Mechanics Bank Trust Department / The Mechanics Bank
Latest statistics and disclosures from Mechanics Bank Trust Department's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, SPY, MSFT, GOOGL, JEPI, and represent 24.10% of Mechanics Bank Trust Department's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$29M), AVGO, JEPI, BKLN, CMG, AMGN, IBTH, IWB, INDA, IWP.
- Started 8 new stock positions in T, FICO, EPAC, SFBS, GSHD, IEI, IWB, WELL.
- Reduced shares in these 10 stocks: VCLT (-$14M), INTC, TLT, TLH, LQD, TIP, SPY, MSFT, GTO, QQQ.
- Sold out of its positions in TLH, NUE, TEL.
- Mechanics Bank Trust Department was a net buyer of stock by $16M.
- Mechanics Bank Trust Department has $751M in assets under management (AUM), dropping by 7.47%.
- Central Index Key (CIK): 0001439743
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Portfolio Holdings for Mechanics Bank Trust Department
Mechanics Bank Trust Department holds 202 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 8.4 | $63M | +85% | 271k | 233.00 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.1 | $46M | 79k | 573.76 |
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| Microsoft Corporation (MSFT) | 4.2 | $32M | 74k | 430.30 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $21M | 128k | 165.85 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 2.6 | $20M | +8% | 327k | 59.51 |
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| Costco Wholesale Corporation (COST) | 2.3 | $18M | 20k | 886.52 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 2.3 | $17M | -4% | 154k | 112.98 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.9 | $15M | -2% | 30k | 488.07 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $15M | 38k | 383.93 |
|
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 1.8 | $14M | +3% | 116k | 117.29 |
|
| Oracle Corporation (ORCL) | 1.7 | $13M | 76k | 170.40 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 1.7 | $13M | 30k | 423.12 |
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| Amazon (AMZN) | 1.5 | $11M | 60k | 186.33 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 1.5 | $11M | +12% | 519k | 21.01 |
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| NVIDIA Corporation (NVDA) | 1.4 | $11M | +4% | 90k | 121.44 |
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| Exxon Mobil Corporation (XOM) | 1.4 | $11M | 91k | 117.22 |
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| McDonald's Corporation (MCD) | 1.4 | $11M | 35k | 304.51 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 1.3 | $9.6M | 17k | 569.66 |
|
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| Procter & Gamble Company (PG) | 1.3 | $9.6M | 55k | 173.20 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.3 | $9.5M | -13% | 97k | 98.10 |
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| Ishares Tr U.s. Tech Etf (IYW) | 1.3 | $9.5M | -2% | 63k | 151.62 |
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| Johnson & Johnson (JNJ) | 1.2 | $9.3M | 58k | 162.06 |
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| Chevron Corporation (CVX) | 1.2 | $9.3M | 63k | 147.27 |
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| Visa Com Cl A (V) | 1.2 | $9.0M | 33k | 274.95 |
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| Abbott Laboratories (ABT) | 1.2 | $8.8M | -2% | 77k | 114.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.1 | $8.3M | 18k | 460.26 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $8.2M | 39k | 210.86 |
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| Home Depot (HD) | 1.1 | $7.9M | 20k | 405.20 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 1.0 | $7.8M | 85k | 91.93 |
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| Ishares Tr Broad Usd High (USHY) | 1.0 | $7.7M | -4% | 205k | 37.65 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.9 | $6.9M | 24k | 284.00 |
|
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| Select Sector Spdr Tr Technology (XLK) | 0.9 | $6.8M | +2% | 30k | 225.76 |
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| Wal-Mart Stores (WMT) | 0.9 | $6.8M | 84k | 80.75 |
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| Automatic Data Processing (ADP) | 0.9 | $6.5M | -2% | 23k | 276.73 |
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| Ishares Tr Select Divid Etf (DVY) | 0.8 | $5.8M | 43k | 135.07 |
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| Select Sector Spdr Tr Financial (XLF) | 0.8 | $5.7M | 125k | 45.32 |
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| Coca-Cola Company (KO) | 0.7 | $5.4M | -2% | 76k | 71.86 |
