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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
54
2
1
1
0
0
36
2
0
MECHANICS BANK TRUST DEPARTMENT

Time Period2019-06-30

Total Holdings152

Total Value ($x1000)442,529
Activities
New8

Increased43

Unchanged24

Decreased77

Sold Out7

Top 10 Stock Holdingstotal 31.76%
SPY7.8

LQD4.4

MSFT3.02

CVX2.69

JNJ2.58

 
VUG2.43

XOM2.32

MCD2.23

MDY2.17

AAPL2.12

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
SPY
7.8%
TR UNIT
LQD
4.4%
IBOXX INV CP ETF
MSFT
3.02%
COM
CVX
2.69%
COM
JNJ
2.58%
COM
VUG
2.43%
GROWTH ETF
XOM
2.32%
COM
MCD
2.23%
COM
MDY
2.17%
UTSER1 S&PDCRP
AAPL
2.12%
COM
PFE
2.04%
COM
ABT
2.02%
COM
DIA
1.97%
UT SER 1
GOOGL
1.97%
CAP STK CL A
COST
1.65%
COM
IJK
1.59%
S&P MC 400GR ETF
V
1.48%
COM CL A
ORCL
1.44%
COM
IWO
1.42%
RUS 2000 GRW ETF
MO
1.41%
COM
T
1.33%
COM
PFF
1.33%
U.S. PFD STK ETF
XLI
1.21%
SBI INT-INDS
UTX
1.2%
COM
AMZN
1.18%
COM
XLF
1.17%
SBI INT-FINL
BMY
1.14%
COM
BRK.B
1.13%
CL B NEW
PG
1.12%
COM
AGG
1.02%
CORE TOTUSBD ETF
ROST
1.02%
COM
IYW
1.02%
U.S. TECH ETF
HON
0.97%
COM
JPM
0.94%
COM
INTC
0.94%
COM
DVY
0.91%
SELECT DIVID ETF
PM
0.91%
COM
PEP
0.91%
COM
BOND
0.88%
TOTL RETN ETF
IWF
0.88%
RUS 1000 GRW ETF
ENB
0.86%
COM
KO
0.86%
COM
HD
0.84%
COM
VZ
0.83%
COM
SDY
0.78%
S&P DIVID ETF
XLV
0.72%
SBI HEALTHCARE
BAX
0.71%
COM
MRK
0.7%
COM
VYM
0.67%
HIGH DIV YLD
RSG
0.65%
COM
ADP
0.65%
COM
XLK
0.65%
TECHNOLOGY
WMT
0.62%
COM
QQQ
0.61%
UNIT SER 1
CSCO
0.61%
COM
CVS
0.6%
COM
DUK
0.57%
COM NEW
YUM
0.56%
COM
VWO
0.53%
FTSE EMR MKT ETF
SO
0.51%
COM
XLU
0.5%
SBI INT-UTILS
EMR
0.48%
COM
XLY
0.47%
SBI CONS DISCR
PAYX
0.47%
COM
WM
0.47%
COM
BAC
0.47%
COM
DIS
0.45%
COM DISNEY
D
0.45%
COM
CLX
0.44%
COM
XLB
0.41%
SBI MATERIALS
TIP
0.4%
TIPS BD ETF
UNP
0.4%
COM
UNH
0.39%
COM
XLP
0.38%
SBI CONS STPLS
IDV
0.35%
INTL SEL DIV ETF
VGK
0.34%
FTSE EUROPE ETF
GOOG
0.33%
CAP STK CL C
BA
0.32%
COM
GLD
0.29%
GOLD SHS
UPS
0.28%
CL B
COP
0.28%
COM
AMT
0.27%
COM
IWM
0.26%
RUSSELL 2000 ETF
SST
0.26%
SHRT TRSRY ETF
MDT
0.25%
SHS
XLE
0.25%
SBI INT-ENERGY
NOC
0.25%
COM
FCOM
0.24%
TELECOMM SVCS
GPC
0.23%
COM
EFA
0.22%
MSCI EAFE ETF
PCQ
0.2%
COM
IJR
0.19%
CORE S&P SCP ETF
IJH
0.18%
CORE S&P MCP ETF
XLRE
0.18%
RL EST SEL SEC
MMM
0.16%
COM
GILD
0.15%
COM
AMGN
0.15%
COM
CAT
0.14%
COM
VTI
0.14%
TOTAL STK MKT
DHR
0.14%
COM
IBB
0.14%
NASDQ BIOTEC ETF
WFC
0.14%
COM
NSRGY
0.14%
COM
EEM
0.14%
MSCI EMG MKT ETF
CMCSA
0.13%
CL A
SHY
0.13%
1-3 YR TR BD ETF
TXN
0.12%
COM
LLY
0.12%
COM
GS
0.12%
COM
MOO
0.12%
AGRIBUSINESS ETF
SLB
0.11%
COM
KR
0.11%
COM
DD
0.11%
COM
SRE
0.11%
COM
RC
0.11%
COM
MCK
0.1%
COM
CI
0.1%
COM
RTN
0.1%
COM NEW
MORL
0.1%
ETRACS MTH2XRE
AEP
0.09%
COM
PHO
0.09%
WATER RES ETF
USB
0.08%
COM NEW
PCG
0.08%
COM
PSA
0.08%
COM
NEXTERA ...
0.08%
SUB DEB 72
ABBV
0.08%
COM
SBUX
0.08%
COM
GE
0.08%
COM
IVV
0.07%
CORE S&P500 ETF
CL
0.07%
COM
MA
0.07%
CL A
TRV
0.07%
COM
HSY
0.06%
COM
GIS
0.06%
COM
IJJ
0.06%
S&P MC 400VL ETF
X
0.06%
COM
DE
0.06%
COM
RDS/A
0.06%
SPONS ADR A
MMC
0.05%
COM
FB
0.05%
CL A
BP
0.05%
SPONSORED ADR
OXY
0.05%
COM
ZMH
0.05%
COM
GWW
0.05%
COM
SYK
0.05%
COM
MDLZ
0.05%
CL A
BB&T COR...
0.05%
DEP1/1000 PFD F
AXP
0.05%
COM
ROK
0.05%
COM
AMLP
0.04%
ALERIAN MLP
F
0.03%
COM PAR $0.01
PHK
0.02%
COM SHS
DWDP
0.25%
COM
ACN
0.12%
SHS CLASS A
NVS
0.07%
SPONSORED ADR
LOW
0.05%
COM
BIV
0.05%
INTERMED TERM
WBA
0.05%
COM
NEE
0.05%
COM