Mechanics Financial Corp

Est. AUM

$238.7M

13F long equity, this entity only

Positions

232

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Gorman Rupp Co Com	COM	$18.2M	1007456	7.62%	DFND
2	iShares Core S&P Mid Cap ETF	CORE S&P MCP ETF	$15.5M	229243	6.49%	DFND
3	Apple Inc Com	COM	$14.4M	56932	6.05%	DFND
4	iShares Tr Core MSCI Eafe	CORE MSCI EAFE	$11.2M	123247	4.67%	DFND
5	iShares Tr MSCI Eafe ETF	MSCI EAFE ETF	$11.1M	114352	4.65%	DFND
6	iShares Core S&P 500 ETF	CORE S&P500 ETF	$9.6M	14637	4.01%	DFND
7	Vanguard Short Term Treasury Index Fund	SHORT TERM TREAS	$7.5M	128713	3.16%	DFND
8	JPMorgan Chase & Co Com	COM	$7.0M	23677	2.92%	DFND
9	Ishares Core Msci Emerging Markets Etf	CORE MSCI EMKT	$6.3M	89762	2.62%	DFND
10	Microsoft Corp Com	COM	$6.2M	16838	2.61%	DFND
11	Alphabet Inc Cap Stk CL A	CAP STK CL A	$5.8M	20029	2.41%	DFND
12	Nvidia Corporation Com	COM	$5.1M	29507	2.16%	DFND
13	Vanguard Total Bd Mkt ETF	TOTAL BND MRKT	$4.9M	66840	2.06%	DFND
14	iShares SP Small Cap 600 IDX ETF	CORE S&P SCP ETF	$4.8M	38831	2.02%	DFND
15	Amazon Com Inc Com	COM	$3.5M	16598	1.45%	DFND
16	Johnson & Johnson Com	COM	$3.5M	14121	1.45%	DFND
17	Vanguard Intermediate Term Treasury ETF	INTER TERM TREAS	$3.0M	50097	1.25%	DFND
18	General Dynamics Corp Com	COM	$2.9M	8489	1.22%	DFND
19	State Street SPDR Portfolio Short Term Corporate Bond ETF	STATE STREET SPD	$2.8M	92132	1.16%	DFND
20	Procter and Gamble Co Com	COM	$2.5M	17003	1.03%	DFND
21	Lilly Eli & Co Com	COM	$2.4M	2648	1.02%	DFND
22	Alphabet Inc Cap Stk CL C	CAP STK CL C	$2.4M	8292	1.00%	DFND
23	Hubbell Inc Com	COM	$2.3M	4725	0.97%	DFND
24	iShares Russell 2000 ETF	RUSSELL 2000 ETF	$2.3M	9102	0.95%	DFND
25	Chevron Corp New Com	COM	$2.1M	10207	0.88%	DFND
26	Broadcom Inc.	COM	$2.1M	6762	0.88%	DFND
27	Caterpillar Inc Com	COM	$2.1M	2896	0.86%	DFND
28	VISA Inc Com CL A	COM CL A	$2.0M	6544	0.83%	DFND
29	PepsiCo Inc Com	COM	$1.9M	12111	0.79%	DFND
30	Abbvie Inc Com	COM	$1.8M	8400	0.77%	DFND
31	Blackrock Inc.	COM	$1.8M	1856	0.75%	DFND
32	Cisco Sys Inc Com	COM	$1.8M	22707	0.74%	DFND
33	Nextera Energy Inc Com	COM	$1.8M	18876	0.73%	DFND
34	Oracle Corp Com	COM	$1.7M	11663	0.72%	DFND
35	Tesla Inc Com	COM	$1.7M	4599	0.72%	DFND
36	Thermo Fisher Scientific Inccom	COM	$1.6M	3297	0.68%	DFND
37	RTX Corp	COM	$1.6M	8233	0.67%	DFND
38	Vanguard Ftse Emerging Mkts ETF	FTSE EMR MKT ETF	$1.6M	29037	0.66%	DFND
39	McDonalds Corp Com	COM	$1.6M	5017	0.65%	DFND
40	Amgen Inc Com	COM	$1.5M	4387	0.65%	DFND
41	International Business Machines	COM	$1.4M	5941	0.60%	DFND
42	Deere & Co Com	COM	$1.3M	2381	0.56%	DFND
43	Merck & Co. Inc Com	COM	$1.3M	10603	0.53%	DFND
44	Berkshire Hathaway Inc Del CL B New	CL B NEW	$1.3M	2614	0.52%	DFND
45	Marriott International Inc.	CL A	$1.2M	3633	0.50%	DFND
46	Cadence Design System Inc Com	COM	$1.1M	4070	0.47%	DFND
47	Cummins Inc Com	COM	$1.1M	2068	0.47%	DFND
48	PNC Finl Svcs Group Inc Com	COM	$1.1M	5250	0.46%	DFND
49	Emerson Elec Co Com	COM	$1.1M	8318	0.46%	DFND
50	Meta Platforms Inc CL A	CL A	$1.1M	1872	0.45%	DFND

1–50 of 232

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.