Top 50 Mechanics Bank Trust Department Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 5.06% | 56.2K | $36.5M | +1.77%(+978) | $233.27(+210.27%) | 2026-03-31 | |
| MCHB | MECHANICS BANCORP | 4.7% | 2.30M | $34.0M | -32.75%(-1.12M) | $13.97(+6.37%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.55% | 129.6K | $32.9M | -0.14%(-183) | $124.38(+128.48%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 4.38% | 109.9K | $31.6M | -2.28%(-2.57K) | $26.95(+1341.16%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.68% | 71.7K | $26.6M | +0.14%(+101) | $68.88(+497.26%) | 2026-03-31 | |
| IWP | ISHARES TR | 2.48% | 139.7K | $17.9M | +0.12%(+163) | $107.93(+27.40%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 2.24% | 16.3K | $16.2M | -0.90%(-148) | $91.14(+1015.19%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.06% | 25.8K | $14.9M | -0.84%(-219) | $182.38(+273.73%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2% | 254.8K | $14.4M | -1.47%(-3.80K) | $55.57(+1.68%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.93% | 82.3K | $14.0M | -3.93%(-3.37K) | $85.28(+81.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.91% | +43.93% |
| Top 20 Holdings Unweighted | +12.40% | +42.01% |
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