Mechanics Financial Corp
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 22, 2026), Mechanics Financial Corp reported 233 stock positions worth $270.9 million. Its top holding was Gorman-Rupp (GRC) at 17.8% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 5.9%) and Apple (AAPL, 5.8%). Compared with Q3 2025, it opened 4 new positions, sold out of 11, added to 45 and reduced 53. The biggest buy was Eli Lilly (LLY, shares +1%) and the biggest sale Vanguard Short-Term Treasury (VGSH, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Mansfield, OH
- CIK
- 0001821336
- Portfolio Value
- $270.9M (Q4 2025)
- SEC Filing
- 0001193125-26-018970 ↗ filed Jan 22, 2026
Holdings Value
Holdings 233 stocks · $270.9M
| GRC Gorman-Rupp Co. | 17.76% | 1,007,456 | $48.1M | No change |
| IJH iShares Core S&P Midcap ETF | 5.90% | 242,097 | $16.0M | Add +0.7% |
| AAPL Apple Inc. | 5.81% | 57,862 | $15.7M | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 4.11% | 115,997 | $11.1M | Reduce -0.1% |
| IEFA iShares Core MSCI Eafe ETF | 3.80% | 115,169 | $10.3M | Add +1.7% |
| IVV iShares Core S&P 500 ETF | 3.72% | 14,695 | $10.1M | Add +1.2% |
| MSFT Microsoft Corp. | 3.00% | 16,813 | $8.1M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 2.78% | 23,390 | $7.5M | Reduce -0.3% |
| VGSH Vanguard Short-Term Treasury | 2.56% | 118,046 | $6.9M | Reduce -3.4% |
| GOOGL Alphabet Inc. Class A | 2.34% | 20,224 | $6.3M | Reduce -1.2% |
| IEMG iShares Core MSCI Emerging | 2.08% | 83,633 | $5.6M | Add +0.8% |
| NVDA Nvidia Corp. | 2.07% | 30,127 | $5.6M | Add +0.9% |
| IJR iShares Core S&P Small-Cap E | 1.83% | 41,222 | $5.0M | Add +0.6% |
| BND Vanguard Total Bond Market | 1.55% | 56,577 | $4.2M | Add +9.6% |
| AMZN Amazon.com Inc. | 1.46% | 17,090 | $3.9M | Reduce -4.6% |
| JNJ Johnson & Johnson | 1.10% | 14,418 | $3.0M | Add +0.1% |
| GD General Dynamics Corp. | 1.06% | 8,501 | $2.9M | Add +0.4% |
| LLY Eli Lilly & Co. | 1.04% | 2,627 | $2.8M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 0.97% | 8,400 | $2.6M | Reduce -0.2% |
| VGIT Vanguard Intermediate-Term T | 0.92% | 41,492 | $2.5M | Add +9.5% |
| PG The Procter & Gamble Co. | 0.91% | 17,256 | $2.5M | Add +0.5% |
| V Visa Inc. Class A | 0.90% | 6,939 | $2.4M | Add +0.7% |
| IWM iShares Russell 2000 ETF | 0.85% | 9,323 | $2.3M | Reduce -0.4% |
| ORCL Oracle Corp. | 0.83% | 11,604 | $2.3M | Add +0.4% |
| SPSB SS SPDR P St C Corp. ETF | 0.80% | 71,937 | $2.2M | Add +7.0% |
| HUBB Hubbell Inc. | 0.80% | 4,855 | $2.2M | No change |
| TSLA Tesla Inc. | 0.80% | 4,794 | $2.2M | Reduce -7.2% |
| AVGO Broadcom Inc. | 0.79% | 6,166 | $2.1M | Add +32.2% |
| BLK BlackRock Inc. | 0.75% | 1,900 | $2.0M | Add +0.5% |
| ABBV Abbvie Inc. | 0.71% | 8,435 | $1.9M | Reduce -0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.70% | 3,260 | $1.9M | Add +0.9% |
| PEP Pepsico Inc. | 0.68% | 12,813 | $1.8M | Reduce -9.5% |
| CSCO Cisco Systems Inc. | 0.65% | 22,805 | $1.8M | Reduce -0.6% |
| CVX Chevron Corp. | 0.65% | 11,510 | $1.8M | Reduce -7.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.64% | 5,853 | $1.7M | Add +14.9% |
| RTX RTX Corp. | 0.62% | 9,117 | $1.7M | Add +0.9% |
| CAT Caterpillar Inc. | 0.61% | 2,896 | $1.7M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.60% | 30,073 | $1.6M | No change |
