Mechanics Financial Corp holds a focused book of 296 stocks worth $279.5M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Honeywell International Inc and trimmed Gorman-Rupp Co. Their largest long position is Gorman-Rupp Co at 10% of the equity book. Cloning the disclosed picks since 2024 would be +37% (+19.0%/yr). That is a simulation of the disclosed long book, not audited returns.
Growth of $10,000 cloning Mechanics Financial Corp's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
65% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Mechanics Financial Corp
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $882.2B |
| MORGAN STANLEY | 80 / 80 | $651.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $630.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $440.3B |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | 80 / 80 | $254.3B |
| Bank of New York Mellon Corp | 80 / 80 | $247.1B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $199.7B |
| ROYAL BANK OF CANADA | 80 / 80 | $189.5B |
Ranked by how many of Mechanics Financial Corp's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Gorman Rupp Co Com COM | $26.9M | 1.01M | 9.6% | ▼−0.2% Reduced · −2K sh | |
| 2 | iShares Core S&P Mid Cap ETF CORE S&P MCP ETF | $16.6M | 215.7K | 5.9% | ▼−5.9% Reduced · −14K sh | |
| 3 | Apple Inc Com COM | $16.4M | 56.7K | 5.9% | ▼−0.3% Reduced · −189 sh | |
| 4 | iShares Tr Core MSCI Eafe CORE MSCI EAFE | $13.2M | 136.5K | 4.7% | ▲+11% Added · +13K sh | |
| 5 | iShares Tr MSCI Eafe ETF MSCI EAFE ETF | $11.7M | 113.0K | 4.2% | ▼−1.2% Reduced · −1K sh | |
| 6 | iShares Core S&P 500 ETF CORE S&P500 ETF | $11.7M | 15.7K | 4.2% | ▲+6.9% Added · +1K sh | |
| 7 | Ishares Core Msci Emerging Markets Etf CORE MSCI EMKT | $8.0M | 96.8K | 2.9% | ▲+7.9% Added · +7K sh | |
| 8 | JPMorgan Chase & Co Com COM | $7.9M | 24.1K | 2.8% | ▲+1.9% Added · +443 sh | |
| 9 | Vanguard Short Term Treasury Index Fund SHORT TERM TREAS | $7.9M | 135.2K | 2.8% | ▲+5.0% Added · +7K sh | |
| 10 | Alphabet Inc Cap Stk CL A CAP STK CL A | $7.2M | 20.2K | 2.6% | ▲+0.7% Added · +149 sh | |
| 11 | Microsoft Corp Com COM | $6.4M | 17.3K | 2.3% | ▲+2.5% Added · +419 sh | |
| 12 | Nvidia Corporation Com COM | $6.1M | 30.5K | 2.2% | ▲+3.2% Added · +953 sh | |
| 13 | Vanguard Total Bd Mkt ETF TOTAL BND MRKT | $5.5M | 75.6K | 2.0% | ▲+13% Added · +9K sh | |
| 14 | iShares SP Small Cap 600 IDX ETF CORE S&P SCP ETF | $5.4M | 36.4K | 1.9% | ▼−6.2% Reduced · −2K sh | |
| 15 | Amazon Com Inc Com COM | $4.1M | 17.0K | 1.4% | ▲+2.4% Added · +405 sh | |
| 16 | Johnson & Johnson Com COM | $3.7M | 14.5K | 1.3% | ▲+2.9% Added · +405 sh | |
| 17 | Vanguard Intermediate Term Treasury ETF INTER TERM TREAS | $3.4M | 57.3K | 1.2% | ▲+14% Added · +7K sh | |
| 18 | State Street SPDR Portfolio Short Term Corporate Bond ETF ST SHOR CORP ETF | $3.3M | 111.6K | 1.2% | ▲+21% Added · +19K sh | |
| 19 | Lilly Eli & Co Com COM | $3.2M | 2.7K | 1.1% | ▲+1.0% Added · +26 sh | |
| 20 | Caterpillar Inc Com COM | $3.2M | 3.0K | 1.1% | ▲+2.7% Added · +78 sh | |
| 21 | General Dynamics Corp Com COM | $3.0M | 8.6K | 1.1% | ▲+1.1% Added · +92 sh | |
