Sponsored

The Analysis of Mechanics Bank Trust Department's Holdings & P&L

Currently, Mechanics Bank Trust Department holds 199 types of securities in its portfolio with a total value $722.2M. In the most recent quarter, they have increased their positions in VCIT (+44.7K shares, valued at $3.7M), VWO (+60.7K shares, valued at $3.3M), VYMI (+13.8K shares, valued at $1.3M); decreased their positions in MCHB (-1.1M shares, valued at $16.5M), BKLN (-95.1K shares, valued at $1.9M), LQD (-7.4K shares, valued at $807.4K); initiated new positions in L (+3.0K shares, valued at $320.2K), URI (+367 shares, valued at $267.4K), VLO (+1.0K shares, valued at $255.7K).

1M P&L

+9.3M+1.40%

3M P&L

-38.3M-5.37%

HY P&L

-15.1M-2.18%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A284.8M

44.8%

2Software - Infrastructure36.4M

5.7%

3Banks - Regional34.2M

5.4%

Top Industries by Stock Count

1N/A68 stocks

37.2%

2Drug Manufacturers - General7 stocks

3.8%

3Semiconductors4 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T56.2K shares1.77%2026-03-312026-04-09

MCHB MECHANICS BANCORP2.3M shares-32.75%2026-03-312026-04-09

AAPL APPLE INC129.6K shares-0.14%2026-03-312026-04-09

ALPHABET INC ALPHABET INC109.9K shares-2.28%2026-03-312026-04-09

MSFT MICROSOFT CORP71.7K shares0.14%2026-03-312026-04-09

IWP ISHARES TR139.7K shares0.12%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION16.3K shares-0.90%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR25.8K shares-0.84%2026-03-312026-04-09

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F254.8K shares-1.47%2026-03-312026-04-09

XOM EXXON MOBIL CORP82.3K shares-3.93%2026-03-312026-04-09

NVDA NVIDIA CORPORATION80.0K shares4.36%2026-03-312026-04-09

LQD ISHARES TR120.4K shares-5.80%2026-03-312026-04-09

BKLN INVESCO EXCH TRADED FD TR II612.8K shares-13.43%2026-03-312026-04-09

VBK VANGUARD INDEX FDS40.4K shares0.36%2026-03-312026-04-09

AMZN AMAZON COM INC55.7K shares-1.53%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO39.4K shares4.34%2026-03-312026-04-09

Sponsored

VUG VANGUARD INDEX FDS24.8K shares1.33%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON37.7K shares-4.08%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.1K shares-0.21%2026-03-312026-04-09

V VISA INC30.1K shares-2.47%2026-03-312026-04-09

IYW ISHARES TR49.4K shares-0.52%2026-03-312026-04-09

ORCL ORACLE CORP56.6K shares-1.06%2026-03-312026-04-09

JEPQ J P MORGAN EXCHANGE TRADED F142.9K shares12.96%2026-03-312026-04-09

MCD MCDONALDS CORP25.4K shares-8.01%2026-03-312026-04-09

Sponsored

WMT WALMART INC62.8K shares-2.92%2026-03-312026-04-09

CVX CHEVRON CORPORATION36.8K shares-8.25%2026-03-312026-04-09

ALPHABET INC ALPHABET INC25.2K shares0.59%2026-03-312026-04-09

IJK ISHARES TR71.2K shares0.31%2026-03-312026-04-09

MDY STATE STR SPDR S&P MIDCAP 4011.3K shares-1.85%2026-03-312026-04-09

DIA STATE STR SPDR DOW JONES IND14.5K shares-7.79%2026-03-312026-04-09

HD HOME DEPOT INC20.4K shares-1.37%2026-03-312026-04-09

VYMI VANGUARD WHITEHALL FDS69.7K shares24.70%2026-03-312026-04-09

Sponsored

XLK SELECT SECTOR SPDR TR45.7K shares-3.77%2026-03-312026-04-09

IWO ISHARES TR18.5K shares1.96%2026-03-312026-04-09

BROADCOM INC BROADCOM INC18.4K shares2.42%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F102.9K shares144.02%2026-03-312026-04-09

