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Nicholas Gesouras

Mechanics Financial Corp

Assets Managed
$238.703M
Holdings
232
Last Quarter
2026 - Q1
Filed Date
6d ago
Growth Rate
-11.88%(2Q avg: -4.62%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Mechanics Financial Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 232 positions.

Assets under management

The assets under management (AUM) of Mechanics Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 238.703M in assets, with a quarterly growth rate of -11.88% and a 2-quarter average growth rate of -4.62%. The portfolio is managed by Nicholas Gesouras, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GRC
Gorman-rupp Co
Recent Activity
7.63%
$18.192M
1.007M shares@ $18.06 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -5.3%
6.49%
$15.481M
229,243 shares@ $67.54 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.6%
6.06%
$14.449M
56,932 shares@ $253.79 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 7.02%
4.68%
$11.158M
123,247 shares@ $90.54 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -1.41%
4.66%
$11.107M
114,352 shares@ $97.14 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.39%
4.01%
$9.561M
14,637 shares@ $653.22 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
Increased 9.04%
3.16%
$7.535M
128,713 shares@ $58.54 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 1.23%
2.92%
$6.965M
23,677 shares@ $294.16 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Increased 7.33%
2.63%
$6.261M
89,762 shares@ $69.76 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 0.15%
2.62%
$6.233M
16,838 shares@ $370.17 avg price

1-10 of 232