Mechanics Bank Trust Department 13F Holdings

CIK 0001439743 · Walnut Creek, CA

As of Sep 30, 2025, Mechanics Bank Trust Department reported 363 positions worth $678.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology165,906$42.2M6.23%
MICROSOFT CORPMSFTTechnology71,689$37.1M5.48%
SPDR S&P 500 ETF TRUSTSPY—55,419$36.9M5.44%
ALPHABET INCGOOGLEquity114,900$27.9M4.12%
ISHARES RUSSELL MID-CAP GROWTH ETFIWP—135,359 9.3M2.84%
ORACLE CORPORCLTechnology56,669 5.9M2.35%
INVESCO QQQ TRUST SERIES 1QQQ—26,120 5.7M2.31%
COSTCO WHOLESALE CORPCOSTConsumer Defensive16,284 5.1M2.22%
JPMORGAN EQUITY PREMIUM INCOME ETFJEPI—262,353 5.0M2.21%
INVESCO SENIOR LOAN ETFBKLN—692,075 4.5M2.14%
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETFLQD—124,429 3.9M2.05%
NVIDIA CORPNVDATechnology72,849 3.6M2.00%
AMAZON.COM INCAMZNEquity56,297 2.4M1.82%
VANGUARD GROWTH INDEX FUNDVUG—25,046 2.0M1.77%
JPMORGAN CHASE & COJPMFinancial Services37,926 2.0M1.76%
VANGUARD SMALL-CAP GROWTH INDEX FUNDVBK—37,999 1.3M1.67%
VISA INC-CLASS A SHARESVFinancial Services31,113 0.6M1.57%
ISHARES US TECHNOLOGY ETFIYW—51,379 0.1M1.48%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services19,228$9.7M1.43%
EXXON MOBIL CORPXOMEnergy79,669$9.0M1.32%
HOME DEPOT INCHDConsumer Cyclical20,451$8.3M1.22%
MCDONALDS CORPMCDConsumer Cyclical26,212$8.0M1.17%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA—16,583$7.7M1.13%
ABBOTT LABORATORIESABTHealthcare56,595$7.6M1.12%
JOHNSON & JOHNSONJNJHealthcare40,262$7.5M1.10%