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| UnitedHealth (UNH) | 0.7 | $5.2M | -2% | 8.9k | 584.68 |
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| Pepsi (PEP) | 0.7 | $5.2M | 31k | 170.05 |
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| Ross Stores (ROST) | 0.7 | $5.1M | 34k | 150.51 |
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| Republic Services (RSG) | 0.7 | $5.0M | 25k | 200.84 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $4.9M | 29k | 167.19 |
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| Spdr Ser Tr Portfolio Sh Tsr (SPTS) | 0.6 | $4.6M | -5% | 155k | 29.41 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $4.5M | +8% | 17k | 267.37 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.6 | $4.3M | 28k | 154.02 |
|
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| Invesco Actively Managed Exc Total Return (GTO) | 0.6 | $4.2M | -9% | 87k | 48.30 |
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| Honeywell International (HON) | 0.5 | $4.1M | 20k | 206.71 |
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| AvalonBay Communities (AVB) | 0.5 | $4.1M | 18k | 225.25 |
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| Select Sector Spdr Tr Indl (XLI) | 0.5 | $4.0M | -2% | 30k | 135.44 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.5 | $4.0M | -3% | 28k | 142.04 |
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| Marsh & McLennan Companies (MMC) | 0.5 | $3.9M | 17k | 223.09 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $3.8M | 10k | 375.38 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $3.7M | -2% | 40k | 91.31 |
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| Merck & Co (MRK) | 0.5 | $3.7M | 32k | 113.56 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $3.6M | 36k | 101.27 |
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| Fidelity Covington Trust Low Volity Etf (FDLO) | 0.5 | $3.6M | +10% | 59k | 61.35 |
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| Eli Lilly & Co. (LLY) | 0.5 | $3.5M | 3.9k | 885.94 |
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| BlackRock (BLK) | 0.5 | $3.5M | -3% | 3.6k | 949.51 |
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| Cisco Systems (CSCO) | 0.5 | $3.4M | -3% | 64k | 53.22 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $3.2M | 25k | 128.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $3.2M | +16% | 6.0k | 527.67 |
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| Bristol Myers Squibb (BMY) | 0.4 | $3.1M | -6% | 61k | 51.74 |
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| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 0.4 | $3.1M | +5% | 60k | 51.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $3.0M | -5% | 26k | 116.96 |
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| Altria (MO) | 0.4 | $3.0M | 59k | 51.04 |
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| Philip Morris International (PM) | 0.4 | $3.0M | 25k | 121.40 |
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| Ishares Tr Msci India Etf (INDA) | 0.4 | $3.0M | +22% | 51k | 58.53 |
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| Pfizer (PFE) | 0.4 | $2.9M | -4% | 101k | 28.94 |
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| Enbridge (ENB) | 0.4 | $2.8M | 68k | 40.61 |
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| Stryker Corporation (SYK) | 0.4 | $2.7M | +4% | 7.6k | 361.26 |
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| Lowe's Companies (LOW) | 0.4 | $2.7M | +7% | 9.9k | 270.85 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.4 | $2.6M | +12% | 25k | 107.65 |
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| Southern Company (SO) | 0.3 | $2.6M | 29k | 90.18 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $2.6M | 5.2k | 493.80 |
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| Target Corporation (TGT) | 0.3 | $2.6M | 16k | 155.86 |
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| Goldman Sachs (GS) | 0.3 | $2.5M | 5.2k | 495.11 |
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| Amgen (AMGN) | 0.3 | $2.5M | +39% | 7.7k | 322.21 |
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| Waste Management (WM) | 0.3 | $2.4M | 11k | 207.60 |
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| Zoetis Cl A (ZTS) | 0.3 | $2.3M | -2% | 12k | 195.38 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $2.3M | 20k | 115.30 |
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| Quanta Services (PWR) | 0.3 | $2.3M | +23% | 7.6k | 298.15 |
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| Abbvie (ABBV) | 0.3 | $2.3M | 11k | 197.48 |
