Mechanics Financial Corp Top Holdings and 13F Report (2025) About Mechanics Financial CorpInvestment ActivityMechanics Financial Corp has $235.20 million in total holdings as of June 30, 2025.Mechanics Financial Corp owns shares of 239 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 2.56% of the portfolio was purchased this quarter.About 2.19% of the portfolio was sold this quarter.This quarter, Mechanics Financial Corp has purchased 245 new stocks and bought additional shares in 47 stocks.Mechanics Financial Corp sold shares of 63 stocks and completely divested from 7 stocks this quarter.Largest Holdings Gorman-Rupp $36,993,784iShares Core S&P Mid-Cap ETF $14,781,537Apple $11,976,594iShares MSCI EAFE ETF $10,376,570iShares Core MSCI EAFE ETF $9,003,902 Largest New Holdings this Quarter 74624M102 - Pure Storage $25,335 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 28,617 shares (about $1.68M)Vanguard Total Bond Market ETF 9,194 shares (about $676.95K)Duke Energy 4,425 shares (about $522.15K)Berkshire Hathaway 973 shares (about $472.65K)SPDR Portfolio Short Term Corporate Bond ETF 15,105 shares (about $456.02K) Largest Sales this Quarter SPDR Portfolio High Yield Bond ETF 87,579 shares (about $2.08M)Jacobs Solutions 4,762 shares (about $625.96K)Alphabet 1,680 shares (about $296.07K)Marriott International 1,023 shares (about $279.49K)Vanguard FTSE Emerging Markets ETF 5,096 shares (about $252.05K) Sector Allocation Over TimeMap of 500 Largest Holdings ofMechanics Financial Corp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGRCGorman-Rupp$36,993,7840.0%1,007,45615.7%IndustrialsIJHiShares Core S&P Mid-Cap ETF$14,781,537$7,753 ▲0.1%238,3356.3%ETFAAPLApple$11,976,594$88,633 ▼-0.7%58,3745.1%Computer and TechnologyEFAiShares MSCI EAFE ETF$10,376,570$59,176 ▼-0.6%116,0824.4%FinanceIEFAiShares Core MSCI EAFE ETF$9,003,902$360,383 ▲4.2%107,8573.8%ETFIVViShares Core S&P 500 ETF$8,539,859$251,465 ▲3.0%13,7543.6%ETFMSFTMicrosoft$8,217,213$39,295 ▼-0.5%16,5203.5%Computer and TechnologyJPMJPMorgan Chase & Co.$6,958,710$18,844 ▲0.3%24,0033.0%FinanceVGSHVanguard Short-Term Treasury ETF$6,954,967$1,682,107 ▲31.9%118,3223.0%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,787,933$232,676 ▲5.1%79,7592.0%ETFNVDANVIDIA$4,637,322$33,968 ▼-0.7%29,3522.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$4,370,616$147,869 ▼-3.3%39,9911.9%ETFAMZNAmazon.com$3,889,127$30,715 ▼-0.8%17,7271.7%Retail/WholesaleGOOGLAlphabet$3,579,760$296,066 ▼-7.6%20,3131.5%Computer and TechnologyBNDVanguard Total Bond Market ETF$3,553,678$676,954 ▲23.5%48,2641.5%ETFPGProcter & Gamble$2,728,674$4,461 ▼-0.2%17,1271.2%Consumer StaplesORCLOracle$2,517,743$9,401 ▼-0.4%11,5161.1%Computer and TechnologyGDGeneral Dynamics$2,456,944$9,625 ▼-0.4%8,4241.0%AerospaceVVisa$2,415,050$1,420 ▼-0.1%6,8021.0%Business ServicesJNJJohnson & Johnson$2,286,820$1,833 ▼-0.1%14,9711.0%MedicalVGITVanguard Intermediate-Term Treasury ETF$2,048,732$346,001 ▲20.3%34,2540.9%ETFIWMiShares Russell 2000 ETF$2,038,568$41,863 ▼-2.0%9,4470.9%FinanceBlackrock Inc.$1,996,723$4,197 ▼-0.2%1,9030.8%COMHUBBHubbell$1,982,831$26,547 ▼-1.3%4,8550.8%IndustrialsPEPPepsiCo$1,864,141$924 ▲0.0%14,1180.8%Consumer StaplesSPSBSPDR Portfolio Short Term Corporate Bond ETF$1,829,816$456,020 ▲33.2%60,6100.8%ETFCVXChevron$1,765,390$2,148 ▼-0.1%12,3290.8%EnergyCDNSCadence Design Systems$1,640,899$4,622 ▼-0.3%5,3250.7%Computer and TechnologyTSLATesla$1,616,254$12,706 ▼-0.8%5,0880.7%Auto/Tires/TrucksCSCOCisco Systems$1,591,230$12,488 ▲0.8%22,9350.7%Computer and TechnologyABBVAbbVie$1,566,633$12,065 ▲0.8%8,4400.7%MedicalMCDMcDonald's$1,527,465$4,383 ▲0.3%5,2280.6%Retail/WholesaleGOOGAlphabet$1,493,624$1,774 ▼-0.1%8,4200.