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Home > Institutional Investor > Mechanics Bank Trust Department > Profile

Instuitional Investor - Mechanics Bank Trust Department

Fund Profile
Filing Period:
Fund Name: Mechanics Bank Trust Department
Portfolio Value $798,115,623
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 58,194 $44,380,490 5.56%
2.
Apple Inc.
 AAPL 129,234 $43,037,506 5.39%
3.
Microsoft Corp
 MSFT 72,183 $37,022,659 4.64%
4.
Alphabet Inc.
 GOOGL 107,193 $36,882,966 4.62%
5.
Mechanics Bancorp
 MCHB 2,242,540 $33,144,741 4.15%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.