and completely liquidating 10 holdings to manage risk exposure.
Showing top 200 holdings (of 232 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GRC | Gorman-rupp Co | Stock-Other | 7.62% | +1.99% | — | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 6.49% | -0.54% | -5.31% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.05% | -0.18% | -1.61% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 4.67% | +0.04% | +7.01% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-Other | 4.65% | -0.45% | -1.42% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.01% | +0.18% | -0.39% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 3.16% | -0.34% | +9.04% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.92% | -0.10% | +1.23% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.62% | +0.25% | +7.33% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.61% | -0.31% | +0.15% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | +0.17% | -0.96% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.16% | +0.02% | -2.06% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.06% | -0.07% | +18.14% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.02% | -0.09% | -5.80% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.45% | — | -2.88% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | -0.13% | -2.06% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.25% | -0.04% | +20.74% | |
| 18 | GD | General Dynamics CORP | Stock-Industrials | 1.22% | -0.13% | -0.14% | |
| 19 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 1.16% | +0.04% | +28.07% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.03% | -0.11% | -1.47% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.02% | +0.13% | +0.80% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.00% | +0.03% | -1.29% | |
| 23 | HUBB | Hubbell Inc | Stock-Industrials | 0.97% | -0.13% | -2.68% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.95% | — | -2.37% | |
| 25 | CVX | Chevron CORP | Stock-Energy | 0.88% | -0.26% | -11.32% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.88% | +0.09% | +9.67% | |
| 27 | CAT | Caterpillar Inc | Stock-Industrials | 0.86% | +0.27% | — | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.83% | -0.03% | -5.69% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.79% | -0.18% | -5.48% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | +0.01% | -0.41% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.75% | -0.09% | -2.32% | |
| 32 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.24% | -0.43% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.73% | -0.13% | +0.83% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.72% | -0.10% | +0.51% | |
| 35 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.02% | -4.07% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.68% | -0.08% | +1.14% | |
| 37 | RTX | Rtx CORP | Stock-Industrials | 0.67% | -0.10% | -9.70% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.66% | -0.04% | -3.44% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.15% | -3.57% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.65% | -0.08% | -4.36% | |
| 41 | IBM | Intl Business Machines CORP | Stock-Tech | 0.60% | +0.02% | +1.50% | |
| 42 | DE | Deere & Co | Stock-Industrials | 0.56% | -0.06% | -1.85% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.03% | +1.80% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.04% | +1.28% | |
| 45 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.50% | -0.02% | -10.03% | |
| 46 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.47% | +0.08% | -8.44% | |
| 47 | CMI | Cummins Inc | Stock-Industrials | 0.47% | +0.07% | -3.59% | |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 0.46% | +0.02% | +3.08% | |