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,487,411$252,048 ▼-14.5%30,0730.6%ETFDISWalt Disney$1,383,456$11,781 ▼-0.8%11,1560.6%Consumer DiscretionaryUBERUber Technologies$1,309,839$13,529 ▼-1.0%14,0390.6%Computer and TechnologyRTXRTX$1,299,724$5,841 ▼-0.4%8,9010.6%AerospaceNEENextEra Energy$1,283,784$4,165 ▼-0.3%18,4930.5%UtilitiesAMGNAmgen$1,280,7360.0%4,5870.5%MedicalTMOThermo Fisher Scientific$1,276,388$446,817 ▲53.9%3,1480.5%MedicalMETAMeta Platforms$1,276,158$29,524 ▼-2.3%1,7290.5%Computer and TechnologyPANWPalo Alto Networks$1,258,127$22,510 ▼-1.8%6,1480.5%Computer and TechnologyDEDeere & Company$1,204,104$5,085 ▼-0.4%2,3680.5%IndustrialsLLYEli Lilly and Company$1,179,4290.0%1,5130.5%MedicalBRK.BBerkshire Hathaway$1,177,021$472,654 ▲67.1%2,4230.5%FinanceCATCaterpillar$1,126,197$15,528 ▲1.4%2,9010.5%IndustrialsHDHome Depot$1,119,352$12,466 ▲1.1%3,0530.5%Retail/WholesaleEMREmerson Electric$1,114,905$12,666 ▲1.1%8,3620.5%IndustrialsICEIntercontinental Exchange$1,090,729$7,339 ▼-0.7%5,9450.5%FinanceMARMarriott International$1,081,092$279,494 ▼-20.5%3,9570.5%Consumer DiscretionaryIBMInternational Business Machines$1,032,0250.0%3,5010.4%Computer and TechnologyADBEAdobe$1,031,809$12,380 ▼-1.2%2,6670.4%Computer and TechnologySYKStryker$946,347$5,143 ▼-0.5%2,3920.4%MedicalPNCThe PNC Financial Services Group$925,762$28,709 ▼-3.0%4,9660.4%FinanceLOWLowe's Companies$923,423$11,094 ▼-1.2%4,1620.4%Retail/WholesaleMSMorgan Stanley$912,914$184,104 ▼-16.8%6,4810.4%FinanceACNAccenture$880,530$38,856 ▼-4.2%2,9460.4%Computer and TechnologyAPDAir Products and Chemicals$879,181$1,410 ▼-0.2%3,1170.4%Basic MaterialsUNHUnitedHealth Group$875,388$81,736 ▼-8.5%2,8060.4%MedicalMRKMerck & Co., Inc.$845,191$12,666 ▼-1.5%10,6770.4%MedicalAMATApplied Materials$830,222$915 ▼-0.1%4,5350.4%Computer and TechnologyBACBank of America$825,781$62,415 ▼-7.0%17,4510.4%FinanceSOSouthern$818,481$9,183 ▲1.1%8,9130.3%UtilitiesWMTWalmart$792,605$31,290 ▼-3.8%8,1060.3%Retail/WholesaleLMTLockheed Martin$778,538$3,705 ▲0.5%1,6810.3%AerospaceZTSZoetis$770,705$40,547 ▼-5.0%4,9420.3%MedicalDUKDuke Energy$764,876$522,150 ▲215.1%6,4820.3%UtilitiesWMWaste Management$741,606$8,238 ▲1.1%3,2410.3%Business ServicesCMICummins$726,068$983 ▼-0.1%2,2170.3%Auto/Tires/TrucksPSAPublic Storage$722,693$2,054 ▲0.3%2,4630.3%FinanceEOGEOG Resources$719,933$8,971 ▼-1.2%6,0190.3%EnergyPLDPrologis$697,051$3,889 ▼-0.6%6,6310.3%FinancePREFPrincipal Spectrum Preferred Securities Active ETF$696,085$132,335 ▲23.5%36,6940.3%ETFHONHoneywell International$657,886$13,041 ▲2.0%2,8250.3%Multi-Sector ConglomeratesAXPAmerican Express$598,4060.0%1,8760.3%FinanceAVGOBroadcom$579,692$26,187 ▲4.7%2,1030.2%Computer and TechnologyABTAbbott Laboratories$574,6420.0%4,2250.2%MedicalSPHYSPDR Portfolio High Yield Bond ETF$524,052$2,084,379 ▼-79.9%22,0190.2%ETFPFEPfizer$499,441$2,424 ▲0.5%20,6040.2%MedicalPAYXPaychex$472,309$11,200 ▲2.4%3,2470.2%Computer and TechnologyLinde Plc ADR$469,1800.0%1,0000.2%SHSVNQVanguard Real Estate ETF$417,959$4,453 ▼-1.1%4,6930.2%ETFMDTMedtronic$412,837$9,589 ▼-2.3%4,7360.2%MedicalETNEaton$390,904$55,333 ▼-12.4%1,0950.2%IndustrialsSHWSherwin-Williams$363,2750.0%1,0580.2%Basic MaterialsMCHPMicrochip Technology$352,835$11,752 ▲3.4%5,0140.2%Computer and TechnologyALLAllstate$347,2600.0%1,7250.1%FinanceENBEnbridge$331,606$7,704 ▲2.4%7,3170.1%EnergyMRVLMarvell Technology$327,479$28,174 ▲9.4%4,2310.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$321,9000.0%5210.1%FinanceADPAutomatic Data Processing$308,4000.0%1,0000.1%Computer and TechnologyIAUiShares Gold Trust$307,809$9,978 ▼-3.1%4,9360.1%FinanceVZVerizon Communications$307,606$6,707 ▲2.2%7,1090.1%Computer and TechnologyQCOMQUALCOMM$306,894$9,078 ▲3.0%1,9270.1%Computer and TechnologyBKBank of New York Mellon$291,5520.0%3,2000.1%FinanceGPCGenuine Parts$289,688$2,426 ▼-0.8%2,3880.1%Retail/WholesaleMOAltria Group$288,342$7,622 ▲2.7%4,9180.1%Consumer StaplesUPSUnited Parcel Service$283,440$5,653 ▲2.0%2,8080.1%TransportationVTIVanguard Total Stock Market ETF$271,4090.0%8930.1%ETFINGRIngredion$263,238$8,951 ▲3.5%1,9410.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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