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| Danaher Corporation (DHR) | 0.3 | $2.2M | -4% | 8.0k | 278.02 |
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| Broadcom (AVGO) | 0.3 | $2.2M | +1114% | 13k | 172.50 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $2.2M | 4.3k | 517.78 |
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| Paychex (PAYX) | 0.3 | $2.2M | -2% | 17k | 134.19 |
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| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.3 | $2.2M | 11k | 200.37 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $2.1M | +17% | 34k | 62.32 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $2.0M | -2% | 25k | 80.78 |
|
| Union Pacific Corporation (UNP) | 0.3 | $1.9M | 7.9k | 246.48 |
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| Yum! Brands (YUM) | 0.3 | $1.9M | +3% | 14k | 139.71 |
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| McKesson Corporation (MCK) | 0.2 | $1.9M | 3.8k | 494.42 |
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| Chipotle Mexican Grill (CMG) | 0.2 | $1.9M | +147% | 32k | 57.62 |
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| Netflix (NFLX) | 0.2 | $1.8M | -5% | 2.6k | 709.27 |
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| ConocoPhillips (COP) | 0.2 | $1.6M | 16k | 105.28 |
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| Ishares Tr Ibonds 27 Trm Ts (IBTH) | 0.2 | $1.6M | +70% | 72k | 22.63 |
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| Amphenol Corp Cl A (APH) | 0.2 | $1.6M | 24k | 65.16 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.2 | $1.5M | -11% | 28k | 55.08 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $1.5M | 19k | 83.00 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.2 | $1.5M | -3% | 20k | 73.42 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $1.5M | +4% | 2.6k | 576.82 |
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| Emerson Electric (EMR) | 0.2 | $1.5M | -6% | 13k | 109.37 |
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| Palo Alto Networks (PANW) | 0.2 | $1.4M | 4.2k | 341.80 |
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| United Parcel Service CL B (UPS) | 0.2 | $1.4M | -2% | 10k | 136.34 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.4M | 2.2k | 618.57 |
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| Walt Disney Company (DIS) | 0.2 | $1.3M | +7% | 14k | 96.19 |
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| Verizon Communications (VZ) | 0.2 | $1.3M | -2% | 29k | 44.91 |
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| Lam Research Corporation (LRCX) | 0.2 | $1.3M | +36% | 1.6k | 816.08 |
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| Northrop Grumman Corporation (NOC) | 0.2 | $1.3M | 2.4k | 528.07 |
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| Select Sector Spdr Tr Energy (XLE) | 0.2 | $1.3M | +7% | 15k | 87.80 |
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| Bank of America Corporation (BAC) | 0.2 | $1.2M | +7% | 31k | 39.68 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.2M | 10k | 121.16 |
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| Nike CL B (NKE) | 0.2 | $1.2M | -5% | 14k | 88.40 |
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| Boeing Company (BA) | 0.2 | $1.2M | -13% | 7.8k | 152.04 |
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| Select Sector Spdr Tr Sbi Materials (XLB) | 0.2 | $1.2M | -3% | 12k | 96.38 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.1M | 5.2k | 220.89 |
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| Illinois Tool Works (ITW) | 0.1 | $1.1M | -3% | 4.2k | 262.07 |
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| Starbucks Corporation (SBUX) | 0.1 | $1.1M | +14% | 11k | 97.49 |
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| Ishares Tr Ibond Dec 2030 (IBTK) | 0.1 | $1.0M | +78% | 52k | 20.05 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $1.0M | 4.9k | 206.57 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.0M | -2% | 4.1k | 243.03 |
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| Cigna Corp (CI) | 0.1 | $1.0M | -3% | 2.9k | 346.44 |
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| Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) | 0.1 | $917k | -93% | 11k | 81.23 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $897k | +2% | 13k | 71.10 |
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| Caterpillar (CAT) | 0.1 | $896k | -2% | 2.3k | 391.12 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $840k | +43% | 15k | 54.93 |
