Universe · entity

Mechanics Financial Corp

Institutional manager (13F) · CIK 1821336
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $196M
#IssuerValueShares
1Gorman Rupp Co Com$18M1,007,456
2iShares Core S&P Mid Cap ETF$15M229,243
3Apple Inc Com$14M56,932
4iShares Tr Core MSCI Eafe$11M123,247
5iShares Tr MSCI Eafe ETF$11M114,352
6iShares Core S&P 500 ETF$10M14,637
7Vanguard Short Term Treasury Index Fund$8M128,713
8JPMorgan Chase & Co Com$7M23,677
9Ishares Core Msci Emerging Markets Etf$6M89,762
10Microsoft Corp Com$6M16,838
11Alphabet Inc Cap Stk CL A$6M20,029
12Nvidia Corporation Com$5M29,507
13Vanguard Total Bd Mkt ETF$5M66,840
14iShares SP Small Cap 600 IDX ETF$5M38,831
15Amazon Com Inc Com$3M16,598
16Johnson & Johnson Com$3M14,121
17Vanguard Intermediate Term Treasury ETF$3M50,097
18General Dynamics Corp Com$3M8,489
19State Street SPDR Portfolio Short Term Corporate Bond ETF$3M92,132
20Procter and Gamble Co Com$2M17,003
21Lilly Eli & Co Com$2M2,648
22Alphabet Inc Cap Stk CL C$2M8,292
23Hubbell Inc Com$2M4,725
24iShares Russell 2000 ETF$2M9,102
25Chevron Corp New Com$2M10,207
26Broadcom Inc.$2M6,762
27Caterpillar Inc Com$2M2,896
28VISA Inc Com CL A$2M6,544
29PepsiCo Inc Com$2M12,111
30Abbvie Inc Com$2M8,400
31Blackrock Inc.$2M1,856
32Cisco Sys Inc Com$2M22,707
33Nextera Energy Inc Com$2M18,876
34Oracle Corp Com$2M11,663
35Tesla Inc Com$2M4,599
36Thermo Fisher Scientific Inccom$2M3,297
37RTX Corp$2M8,233
38Vanguard Ftse Emerging Mkts ETF$2M29,037
39McDonalds Corp Com$2M5,017
40Amgen Inc Com$2M4,387
41International Business Machines$1M5,941
42Deere & Co Com$1M2,381
43Merck & Co. Inc Com$1M10,603
44Berkshire Hathaway Inc Del CL B New$1M2,614
45Marriott International Inc.$1M3,633
46Cadence Design System Inc Com$1M4,070
47Cummins Inc Com$1M2,068
48PNC Finl Svcs Group Inc Com$1M5,250
49Emerson Elec Co Com$1M8,318
50Meta Platforms Inc CL A$1M1,872
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.