13F

Investor

Mechanics Financial Corp

CIK 0001821336 · filed 2026-05-06 · SEC filing

13F book

$238.7M

Positions

232

9 new · 10 sold

Largest name

7.6%

Gorman Rupp Co · GRC

Est. mark

−$35.2M

Price effect on 223 names still held. Flow $2.99M.
NameTickerSharesValueWeightEst. markChange
Gorman Rupp CoGRC1.01M$18.2M7.6%−$29.9MHeld
Ishares Tr229.2K$15.5M6.5%$350.7KCut−$497.6K
Apple Inc.AAPL56.9K$14.4M6.1%−$1.03MCut−$1.28M
Ishares Tr123.2K$11.2M4.7%$123.2KAdded$854.5K
Ishares Tr114.4K$11.1M4.7%$125.8KCut−$32.2K
Ishares Tr14.6K$9.56M4.0%−$464.4KCut−$504.2K
Vanguard Scottsdale Fds128.7K$7.53M3.2%−$22.4KAdded$602K
Jpmorgan Chase & Co.23.7K$6.96M2.9%−$656.3KAdded−$571.9K
Ishares Inc89.8K$6.26M2.6%$211.6KAdded$639.1K
Microsoft CorpMSFT16.8K$6.23M2.6%−$1.91MAdded−$1.9M
Alphabet Inc20K$5.76M2.4%−$509.5KCut−$570.6K
Nvidia CorpNVDA29.5K$5.15M2.2%−$357KCut−$472.7K
Vanguard Bd Index Fds66.8K$4.92M2.1%−$24.3KAdded$731.4K
Ishares Tr38.8K$4.83M2.0%$160.4KCut−$127K
Amazon Com IncAMZN16.6K$3.46M1.4%−$374.3KCut−$487.8K
Johnson & JohnsonJNJ14.1K$3.45M1.4%$529.4KCut$467.9K
Vanguard Scottsdale Fds50.1K$2.98M1.3%−$15.8KAdded$496.7K
General Dynamics CorpGD8.49K$2.91M1.2%$55.7KCut$51.6K
Spdr Series Trust92.1K$2.77M1.2%−$9.35KAdded$597.9K
Procter And Gamble CoPG17K$2.46M1.0%$19.2KCut−$17K
Eli Lilly & CoLLY2.65K$2.44M1.0%−$406.9KAdded−$387.6K
Alphabet Inc8.29K$2.38M1.0%−$223.4KCut−$257.3K
Hubbell IncHUBB4.72K$2.32M1.0%$220.3KCut$162.6K
Ishares Tr9.1K$2.26M0.9%$16.7KCut−$37.7K
Chevron Corp NewCVX10.2K$2.11M0.9%$556.2KCut$357.6K
Broadcom Inc.AVGO6.76K$2.09M0.9%−$225.6KAdded−$41.1K
Caterpillar IncCAT2.9K$2.05M0.9%$392.7KHeld
Visa Inc.V6.54K$1.98M0.8%−$317.2KCut−$455.7K
Pepsico IncPEP12.1K$1.88M0.8%$142.5KCut$41.8K
AbbVie Inc.ABBV8.4K$1.83M0.8%−$92.4KCut−$100.4K
BlackRock, Inc.BLK1.86K$1.78M0.7%−$201.6KCut−$248.7K
Cisco Sys Inc22.7K$1.76M0.7%$12.7KCut$5.17K
Nextera Energy Inc18.9K$1.75M0.7%$235.9KAdded$250.3K
Oracle Corp11.7K$1.72M0.7%−$554.7KAdded−$546K
Tesla, Inc.TSLA4.6K$1.71M0.7%−$358.6KCut−$446.3K
Thermo Fisher Scientific Inc.TMO3.3K$1.62M0.7%−$286.6KAdded−$268.4K
RTX CorpRTX8.23K$1.59M0.7%$78.2KCut−$83.9K
Vanguard Intl Equity Index F29K$1.57M0.7%$8.42KCut−$47.3K
