Institutions / Mechanics Financial Corp

Mechanics Financial Corp

CIK 1821336 · Institution · as of Dec 31, 2025

Portfolio value

$270.89M

Positions

233

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 233 →

Company	Class	Value	Shares	% of portfolio
Gorman Rupp Co	—	$48.11M	1,007,456	17.8%
iShares Core S&P Mid Cap ETF	—	$15.98M	242,097	5.9%
Apple Inc.	—	$15.73M	57,862	5.8%
iShares Tr MSCI Eafe ETF	—	$11.14M	115,997	4.1%
iShares Tr Core MSCI Eafe	—	$10.30M	115,169	3.8%
iShares Core S&P 500 ETF	—	$10.07M	14,695	3.7%
Microsoft Corp	—	$8.13M	16,813	3.0%
JPMorgan Chase & Co	—	$7.54M	23,390	2.8%
Vanguard Short Term Treasury Index Fund	—	$6.93M	118,046	2.6%
Alphabet Inc.	—	$6.33M	20,224	2.3%
Ishares Core Msci Emerging Markets Etf	—	$5.62M	83,633	2.1%
NVIDIA Corp	—	$5.62M	30,127	2.1%
iShares SP Small Cap 600 IDX ETF	—	$4.95M	41,222	1.8%
Vanguard Total Bd Mkt ETF	—	$4.19M	56,577	1.5%
Amazon.com Inc	—	$3.94M	17,090	1.5%
Johnson & Johnson	—	$2.98M	14,418	1.1%
General Dynamics Corp	—	$2.86M	8,501	1.1%
ELI LILLY & Co	—	$2.82M	2,627	1.0%
Alphabet Inc.	—	$2.64M	8,400	1.0%
Vanguard Intermediate Term Treasury ETF	—	$2.49M	41,492	0.9%
PROCTER & GAMBLE Co	—	$2.47M	17,256	0.9%
Visa Inc	—	$2.43M	6,939	0.9%
iShares Russell 2000 ETF	—	$2.29M	9,323	0.8%
Oracle Corp	—	$2.26M	11,604	0.8%
State Street SPDR Portfolio Short Term Corporate Bond ETF	—	$2.17M	71,937	0.8%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.