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 $279.5M across 296 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GRC ($26.9M, 9.61%), IJH ($16.6M, 5.95%), AAPL ($16.4M, 5.87%), IEFA ($13.2M, 4.71%), EFA ($11.7M, 4.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GRC | Gorman Rupp Co Com | $26.9M | 9.61% | 1.0M | Trimmed |
| 2 | IJH | iShares Core S&P Mid Cap ETF | $16.6M | 5.95% | 215,699 | Trimmed |
| 3 | AAPL | Apple Inc Com | $16.4M | 5.87% | 56,743 | Trimmed |
| 4 | IEFA | iShares Tr Core MSCI Eafe | $13.2M | 4.71% | 136,452 | Added |
| 5 | EFA | iShares Tr MSCI Eafe ETF | $11.7M | 4.20% | 112,998 | Trimmed |
| 6 | IVV | iShares Core S&P 500 ETF | $11.7M | 4.19% | 15,650 | Added |
| 7 | IEMG | Ishares Core Msci Emerging Markets Etf | $8.0M | 2.87% | 96,818 | Added |
| 8 | VGSH | Vanguard Short Term Treasury Index Fund | $7.9M | 2.82% | 135,216 | Added |
| 9 | JPM | JPMorgan Chase & Co Com | $7.9M | 2.82% | 24,120 | Added |
| 10 | GOOGL | Alphabet Inc Cap Stk CL A | $7.2M | 2.58% | 20,178 | Added |
| 11 | MSFT | Microsoft Corp Com | $6.4M | 2.30% | 17,257 | Added |
| 12 | NVDA | Nvidia Corporation Com | $6.1M | 2.18% | 30,460 | Added |
| 13 | BND | Vanguard Total Bd Mkt ETF | $5.5M | 1.99% | 75,597 | Added |
| 14 | IJR | iShares SP Small Cap 600 IDX ETF | $5.4M | 1.93% | 36,431 | Trimmed |
| 15 | AMZN | Amazon Com Inc Com | $4.1M | 1.45% | 17,003 | Added |
| 16 | JNJ | Johnson & Johnson Com | $3.7M | 1.32% | 14,526 | Added |
| 17 | VGIT | Vanguard Intermediate Term Treasury ETF | $3.4M | 1.21% | 57,303 | Added |
| 18 | SPSB | State Street SPDR Portfolio Short Term Corporate Bond ETF | $3.3M | 1.20% | 111,586 | Added |
| 19 | LLY | Lilly Eli & Co Com | $3.2M | 1.15% | 2,674 | Added |
| 20 | CAT | Caterpillar Inc Com | $3.2M | 1.13% | 2,974 | Added |
| 21 | GD | General Dynamics Corp Com | $3.0M | 1.09% | 8,581 | Added |
| 22 | GOOG | Alphabet Inc Cap Stk CL C | $2.9M | 1.03% | 8,176 | Trimmed |
| 23 | CSCO | Cisco Sys Inc Com | $2.7M | 0.98% | 23,253 | Added |
| 24 | AVGO | Broadcom Inc. | $2.7M | 0.97% | 7,201 | Added |
| 25 | IWM | iShares Russell 2000 ETF | $2.7M | 0.95% | 8,852 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30