Mcdonalds CorpMCD5.02K$1.56M0.7%$25.9KCut−$31K
Amgen IncAMGN4.39K$1.54M0.6%$107.7KCut$42.2K
International Business Machs5.94K$1.44M0.6%−$315KAdded−$293.7K
Deere & CoDE2.38K$1.34M0.6%$232.7KCut$211.7K
Merck & Co., Inc.MRK10.6K$1.28M0.5%$156.6KAdded$179K
Berkshire Hathaway Inc Del2.61K$1.25M0.5%−$60.5KAdded−$44.7K
Marriott Intl Inc New3.63K$1.19M0.5%$61.1KCut−$64.5K
Cadence Design System Inc4.07K$1.13M0.5%−$141.3KCut−$258.5K
Cummins IncCMI2.07K$1.11M0.5%$57KCut$17.7K
Pnc Finl Svcs Group Inc5.25K$1.09M0.5%−$3.26KAdded$29.4K
Emerson Elec Co8.32K$1.09M0.5%−$14.1KCut−$17.5K
Meta Platforms, Inc.META1.87K$1.07M0.4%−$159.8KAdded−$128.4K
Morgan Stanley6.19K$1.02M0.4%−$80.2KCut−$166.8K
Lockheed Martin CorpLMT1.68K$1.01M0.4%$202.6KHeld
Walmart Inc.WMT8.03K$998.3K0.4%$103.4KCut$67K
Lowes Cos Inc4.14K$979.1K0.4%−$20.2KHeld
Home Depot, Inc.HD2.97K$976.5K0.4%−$45.2KCut−$71K
Eaton Corp PlcETN2.72K$974.3K0.4%$74.7KAdded$366.9K
Intercontinental Exchange In5.67K$892.1K0.4%−$26.5KCut−$102K
Prologis Inc.6.75K$892.1K0.4%$30.1KAdded$41.1K
Air Prods & Chems Inc3.07K$891.5K0.4%$133.4KCut$123K
Disney Walt Co9.12K$878.5K0.4%−$158.5KCut−$246.5K
Palo Alto Networks IncPANW5.47K$877.8K0.4%−$130.7KCut−$186.6K
Ishares Tr11.4K$870.1K0.4%New
Duke Energy Corp New6.6K$864.7K0.4%$89.7KAdded$98.9K
Abbott LabsABT8.4K$862.6K0.4%−$185.8KAdded−$166.2K
Southern Co8.91K$860.3K0.4%$83.1KHeld
Bank America Corp17.3K$842.7K0.4%−$108KCut−$171.9K
Uber Technologies, IncUBER11.5K$827.8K0.3%−$112.5KCut−$176.6K
Stryker CorpSYK2.5K$821.8K0.3%−$56.2KAdded−$42.1K
Principal Exchange Traded Fd42.4K$798.3K0.3%−$8.86KAdded$122.3K
Exxon Mobil Corp4.34K$737.2K0.3%$35.5KAdded$650.5K
Waste Mgmt Inc Del3.17K$727.5K0.3%$31.9KCut$18.7K
Public Storage Oper Co2.61K$707.3K0.3%$28.7KAdded$52.8K
Netflix IncNFLX7.18K$690.7K0.3%$8.82KAdded$344.9K
Honeywell Intl Inc2.83K$638.5K0.3%$87.4KHeld
Marvell Technology, Inc.MRVL5.76K$570.5K0.2%$75KAdded$117.5K
American Express CoAXP1.88K$567.5K0.2%−$126.6KHeld
Salesforce, Inc.CRM2.96K$553.1K0.2%−$231.8KCut−$242.7K
Pfizer IncPFE19.6K$550.2K0.2%$62.3KCut$55K
Palantir Technologies Inc.PLTR3.73K$545K0.2%−$68.3KAdded$159.3K
Zoetis Inc.ZTS4.49K$531K0.2%−$33.6KAdded−$24.7K
Bank New York Mellon Corp4.37K$518.2K0.2%$11.1KHeld