VCIT VANGUARD SCOTTSDALE FDS66.3K shares205.90%2026-03-312026-04-09

FDLO FIDELITY COVINGTON TRUST84.1K shares5.86%2026-03-312026-04-09

ABT ABBOTT LABORATORIES52.0K shares-6.62%2026-03-312026-04-09

XLF SELECT SECTOR SPDR TR106.5K shares-2.49%2026-03-312026-04-09

Sponsored

ROST ROSS STORES INC24.2K shares-0.55%2026-03-312026-04-09

VCLT VANGUARD SCOTTSDALE FDS64.7K shares13.11%2026-03-312026-04-09

PG PROCTER & GAMBLE CO32.5K shares-7.70%2026-03-312026-04-09

DVY ISHARES TR30.1K shares-3.22%2026-03-312026-04-09

LLY ELI LILLY & CO4.9K shares-0.02%2026-03-312026-04-09

RSG REPUBLIC SVCS INC19.8K shares-2.81%2026-03-312026-04-09

SPTS SPDR SERIES TRUST145.6K shares-11.44%2026-03-312026-04-09

CSCO CISCO SYS INC51.6K shares0.03%2026-03-312026-04-09

Sponsored

MCK MCKESSON CORP4.5K shares1.80%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC32.4K shares-4.46%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS6.5K shares0.00%2026-03-312026-04-09

GTO INVESCO ACTIVELY MANAGED EXC80.8K shares3.63%2026-03-312026-04-09

PWR QUANTA SVCS INC6.7K shares-3.68%2026-03-312026-04-09

XLI SELECT SECTOR SPDR TR22.4K shares-3.30%2026-03-312026-04-09

ADP AUTOMATIC DATA PROCESSING IN17.3K shares-12.73%2026-03-312026-04-09

BLACKROCK INC BLACKROCK INC3.6K shares1.17%2026-03-312026-04-09

Sponsored

INDA ISHARES TR72.7K shares-8.73%2026-03-312026-04-09

IWF ISHARES TR8.0K shares-2.81%2026-03-312026-04-09

AGG ISHARES TR33.7K shares-8.02%2026-03-312026-04-09

PEP PEPSICO INC21.2K shares-7.73%2026-03-312026-04-09

LOW LOWES COS INC13.8K shares-3.82%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS21.8K shares-0.81%2026-03-312026-04-09

GS GOLDMAN SACHS GROUP INC3.8K shares2.25%2026-03-312026-04-09

ABBV ABBVIE INC14.5K shares9.60%2026-03-312026-04-09

Sponsored

KO COCA COLA CO41.0K shares-13.68%2026-03-312026-04-09

VFLO VICTORY PORTFOLIOS II76.5K shares-1.67%2026-03-312026-04-09

XLV SELECT SECTOR SPDR TR20.5K shares-8.08%2026-03-312026-04-09

APH AMPHENOL CORP23.0K shares1.91%2026-03-312026-04-09

IJR ISHARES TR22.4K shares14.41%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC16.7K shares-4.68%2026-03-312026-04-09

HON HONEYWELL INTL INC12.1K shares-7.30%2026-03-312026-04-09

VGK VANGUARD INTL EQUITY INDEX F33.1K shares12.89%2026-03-312026-04-09

Sponsored

SYK STRYKER CORPORATION7.9K shares-6.99%2026-03-312026-04-09

USMV ISHARES TR27.2K shares-7.43%2026-03-312026-04-09

USHY ISHARES TR66.4K shares-1.38%2026-03-312026-04-09

UYLD ANGEL OAK FUNDS TRUST46.8K shares3.23%2026-03-312026-04-09

IBTH ISHARES TR106.0K shares0.00%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS37.0K shares82.93%2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR51.2K shares-0.78%2026-03-312026-04-09

IJH ISHARES TR33.8K shares8.79%2026-03-312026-04-09

Sponsored

WM WASTE MGMT INC DEL9.7K shares6.51%2026-03-312026-04-09

MMC MARSH & MCLENNAN COS INC12.7K shares-15.37%2026-03-312026-04-09

MO ALTRIA GROUP INC33.0K shares-7.18%2026-03-312026-04-09

NFLX NETFLIX INC.22.5K shares-12.52%2026-03-312026-04-09

ENB ENBRIDGE INC40.0K shares-9.16%2026-03-312026-04-09

KLAC KLA CORP1.4K shares3.00%2026-03-312026-04-09

SO SOUTHERN CO21.9K shares-5.14%2026-03-312026-04-09

MA MASTERCARD INCORPORATED4.2K shares-3.16%2026-03-312026-04-09

Sponsored

DHR DANAHER CORP DEL10.7K shares-4.73%2026-03-312026-04-09

SDY SPDR SERIES TRUST12.8K shares-6.68%2026-03-312026-04-09

IBTK ISHARES TR93.0K shares-1.46%2026-03-312026-04-09

YUM YUM BRANDS INC11.0K shares-4.91%2026-03-312026-04-09

XLY SELECT SECTOR SPDR TR15.4K shares-6.17%2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.6K shares-4.87%2026-03-312026-04-09

BMY BRISTOL-MYERS SQUIBB CO26.5K shares-13.21%2026-03-312026-04-09

TLT ISHARES TR18.4K shares-33.50%2026-03-312026-04-09

Sponsored

COP CONOCOPHILLIPS11.9K shares-5.70%2026-03-312026-04-09

IVV ISHARES TR2.4K shares6.47%2026-03-312026-04-09

GLD SPDR GOLD TR3.6K shares15.25%2026-03-312026-04-09

BAC BANK AMERICA CORP31.8K shares0.00%2026-03-312026-04-09

LAM RESEARCH CORP LAM RESEARCH CORP7.2K shares-10.43%2026-03-312026-04-09

RTX RTX CORPORATION8.0K shares-0.31%2026-03-312026-04-09

PANW PALO ALTO NETWORKS INC9.4K shares-10.48%2026-03-312026-04-09

FCOM FIDELITY COVINGTON TRUST22.0K shares-0.82%2026-03-312026-04-09

Sponsored

CAT CATERPILLAR INC2.0K shares-3.00%2026-03-312026-04-09

AMGN AMGEN INC4.0K shares-6.76%2026-03-312026-04-09

NOC NORTHROP GRUMMAN CORP2.0K shares-3.31%2026-03-312026-04-09

GILD GILEAD SCIENCES INC10.0K shares0.00%2026-03-312026-04-09

META META PLATFORMS INC2.4K shares0.00%2026-03-312026-04-09

AVB AVALONBAY CMNTYS INC8.3K shares-18.65%2026-03-312026-04-09

EFG ISHARES TR11.7K shares-5.41%2026-03-312026-04-09

UNP UNION PAC CORP5.3K shares-5.68%2026-03-312026-04-09

Sponsored

XLP SELECT SECTOR SPDR TR15.2K shares-1.45%2026-03-312026-04-09

PFE PFIZER INC43.4K shares-4.26%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC4.4K shares-14.39%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR19.3K shares-5.26%2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC2.4K shares-7.12%2026-03-312026-04-09

HELO J P MORGAN EXCHANGE TRADED F17.8K shares-1.66%2026-03-312026-04-09

DIS DISNEY WALT CO11.0K shares-5.71%2026-03-312026-04-09

LINDE PLC LINDE PLC2.0K shares0.00%2026-03-312026-04-09

Sponsored

XLB SELECT SECTOR SPDR TR19.4K shares-2.27%2026-03-312026-04-09

IRM IRON MTN INC DEL9.3K shares5.03%2026-03-312026-04-09

TXN TEXAS INSTRS INC4.6K shares-2.12%2026-03-312026-04-09

MS MORGAN STANLEY5.4K shares-0.82%2026-03-312026-04-09

DE DEERE & CO1.6K shares0.00%2026-03-312026-04-09

PAYX PAYCHEX INC9.1K shares-34.04%2026-03-312026-04-09

IWM ISHARES TR3.4K shares-3.83%2026-03-312026-04-09

EFA ISHARES TR8.5K shares5.45%2026-03-312026-04-09

Sponsored

EMR EMERSON ELEC CO6.2K shares-12.03%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS3.8K shares-2.66%2026-03-312026-04-09

IBTO ISHARES TR33.0K shares0.00%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS3.3K shares-16.09%2026-03-312026-04-09

GEV GE VERNOVA INC884 shares-7.24%2026-03-312026-04-09

NEE NEXTERA ENERGY INC8.1K shares-2.98%2026-03-312026-04-09

THE CIGNA GROUP THE CIGNA GROUP2.8K shares0.00%2026-03-312026-04-09

TJX TJX COS INC NEW4.5K shares-1.84%2026-03-312026-04-09

Sponsored

SUSA ISHARES TR5.4K shares0.00%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE2.5K shares0.00%2026-03-312026-04-09

IWB ISHARES TR1.9K shares0.00%2026-03-312026-04-09

TRV TRAVELERS COMPANIES INC2.3K shares21.05%2026-03-312026-04-09

SRE SEMPRA6.6K shares-3.31%2026-03-312026-04-09

TGT TARGET CORP5.0K shares-29.72%2026-03-312026-04-09

VNQ VANGUARD INDEX FDS6.5K shares0.00%2026-03-312026-04-09

WFC WELLS FARGO & CO7.0K shares0.00%2026-03-312026-04-09

Sponsored

INTC INTEL CORP12.6K shares10.98%2026-03-312026-04-09

IDV ISHARES TR12.6K shares0.00%2026-03-312026-04-09

PAVE GLOBAL X FDS10.2K shares0.00%2026-03-312026-04-09

VTI VANGUARD INDEX FDS1.6K shares-8.46%2026-03-312026-04-09

BBEU J P MORGAN EXCHANGE TRADED F7.0K shares0.00%2026-03-312026-04-09

CSW CSW INDUSTRIALS INC1.9K shares0.00%2026-03-312026-04-09

ITW ILLINOIS TOOL WKS INC1.8K shares-4.19%2026-03-312026-04-09

KMB KIMBERLY-CLARK CORP4.8K shares-10.58%2026-03-312026-04-09

Sponsored

PSA PUBLIC STORAGE OPER CO1.7K shares36.11%2026-03-312026-04-09

ADBE ADOBE INC1.9K shares-1.31%2026-03-312026-04-09

APD AIR PRODUCTS AND CHEMICALS I1.4K shares-18.44%2026-03-312026-04-09

PHO INVESCO EXCHANGE TRADED FD T6.1K shares-8.58%2026-03-312026-04-09

ADI ANALOG DEVICES INC1.3K shares0.00%2026-03-312026-04-09

NKE NIKE INC7.5K shares-9.46%2026-03-312026-04-09

CBRE CBRE GROUP INC2.7K shares-14.76%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO1.2K shares-4.76%2026-03-312026-04-09