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| Nextera Energy (NEE) | 0.1 | $834k | 9.9k | 84.53 |
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| Linde SHS (LIN) | 0.1 | $829k | 1.7k | 476.86 |
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| American Tower Reit (AMT) | 0.1 | $817k | 3.5k | 232.56 |
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| Sempra Energy (SRE) | 0.1 | $806k | 9.6k | 83.63 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $800k | +26% | 9.6k | 83.15 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $791k | 9.5k | 83.63 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $789k | 5.5k | 142.28 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $781k | 8.0k | 97.42 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $766k | -30% | 16k | 47.85 |
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| Ishares Tr Ibonds Dec 2033 (IBTO) | 0.1 | $766k | 31k | 25.11 |
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| Ishares Tr Intl Sel Div Etf (IDV) | 0.1 | $749k | -6% | 25k | 30.23 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $736k | 2.6k | 283.16 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $728k | +94% | 3.7k | 198.06 |
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| W.W. Grainger (GWW) | 0.1 | $727k | 700.00 | 1038.81 |
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| American Express Company (AXP) | 0.1 | $724k | +3% | 2.7k | 271.20 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $704k | -2% | 17k | 41.77 |
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| Csw Industrials (CSWI) | 0.1 | $704k | 1.9k | 366.39 |
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| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $682k | +56% | 17k | 41.16 |
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| Clorox Company (CLX) | 0.1 | $653k | 4.0k | 162.91 |
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| Wells Fargo & Company (WFC) | 0.1 | $648k | 12k | 56.49 |
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| Deere & Company (DE) | 0.1 | $599k | 1.4k | 417.33 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $597k | NEW | 1.9k | 314.39 |
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| Gilead Sciences (GILD) | 0.1 | $575k | 6.9k | 83.84 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.1 | $570k | 8.1k | 70.54 |
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| Meta Platforms Cl A (META) | 0.1 | $566k | -10% | 988.00 | 572.44 |
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| Public Storage (PSA) | 0.1 | $547k | 1.5k | 363.87 |
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| Cbre Group Cl A (CBRE) | 0.1 | $530k | -15% | 4.3k | 124.48 |
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| Dominion Resources (D) | 0.1 | $528k | 9.1k | 57.79 |
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| Ge Aerospace Com New (GE) | 0.1 | $509k | -2% | 2.7k | 188.58 |
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| International Business Machines (IBM) | 0.1 | $506k | 2.3k | 221.08 |
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| Select Sector Spdr Tr Rl Est Sel Sec (XLRE) | 0.1 | $495k | +3% | 11k | 44.67 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.1 | $478k | NEW | 4.0k | 119.61 |
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| Morgan Stanley Com New (MS) | 0.1 | $478k | 4.6k | 104.24 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $467k | 6.3k | 73.67 |
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| CVS Caremark Corporation (CVS) | 0.1 | $455k | -26% | 7.2k | 62.88 |
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| TJX Companies (TJX) | 0.1 | $441k | 3.8k | 117.54 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $437k | 3.0k | 145.60 |
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| J P Morgan Exchange Traded F Betabuilders Eur (BBEU) | 0.1 | $434k | 7.0k | 62.34 |
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| Sherwin-Williams Company (SHW) | 0.1 | $412k | 1.1k | 381.67 |
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| Travelers Companies (TRV) | 0.1 | $398k | -5% | 1.7k | 234.12 |
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| Intuit (INTU) | 0.1 | $393k | 632.00 | 621.00 |
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| Ryan Specialty Holdings Cl A (RYAN) | 0.1 | $388k | -10% | 5.8k | 66.39 |
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| Aaon Com Par $0.004 (AAON) | 0.1 | $382k | 3.5k | 107.84 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $361k | 6.8k | 52.81 |
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| Hershey Company (HSY) | 0.0 | $358k | 1.9k | 191.78 |