T-Mobile Us Inc2.44K$512.1K0.2%$15.9KAdded$49.5K
Tractor Supply Co11.2K$505.5K0.2%−$27.4KAdded$214.5K
United Rentals, Inc.URI636$463.4K0.2%−$49.6KAdded−$33.6K
Lam Research CorpLRCX2.16K$461.7K0.2%New
Advanced Micro Devices IncAMD2.26K$459.5K0.2%−$11.4KAdded$231.9K
Ishares Gold Tr4.95K$436.7K0.2%$34.6KCut$14.3K
Linde PlcLIN875$433.8K0.2%$60.7KCut$18.1K
Vanguard Index Fds4.58K$406.5K0.2%$959Added$2.64K
Medtronic PlcMDT4.57K$396K0.2%−$43KCut−$58.9K
Enbridge Inc7.3K$395.5K0.2%$46.1KCut$45.5K
Arista Networks, Inc.ANET3.11K$381.6K0.2%New
Ge Aerospace1.28K$362.7K0.2%New
Allstate Corp1.73K$357.7K0.1%−$1.4KHeld
Eog Res Inc2.42K$349.6K0.1%$95.7KCut−$310.4K
American Elec Pwr Co Inc2.52K$329.7K0.1%$39.7KHeld
Altria Group, Inc.MO4.92K$324.5K0.1%$41KHeld
Microchip Technology Inc.4.99K$322.7K0.1%$4.44KHeld
Ishares Tr2.58K$305.1K0.1%$12.2KHeld
Spdr S&P 500 Etf Tr466$303.1K0.1%−$14.7KCut−$52.2K
Paychex IncPAYX3.18K$292.7K0.1%−$63.7KCut−$69.3K
Verizon Communications IncVZ5.54K$278K0.1%$52.4KCut$49.8K
Illinois Tool Wks Inc1K$260.3K0.1%$14KHeld
Northrop Grumman Corp381$259.9K0.1%$42.7KHeld
Intel CorpINTC5.83K$257.1K0.1%$42.1KHeld
Goldman Sachs Group Inc294$248.7K0.1%−$9.71KHeld
Qualcomm Inc1.93K$248.5K0.1%−$80.7KAdded−$78.2K
Sherwin Williams CoSHW770$246.8K0.1%−$2.68KHeld
Union Pac Corp1K$242.6K0.1%$11.3KHeld
State Srt Spdr Prtfl Hgh10.4K$242.3K0.1%−$3.64KCut−$22.7K
Cme Group Inc.CME792$233.9K0.1%$17.6KHeld
Genuine Parts CoGPC2.16K$228.7K0.1%−$37.2KHeld
Us Bancorp Del4.34K$225.6K0.1%−$5.85KHeld
Aflac IncAFL2K$219.4K0.1%−$1.12KHeld
Ingredion IncINGR1.94K$218.7K0.1%$4.66KHeld
Ppg Inds Inc2K$213.8K0.1%$8.84KHeld
3M COMMM1.43K$207.4K0.1%−$21.2KHeld
Automatic Data Processing In1K$203.2K0.1%−$54.1KHeld
Dominion Energy, IncD3K$185.5K0.1%$9.69KHeld
Phillips 66PSX1K$182.2K0.1%$53.1KHeld
Becton Dickinson & CoBDX1.15K$180.8K0.1%−$42.4KCut−$71.5K
Prudential Finl Inc1.83K$178.8K0.1%−$27.8KHeld
Ishares Tr830$175.3K0.1%−$764Cut−$5K
Applied Matls Inc500$170.9K0.1%$42.4KHeld
Colgate Palmolive CoCL2K$170.5K0.1%$12.4KHeld
Freightcar Amer Inc20K$159.4K0.1%−$62KHeld
Sysco CorpSYY2.08K$148.7K0.1%−$4.83KAdded−$1.97K
Spdr Series Trust1K$145.9K0.1%$6.78KHeld
