StockDriftsStockDriftsTop 50 Mechanics Financial Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRC | Gorman Rupp Co Com | 9.61% | 1.01M | $26.9M | -0.21%(-2.15K) | $38.91(+113.54%) | 2026-06-30 | |
| IJH | iShares Core S&P Mid Cap ETF | 5.95% | 215.7K | $16.6M | -5.91%(-13.54K) | $54.75(+42.30%) | 2026-06-30 | |
| AAPL | Apple Inc Com | 5.87% | 56.7K | $16.4M | -0.33%(-189) | $159.53(+92.23%) | 2026-06-30 | |
| IEFA | iShares Tr Core MSCI Eafe | 4.71% | 136.5K | $13.2M | +10.71%(+13.21K) | $76.72(+31.69%) | 2026-06-30 | |
| EFA | iShares Tr MSCI Eafe ETF | 4.2% | 113.0K | $11.7M | -1.18%(-1.35K) | $78.09(+38.99%) | 2026-06-30 | |
| IVV | iShares Core S&P 500 ETF | 4.19% | 15.7K | $11.7M | +6.92%(+1.01K) | $505.63(+53.74%) | 2026-06-30 | |
| IEMG | Ishares Core Msci Emerging Markets Etf | 2.87% | 96.8K | $8.0M | +7.86%(+7.06K) | $55.21(+45.30%) | 2026-06-30 | |
| JPM | JPMorgan Chase & Co Com | 2.82% | 24.1K | $7.9M | +1.87%(+443) | $164.22(+120.12%) | 2026-06-30 | |
| VGSH | Vanguard Short Term Treasury Index Fund | 2.82% | 135.2K | $7.9M | +5.05%(+6.50K) | $58.38(-0.57%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Cap Stk CL A | 2.58% | 20.2K | $7.2M | +0.74%(+149) | $141.10(+149.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.63% | +79.92% | — | — | +47.88% |
| Top 20 Holdings Unweighted | +15.97% | +55.99% | — | — | +40.56% |
Mechanics Financial Corp reports $279.55M in US-listed equity holdings across 296 positions in its most recent 13F filing. Its largest disclosed positions are GRC (9.6%), IJH (6.0%) and AAPL (5.9%). The top 20 holdings account for 61.48% of reported assets. Its disclosed equity book has returned +79.92% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mechanics Financial Corp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1821336). View Mechanics Financial Corp’s 13F filings on SEC