| MCD McDonald's Corp. | 0.59% | 5,203 | $1.6M | Reduce -0.2% |
| NEE Nextera Energy Inc. | 0.55% | 18,721 | $1.5M | Add +0.2% |
| AMGN Amgen Inc. | 0.55% | 4,587 | $1.5M | No change |
| CDNS Cadence Design SYS Inc. | 0.51% | 4,445 | $1.4M | Reduce -11.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.48% | 2,581 | $1.3M | Add +0.9% |
| MAR Marriott International Class A | 0.46% | 4,038 | $1.3M | Add +0.9% |
| META Meta Platforms Inc. Class A | 0.44% | 1,817 | $1.2M | Add +2.3% |
| MS Morgan Stanley | 0.44% | 6,676 | $1.2M | Add +1.2% |
| DE Deere & Co. | 0.42% | 2,426 | $1.1M | Add +0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.42% | 9,888 | $1.1M | Reduce -12.9% |
| EMR Emerson Electric Co. | 0.41% | 8,343 | $1.1M | No change |
| MRK Merck & Co. Inc. | 0.40% | 10,416 | $1.1M | Add +0.2% |
| CMI Cummins Inc. | 0.40% | 2,145 | $1.1M | Reduce -9.2% |
| PANW Palo Alto Networks Inc. | 0.39% | 5,778 | $1.1M | Reduce -8.4% |
| PNC PNC Financial Services Group | 0.39% | 5,093 | $1.1M | Add +1.1% |
| HD Home Depot Inc. | 0.39% | 3,044 | $1.0M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.38% | 8,212 | $1.0M | Add +13.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 18,448 | $1.0M | Add +1.7% |
| UBER Uber Technologies Inc. | 0.37% | 12,292 | $1.0M | Reduce -10.7% |
| LOW Lowe's Cos Inc. | 0.37% | 4,144 | $999K | Reduce -0.4% |
| ICE Intercontinental Exchange Inc. | 0.37% | 6,138 | $994K | Add +1.0% |
| WMT Walmart Inc. | 0.34% | 8,360 | $931K | Add +1.8% |
| SYK Stryker Corp. | 0.32% | 2,458 | $864K | Add +1.2% |
| PLD Prologis Inc. | 0.31% | 6,666 | $851K | Reduce -0.5% |
| LMT Lockheed Martin Corp. | 0.30% | 1,678 | $812K | No change |
| CRM Salesforce Inc. | 0.29% | 3,004 | $796K | Add +3.4% |
| SO The Southern Co. | 0.29% | 8,913 | $777K | No change |
| APD Air Products & Chemicals Inc. | 0.28% | 3,111 | $768K | Reduce -0.2% |
| DUK Duke Energy Corp. | 0.28% | 6,534 | $766K | Reduce -2.7% |
| WM Waste Management Inc. | 0.26% | 3,226 | $709K | Reduce -0.5% |
| AXP American Express Co. | 0.26% | 1,876 | $694K | No change |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.25% | 35,449 | $676K | Reduce -3.9% |
| EOG EOG Resources Inc. | 0.24% | 6,285 | $660K | Add +1.9% |
| PSA Public Storage | 0.24% | 2,522 | $654K | Reduce -0.0% |
| ETN Eaton Corp. PLC | 0.22% | 1,907 | $607K | Add +111.9% |
| ZTS Zoetis Inc. | 0.21% | 4,417 | $556K | Reduce -7.4% |
| HON Honeywell International Inc. | 0.20% | 2,825 | $551K | No change |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.19% | 4,368 | $507K | Add +8.7% |
| URI United Rentals Inc. | 0.18% | 614 | $497K | Add +54.3% |
| PFE Pfizer Inc. | 0.18% | 19,888 | $495K | Reduce -3.5% |
| TMUS T-Mobile US Inc. | 0.17% | 2,278 | $463K | Add +5.3% |
| MDT Medtronic PLC | 0.17% | 4,736 | $455K | No change |
| MRVL Marvell Technology Inc. | 0.17% | 5,331 | $453K | Add +3.5% |
| IAU iShares Gold Trust | 0.16% | 5,204 | $422K | Add +5.4% |
| LIN Linde PLC | 0.15% | 975 | $416K | Reduce -2.5% |
| VNQ Vanguard Real Estate ETF | 0.15% | 4,564 | $404K | Reduce -0.8% |
| PLTR Palantir Technologies Inc. Class A | 0.14% | 2,170 | $386K | Add +623.3% |
| PAYX Paychex Inc. | 0.13% | 3,227 | $362K | Reduce -0.6% |
| ALL Allstate Corp. | 0.13% | 1,725 | $359K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 521 | $355K | No change |
