Mechanics Financial Corp
Filing Date
Global Rank
#4,239
/ 8,586
▲ 243
Top Industry
Specialty Industrial Machinery
33.9%
3Y Alpha vs SPY
+2.9%
Period ended 3 months ago
Filed May 6, 2026 · 41d
18 quarters · since Dec 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+91.4%
SPY
+78.1%
Annualised alpha
+3.0%
Max drawdown
−20.1%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
182 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
32.0%
+6.2 pts
Top 5
49.0%
+3.0 pts
Top 10
57.9%
+2.1 pts
HHI
1,150
Diversified+315
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 41.2% | $80,782,080 |
| Technology | 20.6% | $40,388,966 |
| Financial Services | 9.8% | $19,107,025 |
| Healthcare | 8.1% | $15,802,013 |
| Consumer Cyclical | 5.5% | $10,819,573 |
| Communication Services | 4.8% | $9,316,045 |
| Consumer Defensive | 3.4% | $6,705,775 |
| Utilities | 2.1% | $4,090,858 |
| Energy | 2.1% | $4,089,855 |
| Basic Materials | 1.0% | $1,904,471 |
| Real Estate | 0.9% | $1,844,178 |
| Unclassified | 0.5% | $991,439 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| TSCO | Tractor Supply Co /De/ | +5,340 | 11,159 | $505,502 | |
| XOM | Exxon Mobil Corp | +3,625 | 4,345 | $737,172 | |
| NFLX | Netflix Inc | +3,495 | 7,184 | $690,741 | |
| PLTR | Palantir Technologies Inc. | +1,556 | 3,726 | $545,039 | |
| AMD | Advanced Micro Devices Inc | +1,196 | 2,259 | $459,548 | |
| ETN | Eaton Corp plc | +817 | 2,724 | $974,293 | |
| AVGO | Broadcom Inc. | +596 | 6,762 | $2,092,906 | |
| MRVL | Marvell Technology, Inc. | +429 | 5,760 | $570,528 | |
| JPM | Jpmorgan Chase & Co | +287 | 23,677 | $6,964,826 | |
| ABT | Abbott Laboratories | +190 | 8,402 | $862,633 | |
| MRK | Merck & Co., Inc. | +187 | 10,603 | $1,275,434 | |
| TMUS | T-Mobile US, Inc. | +160 | 2,438 | $512,053 | |
| PNC | Pnc Financial Services Group, Inc. | +157 | 5,250 | $1,092,472 | |
| NEE | Nextera Energy Inc | +155 | 18,876 | $1,753,202 | |
| PSA | Public Storage | +89 | 2,611 | $707,267 | |
| IBM | International Business Machines Corp | +88 | 5,941 | $1,440,038 | |
| PLD | Prologis, Inc. | +83 | 6,749 | $892,082 | |
| ZTS | Zoetis Inc. | +75 | 4,492 | $530,999 | |
| DUK | Duke Energy CORP | +70 | 6,604 | $864,727 | |
| ORCL | Oracle Corp | +59 | 11,663 | $1,715,743 | |
| META | Meta Platforms, Inc. | +55 | 1,872 | $1,071,027 | |
| SYK | Stryker Corp | +43 | 2,501 | $821,803 | |
| SYY | Sysco Corp | +40 | 2,085 | $148,723 | |
| TMO | Thermo Fisher Scientific Inc. | +37 | 3,297 | $1,620,574 | |
| BRK-B | Berkshire Hathaway Inc | +33 | 2,614 | $1,252,628 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EOG | Eog Resources Inc | −3,867 | 2,418 | $349,570 | |
| OKE | Oneok Inc /New/ | −3,851 | 788 | $71,227 | |
| CVX | Chevron Corp | −1,303 | 10,207 | $2,111,828 | |
| BAC | Bank Of America Corp /De/ | −1,162 | 17,286 | $842,692 | |
| AAPL | Apple Inc. | −930 | 56,932 | $14,448,772 | |
| RTX | RTX Corp | −884 | 8,233 | $1,588,145 | |
| UBER | Uber Technologies, Inc | −784 | 11,508 | $827,770 | |
| DIS | Walt Disney Co | −773 | 9,115 | $878,503 | |
| PEP | Pepsico Inc | −702 | 12,111 | $1,880,717 | |
| NVDA | Nvidia Corp | −620 | 29,507 | $5,146,020 | |
| AMZN | Amazon Com Inc | −492 | 16,598 | $3,456,865 | |
| MS | Morgan Stanley | −488 | 6,188 | $1,018,359 | |
| ICE | Intercontinental Exchange, Inc. | −466 | 5,672 | $892,092 | |
| PRK | Park National Corp /Oh/ | −453 | 275 | $44,948 | |
