Mechanics Financial Corp
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Mechanics Financial Corp reported 245 stock positions worth $220.4 million. Its top holding was Gorman-Rupp (GRC) at 16.0% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 6.3%) and Apple (AAPL, 5.9%). Compared with Q4 2024, it opened 22 new positions, sold out of 7, added to 40 and reduced 42. The biggest buy was a new position in BlackRock (BLK) and the biggest sale Gorman-Rupp (GRC, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Mansfield, OH
- CIK
- 0001821336
- Portfolio Value
- $220.4M (Q1 2025)
- SEC Filing
- 0000950123-25-003982 ↗ filed May 2, 2025
Holdings Value
Holdings 245 stocks · $220.4M
| GRC Gorman-Rupp Co. | 16.04% | 1,007,456 | $35.4M | Reduce -0.2% |
| IJH iShares Core S&P Midcap ETF | 6.31% | 238,210 | $13.9M | Add +1.4% |
| AAPL Apple Inc. | 5.93% | 58,806 | $13.1M | Reduce -0.7% |
| EFA iShares MSCI Eafe ETF | 4.33% | 116,744 | $9.5M | Reduce -0.8% |
| IEFA iShares Core MSCI Eafe ETF | 3.55% | 103,540 | $7.8M | Add +3.3% |
| IVV iShares Core S&P 500 ETF | 3.40% | 13,349 | $7.5M | Add +8.7% |
| MSFT Microsoft Corp. | 2.83% | 16,599 | $6.2M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 2.66% | 23,938 | $5.9M | Reduce -0.5% |
| VGSH Vanguard Short-Term Treasury | 2.39% | 89,705 | $5.3M | Add +12.6% |
| IJR iShares Core S&P Small-Cap E | 1.96% | 41,344 | $4.3M | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 1.86% | 75,883 | $4.1M | Add +6.1% |
| GOOGL Alphabet Inc. Class A | 1.54% | 21,993 | $3.4M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.54% | 17,867 | $3.4M | No change |
| NVDA Nvidia Corp. | 1.45% | 29,567 | $3.2M | Add +16.6% |
| PG The Procter & Gamble Co. | 1.33% | 17,155 | $2.9M | Add +1.2% |
| BND Vanguard Total Bond Market | 1.30% | 39,070 | $2.9M | Add +15.0% |
| SPHY SS SPDR P High Yield ETF | 1.16% | 109,598 | $2.6M | Add +3.3% |
| JNJ Johnson & Johnson | 1.13% | 14,983 | $2.5M | Reduce -0.5% |
| V Visa Inc. Class A | 1.08% | 6,806 | $2.4M | Reduce -1.5% |
| GD General Dynamics Corp. | 1.05% | 8,457 | $2.3M | Reduce -0.7% |
| PEP Pepsico Inc. | 0.96% | 14,111 | $2.1M | Reduce -0.4% |
| CVX Chevron Corp. | 0.94% | 12,344 | $2.1M | No change |
| IWM iShares Russell 2000 ETF | 0.87% | 9,641 | $1.9M | Reduce -1.4% |
| BLK BlackRock Inc. | 0.82% | 1,907 | $1.8M | New |
| ABBV Abbvie Inc. | 0.80% | 8,375 | $1.8M | Add +0.9% |
| VGIT Vanguard Intermediate-Term T | 0.77% | 28,469 | $1.7M | Add +12.7% |
| MCD McDonald's Corp. | 0.74% | 5,213 | $1.6M | No change |
| HUBB Hubbell Inc. | 0.74% | 4,920 | $1.6M | Add +15.5% |
| ORCL Oracle Corp. | 0.73% | 11,559 | $1.6M | No change |
| UNH Unitedhealth Group Inc. | 0.73% | 3,068 | $1.6M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.72% | 35,169 | $1.6M | Reduce -2.6% |
| AMGN Amgen Inc. | 0.65% | 4,587 | $1.4M | Add +12.2% |
| CSCO Cisco Systems Inc. | 0.64% | 22,755 | $1.4M | Reduce -0.3% |
| SPSB SS SPDR P St C Corp. ETF | 0.62% | 45,505 | $1.4M | Add +19.9% |
| CDNS Cadence Design SYS Inc. | 0.62% | 5,340 | $1.4M | Add +2.6% |
| TSLA Tesla Inc. | 0.60% | 5,128 | $1.3M | Reduce -4.5% |
| GOOG Alphabet Inc. Class C | 0.60% | 8,430 | $1.3M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 0.60% | 18,553 | $1.3M | Reduce -0.2% |
| LLY Eli Lilly & Co. | 0.57% | 1,513 | $1.2M | Reduce -2.3% |
| MAR Marriott International Class A | 0.54% | 4,980 | $1.2M | Reduce -0.4% |
