Mechanics Bank Trust Department
•CIK: 1439743•Filing: Q4 2025
**Mechanics Bank Trust Department** manages $764M across a diversified portfolio of 203 positions. The strategy exhibits significant concentration in technology and market indices, highlighted by top holdings including MCHB at $50.1M and SPY at $37.6M. Further notable allocations include substantial positions in AAPL ($35.3M), GOOGL ($35.2M), and MSFT ($34.6M). This structure suggests a core focus on established market leaders and broad market exposure.
Total AUM
$763.6M
QoQ Performance
+7.2%
Positions
154
Top 10 Concentration
35.6%
Latest Filing
Q4 2025
Top Holdings Allocation
MCHB
MCHB6.6%
SPY4.9%
AAPL4.6%
GOOGL4.6%
MSFT4.5%
IWP2.5%
NDQ2.1%
BKLN1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other50.3%
Technology20.4%
Consumer7.2%
Financial5.9%
ETF5.7%
Healthcare5.1%
Energy1.5%
Consumer Staples1.2%
🚪 Exited Positionssold since Q3 2025
+7 more exited positions
Changes from Q3 2025
NEW7 new positions
↑52 increased
↓98 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023