Mechanics Financial Corp has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $217 Million distributed in 245 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Gorman Rupp CO with a value of $35.4M, Ishares Core S&P Mid Cap ETF with a value of $13.9M, Apple Inc. with a value of $13.1M, Ishares Tr Msci Eafe ETF with a value of $9.54M, and Ishares Tr with a value of $7.83M.

Examining the 13F form we can see an decrease of $4.16M in the current position value, from $221M to 217M.

Below you can find more details about Mechanics Financial Corp portfolio as well as his latest detailed transactions.

Portfolio value $217 Million
ETFs: $68.6 Million
Industrials: $49.1 Million
Technology: $34.1 Million
Financial Services: $15.5 Million
Healthcare: $14.7 Million
Consumer Cyclical: $10.4 Million
Consumer Defensive: $7.53 Million
Communication Services: $7.31 Million
Other: $10.1 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 245
  • Current Value $217 Million
  • Prior Value $221 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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