| RTX RTX Corp. | 0.54% | 8,941 | $1.2M | Add +44.0% |
| DE Deere & Co. | 0.51% | 2,378 | $1.1M | Reduce -0.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.50% | 11,251 | $1.1M | Add +0.2% |
| HD Home Depot Inc. | 0.50% | 3,019 | $1.1M | No change |
| PANW Palo Alto Networks Inc. | 0.48% | 6,258 | $1.1M | No change |
| ADBE Adobe Inc. | 0.47% | 2,699 | $1.0M | Reduce -0.4% |
| UBER Uber Technologies Inc. | 0.47% | 14,184 | $1.0M | No change |
| ICE Intercontinental Exchange Inc. | 0.47% | 5,985 | $1.0M | No change |
| META Meta Platforms Inc. Class A | 0.46% | 1,769 | $1.0M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.46% | 2,046 | $1.0M | No change |
| LOW Lowe's Cos Inc. | 0.45% | 4,212 | $982K | No change |
| MRK Merck & Co. Inc. | 0.44% | 10,837 | $973K | No change |
| ACN Accenture PLC Class A | 0.44% | 3,076 | $960K | Reduce -2.1% |
| CAT Caterpillar Inc. | 0.43% | 2,861 | $944K | No change |
| APD Air Products & Chemicals Inc. | 0.42% | 3,122 | $921K | No change |
| MS Morgan Stanley | 0.41% | 7,788 | $909K | No change |
| EMR Emerson Electric Co. | 0.41% | 8,267 | $906K | No change |
| PNC PNC Financial Services Group | 0.41% | 5,120 | $900K | Add +82.5% |
| SYK Stryker Corp. | 0.41% | 2,405 | $895K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 3,501 | $871K | Add +8.6% |
| ZTS Zoetis Inc. | 0.39% | 5,202 | $857K | Reduce -0.6% |
| SO The Southern Co. | 0.37% | 8,813 | $810K | Reduce -0.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 18,770 | $783K | Reduce -0.3% |
| EOG EOG Resources Inc. | 0.35% | 6,094 | $781K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 1,450 | $772K | No change |
| LMT Lockheed Martin Corp. | 0.34% | 1,673 | $747K | Add +27.5% |
| PLD Prologis Inc. | 0.34% | 6,668 | $745K | Add +17.6% |
| WM Waste Management Inc. | 0.34% | 3,205 | $742K | Add +5.8% |
| WMT Walmart Inc. | 0.34% | 8,426 | $740K | Reduce -0.5% |
| PSA Public Storage | 0.33% | 2,456 | $735K | Reduce -1.0% |
| CMI Cummins Inc. | 0.32% | 2,220 | $696K | Reduce -0.4% |
| AMAT Applied Materials Inc. | 0.30% | 4,540 | $659K | No change |
| J Jacobs Solutions Inc. | 0.30% | 5,387 | $651K | No change |
| HON Honeywell International Inc. | 0.27% | 2,769 | $586K | Reduce -48.7% |
| ABT Abbott Laboratories | 0.25% | 4,225 | $560K | No change |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.25% | 29,718 | $556K | Add +5.4% |
| PFE Pfizer Inc. | 0.24% | 20,504 | $520K | No change |
| AXP American Express Co. | 0.23% | 1,876 | $505K | Add +6.6% |
| PAYX Paychex Inc. | 0.22% | 3,170 | $489K | No change |
| LIN Linde PLC | 0.21% | 1,000 | $466K | No change |
| MDT Medtronic PLC | 0.20% | 4,846 | $435K | Reduce -4.0% |
| VNQ Vanguard Real Estate ETF | 0.19% | 4,743 | $429K | Reduce -29.5% |
| SHW The Sherwin-Williams Co. | 0.17% | 1,058 | $369K | Add +21.6% |
| ALL Allstate Corp. | 0.16% | 1,725 | $357K | No change |
| ETN Eaton Corp. PLC | 0.15% | 1,250 | $340K | Reduce -34.2% |
| AVGO Broadcom Inc. | 0.15% | 2,008 | $336K | No change |
| ENB Enbridge Inc. | 0.14% | 7,147 | $317K | No change |
| VZ Verizon Communications Inc. | 0.14% | 6,954 | $315K | Add +4.0% |
| ADP Automatic Data Processing | 0.14% | 1,000 | $306K | No change |
| UPS United Parcel Service Class B | 0.14% | 2,752 | $303K | No change |
| IAU iShares Gold Trust | 0.14% | 5,096 | $300K | No change |
| BDX Becton Dickinson and Co. | 0.14% | 1,300 | $298K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 521 | $291K | No change |