| 22 | Alphabet Inc Cap Stk CL C CAP STK CL C | $2.9M | 8.2K | 1.0% | ▼−1.4% Reduced · −116 sh | |
| 23 | Cisco Sys Inc Com COM | $2.7M | 23.3K | 1.0% | ▲+2.4% Added · +546 sh | |
| 24 | Broadcom Inc. COM | $2.7M | 7.2K | 1.0% | ▲+6.5% Added · +439 sh | |
| 25 | iShares Russell 2000 ETF RUSSELL 2000 ETF | $2.7M | 8.9K | 1.0% | ▼−2.7% Reduced · −250 sh | |
| 26 | Shares Russell 2500 ETF RUSEL 2500 ETF | $2.6M | 28.5K | 0.9% | ▲+150% Added · +17K sh | |
| 27 | Procter and Gamble Co Com COM | $2.6M | 17.4K | 0.9% | ▲+2.6% Added · +445 sh | |
| 28 | Hubbell Inc Com COM | $2.4M | 4.5K | 0.8% | ▼−4.4% Reduced · −210 sh | |
| 29 | VISA Inc Com CL A COM CL A | $2.2M | 6.5K | 0.8% | ▼−0.9% Reduced · −60 sh | |
| 30 | Abbvie Inc Com COM | $2.2M | 8.6K | 0.8% | ▲+2.7% Added · +227 sh | |
| 31 | Tesla Inc Com COM | $2.0M | 4.7K | 0.7% | ▲+1.8% Added · +85 sh | |
| 32 | Palo Alto Networks Inc COM | $1.9M | 5.6K | 0.7% | ▲+2.1% Added · +117 sh | |
| 33 | Blackrock Inc. COM | $1.8M | 1.9K | 0.7% | ▲+2.7% Added · +50 sh | |
| 34 | Marvell Technology Inc COM | $1.8M | 5.9K | 0.6% | ▲+3.0% Added · +174 sh | |
| 35 | International Business Machines COM | $1.7M | 6.2K | 0.6% | ▲+4.3% Added · +254 sh | |
| 36 | Vanguard Ftse Emerging Mkts ETF FTSE EMR MKT ETF | $1.7M | 29.0K | 0.6% | —Held | |
| 37 | Chevron Corp New Com COM | $1.7M | 10.5K | 0.6% | ▲+2.4% Added · +247 sh | |
| 38 | Oracle Corp Com COM | $1.7M | 11.8K | 0.6% | ▲+0.9% Added · +110 sh | |
| 39 | PepsiCo Inc Com COM | $1.7M | 12.6K | 0.6% | ▲+3.6% Added · +443 sh | |
| 40 | Nextera Energy Inc Com COM | $1.7M | 19.3K | 0.6% | ▲+2.0% Added · +386 sh | |
| 41 | Thermo Fisher Scientific Inccom COM | $1.7M | 3.3K | 0.6% | ▲+1.4% Added · +46 sh | |
| 42 | RTX Corp COM | $1.6M | 8.4K | 0.6% | ▲+1.9% Added · +160 sh | |
| 43 | Amgen Inc Com COM | $1.6M | 4.4K | 0.6% | ▲~0% Added · +2 sh | |
| 44 | Cadence Design System Inc Com COM | $1.5M | 4.1K | 0.6% | ▲+1.4% Added · +55 sh | |
| 45 | Cummins Inc Com COM | $1.5M | 2.1K | 0.5% | ▲+2.2% Added · +45 sh | |
| 46 | Lam Research Corp. COM NEW | $1.4M | 3.2K | 0.5% | ▲+50% Added · +1K sh | |
| 47 | Deere & Co Com COM | $1.4M | 2.2K | 0.5% | ▼−6.9% Reduced · −165 sh | |
| 48 | Merck & Co. Inc Com COM | $1.4M | 10.9K | 0.5% | ▲+2.9% Added · +312 sh | |
| 49 | McDonalds Corp Com COM | $1.4M | 5.2K | 0.5% | ▲+3.2% Added · +159 sh | |
| 50 | Advanced Micro Devices Inc. COM | $1.4M | 2.4K | 0.5% | ▲+4.6% Added · +104 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1821336/holdings"
Use Arkolith to show Mechanics Financial Corp's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 5, 2026 | 296 | $279.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 6, 2026 | 232 | $238.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 22, 2026 | 233 | $270.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 240 | $264.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 239 | $235.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 2, 2025 | 245 | $220.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 230 | $222.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 239 | $228.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.