| ENB Enbridge Inc. | 0.13% | 7,317 | $350K | No change |
| NFLX Netflix Inc. | 0.13% | 3,689 | $346K | New |
| OKE Oneok Inc. | 0.13% | 4,639 | $341K | Add +488.7% |
| QCOM Qualcomm Inc. | 0.12% | 1,910 | $327K | No change |
| MCHP Microchip Technology Inc. | 0.12% | 4,994 | $318K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 893 | $299K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.11% | 2,576 | $293K | No change |
| TSCO Tractor Supply Company | 0.11% | 5,819 | $291K | New |
| AEP American Electric Power | 0.11% | 2,515 | $290K | Reduce -0.6% |
| MO Altria Group Inc. | 0.10% | 4,918 | $284K | No change |
| GPC Genuine Parts Co. | 0.10% | 2,163 | $266K | Reduce -9.4% |
| SPHY SS SPDR P High Yield ETF | 0.10% | 11,194 | $265K | Reduce -2.4% |
Portfolio Sells Q3 2025 → Q4 2025
| VGSH Vanguard Short-Term Treasury | Reduce -3.4% | 2.56% | −0.16 |
| CDNS Cadence Design SYS Inc. | Reduce -11.7% | 0.51% | −0.16 |
| UBER Uber Technologies Inc. | Reduce -10.7% | 0.37% | −0.14 |
| UNH Unitedhealth Group Inc. | Reduce -95.2% | 0.01% | −0.12 |
| ACN Accenture PLC Class A | Reduce -98.8% | 0.00% | −0.12 |
| PANW Palo Alto Networks Inc. | Reduce -8.4% | 0.39% | −0.09 |
| CVX Chevron Corp. | Reduce -7.9% | 0.65% | −0.09 |
| HD Home Depot Inc. | Reduce -0.3% | 0.39% | −0.08 |
| DIS The Walt Disney Co. | Reduce -12.9% | 0.42% | −0.08 |
| PEP Pepsico Inc. | Reduce -9.5% | 0.68% | −0.07 |
| TSLA Tesla Inc. | Reduce -7.2% | 0.80% | −0.07 |
| ZTS Zoetis Inc. | Reduce -7.4% | 0.21% | −0.06 |
| UPS United Parcel Service Class B | Reduce -85.6% | 0.01% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Sold out | 0.00% | −0.04 |
| APD Air Products & Chemicals Inc. | Reduce -0.2% | 0.28% | −0.04 |
| PSA Public Storage | Reduce -0.0% | 0.24% | −0.03 |
| AMZN Amazon.com Inc. | Reduce -4.6% | 1.46% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -21.2% | 0.08% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -19.6% | 0.09% | −0.03 |
| DUK Duke Energy Corp. | Reduce -2.7% | 0.28% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.1% | 0.71% | −0.03 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 0.37% | −0.03 |
| GPC Genuine Parts Co. | Reduce -9.4% | 0.10% | −0.03 |
| LIN Linde PLC | Reduce -2.5% | 0.15% | −0.03 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.02 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.02 |
| PAYX Paychex Inc. | Reduce -0.6% | 0.13% | −0.02 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.3% | 2.78% | −0.02 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -3.9% | 0.25% | −0.02 |
| PFE Pfizer Inc. | Reduce -3.5% | 0.18% | −0.02 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.59% | −0.01 |
| TFC Truist Financial Corp. | Reduce -56.4% | 0.01% | −0.01 |
| ADBE Adobe Inc. | Reduce -12.0% | 0.07% | −0.01 |
| IVE iShares S&P 500 Value ETF | Reduce -14.7% | 0.07% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -0.4% | 0.85% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -0.8% | 0.15% | −0.01 |
| WM Waste Management Inc. | Reduce -0.5% | 0.26% | −0.01 |
| MMM 3M Co. | Reduce -10.1% | 0.08% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Reduce -11.7% | 0.05% | −0.01 |
| GTLS Chart Industries Inc. | Sold out | 0.00% | −0.01 |
| J Jacobs Solutions Inc. | Sold out | 0.00% | −0.01 |
| SPHY SS SPDR P High Yield ETF | Reduce -2.4% | 0.10% | −0.01 |
| CWEN Clearway Energy Inc. Class C | Sold out | 0.00% | −0.01 |
| SPOK Spok Holdings Inc. | Sold out | 0.00% | −0.01 |
| FFIV F5 Inc. | Reduce -50.0% | 0.00% | −0.00 |
| KO The Coca-Cola Co. | Reduce -18.4% | 0.02% | −0.00 |
| PYPL PayPal Holdings Inc. | Reduce -17.0% | 0.01% | −0.00 |
| EPAC Enerpac Tool Group Corp. | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| LLY Eli Lilly & Co. | Add +1.1% | 1.04% | +0.29 |
| AVGO Broadcom Inc. | Add +32.2% | 0.79% | +0.20 |
| NFLX Netflix Inc. | New | 0.13% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +623.3% | 0.14% | +0.12 |
| TSCO Tractor Supply Company | New | 0.11% | +0.11 |
| OKE Oneok Inc. | Add +488.7% | 0.13% | +0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +0.9% | 0.70% | +0.10 |
| ETN Eaton Corp. PLC | Add +111.9% | 0.22% | +0.10 |
| IBM Intl Business Machines Corp. | Add +14.9% | 0.64% | +0.10 |
| BND Vanguard Total Bond Market | Add +9.6% | 1.55% | +0.09 |
| JNJ Johnson & Johnson | Add +0.1% | 1.10% | +0.09 |
| AMD Advanced Micro Devices | New | 0.08% | +0.08 |
| MRK Merck & Co. Inc. | Add +0.2% | 0.40% | +0.07 |
| MAR Marriott International Class A | Add +0.9% | 0.46% | +0.07 |
| IEFA iShares Core MSCI Eafe ETF | Add +1.7% | 3.80% | +0.06 |
| VGIT Vanguard Intermediate-Term T | Add +9.5% | 0.92% | +0.06 |
| RTX RTX Corp. | Add +0.9% | 0.62% | +0.04 |
| MS Morgan Stanley | Add +1.2% | 0.44% | +0.04 |
| URI United Rentals Inc. | Add +54.3% | 0.18% | +0.04 |
| CRM Salesforce Inc. | Add +3.4% | 0.29% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +1.2% | 3.72% | +0.03 |
| SPSB SS SPDR P St C Corp. ETF | Add +7.0% | 0.80% | +0.03 |
| PRK Park National Corp. | Add +164.7% | 0.04% | +0.02 |
| WMT Walmart Inc. | Add +1.8% | 0.34% | +0.02 |
| T AT&T Inc. | New | 0.02% | +0.02 |
| BNY Bank of New York Mellon Corp. | Add +8.7% | 0.19% | +0.02 |
| NEE Nextera Energy Inc. | Add +0.2% | 0.55% | +0.02 |
| BAC Bank of America Corp. | Add +1.7% | 0.37% | +0.02 |
| IAU iShares Gold Trust | Add +5.4% | 0.16% | +0.02 |
| ABT Abbott Laboratories | Add +13.6% | 0.38% | +0.01 |
| PNC PNC Financial Services Group | Add +1.1% | 0.39% | +0.01 |
| V Visa Inc. Class A | Add +0.7% | 0.90% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +0.8% | 2.08% | +0.00 |
| MRVL Marvell Technology Inc. | Add +3.5% | 0.17% | +0.00 |
| DE Deere & Co. | Add +0.9% | 0.42% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.9% | 0.48% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Add +0.6% | 1.83% | −0.02 |
| EOG EOG Resources Inc. | Add +1.9% | 0.24% | −0.02 |
| ICE Intercontinental Exchange Inc. | Add +1.0% | 0.37% | −0.02 |
| SYK Stryker Corp. | Add +1.2% | 0.32% | −0.02 |
| TMUS T-Mobile US Inc. | Add +5.3% | 0.17% | −0.03 |
| NVDA Nvidia Corp. | Add +0.9% | 2.07% | −0.04 |
| GD General Dynamics Corp. | Add +0.4% | 1.06% | −0.04 |
| IJH iShares Core S&P Midcap ETF | Add +0.7% | 5.90% | −0.04 |
| META Meta Platforms Inc. Class A | Add +2.3% | 0.44% | −0.05 |
| BLK BlackRock Inc. | Add +0.5% | 0.75% | −0.08 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.91% | −0.09 |
| MSFT Microsoft Corp. | Add +0.5% | 3.00% | −0.28 |
| ORCL Oracle Corp. | Add +0.4% | 0.83% | −0.40 |
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 |