| MO Altria Group Inc. | 0.13% | 4,788 | $287K | Add +9.1% |
| QCOM Qualcomm Inc. | 0.13% | 1,870 | $287K | Add +37.1% |
| GPC Genuine Parts Co. | 0.13% | 2,408 | $287K | Reduce -0.8% |
| BMY Bristol-Myers Squibb Co. | 0.12% | 4,500 | $274K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.12% | 3,200 | $268K | Add +60.0% |
| AEP American Electric Power | 0.12% | 2,450 | $268K | No change |
| INGR Ingredion Inc. | 0.12% | 1,875 | $254K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| GRC Gorman-Rupp Co. | Reduce -0.2% | 16.04% | −1.16 |
| AAPL Apple Inc. | Reduce -0.7% | 5.93% | −0.74 |
| TSLA Tesla Inc. | Reduce -4.5% | 0.60% | −0.37 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 1.54% | −0.34 |
| MSFT Microsoft Corp. | Reduce -0.3% | 2.83% | −0.33 |
| HON Honeywell International Inc. | Reduce -48.7% | 0.27% | −0.28 |
| FCX Freeport-McMoran Inc. | Reduce -78.5% | 0.04% | −0.13 |
| ETN Eaton Corp. PLC | Reduce -34.2% | 0.15% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -0.3% | 0.60% | −0.13 |
| IWM iShares Russell 2000 ETF | Reduce -1.4% | 0.87% | −0.10 |
| MAR Marriott International Class A | Reduce -0.4% | 0.54% | −0.09 |
| VNQ Vanguard Real Estate ETF | Reduce -29.5% | 0.19% | −0.07 |
| ADBE Adobe Inc. | Reduce -0.4% | 0.47% | −0.07 |
| DOW Dow Inc. | Reduce -67.7% | 0.03% | −0.07 |
| ACN Accenture PLC Class A | Reduce -2.1% | 0.44% | −0.06 |
| EIX Edison International | Sold out | 0.00% | −0.04 |
| CMI Cummins Inc. | Reduce -0.4% | 0.32% | −0.03 |
| SBUX Starbucks Corp. | Reduce -57.3% | 0.03% | −0.03 |
| CVS CVS Health Corp. | Sold out | 0.00% | −0.03 |
| BAC Bank of America Corp. | Reduce -0.3% | 0.36% | −0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.01 |
| USB US Bancorp | Reduce -1.1% | 0.09% | −0.01 |
| WSM Williams-Sonoma Inc. | Sold out | 0.00% | −0.01 |
| NKE Nike Inc. Class B | Reduce -7.8% | 0.03% | −0.01 |
| AMTM Amentum Holdings Inc. | Reduce -93.4% | 0.00% | −0.01 |
| PEP Pepsico Inc. | Reduce -0.4% | 0.96% | −0.01 |
| WMT Walmart Inc. | Reduce -0.5% | 0.34% | −0.01 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | Reduce -27.1% | 0.02% | −0.01 |
| OSK Oshkosh Corp. | Sold out | 0.00% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Reduce -17.9% | 0.02% | −0.00 |
| TXN Texas Instruments Inc. | Reduce -5.8% | 0.03% | −0.00 |
| PII Polaris Inc. | Sold out | 0.00% | −0.00 |
| NEE Nextera Energy Inc. | Reduce -0.2% | 0.60% | −0.00 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.00 |
| PSA Public Storage | Reduce -1.0% | 0.33% | −0.00 |
| GPC Genuine Parts Co. | Reduce -0.8% | 0.13% | +0.00 |
| ZTS Zoetis Inc. | Reduce -0.6% | 0.39% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.6% | 0.72% | +0.01 |
| MDT Medtronic PLC | Reduce -4.0% | 0.20% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 0.73% | +0.02 |
| CSCO Cisco Systems Inc. | Reduce -0.3% | 0.64% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -2.3% | 0.57% | +0.03 |
| GD General Dynamics Corp. | Reduce -0.7% | 1.05% | +0.04 |
| SO The Southern Co. | Reduce -0.4% | 0.37% | +0.04 |
| DE Deere & Co. | Reduce -0.2% | 0.51% | +0.05 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 2.66% | +0.07 |
| V Visa Inc. Class A | Reduce -1.5% | 1.08% | +0.10 |
| JNJ Johnson & Johnson | Reduce -0.5% | 1.13% | +0.15 |
| EFA iShares MSCI Eafe ETF | Reduce -0.8% | 4.33% | +0.33 |
Portfolio Buys Q4 2024 → Q1 2025
