Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Mechanics Bank Trust Department (CIK 1439743) reported $722.2M across 199 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($36.5M, 5.06%), MCHB ($34.0M, 4.70%), AAPL ($32.9M, 4.55%), GOOGL ($31.6M, 4.38%), MSFT ($26.6M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $36.5M | 5.06% | 56,180 | Added |
| 2 | MCHB | MECHANICS BANCORP | $34.0M | 4.70% | 2.3M | Trimmed |
| 3 | AAPL | APPLE INC | $32.9M | 4.55% | 129,597 | Trimmed |
| 4 | GOOGL | ALPHABET INC | $31.6M | 4.38% | 109,911 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $26.6M | 3.68% | 71,728 | Added |
| 6 | IWP | ISHARES TR | $17.9M | 2.48% | 139,696 | Added |
| 7 | COST | COSTCO WHOLESALE CORPORATION | $16.2M | 2.24% | 16,259 | Trimmed |
| 8 | QQQ | INVESCO QQQ TR | $14.9M | 2.06% | 25,833 | Trimmed |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $14.4M | 2.00% | 254,769 | Trimmed |
| 10 | XOM | EXXON MOBIL CORP | $14.0M | 1.93% | 82,345 | Trimmed |
| 11 | NVDA | NVIDIA CORPORATION | $14.0M | 1.93% | 80,027 | Added |
| 12 | LQD | ISHARES TR | $13.1M | 1.82% | 120,423 | Trimmed |
| 13 | BKLN | INVESCO EXCH TRADED FD TR II | $12.5M | 1.73% | 612,847 | Trimmed |
| 14 | VBK | VANGUARD INDEX FDS | $12.2M | 1.69% | 40,427 | Added |
| 15 | AMZN | AMAZON COM INC | $11.6M | 1.61% | 55,701 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $11.6M | 1.60% | 39,391 | Added |
| 17 | VUG | VANGUARD INDEX FDS | $10.8M | 1.50% | 24,821 | Added |
| 18 | JNJ | JOHNSON & JOHNSON | $9.2M | 1.28% | 37,710 | Trimmed |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $9.1M | 1.27% | 19,083 | Trimmed |
| 20 | V | VISA INC | $9.1M | 1.26% | 30,146 | Trimmed |
| 21 | IYW | ISHARES TR | $9.0M | 1.24% | 49,448 | Trimmed |
| 22 | ORCL | ORACLE CORP | $8.3M | 1.15% | 56,560 | Trimmed |
| 23 | JEPQ | J P MORGAN EXCHANGE TRADED F | $7.9M | 1.10% | 142,942 | Added |
| 24 | MCD | MCDONALDS CORP | $7.9M | 1.09% | 25,418 | Trimmed |
| 25 | WMT | WALMART INC | $7.8M | 1.08% | 62,800 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31