Ishares Tr1.51K$144.1K0.1%−$1.09KHeld
Ishares Bitcoin Trust EtfIBIT3.5K$134.5K0.1%−$39.3KHeld
Ishares Tr1K$133K0.1%$913Cut$387
Ishares Tr916$132.6K0.1%$3.25KHeld
Adobe Inc.ADBE500$121.5K0.1%−$53.5KCut−$57.7K
Comcast Corp New4.17K$119.9K0.1%−$4.93KHeld
Cincinnati Finl Corp747$117.5K0.0%−$4.46KHeld
Invesco Qqq Tr203$117.2K0.0%−$7.54KHeld
Boeing Co570$113.4K0.0%−$10.3KCut−$11.4K
Ww Grainger Inc100$109.1K0.0%$8.18KHeld
Clorox Co Del1K$103.6K0.0%$2.8KHeld
Enovix CorpENVX20K$103.6K0.0%−$42.6KHeld
M & T Bk Corp500$103.4K0.0%$2.62KHeld
Mccormick & Co Inc2K$100.9K0.0%−$35.3KHeld
Ishares Tr1K$99.3K0.0%−$610Held
ConocophillipsCOP750$99K0.0%$28.8KHeld
Nuveen Quality Muncp Income8.5K$97.8K0.0%−$4.42KHeld
Energy Transfer L P5K$96.5K0.0%$14.1KHeld
Kimberly Clark CorpKMB1K$96.5K0.0%−$4.42KHeld
Crown Castle Inc.CCI1.17K$95.1K0.0%−$8.84KHeld
First Tr Exchange-Traded Fd900$92.8K0.0%−$4.96KHeld
Vanguard Index Fds149$89K0.0%−$4.41KHeld
Elevance Health Inc Formerly300$87.8K0.0%−$17.3KHeld
Astrazeneca Plc OrdAZN450$87.2K0.0%New
Vanguard Index Fds400$86.9K0.0%$2.18KHeld
Eaton Vance Natl Mun Opport5K$85.6K0.0%$1.05KHeld
Freeport-Mcmoran IncFCX1.43K$84.1K0.0%$11.4KCut$6.35K
Welltower Inc.WELL400$79.1K0.0%$4.84KHeld
Fedex CorpFDX200$71.2K0.0%$13.5KHeld
Oneok Inc /New/OKE788$71.2K0.0%$13.3KCut−$269.7K
Western Asset Managed Muns F6.65K$68.4K0.0%−$1.06KHeld
Ishares Tr643$68.3K0.0%−$618Held
Vanguard Index Fds215$65K0.0%$30Held
Hershey CoHSY302$62.8K0.0%New
Coca Cola CoKO800$60.8K0.0%$4.91KHeld
Ishares Tr456$58.4K0.0%−$4.02KHeld
Ishares Tr531$57.9K0.0%−$637Held
First Tr Exchange Trad Fd Vi2K$57.4K0.0%$11KHeld
Tjx Cos Inc New354$56.5K0.0%$2.16KCut−$20.9K
S&P Global Inc.SPGI125$53.2K0.0%−$12.2KHeld
Intuitive Surgical IncISRG112$51.6K0.0%−$11.8KHeld
Extra Space Storage Inc.EXR389$51K0.0%$354Held
Evergy, Inc.EVRG605$49.6K0.0%$5.71KHeld
Oge Energy Corp.OGE1K$48K0.0%$5.26KHeld
Targa Res Corp187$46.9K0.0%$12.4KHeld
Waters Corp155$46.2K0.0%New
Civista Bancshares, Inc.CIVB2K$45.6K0.0%$1.14KHeld
Park Natl Corp275$44.9K0.0%$3.1KCut−$65.8K
Starbucks CorpSBUX491$44K0.0%$2.64KCut−$4.09K
Invesco Exch Traded Fd Tr Ii1.7K$42.3K0.0%−$85Held
Ishares Tr764$40.7K0.0%−$504Held
NIKE, Inc.NKE735$38.8K0.0%−$8KCut−$23.9K