| BLK BlackRock Inc. | New | 0.82% | +0.82 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.3% | 3.55% | +0.39 |
| VGSH Vanguard Short-Term Treasury | Add +12.6% | 2.39% | +0.31 |
| RTX RTX Corp. | Add +44.0% | 0.54% | +0.21 |
| BND Vanguard Total Bond Market | Add +15.0% | 1.30% | +0.20 |
| IEMG iShares Core MSCI Emerging | Add +6.1% | 1.86% | +0.18 |
| AMGN Amgen Inc. | Add +12.2% | 0.65% | +0.17 |
| PNC PNC Financial Services Group | Add +82.5% | 0.41% | +0.17 |
| IVV iShares Core S&P 500 ETF | Add +8.7% | 3.40% | +0.16 |
| ABBV Abbvie Inc. | Add +0.9% | 0.80% | +0.13 |
| SPSB SS SPDR P St C Corp. ETF | Add +19.9% | 0.62% | +0.11 |
| VGIT Vanguard Intermediate-Term T | Add +12.7% | 0.77% | +0.11 |
| MRVL Marvell Technology Inc. | New | 0.11% | +0.11 |
| IBM Intl Business Machines Corp. | Add +8.6% | 0.40% | +0.08 |
| PLD Prologis Inc. | Add +17.6% | 0.34% | +0.07 |
| XOM Exxon Mobil Corp. | Add +178.7% | 0.10% | +0.07 |
| ENVX Enovix Corp. | New | 0.07% | +0.07 |
| WM Waste Management Inc. | Add +5.8% | 0.34% | +0.06 |
| BNY Bank of New York Mellon Corp. | Add +60.0% | 0.12% | +0.05 |
| LMT Lockheed Martin Corp. | Add +27.5% | 0.34% | +0.05 |
| PG The Procter & Gamble Co. | Add +1.2% | 1.33% | +0.05 |
| SPHY SS SPDR P High Yield ETF | Add +3.3% | 1.16% | +0.05 |
| CMCSA Comcast Corp. Class A | Add +131.4% | 0.07% | +0.04 |
| QCOM Qualcomm Inc. | Add +37.1% | 0.13% | +0.04 |
| SHW The Sherwin-Williams Co. | Add +21.6% | 0.17% | +0.03 |
| CPRT Copart Inc. | New | 0.03% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +94.4% | 0.07% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | New | 0.03% | +0.03 |
| SPGI S&P Global Inc. | New | 0.03% | +0.03 |
| MO Altria Group Inc. | Add +9.1% | 0.13% | +0.03 |
| AZO AutoZone Inc. | New | 0.03% | +0.03 |
| NOC Northrop Grumman Corp. | Add +27.0% | 0.09% | +0.03 |
| ISRG Intuitive Surgical Inc. | New | 0.03% | +0.03 |
| RAIL Freightcar America Inc. | New | 0.03% | +0.03 |
| TJX TJX Companies Inc. | Add +908.0% | 0.03% | +0.03 |
| NOW ServiceNow Inc. | New | 0.02% | +0.02 |
| VZ Verizon Communications Inc. | Add +4.0% | 0.14% | +0.02 |
| BKNG Booking Holdings Inc. | New | 0.02% | +0.02 |
| FICO Fair Isaac Corp. | New | 0.02% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | New | 0.02% | +0.02 |
| FTNT Fortinet Inc. | New | 0.02% | +0.02 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Add +5.4% | 0.25% | +0.02 |
| IVE iShares S&P 500 Value ETF | Add +15.7% | 0.09% | +0.01 |
| IVW iShares S&P 500 Growth ETF | New | 0.01% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | New | 0.01% | +0.01 |
| INTC Intel Corp. | Add +3.2% | 0.07% | +0.01 |
| KO The Coca-Cola Co. | Add +22.5% | 0.03% | +0.01 |
| HXL Hexcel Corp. | New | 0.01% | +0.01 |
| CWEN Clearway Energy Inc. Class C | New | 0.01% | +0.01 |
| GTLS Chart Industries Inc. | New | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 296 | $279.5M | GRC, IJH, AAPL, IEFA, EFA |
| Q1 2026 | 232 | $238.7M | GRC, IJH, AAPL, IEFA, EFA |
| Q4 2025 | 233 | $270.9M | GRC, IJH, AAPL, EFA, IEFA |
| Q3 2025 | 240 | $264.0M | GRC, IJH, AAPL, EFA, IEFA |
| Q2 2025 | 239 | $235.2M | GRC, IJH, AAPL, EFA, IEFA |
| Q1 2025 | 245 | $220.4M | GRC, IJH, AAPL, EFA, IEFA |
| Q4 2024 | 230 | $222.6M | GRC, AAPL, IJH, EFA, IVV |
| Q3 2024 | 239 | $228.4M | GRC, IJH, AAPL, EFA, MSFT |
| Q2 2024 | 221 | $194.7M | GRC, IJH, AAPL, EFA, MSFT |
| Q1 2024 | 220 | $192.2M | GRC, IJH, EFA, AAPL, MSFT |