account_balance

Investment manager · 13F filer · SEC CIK 1821336

Mechanics Financial Corp

Reported value$276Mas of Sep 30, 2026
Positions291 23 new, 28 sold out
Top 10 weight45.8%GRC alone is 8%
FiledNov 536 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
GRC Gorman Rupp Co 7.9% HeldAAPL Apple Inc. 6.8% Held
IJH iShares Core S&P Mid Cap ETF 5.4% Trimmed −4%
IEFA iShares Tr Core MSCI EAFE 5.0% Added +5%
IVV iShares Core S&P 500 ETF 4.6% Added +6%
EFA iShares Tr MSCI EAFE ETF 4.2% Held
MSFT Microsoft Corp 3.2% Held
IEMG Ishares Core MSCI Emerging Markets ETF 2.9% Added +3%
JPM JPMorgan Chase & Co 2.9% Held
VGSH Vanguard Short Term Treasury Index Fund 2.8% Held
NVDA NVIDIA Corp 2.6% Added +2%GOOGL Alphabet Inc. 2.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 5, 2026, compared with the Aug 5, 2026 filing
add_circleNew
  • MU $746K
  • AVDV $12.3K
  • EFV $11.8K
  • IWR $10K
arrow_upwardAdded
  • LIN +36%
  • SMMD +32%
  • APD +11%
  • IVV +6%
arrow_downwardTrimmed
  • BNY −16%
  • MRVL −9%
  • IWM −8%
  • IJH −4%
remove_circleSold out
  • SDY $152K
  • NAD $103K
  • FIW $98.6K
  • VBR $97.2K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist