Mechanics Financial Corp
Annual return '25
+18.4%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$238.7M
Holdings
231
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$GRC
Gorman Rupp Co Com
Held since at least Q1 2024
7.6%
02
$IJH
iShares Core S&P Mid Cap ETF
Held since at least Q1 2024
6.5%
03
$AAPL
Apple Inc Com
Q1 2026: Sold 8.7% (77.2k → 70.5k shares)
6.1%
04
$IEFA
iShares Tr Core MSCI Eafe
Held since at least Q1 2024
4.7%
05
$EFA
iShares Tr MSCI Eafe ETF
Q1 2026: Exited (was 2.8k shares)
4.7%
06
$IVV
iShares Core S&P 500 ETF
Q1 2026: Sold 39.4% (1.5k → 906 shares)
4.0%
07
$VGSH
Vanguard Short Term Treasury Index Fund
Held since at least Q1 2024
3.2%
08
$JPM
JPMorgan Chase & Co Com
Q1 2026: Sold 5.3% (27.8k → 26.3k shares)
2.9%
09
$IEMG
Ishares Core Msci Emerging Markets Etf
Held since at least Q1 2024
2.6%
10
$MSFT
Microsoft Corp Com
Q1 2026: Sold 11.1% (36.4k → 32.4k shares)
2.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:55 UTC.