General Mls IncGIS1K$37.2K0.0%−$9.28KHeld
ServiceNow, Inc.NOW335$35K0.0%−$16.3KHeld
Pimco Etf Tr357$33.3K0.0%−$554Held
Ishares Tr290$32.8K0.0%−$2.94KHeld
Ishares Tr317$32.4K0.0%−$92Held
Vanguard Index Fds100$32.1K0.0%−$1.45KCut−$267.3K
Zions Bancorporation N A525$30.3K0.0%−$483Held
Littelfuse Inc86$29.2K0.0%$7.43KHeld
Ishares Tr197$28.7K0.0%$924Held
Ishares Tr179$27.8K0.0%−$2.3KHeld
Truist Finl Corp600$27.6K0.0%−$1.94KHeld
Masco Corp444$26.8K0.0%−$1.37KCut−$6.07K
Fair Isaac CorpFICO25$26.7K0.0%−$15.6KHeld
Invesco Exch Traded Fd Tr Ii1.1K$26.4K0.0%−$385Held
Pure Storage IncP440$26K0.0%−$3.51KHeld
Dbx Etf Tr522$25.8K0.0%$673Cut−$52.8K
Church & Dwight Co Inc275$25.7K0.0%$2.6KHeld
First Tr Exchange-Traded Fd122$24.5K0.0%−$695Held
Ameriprise Finl Inc55$24.4K0.0%−$2.53KHeld
First Tr Exchange Traded Fd1K$22.6K0.0%$6.01KHeld
Hexcel Corp New275$22.3K0.0%$1.93KCut$86
Costco Whsl Corp New21$20.9K0.0%$2.82KHeld
Ishares Tr462$20.5K0.0%−$97Held
Solstice Advanced Matls Inc262$20K0.0%New
Equinix IncEQIX20$19.6K0.0%$4.28KHeld
Paypal Hldgs Inc409$18.5K0.0%−$5.38KHeld
Azenta, Inc.AZTA870$18.4K0.0%−$10.6KHeld
Ishares Tr305$17.3K0.0%$634Held
General Mtrs Co230$17.1K0.0%−$1.57KHeld
BorgWarner IncBWA310$16.8K0.0%$2.85KHeld
Dow Inc.DOW350$14.6K0.0%$6.4KHeld
Restaurant Brands Intl Inc174$12.9K0.0%$987Held
Alibaba Group Hldg Ltd85$10.7K0.0%−$1.79KHeld
Silgan Hldgs Inc250$9.7K0.0%−$393Held
Unitedhealth Group IncUNH35$9.47K0.0%−$2.08KCut−$6.04K
F5, Inc.FFIV32$9.26K0.0%$1.09KHeld
Vanguard Growth Etf20$8.74K0.0%−$1.02KHeld
Coinbase Global, Inc.COIN50$8.73K0.0%−$2.58KHeld
Owens Corning New60$6.49K0.0%−$222Held
United Parcel Service IncUPS60$5.9K0.0%−$48Cut−$17.9K
Citigroup Inc50$5.67K0.0%−$164Held
Baidu Inc50$5.57K0.0%−$962Held
Floor & Decor Hldgs Inc100$5.08K0.0%−$1.01KCut−$4.05K
Invesco Exch Traded Fd Tr Ii240$4.9K0.0%−$142Held
Sturm Ruger & Co IncRGR100$4.01K0.0%$744Held
Henry Schein IncHSIC49$3.61K0.0%−$92Held
Ark Etf Tr50$3.38K0.0%−$466Held
Carnival Corp Ltd.CCL100$2.59K0.0%−$466Held
Nio Inc250$1.51K0.0%$233Held
Select Sector Spdr Tr28$1.28K0.0%$90Held
Versant Media Group, Inc.VSNT20$7400.0%New
Kyndryl Hldgs Inc5$660.0%−$67Held

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.