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 Financial Corp (CIK 1821336) reported $238.7M across 230 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GRC ($18.2M, 7.62%), IJH ($15.5M, 6.49%), AAPL ($14.4M, 6.05%), IEFA ($11.2M, 4.67%), EFA ($11.1M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GRC | Gorman Rupp Co Com | $18.2M | 7.62% | 1.0M | Hold |
| 2 | IJH | iShares Core S&P Mid Cap ETF | $15.5M | 6.49% | 229,243 | Trimmed |
| 3 | AAPL | Apple Inc Com | $14.4M | 6.05% | 56,932 | Trimmed |
| 4 | IEFA | iShares Tr Core MSCI Eafe | $11.2M | 4.67% | 123,247 | Added |
| 5 | EFA | iShares Tr MSCI Eafe ETF | $11.1M | 4.65% | 114,352 | Trimmed |
| 6 | IVV | iShares Core S&P 500 ETF | $9.6M | 4.01% | 14,637 | Trimmed |
| 7 | VGSH | Vanguard Short Term Treasury Index Fund | $7.5M | 3.16% | 128,713 | Added |
| 8 | JPM | JPMorgan Chase & Co Com | $7.0M | 2.92% | 23,677 | Added |
| 9 | IEMG | Ishares Core Msci Emerging Markets Etf | $6.3M | 2.62% | 89,762 | Added |
| 10 | MSFT | Microsoft Corp Com | $6.2M | 2.61% | 16,838 | Added |
| 11 | GOOGL | Alphabet Inc Cap Stk CL A | $5.8M | 2.41% | 20,029 | Trimmed |
| 12 | NVDA | Nvidia Corporation Com | $5.1M | 2.16% | 29,507 | Trimmed |
| 13 | BND | Vanguard Total Bd Mkt ETF | $4.9M | 2.06% | 66,840 | Added |
| 14 | IJR | iShares SP Small Cap 600 IDX ETF | $4.8M | 2.02% | 38,831 | Trimmed |
| 15 | JNJ | Johnson & Johnson Com | $3.5M | 1.45% | 14,121 | Trimmed |
| 16 | AMZN | Amazon Com Inc Com | $3.5M | 1.45% | 16,598 | Trimmed |
| 17 | VGIT | Vanguard Intermediate Term Treasury ETF | $3.0M | 1.25% | 50,097 | Added |
| 18 | GD | General Dynamics Corp Com | $2.9M | 1.22% | 8,489 | Trimmed |
| 19 | SPSB | State Street SPDR Portfolio Short Term Corporate Bond ETF | $2.8M | 1.16% | 92,132 | Added |
| 20 | PG | Procter and Gamble Co Com | $2.5M | 1.03% | 17,003 | Trimmed |
| 21 | LLY | Lilly Eli & Co Com | $2.4M | 1.02% | 2,648 | Added |
| 22 | GOOG | Alphabet Inc Cap Stk CL C | $2.4M | 1.00% | 8,292 | Trimmed |
| 23 | HUBB | Hubbell Inc Com | $2.3M | 0.97% | 4,725 | Trimmed |
| 24 | IWM | iShares Russell 2000 ETF | $2.3M | 0.95% | 9,102 | Trimmed |
| 25 | CVX | Chevron Corp New Com | $2.1M | 0.88% | 10,207 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31