| MAR | Marriott International Inc /Md/ | −405 | 3,633 | $1,188,245 | |
| V | Visa Inc. | −395 | 6,544 | $1,977,858 | |
| CDNS | Cadence Design Systems Inc | −375 | 4,070 | $1,130,930 | |
| WMT | Walmart Inc. | −327 | 8,033 | $998,341 | |
| PANW | Palo Alto Networks Inc | −303 | 5,475 | $877,752 | |
| JNJ | Johnson & Johnson | −297 | 14,121 | $3,451,737 | |
| PFE | Pfizer Inc | −295 | 19,593 | $550,171 | |
| PG | PROCTER & GAMBLE Co | −253 | 17,003 | $2,455,913 | |
| IAU | Ishares Gold Trust | −250 | 4,954 | $436,744 | |
| NKE | NIKE, Inc. | −250 | 735 | $38,822 | |
| AMGN | Amgen Inc | −200 | 4,387 | $1,543,565 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
8 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| LRCX | Lam Research Corp | 2,161 | $461,719 | |
| ANET | Arista Networks, Inc. | 3,108 | $381,600 | |
| GE | General Electric Co | 1,278 | $362,658 | |
| AZN | Astrazeneca PLC | 450 | $88,749 | |
| HSY | Hershey Co | 302 | $62,782 | |
| WAT | Waters Corp /De/ | 155 | $46,159 | |
| SOLS | Solstice Advanced Materials Inc. | 262 | $19,953 | |
| VSNT | Versant Media Group, Inc. | 20 | $740 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
7 positions
29 positions ·
$40,388,966 total
· Technology only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 56,932 | $14,448,772 | 35.77% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 16,838 | $6,232,922 | 15.43% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 29,507 | $5,146,020 | 12.74% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 6,762 | $2,092,906 | 5.18% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 22,707 | $1,761,836 | 4.36% | |
| ORCL |
Oracle Corp
Technology
|
Added | 11,663 | $1,715,743 | 4.25% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 5,941 | $1,440,038 | 3.57% | |
| CDNS |
Cadence Design Systems Inc
Technology
|
Reduced | 4,070 | $1,130,930 | 2.80% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 5,475 | $877,752 | 2.17% | |
| UBER |
Uber Technologies, Inc
Technology
|
Reduced | 11,508 | $827,770 | 2.05% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Added | 5,760 | $570,528 | 1.41% | |
| CRM |
Salesforce, Inc.
Technology
|
Reduced | 2,963 | $553,103 | 1.37% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 3,726 | $545,039 | 1.35% | |
| LRCX |
Lam Research Corp
Technology
|
NEW | 2,161 | $461,719 | 1.14% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 2,259 | $459,548 | 1.14% | |
| ANET |
Arista Networks, Inc.
Technology
|
NEW | 3,108 | $381,600 | 0.94% | |
| MCHP |
Microchip Technology Inc
Technology
|
Held | 4,994 | $322,662 | 0.80% | |
| PAYX |
Paychex Inc
Technology
|
Reduced | 3,177 | $292,665 | 0.72% | |
| INTC |
Intel Corp
Technology
|
Held | 5,825 | $257,057 | 0.64% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 1,930 | $248,545 | 0.62% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Held | 1,000 | $203,180 | 0.50% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 500 | $170,895 | 0.42% | |
| ADBE |
Adobe Inc.
Technology
|
Reduced | 500 | $121,540 | 0.30% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 335 | $35,024 | 0.09% | |
| LFUS |
Littelfuse Inc /De
Technology
|
Held | 86 | $29,184 | 0.07% | |
| FICO |
Fair Isaac Corp
Technology
|
Held | 25 | $26,688 | 0.07% | |
| P |
Everpure, Inc.
Technology
|
Held | 440 | $25,977 | 0.06% | |
| FFIV |
F5, Inc.
Technology
|
Held | 32 | $9,258 | 0.02% | |
| KD |
Kyndryl Holdings, Inc.
Technology
|
Held | 5 | $65 | 0.00% |