account_balance
Investment manager · 13F filer · SEC CIK 1439743
Mechanics Bank Trust Department
Reported value$808Mas of Jun 30, 2026
Positions211 20 new, 8 sold out
Top 10 weight33.5%SPY alone is 5%
FiledJul 77 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPYState STR SPDR S&P 500 ETF T
5.5%Added +5%
GOOGLAlphabet Inc
4.7%Trimmed −3%
AAPLApple Inc
4.7%
MCHBMechanics Bancorp
4.4%Trimmed −3%
MSFTMicrosoft Corp
3.4%
IWPiShares Tr
2.6%Added +4%
QQQInvesco QQQ Tr
2.3%Trimmed −3%
NVDANvidia Corporation
2.1%Added +5%
VBKVanguard Index FDS
2.0%Added +9%
COSTCostco Wholesale Corporation
1.9%
VUGVanguard Index FDS
1.7%Added +543%
AMZNAmazon Com Inc
1.7%
SPYState STR SPDR S&P 500 ETF T
5.5%Added +5%
GOOGLAlphabet Inc
4.7%Trimmed −3%
AAPL4.7%MCHB4.4%MSFT3.4%IWP2.6%QQQ2.3%NVDA2.1%VBK2.0%COST1.9%VUG1.7%AMZN1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPY State STR SPDR S&P 500 ETF T 5.5% Added +5%GOOGL Alphabet Inc 4.7% Trimmed −3%AAPL Apple Inc 4.7% HeldMCHB Mechanics Bancorp 4.4% Trimmed −3%MSFT Microsoft Corp 3.4% HeldIWP iShares Tr 2.6% Added +4%QQQ Invesco QQQ Tr 2.3% Trimmed −3%NVDA Nvidia Corporation 2.1% Added +5%VBK Vanguard Index FDS 2.0% Added +9%COST Costco Wholesale Corporation 1.9% HeldVUG Vanguard Index FDS 1.7% Added +543%AMZN Amazon Com Inc 1.7% Held
What changed