§ 13F · FUND PROFILE
Mechanics Financial Corp.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $264M (13F)Positions · 240Turnover · — · Q1Filed · May 6, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GRC | Gorman Rupp Co Com | 1.01M | $18M | 7.6% | ±0% |
| 2 | IJH | iShares Core S&P Mid Cap ETF | 229K | $15M | 6.5% | −5% |
| 3 | AAPL | Apple Inc Com | 57K | $14M | 6.1% | −2% |
| 4 | IEFA | iShares Tr Core MSCI Eafe | 123K | $11M | 4.7% | +7% |
| 5 | EFA | iShares Tr MSCI Eafe ETF | 114K | $11M | 4.7% | −1% |
| 6 | IVV | iShares Core S&P 500 ETF | 15K | $10M | 4.0% | ±0% |
| 7 | VGSH | Vanguard Short Term Treasury Index Fund | 129K | $8M | 3.2% | +9% |
| 8 | JPM | JPMorgan Chase & Co Com | 24K | $7M | 2.9% | +1% |
| 9 | IEMG | Ishares Core Msci Emerging Markets Etf | 90K | $6M | 2.6% | +7% |
| 10 | MSFT | Microsoft Corp Com | 17K | $6M | 2.6% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MECHANICS SIGNAL
AC read
Mechanics Financial Corp is a Other fund managing $264 million in assets. The fund runs a broad portfolio of 240 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed