Institutional Fund
Mechanics Financial Corp
Mansfield, OHCIK 18213365 filings on record
Portfolio Value
$238.70M
Q1 2026
Holdings
232
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-11.9%
from $270.89M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Gorman Rupp Co7.6%
- Ishares Tr6.5%
- Apple Inc6.1%
- Ishares Tr4.7%
- Ishares Tr4.7%
- Ishares Tr4.0%
- Other66.5%
Portfolio Holdings
232 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Gorman Rupp Co | 1.01M | $18.19M | 7.6% | 0 | Held |
| 2 | Ishares Tr | 229.2K | $15.48M | 6.5% | −12.9K | Reduced |
| 3 | Apple Inc | 56.9K | $14.45M | 6.1% | −930 | Reduced |
| 4 | Ishares Tr | 123.2K | $11.16M | 4.7% | +8.1K | Added |
| 5 | Ishares Tr | 114.4K | $11.11M | 4.7% | −1.6K | Reduced |
| 6 | Ishares Tr | 14.6K | $9.56M | 4.0% | −58 | Reduced |
| 7 | Vanguard Scottsdale Fds | 128.7K | $7.53M | 3.2% | +10.7K | Added |
| 8 | Jpmorgan Chase & Co. | 23.7K | $6.96M | 2.9% | +287 | Added |
| 9 | Ishares Inc | 89.8K | $6.26M | 2.6% | +6.1K | Added |
| 10 | Microsoft Corp | 16.8K | $6.23M | 2.6% | +25 | Added |
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