DOSSIER · 13F-HR · Q4 2025

Mechanics Financial Corp

$271M in tracked AUM across 233 positions as of Q4 2025.

MF
CIK 0001821336 · last filed Dec 31, 2025
Total AUM
$271M
as of Q4 2025
Holdings
233
positions
Whale Score
44
44
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Mechanics Financial Corp filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
GRC
Gorman Rupp Co Com
$48M1.0M17.8%
02
IJH
iShares Core S&P Mid Cap ETF
$16M242K5.9%
03
AAPL
Apple Inc Com
$16M58K5.8%
04
EFA
iShares Tr MSCI Eafe ETF
$11M116K4.1%
05
IEFA
iShares Tr Core MSCI Eafe
$10M115K3.8%
06
IVV
iShares Core S&P 500 ETF
$10M15K3.7%
07
MSFT
Microsoft Corp Com
$8M17K3.0%
08
JPM
JPMorgan Chase & Co Com
$8M23K2.8%
09
VGSH
Vanguard Short Term Treasury Index Fund
$7M118K2.6%
10
GOOGL
Alphabet Inc Cap Stk CL A
$6M20K2.3%

Filing history

2025Q4Dec 31
$271M 2.6%
233 positionsView →
2025Q3Sep 30
$264M 12.2%
240 positionsView →
2025Q2Jun 30
$235M 6.7%
239 positionsLocked
2025Q1Mar 31
$220M 1.0%
245 positionsLocked
2024Q4Dec 31
$223M 2.5%
230 positionsLocked
2024Q3Sep 30
$228M 17.3%
239 positionsLocked
2024Q2Jun 30
$195M 1.3%
221 positionsLocked
2024Q1Mar 31
$192M 8.2%
220 positionsLocked
2023Q4Dec 31
$178M 2.3%
213 positionsLocked
2023Q3Sep 30
$182M 1.2%
217 positionsLocked
2023Q2Jun 30
$184M 7.0%
218 positionsLocked
2023Q1Mar 31
$172M 2.5%
216 positionsLocked
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