Mechanics Financial Corp
•CIK: 1821336•Filing: Q4 2025
**Mechanics Financial Corp** manages $271M across a diverse portfolio of 233 positions. The fund exhibits significant concentration in GRC, representing $48.1M of its assets. Notable allocations include substantial holdings in IJH ($16.0M) and AAPL ($15.7M). The remaining portfolio is strategically diversified across sectors, with core technology and index exposure visible in MSFT ($8.1M) and IVV ($10.1M).
Total AUM
$270.9M
QoQ Performance
+2.6%
Positions
233
Top 10 Concentration
51.8%
Latest Filing
Q4 2025
Top Holdings Allocation
GRC
IJH
AAPL
GRC17.8%
IJH5.9%
AAPL5.8%
EFA4.1%
IEFA3.8%
IVV3.7%
MSFT3.0%
JPM2.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.7%
Technology18.2%
Financial5.8%
Healthcare5.2%
Consumer4.8%
ETF3.9%
Industrial2.4%
Utilities1.2%
🚪 Exited Positionssold since Q3 2025
+39 more exited positions
Changes from Q3 2025
NEW4 new positions
↑46 increased
↓48 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023