Mechanics Financial Corp

Mansfield, OH · CIK 1821336 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMansfield, OH

$279.5m reported value +17.1% vs Q1 2026

296positions

45.6%in top 10

72 new 96 added 29 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	GORMAN RUPP CO COM GRC	GRC	1,005,306	$26.9m9.61%	9.61%	Reduced -2.1k	-2,150 -0.2%
2	ISHARES TR CORE S&P MCP ETF IJH	IJH	215,699	$16.6m5.95%	5.95%	Reduced -13.5k	-13,544 -5.9%
3	APPLE INC COM AAPL	AAPL	56,743	$16.4m5.87%	5.87%	Reduced -189	-189 -0.3%
4	ISHARES TR CORE MSCI EAFE IEFA	IEFA	136,452	$13.2m4.71%	4.71%	Added +13.2k	+13,205 10.7%
5	ISHARES TR MSCI EAFE ETF EFA	EFA	112,998	$11.7m4.20%	4.20%	Reduced -1.4k	-1,354 -1.2%
6	ISHARES TR CORE S&P500 ETF IVV	IVV	15,650	$11.7m4.19%	4.19%	Added +1.0k	+1,013 6.9%
7	ISHARES INC CORE MSCI EMKT IEMG	IEMG	96,818	$8.0m2.87%	2.87%	Added +7.1k	+7,056 7.9%
8	JPMORGAN CHASE & CO COM JPM	JPM	24,120	$7.9m2.82%	2.82%	Added +443	+443 1.9%
9	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	135,216	$7.9m2.82%	2.82%	Added +6.5k	+6,503 5.0%
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	20,178	$7.2m2.58%	2.58%	Added +149	+149 0.7%
11	MICROSOFT CORP COM MSFT	MSFT	17,257	$6.4m2.30%	2.30%	Added +419	+419 2.5%
12	NVIDIA CORPORATION COM NVDA	NVDA	30,460	$6.1m2.18%	2.18%	Added +953	+953 3.2%
13	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	75,597	$5.5m1.99%	1.99%	Added +8.8k	+8,757 13.1%
14	ISHARES TR CORE S&P SCP ETF IJR	IJR	36,431	$5.4m1.93%	1.93%	Reduced -2.4k	-2,400 -6.2%
15	AMAZON COM INC COM AMZN	AMZN	17,003	$4.1m1.45%	1.45%	Added +405	+405 2.4%
16	JOHNSON & JOHNSON COM JNJ	JNJ	14,526	$3.7m1.32%	1.32%	Added +405	+405 2.9%
17	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	57,303	$3.4m1.21%	1.21%	Added +7.2k	+7,206 14.4%
18	SPDR SER TR PORTFOLIO SHORT SPSB	SPSB	111,586	$3.3m1.20%	1.20%	Added +19.5k	+19,454 21.1%
19	ELI LILLY & CO COM LLY	LLY	2,674	$3.2m1.15%	1.15%	Added +26	+26 1.0%
20	CATERPILLAR INC COM CAT	CAT	2,974	$3.2m1.13%	1.13%	Added +78	+78 2.7%
21	GENERAL DYNAMICS CORP COM GD	GD	8,581	$3.0m1.09%	1.09%	Added +92	+92 1.1%
22	ALPHABET INC CAP STK CL C GOOG	GOOG	8,176	$2.9m1.03%	1.03%	Reduced -116	-116 -1.4%
23	CISCO SYS INC COM CSCO	CSCO	23,253	$2.7m0.98%	0.98%	Added +546	+546 2.4%
24	BROADCOM INC COM AVGO	AVGO	7,201	$2.7m0.97%	0.97%	Added +439	+439 6.5%
25	ISHARES TR RUSSELL 2000 ETF IWM	IWM	8,852	$2.7m0.95%	0.95%	Reduced -250	-250 -2.8%
26	ISHARES TR RUSEL 2500 ETF SMMD	SMMD	28,512	$2.6m0.93%	0.93%	Added +17.1k	+17,116 150.2%
27	PROCTER AND GAMBLE CO COM PG	PG	17,448	$2.6m0.92%	0.92%	Added +445	+445 2.6%
28	HUBBELL INC COM HUBB	HUBB	4,515	$2.4m0.85%	0.85%	Reduced -210	-210 -4.4%
29	VISA INC COM CL A V	V	6,484	$2.2m0.80%	0.80%	Reduced -60	-60 -0.9%
30	ABBVIE INC COM ABBV	ABBV	8,627	$2.2m0.78%	0.78%	Added +227	+227 2.7%
31	TESLA INC COM TSLA	TSLA	4,684	$2.0m0.70%	0.70%	Added +85	+85 1.9%
32	PALO ALTO NETWORKS INC COM PANW	PANW	5,592	$1.9m0.68%	0.68%	Added +117	+117 2.1%
33	BLACKROCK INC COM BLK	BLK	1,906	$1.8m0.66%	0.66%	Added +50	+50 2.7%
34	MARVELL TECHNOLOGY INC COM MRVL	MRVL	5,934	$1.8m0.63%	0.63%	Added +174	+174 3.0%
35	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	6,195	$1.7m0.62%	0.62%	Added +254	+254 4.3%
36	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	29,037	$1.7m0.62%	0.62%	Unchanged
37	CHEVRON CORP NEW COM CVX	CVX	10,454	$1.7m0.62%	0.62%	Added +247	+247 2.4%
38	ORACLE CORP COM ORCL	ORCL	11,773	$1.7m0.62%	0.62%	Added +110	+110 0.9%
39	PEPSICO INC COM PEP	PEP	12,554	$1.7m0.61%	0.61%	Added +443	+443 3.7%
40	NEXTERA ENERGY INC COM NEE	NEE	19,262	$1.7m0.60%	0.60%	Added +386	+386 2.0%
41	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	3,343	$1.7m0.60%	0.60%	Added +46	+46 1.4%
42	RTX CORPORATION COM RTX	RTX	8,393	$1.6m0.57%	0.57%	Added +160	+160 1.9%
43	AMGEN INC COM AMGN	AMGN	4,389	$1.6m0.57%	0.57%	Added +2	+2 0.1%
44	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	4,125	$1.5m0.55%	0.55%	Added +55	+55 1.4%
45	CUMMINS INC COM CMI	CMI	2,113	$1.5m0.54%	0.54%	Added +45	+45 2.2%
46	LAM RESEARCH CORP COM NEW LRCX	LRCX	3,249	$1.4m0.50%	0.50%	Added +1.1k	+1,088 50.4%
47	DEERE & CO COM DE	DE	2,216	$1.4m0.50%	0.50%	Reduced -165	-165 -6.9%
48	MERCK & CO INC COM MRK	MRK	10,915	$1.4m0.50%	0.50%	Added +312	+312 2.9%
49	MCDONALDS CORP COM MCD	MCD	5,176	$1.4m0.50%	0.50%	Added +159	+159 3.2%
50	ADVANCED MICRO DEVICES INC COM AMD	AMD	2,363	$1.4m0.49%	0.49%	Added +104	+104 4.6%
51	MARRIOTT INTL INC NEW CL A MAR	MAR	3,620	$1.3m0.48%	0.48%	Reduced -13	-13 -0.4%
52	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,667	$1.3m0.48%	0.48%	Added +53	+53 2.0%
53	PNC FINL SVCS GROUP INC COM PNC	PNC	5,410	$1.3m0.48%	0.48%	Added +160	+160 3.0%
54	MORGAN STANLEY COM NEW MS	MS	6,221	$1.3m0.47%	0.47%	Added +33	+33 0.5%
55	EMERSON ELEC CO COM EMR	EMR	8,607	$1.2m0.44%	0.44%	Added +289	+289 3.5%
56	EATON CORP PLC SHS ETN	ETN	2,788	$1.2m0.42%	0.42%	Added +64	+64 2.4%
57	HOME DEPOT INC COM HD	HD	3,113	$1.1m0.39%	0.39%	Added +144	+144 4.8%
58	META PLATFORMS INC CL A META	META	1,939	$1.1m0.39%	0.39%	Added +67	+67 3.6%
59	BANK AMERICA CORP COM BAC	BAC	17,690	$1.0m0.36%	0.36%	Added +404	+404 2.3%
60	AIR PRODS & CHEMS INC COM APD	APD	3,389	$993.6k0.36%	0.36%	Added +320	+320 10.4%
61	PROLOGIS INC. COM PLD	PLD	6,913	$936.5k0.34%	0.34%	Added +164	+164 2.4%
62	LINDE PLC SHS LIN	LIN	1,785	$926.3k0.33%	0.33%	Added +910	+910 104.0%
63	LOWES COS INC COM LOW	LOW	4,144	$913.7k0.33%	0.33%	Unchanged
64	WALMART INC COM WMT	WMT	8,041	$910.7k0.33%	0.33%	Added +8	+8 0.1%
65	LOCKHEED MARTIN CORP COM LMT	LMT	1,772	$902.8k0.32%	0.32%	Added +94	+94 5.6%
66	SOUTHERN CO COM SO	SO	9,301	$890.2k0.32%	0.32%	Added +388	+388 4.3%
67	DISNEY WALT CO COM DIS	DIS	9,157	$881.4k0.32%	0.32%	Added +42	+42 0.5%
68	DUKE ENERGY CORP NEW COM NEW DUK	DUK	6,894	$872.6k0.31%	0.31%	Added +290	+290 4.4%
69	UBER TECHNOLOGIES INC COM UBER	UBER	11,745	$847.5k0.30%	0.30%	Added +237	+237 2.1%
70	GE AEROSPACE COM NEW GE	GE	2,219	$829.3k0.30%	0.30%	Added +941	+941 73.6%
71	INTEL CORP COM INTC	INTC	5,825	$813.3k0.29%	0.29%	Unchanged
72	STRYKER CORPORATION COM SYK	SYK	2,570	$809.1k0.29%	0.29%	Added +69	+69 2.8%
73	ARISTA NETWORKS INC COM SHS ANET	ANET	4,727	$803.0k0.29%	0.29%	Added +1.6k	+1,619 52.1%
74	PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD PREF	PREF	41,824	$797.2k0.29%	0.29%	Reduced -595	-595 -1.4%
75	ABBOTT LABS COM ABT	ABT	8,619	$782.1k0.28%	0.28%	Added +217	+217 2.6%
76	EXXON MOBIL CORP COM XOM	XOM	5,700	$779.3k0.28%	0.28%	Added +1.4k	+1,355 31.2%
77	UNITED RENTALS INC COM URI	URI	665	$753.4k0.27%	0.27%	Added +29	+29 4.6%
78	WASTE MGMT INC DEL COM WM	WM	3,318	$739.5k0.26%	0.26%	Added +152	+152 4.8%
79	INTERCONTINENTAL EXCHANGE IN COM ICE	ICE	5,748	$707.6k0.25%	0.25%	Added +76	+76 1.3%
80	BANK NEW YORK MELLON CORP COM BNY	BNY	4,570	$660.9k0.24%	0.24%	Added +202	+202 4.6%
81	AMERICAN EXPRESS CO COM AXP	AXP	1,816	$614.3k0.22%	0.22%	Reduced -60	-60 -3.2%
82	NETFLIX INC COM NFLX	NFLX	7,388	$527.5k0.19%	0.19%	Added +204	+204 2.8%
83	MICROCHIP TECHNOLOGY INC. COM MCHP	MCHP	5,479	$499.7k0.18%	0.18%	Added +485	+485 9.7%
84	PFIZER INC COM PFE	PFE	20,403	$491.3k0.18%	0.18%	Added +810	+810 4.1%
85	SALESFORCE INC COM CRM	CRM	2,892	$453.1k0.16%	0.16%	Reduced -71	-71 -2.4%
86	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	4,583	$441.9k0.16%	0.16%	Unchanged
87	PUBLIC STORAGE COM PSA	PSA	1,385	$440.9k0.16%	0.16%	Reduced -1.2k	-1,226 -47.0%
88	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	3,772	$440.1k0.16%	0.16%	Added +46	+46 1.2%
89	ENBRIDGE INC COM ENB	ENB	8,008	$434.1k0.16%	0.16%	Added +703	+703 9.6%
90	T-MOBILE US INC COM TMUS	TMUS	2,541	$426.2k0.15%	0.15%	Added +103	+103 4.2%
91	ALLSTATE CORP COM ALL	ALL	1,725	$410.4k0.15%	0.15%	Unchanged
92	QUALCOMM INC COM QCOM	QCOM	2,158	$398.8k0.14%	0.14%	Added +228	+228 11.8%
93	AMERICAN ELEC PWR CO INC COM AEP	AEP	2,859	$391.1k0.14%	0.14%	Added +344	+344 13.7%
94	ALTRIA GROUP INC COM MO	MO	5,413	$389.5k0.14%	0.14%	Added +495	+495 10.1%
95	MEDTRONIC PLC SHS MDT	MDT	4,941	$386.5k0.14%	0.14%	Added +371	+371 8.1%
96	ISHARES GOLD TR ISHARES NEW IAU	IAU	4,954	$374.1k0.13%	0.13%	Unchanged
97	APPLIED MATLS INC COM AMAT	AMAT	500	$361.5k0.13%	0.13%	Unchanged
98	ISHARES TR SP SMCP600VL ETF IJS	IJS	2,576	$352.1k0.13%	0.13%	Unchanged
99	GOLDMAN SACHS GROUP INC COM GS	GS	346	$349.9k0.13%	0.13%	Added +52	+52 17.7%
100	PAYCHEX INC COM PAYX	PAYX	3,533	$347.4k0.12%	0.12%	Added +356	+356 11.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		1,412	$638.5k1.4k shares
ADOBE INC ADBE	ADBE	500	$121.5k500 shares
VANGUARD INDEX FDS VBK	VBK	215	$65.0k215 shares
EXTRA SPACE STORAGE INC EXR	EXR	389	$51.0k389 shares
GENERAL MLS INC GIS	GIS	1,000	$37.2k1.0k shares
TRUIST FINL CORP TFC	TFC	600	$27.6k600 shares
CARNIVAL CORP		100	$2.6k100 shares
VERSANT MEDIA GROUP INC VSNT	VSNT	20	$74020 shares