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| Agilent Technologies Inc C ommon (A) | 0.0 | $353k | 2.4k | 148.48 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $349k | -50% | 2.5k | 139.49 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.0 | $340k | -12% | 2.8k | 123.62 |
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| Morningstar (MORN) | 0.0 | $334k | 1.0k | 319.12 |
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| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.0 | $327k | +2% | 2.7k | 120.37 |
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| Trane Technologies SHS (TT) | 0.0 | $327k | 840.00 | 388.73 |
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| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $314k | 3.3k | 94.61 |
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| Vaneck Etf Trust Agribusiness Etf (MOO) | 0.0 | $310k | -11% | 4.1k | 75.51 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $308k | 1.6k | 189.80 |
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| Air Products & Chemicals (APD) | 0.0 | $301k | 1.0k | 297.74 |
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| American Electric Power Company (AEP) | 0.0 | $290k | 2.8k | 102.60 |
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| Progressive Corporation (PGR) | 0.0 | $289k | 1.1k | 253.76 |
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| Booking Holdings (BKNG) | 0.0 | $270k | 64.00 | 4212.10 |
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| Shell Spon Ads (SHEL) | 0.0 | $260k | 3.9k | 65.95 |
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| eBay (EBAY) | 0.0 | $259k | 4.0k | 65.11 |
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| Amplify Etf Tr Amplify Etho Cli (ETHO) | 0.0 | $253k | 4.2k | 59.91 |
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| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $251k | -75% | 2.3k | 110.47 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $239k | -8% | 675.00 | 353.48 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $233k | 1.3k | 179.16 |
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| Eaton Corp SHS (ETN) | 0.0 | $231k | 697.00 | 331.44 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $229k | 867.00 | 263.83 |
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| Servisfirst Bancshares (SFBS) | 0.0 | $225k | NEW | 2.8k | 80.45 |
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| Goosehead Ins Com Cl A (GSHD) | 0.0 | $218k | NEW | 2.4k | 89.30 |
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| General Dynamics Corporation (GD) | 0.0 | $212k | 702.00 | 302.20 |
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| Intel Corporation (INTC) | 0.0 | $212k | -90% | 9.0k | 23.46 |
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| Welltower Inc Com reit (WELL) | 0.0 | $211k | NEW | 1.6k | 128.03 |
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| Enerpac Tool Group Corp Cl A Com (EPAC) | 0.0 | $210k | NEW | 5.0k | 41.89 |
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| At&t (T) | 0.0 | $210k | NEW | 9.5k | 22.00 |
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| Fair Isaac Corporation (FICO) | 0.0 | $206k | NEW | 106.00 | 1943.52 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.0 | $152k | -6% | 10k | 14.69 |
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| Pimco CA Municipal Income Fund (PCQ) | 0.0 | $111k | 11k | 9.96 |
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Past Filings by Mechanics Bank Trust Department
SEC 13F filings are viewable for Mechanics Bank Trust Department going back to 2011
- Mechanics Bank Trust Department 2024 Q3 filed Oct. 10, 2024
- Mechanics Bank Trust Department 2024 Q2 filed July 12, 2024
- Mechanics Bank Trust Department 2024 Q1 filed April 12, 2024
- Mechanics Bank Trust Department 2023 Q4 filed Jan. 10, 2024
- Mechanics Bank Trust Department 2023 Q3 filed Oct. 11, 2023
- Mechanics Bank Trust Department 2023 Q2 filed July 11, 2023
- Mechanics Bank Trust Department 2023 Q1 filed April 11, 2023
- Mechanics Bank Trust Department 2022 Q4 filed Jan. 24, 2023
- Mechanics Bank Trust Department 2022 Q3 filed Oct. 18, 2022
- Mechanics Bank Trust Department 2022 Q2 filed July 13, 2022
- Mechanics Bank Trust Department 2022 Q1 filed May 2, 2022
- Mechanics Bank Trust Department 2021 Q4 filed Jan. 26, 2022
- Mechanics Bank Trust Department 2021 Q3 filed Oct. 28, 2021
- Mechanics Bank Trust Department 2021 Q2 filed July 29, 2021
- Mechanics Bank Trust Department 2021 Q1 filed April 30, 2021
- Mechanics Bank Trust Department 2020 Q4 restated filed Feb. 2, 2021