Mechanics Financial Corp Top Holdings and 13F Report (2025) About Mechanics Financial CorpInvestment ActivityMechanics Financial Corp has $222.59 million in total holdings as of December 31, 2024.Mechanics Financial Corp owns shares of 230 different stocks, but just 44 companies or ETFs make up 80% of its holdings.Approximately 2.19% of the portfolio was purchased this quarter.About 3.18% of the portfolio was sold this quarter.This quarter, Mechanics Financial Corp has purchased 239 new stocks and bought additional shares in 19 stocks.Mechanics Financial Corp sold shares of 86 stocks and completely divested from 26 stocks this quarter.Largest Holdings Gorman-Rupp $38,286,876Apple $14,829,872iShares Core S&P Mid-Cap ETF $14,633,690iShares MSCI EAFE ETF $8,902,851iShares Core S&P 500 ETF $7,227,813 Largest New Holdings this Quarter The PNC Financial Services Group $540,944 HoldingSPDR S&P Dividend ETF $132,100 HoldingSchwab US Dividend Equity ETF $105,401 HoldingNuveen Quality Municipal Income Fund $99,110 HoldingFirst Trust Water ETF $91,845 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury Index ETF 20,252 shares (about $1.18M)Palo Alto Networks 3,094 shares (about $562.98K)RTX 4,860 shares (about $562.40K)The PNC Financial Services Group 2,805 shares (about $540.94K)iShares Core S&P 500 ETF 391 shares (about $230.17K) Largest Sales this Quarter Honeywell International 4,068 shares (about $918.92K)Eli Lilly and Company 1,006 shares (about $776.63K)Microsoft 1,644 shares (about $692.95K)iShares Core S&P Mid-Cap ETF 5,845 shares (about $364.20K)Stryker 1,007 shares (about $362.57K) 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$38,286,876$119,448 ▼-0.3%1,009,67517.2%Industrial ProductsAAPLApple$14,829,872$48,832 ▼-0.3%59,2206.7%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$14,633,690$364,202 ▼-2.4%234,8536.6%ETFEFAiShares MSCI EAFE ETF$8,902,851$53,381 ▼-0.6%117,7474.0%FinanceIVViShares Core S&P 500 ETF$7,227,813$230,174 ▲3.3%12,2783.2%ETFIEFAiShares Core MSCI EAFE ETF$7,044,586$45,682 ▲0.7%100,2363.2%ETFMSFTMicrosoft$7,019,661$692,946 ▼-9.0%16,6543.2%Computer and TechnologyJPMJPMorgan Chase & Co.$5,768,621$13,903 ▼-0.2%24,0652.6%FinanceIJRiShares Core S&P Small-Cap ETF$4,737,962$72,243 ▼-1.5%41,1212.1%ETFVGSHVanguard Short-Term Treasury Index ETF$4,637,237$1,178,261 ▲34.1%79,7052.1%ETFGOOGLAlphabet$4,181,258$29,341 ▼-0.7%22,0881.9%Computer and TechnologyAMZNAmazon.com$3,919,841$37,516 ▼-0.9%17,8671.8%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$3,735,871$75,510 ▲2.1%71,5411.7%ETFNVDANVIDIA$3,406,534$47,673 ▲1.4%25,3671.5%Computer and TechnologyPGProcter & Gamble$2,840,997$22,633 ▼-0.8%16,9461.3%Consumer StaplesSPHYSPDR Portfolio High Yield Bond ETF$2,490,683$20,489 ▼-0.8%106,1221.1%ETFBNDVanguard Total Bond Market ETF$2,443,861$105,852 ▲4.5%33,9851.1%ETFGDGeneral Dynamics$2,243,090$10,540 ▼-0.5%8,5131.0%AerospaceVVisa$2,184,152$9,481 ▼-0.4%6,9111.0%Business ServicesJNJJohnson & Johnson$2,177,688$31,383 ▼-1.4%15,0581.0%MedicalTSLATesla$2,167,813$12,115 ▼-0.6%5,3681.0%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$2,161,210$49,053 ▼-2.2%9,7811.0%FinancePEPPepsiCo$2,154,842$15,206 ▼-0.7%14,1711.0%Consumer StaplesORCLOracle$1,926,192$12,831 ▼-0.7%11,5590.9%Computer and TechnologyCVXChevron$1,787,905$10,863 ▼-0.6%12,3440.8%Oils/EnergyHUBBHubbell$1,784,4710.0%4,2600.8%Industrial ProductsGOOGAlphabet$1,610,170$1,904 ▼-0.1%8,4550.7%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$1,590,1960.0%36,1080.7%ETFUNHUnitedHealth Group$1,568,672$10,117 ▼-0.6%3,1010.7%MedicalCDNSCadence Design Systems$1,563,293$4,507 ▼-0.3%5,2030.7%Computer and TechnologyMCDMcDonald's$1,511,197$15,364 ▼-1.0%5,2130.7%Retail/WholesaleABBVAbbVie$1,474,555$44,780 ▼-2.9%8,2980.7%MedicalVGITVanguard Intermediate-Term Treasury Index ETF$1,465,718$149,060 ▲11.3%25,2710.7%ETFMARMarriott International$1,394,700$14,505 ▼-1.0%5,0000.6%Consumer DiscretionaryCSCOCisco Systems$1,351,536$3,197 ▼-0.2%22,8300.6%Computer and TechnologyNEENextEra Energy$1,332,932$3,226 ▼-0.2%18,5930.6%UtilitiesDISWalt Disney$1,250,015$2,227 ▼-0.2%11,2260.6%Consumer DiscretionaryHONHoneywell International$1,220,258$918,921 ▼-43.0%5,4020.5%Multi-Sector ConglomeratesADBEAdobe$1,205,083$889 ▲0.1%2,7100.5%Computer and TechnologyLLYEli Lilly and Company$1,195,056$776,632 ▼-39.4%1,5480.5%MedicalHDHome Depot$1,174,361$9,725 ▼-0.8%3,0190.5%Retail/WholesalePANWPalo Alto Networks$1,138,706$562,984 ▲97.8%6,2580.5%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$1,133,127$126,905 ▲12.6%37,9480.5%ETFACNAccenture$1,104,972$3,518 ▼-0.3%3,1410.5%Computer and TechnologyMRKMerck & Co., Inc.$1,078,065$1,990 ▼-0.2%10,8370.5%MedicalAMGNAmgen$1,065,2360.0%4,0870.5%MedicalTMOThermo Fisher Scientific$1,064,3910.0%2,0460.5%MedicalLOWLowe's Companies$1,039,522$8,638 ▼-0.8%4,2120.5%Retail/WholesaleCATCaterpillar$1,037,856$61,669 ▼-5.6%2,8610.5%Industrial ProductsMETAMeta Platforms$1,035,767$5,855 ▼-0.6%1,7690.5%Computer and TechnologyEMREmerson Electric$1,024,529$6,196 ▼-0.6%8,2670.5%Industrial ProductsDEDeere & Company$1,009,677$424 ▲0.0%2,3830.5%Industrial ProductsMSMorgan Stanley$979,107$4,400 ▼-0.4%7,7880.4%FinanceAPDAir Products and Chemicals$905,5050.0%3,1220.4%Basic MaterialsICEIntercontinental Exchange$891,825$2,980 ▼-0.3%5,9850.4%FinanceSYKStryker$865,920$362,570 ▼-29.5%2,4050.4%MedicalUBERUber Technologies$855,579$2,413 ▼-0.3%14,1840.4%Computer and TechnologyZTSZoetis$852,450$2,444 ▼-0.3%5,2320.4%MedicalBACBank of America$827,139$3,077 ▼-0.4%18,8200.4%FinanceCMICummins$776,681$3,486 ▼-0.4%2,2280.3%Auto/Tires/TrucksWMTWalmart$764,903$4,066 ▼-0.5%8,4660.3%Retail/WholesaleEOGEOG Resources$747,003$3,432 ▼-0.5%6,0940.3%Oils/EnergyPSAPublic Storage$742,911$8,983 ▼-1.2%2,4810.3%FinanceAMATApplied Materials$738,340$2,439 ▼-0.3%4,5400.3%Computer and TechnologySOSouthern$728,367$4,116 ▼-0.6%8,8480.3%UtilitiesJJacobs Solutions$719,811$3,341 ▼-0.5%5,3870.3%Business ServicesRTXRTX$718,621$562,399 ▲360.0%6,2100.3%AerospaceIBMInternational Business Machines$708,9520.0%3,2250.3%Computer and TechnologyBRK.BBerkshire Hathaway$657,256$20,398 ▼-3.0%1,4500.3%FinanceLMTLockheed Martin$637,553$7,289 ▼-1.1%1,3120.3%AerospaceETNEaton$630,553$33,187 ▼-5.0%1,9000.3%Industrial ProductsWMWaste Management$611,020$6,457 ▲1.1%3,0280.3%Business ServicesPLDPrologis$599,108$211 ▲0.0%5,6680.3%FinanceVNQVanguard Real Estate ETF$598,9740.0%6,7240.3%ETFPFEPfizer$543,971$3,316 ▼-0.6%20,5040.2%MedicalPNCThe PNC Financial Services Group$540,944$540,944 ▲New Holding2,8050.2%FinancePREFPrincipal Spectrum Preferred Securities Active ETF$524,672$12,748 ▲2.5%28,1930.2%ETFAXPAmerican Express$522,3500.0%1,7600.2%FinanceABTAbbott Laboratories$477,890$34,838 ▼-6.8%4,2250.2%MedicalAVGOBroadcom$465,535$4,637 ▼-1.0%2,0080.2%Computer and TechnologyPAYXPaychex$444,497$8,413 ▼-1.9%3,1700.2%Business ServicesLinde Plc ADR$418,6700.0%1,0000.2%SHSMDTMedtronic$403,074$6,390 ▼-1.6%5,0460.2%MedicalFCXFreeport-McMoRan$378,134$3,046 ▼-0.8%9,9300.2%Basic MaterialsUPSUnited Parcel Service$347,027$6,305 ▼-1.8%2,7520.2%TransportationALLAllstate$332,5630.0%1,7250.1%FinanceSPYSPDR S&P 500 ETF Trust$305,3480.0%5210.1%FinanceENBEnbridge$303,247$1,697 ▼-0.6%7,1470.1%Oils/EnergySHWSherwin-Williams$295,7390.0%8700.1%Basic MaterialsBDXBecton, Dickinson and Company$294,9310.0%1,3000.1%MedicalADPAutomatic Data Processing$292,7300.0%1,0000.1%Business ServicesGPCGenuine Parts$283,493$11,442 ▼-3.9%2,4280.1%Retail/WholesaleIJSiShares S&P Small-Cap 600 Value ETF$279,7790.0%2,5760.1%ETFMCHPMicrochip Technology$277,975$6,882 ▼-2.4%4,8470.1%Computer and TechnologyVZVerizon Communications$267,293$15,636 ▼-5.5%6,6840.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$258,8000.0%8930.1%ETFINGRIngredion$257,925$2,751 ▼-1.1%1,8750.1%Consumer StaplesBMYBristol-Myers Squibb$254,5200.0%4,5000.1%MedicalITWIllinois Tool Works$253,5600.0%1,0000.1%Industrial ProductsIAUiShares Gold Trust$252,3030.0%5,0960.1%FinanceShowing 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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