§ 13F · FUND PROFILE
Mechanics Bank Trust Department.
Institutional filer · behavioral pattern: Dealer / Bank. Summary pending.
AUM · $712.1T (13F)Positions · 363Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$55.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MCHB | MECHANICS BANCORP | 3.42M | $50.1T | 6.6% | NEW |
| 2 | SPY | SPDR S&P 500 ETF TR | 50K | $34.0T | 4.5% | ±0% |
| 3 | GOOGL | ALPHABET INC | 88K | $27.7T | 3.6% | +261% |
| 4 | AAPL | APPLE INC | 95K | $25.8T | 3.4% | +171% |
| 5 | MSFT | MICROSOFT CORP | 51K | $24.7T | 3.2% | +147% |
| 6 | IWP | ISHARES TR | 135K | $18.5T | 2.4% | +3% |
| 7 | QQQ | INVESCO QQQ TR | 25K | $15.3T | 2.0% | — |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | 239K | $13.7T | 1.8% | −1% |
| 9 | LQD | ISHARES TR | 124K | $13.6T | 1.8% | +3% |
| 10 | BKLN | INVESCO EXCH TRADED FD TR II | 613K | $12.9T | 1.7% | +625% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MECHANICS SIGNAL
AC read
Mechanics Bank Trust Department is a Dealer / Bank fund managing $712080.4 trillion in assets. The fund runs a broad portfolio of 363 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed