Live Markets
Tuesday, July 28, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001821336

Mechanics Financial Corp

Mansfield, OH · File #028-22496

Latest AUM
$270.9M
Positions
233
Top-10 Concentration
61.1%
Filings
12

Sector Allocation

Industrials
23.2%$63.0M
Technology
14.8%$40.2M
Healthcare
5.6%$15.1M
Financials
2.9%$7.8M
Energy
1.1%$3.1M
Utilities
0.4%$1.0M
Materials
0.3%$751,125
Real Estate
0.1%$244,201

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1Gorman Rupp Co ComGRC1,007,456$48.1M20.94%
2iShares Core S&P Mid Cap ETF464287507242,097$16.0M6.96%
3Apple Inc ComAAPL57,862$15.7M6.85%
4iShares Tr MSCI Eafe ETF464287465115,997$11.1M4.85%
5iShares Tr Core MSCI Eafe46432F842115,169$10.3M4.49%
6iShares Core S&P 500 ETF46428720014,695$10.1M4.38%
7Microsoft Corp ComMSFT16,813$8.1M3.54%
8JPMorgan Chase & Co ComVYLD23,390$7.5M3.28%
9Vanguard Short Term Treasury Index Fund92206C102118,046$6.9M3.02%
10Alphabet Inc Cap Stk CL AGOOG20,224$6.3M2.76%
11Ishares Core Msci Emerging Markets Etf46434G10383,633$5.6M2.45%
12Nvidia Corporation ComNVDA30,127$5.6M2.45%
13iShares SP Small Cap 600 IDX ETF46428780441,222$5.0M2.16%
14Vanguard Total Bd Mkt ETF92193783556,577$4.2M1.82%
15Amazon Com Inc ComAMZN17,090$3.9M1.72%
16Johnson & Johnson ComJNJ14,418$3.0M1.30%
17General Dynamics Corp ComGD8,501$2.9M1.25%
18Lilly Eli & Co ComLLY2,627$2.8M1.23%
19Alphabet Inc Cap Stk CL CGOOG8,400$2.6M1.15%
20Vanguard Intermediate Term Treasury ETF92206C70641,492$2.5M1.08%