CIK 1821336
Mechanics Financial Corp
Institutional 13F holdings & portfolio
Holdings
233
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 151–200 of 233
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VBR | Vanguard Group, Inc. Small Cap Value Etf | 400 | $50K–$100K | SH |
| EOT | Eaton Vance National Municipal Opportunities Trust | 5K | $50K–$100K | SH |
| AZN | Astrazeneca Plc ADR | 900 | $50K–$100K | SH |
| ET | Energy Transfer LP Com UT LTD Ptn | 5K | $50K–$100K | SH |
| DBEF | DBX ETF Tr Xtrak MSCI Eafe | 2K | $50K–$100K | SH |
| FCX | Freeport-Mcmoran INC Freeport Mcmoran CORP COMMON | 2K | $50K–$100K | SH |
| TJX | TJX Cos Inc New Com | 504 | $50K–$100K | SH |
| WELL | Welltower Inc. | 400 | $50K–$100K | SH |
| COP | ConocoPhillips Com | 750 | $50K–$100K | SH |
| MMU | Franklin Templeton Investments (US) Western Asset Managed Municipals Fund Inc. | 7K | $50K–$100K | SH |
| MUB | iShares National Muni Bond ETF | 643 | $50K–$100K | SH |
| SPGI | S&P Global Inc Com | 125 | $50K–$100K | SH |
| VBK | Vanguard Group, Inc. Small Cap Growth ETF | 215 | $50K–$100K | SH |
| ISRG | Intuitive Surgical Inc | 112 | $50K–$100K | SH |
| NKE | Nike Inc CL B | 985 | $50K–$100K | SH |
| IWP | iShares Russell Midcap Gth ETF | 456 | $50K–$100K | SH |
| LQD | iShares Iboxx Inv CP ETF | 531 | $50K–$100K | SH |
| T | AT&T Inc Com | 2K | $50K–$100K | SH |
| FDX | FedEx Corp Com | 200 | $50K–$100K | SH |
| KO | Coca Cola Co Com | 800 | $50K–$100K | SH |
| NOW | Servicenow Inc | 335 | $50K–$100K | SH |
| EXR | Extra Space Storage Inc. | 389 | $50K–$100K | SH |
| SBUX | Starbucks Corp Com | 571 | $15K–$50K | SH |
| GIS | General Mls Inc Com | 1K | $15K–$50K | SH |
| FTGC | First Trust Global Tactical Commodity Strategy Fund | 2K | $15K–$50K | SH |
| CIVB | Civista Bancshares Inc | 2K | $15K–$50K | SH |
| EVRG | Evergy Inc Com | 605 | $15K–$50K | SH |
| OGE | OGE Energy Corp Com | 1K | $15K–$50K | SH |
| PVI | Invesco Floating Rate Municipal Income ETF | 2K | $15K–$50K | SH |
| FICO | Fair Isaac Corp. | 25 | $15K–$50K | SH |
| IGIB | iShares Interm Cr Bd ETF | 764 | $15K–$50K | SH |
| RIO | Rio Tinto PLC Sponsored ADR | 500 | $15K–$50K | SH |
| IVW | iShares S&P 500 Growth ETF | 290 | $15K–$50K | SH |
| CYBR | CyberArk Software Ltd ADR | 80 | $15K–$50K | SH |
| TRGP | Targa Resources Corp | 187 | $15K–$50K | SH |
| HYS | Pimco 0-5yr High Yld Corp Bd Index ETF | 357 | $15K–$50K | SH |
| MAS | Masco Corp Com | 518 | $15K–$50K | SH |
| IUSV | iShares Tr Core S&P US Vlu | 317 | $15K–$50K | SH |
| ZION | Zions Bancorporation Com | 525 | $15K–$50K | SH |
| IUSG | iShares Tr Core S&P US Gwt | 179 | $15K–$50K | SH |
| FTNT | Fortinet Inc | 375 | $15K–$50K | SH |
| TFC | Truist Finl Corp Com | 600 | $15K–$50K | SH |
| PSTG | Pure Storage Inc Ordinary Shares - Class A | 440 | $15K–$50K | SH |
| AZTA | Azenta Inc | 870 | $15K–$50K | SH |
| IWS | iShares Tr Russell Mid Cap Vetf | 197 | $15K–$50K | SH |
| AMP | Ameriprise Finl Inc Com | 55 | $15K–$50K | SH |
| VRP | Invesco Capital Management LLC Variable Rate Preferred Etf | 1K | $15K–$50K | SH |
| FBT | First Trust NYSE Arca Biotechnology Index Fund | 122 | $15K–$50K | SH |
| PYPL | PayPal Hldgs Inc Com | 409 | $15K–$50K | SH |
| UPS | United Parcel Service Inc CL B | 240 | $15K–$50K | SH |