$211 Million is the total value of Mechanics Financial Corp's 220 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2021 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Gorman Rupp Co Com | 11 | Q2 2024 | 21.6% |
| iShares Core S&P Mid Cap ETF | 11 | Q2 2024 | 7.9% |
| iShares Tr MSCI Eafe ETF | 11 | Q2 2024 | 8.3% |
| Apple Inc Com | 11 | Q2 2024 | 7.3% |
| Microsoft Corp Com | 11 | Q2 2024 | 4.3% |
| iShares SP Small Cap 600 IDX ETF | 11 | Q2 2024 | 3.1% |
| iShares Core S&P 500 ETF | 11 | Q2 2024 | 3.1% |
| Vanguard Ftse Emerging Mkts ETF | 11 | Q2 2024 | 2.8% |
| JPMorgan Chase & Co Com | 11 | Q2 2024 | 2.5% |
| Alphabet Inc Cap Stk CL A | 11 | Q2 2024 | 2.1% |
View Mechanics Financial Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-20 |
| 13F-HR | 2022-10-28 |
| 13F-HR | 2022-08-02 |
View Mechanics Financial Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.