| 49 | EMR | Emerson Electric Co | Stock-Industrials | 0.46% | -0.02% | -0.30% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.45% | -0.06% | +3.03% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEFA | Ishares Core Msci Eafe ETF | +0.9% | +7.01% | Add |
| 2 | VGSH | Vanguard Short-term Treasury | +0.6% | +9.04% | Add |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.6% | -5.31% | Trim |
| 4 | IEMG | Ishares Core Msci Emerging | +0.5% | +7.33% | Add |
| 5 | EFA | Ishares Msci Eafe ETF | +0.5% | -1.42% | Trim |
| 6 | BND | Vanguard Total Bond Market | +0.5% | +18.14% | Add |
| 7 | SPSB | Ss Spdr P St C CORP ETF | +0.4% | +28.07% | Add |
| 8 | JNJ | Johnson & Johnson | +0.4% | -2.06% | Trim |
| 9 | VGIT | Vanguard Intermediate-term T | +0.3% | +20.74% | Add |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | -0.39% | Trim |
| 11 | XOM | Exxon Mobil CORP | +0.3% | +503.47% | Add |
| 12 | CAT | Caterpillar Inc | +0.3% | — | Unchanged |
| 13 | AAPL | Apple Inc | +0.2% | -1.61% | Trim |
| 14 | CVX | Chevron CORP | +0.2% | -11.32% | Trim |
| 15 | ETN | Eaton Corporation plc | +0.2% | +42.84% | Add |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.2% | -5.80% | Trim |
| 17 | NEE | Nextera Energy Inc | +0.2% | +0.83% | Add |
| 18 | HUBB | Hubbell Inc | +0.2% | -2.68% | Trim |
| 19 | NFLX | Netflix Inc | +0.2% | +94.74% | Add |
| 20 | GD | General Dynamics CORP | +0.2% | -0.14% | Trim |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +1.23% | Add |
| 22 | DE | Deere & Co | +0.1% | -1.85% | Trim |
| 23 | MRK | Merck & Co. Inc. | +0.1% | +1.80% | Add |
| 24 | LMT | Lockheed Martin CORP | +0.1% | — | Unchanged |
| 25 | PG | Procter & Gamble Co/the | +0.1% | -1.47% | Trim |
| 26 | AMD | Advanced Micro Devices | +0.1% | +112.51% | Add |
| 27 | PEP | Pepsico Inc | +0.1% | -5.48% | Trim |
| 28 | TSCO | Tractor Supply Company | +0.1% | +91.77% | Add |
| 29 | AMGN | Amgen Inc | +0.1% | -4.36% | Trim |
| 30 | IWM | Ishares Russell 2000 ETF | +0.1% | -2.37% | Trim |
| 31 | NVDA | Nvidia CORP | +0.1% | -2.06% | Trim |
| 32 | PLTR | Palantir Technologies Inc-a | +0.1% | +71.71% | Add |
| 33 | APD | Air Products & Chemicals Inc | +0.1% | -1.35% | Trim |
| 34 | AVGO | Broadcom Inc | +0.1% | +9.67% | Add |
| 35 | CSCO | Cisco Systems Inc | +0.1% | -0.43% | Trim |
| 36 | PREF | Pri Spe Pre Sec Acti-usd Inc | +0.1% | +19.66% | Add |
| 37 | DUK | Duke Energy CORP | +0.1% | +1.07% | Add |
| 38 | WMT | Walmart Inc | +0.1% | -3.91% | Trim |
| 39 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.96% | Trim |
| 40 | MRVL | Marvell Technology Inc | +0.1% | +8.05% | Add |
| 41 | HON | Honeywell International Inc | +0.1% | — | Unchanged |
| 42 | SO | Southern Co/the | +0.1% | — | Unchanged |
| 43 | PNC | Pnc Financial Services Group | +0.1% | +3.08% | Add |
| 44 | CMI | Cummins Inc | +0.1% | -3.59% | Trim |
| 45 | ABBV | Abbvie Inc | +0.1% | -0.41% | Trim |
| 46 | PSA | Public Storage | +0.1% | +3.53% | Add |
| 47 | VWO | Vanguard Ftse Emerging Marke | +0.1% | -3.44% | Trim |
| 48 | PLD | Prologis Inc | +0.1% | +1.25% | Add |
| 49 | MCD | Mcdonald's CORP | +0.1% | -3.57% | Trim |
| 50 | RTX | Rtx CORP | +0.1% | -9.70% | Trim |
According to official SEC Form 13F filings, Mechanics Financial Corp reported a total U.S. public equity portfolio value of $279.5M across 232 disclosed positions in Q1 2026.
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 25.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
SMMD
市值: $870.1K
Top Position Liquidated / Trimmed
IWR
前期市值: $108.5K
During Q1 2026, Mechanics Financial Corp's top holdings by market value included GRC (7.6%)、IJH (6.5%)、AAPL (6.0%). The largest single position, GRC, represented 7.6% of total portfolio value.
In Q1 2026, Mechanics Financial Corp made 122 total portfolio adjustments, initiating 8 new buys, adding to 37 positions, trimming 67 holdings, and fully liquidating 10 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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