StockDriftsStockDriftsTop 50 Mechanics Financial Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GRC | Gorman Rupp Co Com | 7.62% | 1.01M | $18.2M | +0.00%(+0) | $38.91(+116.02%) | 2026-03-31 | |
| IJH | iShares Core S&P Mid Cap ETF | 6.49% | 229.2K | $15.5M | -5.31%(-12.85K) | $54.75(+38.97%) | 2026-03-31 | |
| AAPL | Apple Inc Com | 6.05% | 56.9K | $14.4M | -1.61%(-930) | $159.53(+93.46%) | 2026-03-31 | |
| IEFA | iShares Tr Core MSCI Eafe | 4.67% | 123.2K | $11.2M | +7.01%(+8.08K) | $75.07(+29.61%) | 2026-03-31 | |
| EFA | iShares Tr MSCI Eafe ETF | 4.65% | 114.4K | $11.1M | -1.42%(-1.65K) | $78.09(+33.65%) | 2026-03-31 | |
| IVV | iShares Core S&P 500 ETF | 4.01% | 14.6K | $9.6M | -0.39%(-58) | $492.74(+51.89%) | 2026-03-31 | |
| VGSH | Vanguard Short Term Treasury Index Fund | 3.16% | 128.7K | $7.5M | +9.04%(+10.67K) | $58.38(-0.52%) | 2026-03-31 | |
| JPM | JPMorgan Chase & Co Com | 2.92% | 23.7K | $7.0M | +1.23%(+287) | $161.58(+107.00%) | 2026-03-31 | |
| IEMG | Ishares Core Msci Emerging Markets Etf | 2.62% | 89.8K | $6.3M | +7.33%(+6.13K) | $53.65(+48.82%) | 2026-03-31 | |
| MSFT | Microsoft Corp Com | 2.61% | 16.8K | $6.2M | +0.15%(+25) | $314.14(+24.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.70% | +67.27% |
| Top 20 Holdings Unweighted | +14.05% | +48.35% |
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