Universe · entity
Mechanics Bank Trust Department
Institutional manager (13F) · CIK 1439743
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $531M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $37M | 56,180 |
| 2 | MECHANICS BANCORP | $34M | 2,301,961 |
| 3 | APPLE INC | $33M | 129,597 |
| 4 | ALPHABET INC | $32M | 109,911 |
| 5 | MICROSOFT CORP | $27M | 71,728 |
| 6 | ISHARES TR | $18M | 139,696 |
| 7 | COSTCO WHOLESALE CORPORATION | $16M | 16,259 |
| 8 | INVESCO QQQ TR | $15M | 25,833 |
| 9 | J P MORGAN EXCHANGE TRADED F | $14M | 254,769 |
| 10 | EXXON MOBIL CORP | $14M | 82,345 |
| 11 | NVIDIA CORPORATION | $14M | 80,027 |
| 12 | ISHARES TR | $13M | 120,423 |
| 13 | INVESCO EXCH TRADED FD TR II | $13M | 612,847 |
| 14 | VANGUARD INDEX FDS | $12M | 40,427 |
| 15 | AMAZON COM INC | $12M | 55,701 |
| 16 | JPMORGAN CHASE & CO | $12M | 39,391 |
| 17 | VANGUARD INDEX FDS | $11M | 24,821 |
| 18 | JOHNSON & JOHNSON | $9M | 37,710 |
| 19 | BERKSHIRE HATHAWAY INC DEL | $9M | 19,083 |
| 20 | VISA INC | $9M | 30,146 |
| 21 | ISHARES TR | $9M | 49,448 |
| 22 | ORACLE CORP | $8M | 56,560 |
| 23 | J P MORGAN EXCHANGE TRADED F | $8M | 142,942 |
| 24 | MCDONALDS CORP | $8M | 25,418 |
| 25 | WALMART INC | $8M | 62,800 |
| 26 | CHEVRON CORPORATION | $8M | 36,788 |
| 27 | ALPHABET INC | $7M | 25,246 |
| 28 | ISHARES TR | $7M | 71,228 |
| 29 | STATE STR SPDR S&P MIDCAP 40 | $7M | 11,328 |
| 30 | STATE STR SPDR DOW JONES IND | $7M | 14,498 |
| 31 | HOME DEPOT INC | $7M | 20,403 |
| 32 | VANGUARD WHITEHALL FDS | $7M | 69,714 |
| 33 | SELECT SECTOR SPDR TR | $6M | 45,700 |
| 34 | ISHARES TR | $6M | 18,464 |
| 35 | BROADCOM INC | $6M | 18,398 |
| 36 | VANGUARD INTL EQUITY INDEX F | $6M | 102,921 |
| 37 | VANGUARD SCOTTSDALE FDS | $5M | 66,347 |
| 38 | FIDELITY COVINGTON TRUST | $5M | 84,096 |
| 39 | ABBOTT LABORATORIES | $5M | 52,010 |
| 40 | SELECT SECTOR SPDR TR | $5M | 106,550 |
| 41 | ROSS STORES INC | $5M | 24,169 |
| 42 | VANGUARD SCOTTSDALE FDS | $5M | 64,658 |
| 43 | PROCTER & GAMBLE CO | $5M | 32,473 |
| 44 | ISHARES TR | $5M | 30,088 |
| 45 | ELI LILLY & CO | $5M | 4,934 |
| 46 | REPUBLIC SVCS INC | $4M | 19,774 |
| 47 | SPDR SERIES TRUST | $4M | 145,638 |
| 48 | CISCO SYS INC | $4M | 51,648 |
| 49 | MCKESSON CORP | $4M | 4,524 |
| 50 | MERCK & CO INC | $4M | 32,423 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.