Sponsored

EBAY EBAY INC.4.0K shares0.00%2026-03-312026-04-09

PGR PROGRESSIVE CORP1.8K shares0.85%2026-03-312026-04-09

TT TRANE TECHNOLOGIES PLC840 shares0.00%2026-03-312026-04-09

GRNB VANECK ETF TRUST14.5K shares0.00%2026-03-312026-04-09

AMAT APPLIED MATLS INC1.0K shares0.00%2026-03-312026-04-09

ZTS ZOETIS INC2.9K shares-7.25%2026-03-312026-04-09

MDLZ MONDELEZ INTL INC5.9K shares-6.31%2026-03-312026-04-09

SHW SHERWIN WILLIAMS CO1.1K shares0.00%2026-03-312026-04-09

Sponsored

UPS UNITED PARCEL SVCS INC3.5K shares-8.12%2026-03-312026-04-09

HSY HERSHEY CO1.6K shares-4.48%2026-03-312026-04-09

WELL WELLTOWER INC1.6K shares0.00%2026-03-312026-04-09

L LOEWS CORP3.0K sharesnew addition2026-03-312026-04-09

EATON CORP PLC EATON CORP PLC895 shares3.47%2026-03-312026-04-09

IBB ISHARES TR1.9K shares-6.25%2026-03-312026-04-09

MTG MGIC INVT CORP WIS12.0K shares40.06%2026-03-312026-04-09

D DOMINION ENERGY INC4.9K shares-11.34%2026-03-312026-04-09

Sponsored

EEM ISHARES TR5.2K shares23.46%2026-03-312026-04-09

IWD ISHARES TR1.4K shares-3.00%2026-03-312026-04-09

BSX BOSTON SCIENTIFIC CORP4.6K shares12.53%2026-03-312026-04-09

WCN WASTE CONNECTIONS INC1.7K shares0.00%2026-03-312026-04-09

SBUX STARBUCKS CORP3.1K shares-21.15%2026-03-312026-04-09

URI UNITED RENTALS INC367 sharesnew addition2026-03-312026-04-09

VLO VALERO ENERGY CORP1.0K sharesnew addition2026-03-312026-04-09

AZO AUTOZONE INC75 shares0.00%2026-03-312026-04-09

Sponsored

CMCSA COMCAST CORP NEW8.7K shares-18.97%2026-03-312026-04-09

BKNG BOOKING HOLDINGS INC59 shares-4.84%2026-03-312026-04-09

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.1K shares9.19%2026-03-312026-04-09

CB CHUBB LTD SWITZ730 sharesnew addition2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC4.7K sharesnew addition2026-03-312026-04-09

TRNO TERRENO RLTY CORP3.7K shares0.00%2026-03-312026-04-09

ICE INTERCONTINENTAL EXCHANGE IN1.4K shares0.00%2026-03-312026-04-09

AWK AMERICAN WTR WKS CO INC NEW1.6K shares-13.33%2026-03-312026-04-09

Sponsored

USB US BANCORP4.2K shares0.00%2026-03-312026-04-09

BKR BAKER HUGHES COMPANY3.5K sharesnew addition2026-03-312026-04-09

PH PARKER-HANNIFIN CORP233 sharesnew addition2026-03-312026-04-09

KEYS KEYSIGHT TECHNOLOGIES INC738 shares-28.97%2026-03-312026-04-09

VO VANGUARD INDEX FDS717 shares0.00%2026-03-312026-04-09

LHX L3HARRIS TECHNOLOGIES INC583 shares-19.70%2026-03-312026-04-09

PUTNAM ETF TRUST PUTNAM ETF TRUST14.8K shares0.00%2026-03-312026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

1.77%

Shares56.2K

Event2026-03-31

Filed2026-04-09

MCHB

MECHANICS BANCORP

-32.75%

Shares2.3M

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-0.14%

Shares129.6K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-2.28%

Shares109.9K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

0.14%

Shares71.7K

Event2026-03-31

Filed2026-04-09

IWP

ISHARES TR

0.12%

Shares139.7K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

-0.90%

Shares16.3K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-0.84%

Shares25.8K

Event2026-03-31

Filed2026-04-09

JEPI

J P MORGAN EXCHANGE TRADED F

-1.47%

Shares254.8K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

-3.93%

Shares82.3K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

4.36%

Shares80.0K

Event2026-03-31

Filed2026-04-09

LQD

ISHARES TR

-5.80%

Shares120.4K

Event2026-03-31

Filed2026-04-09

BKLN

INVESCO EXCH TRADED FD TR II

-13.43%

Shares612.8K

Event2026-03-31

Filed2026-04-09

VBK

VANGUARD INDEX FDS

0.36%

Shares40.4K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-1.53%

Shares55.7K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

4.34%

Shares39.4K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

1.33%

Shares24.8K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

-4.08%

Shares37.7K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-0.21%

Shares19.1K

Event2026-03-31

Filed2026-04-09

VISA INC

-2.47%

Shares30.1K

Event2026-03-31

Filed2026-04-09

IYW

ISHARES TR

-0.52%

Shares49.4K

Event2026-03-31

Filed2026-04-09

ORCL

ORACLE CORP

-1.06%

Shares56.6K

Event2026-03-31

Filed2026-04-09

JEPQ

J P MORGAN EXCHANGE TRADED F

12.96%

Shares142.9K

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

-8.01%

Shares25.4K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

-2.92%

Shares62.8K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

-8.25%

Shares36.8K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

0.59%

Shares25.2K

Event2026-03-31

Filed2026-04-09

IJK

ISHARES TR

0.31%

Shares71.2K

Event2026-03-31

Filed2026-04-09

MDY

STATE STR SPDR S&P MIDCAP 40

-1.85%

Shares11.3K

Event2026-03-31

Filed2026-04-09

DIA

STATE STR SPDR DOW JONES IND

-7.79%

Shares14.5K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

-1.37%

Shares20.4K

Event2026-03-31

Filed2026-04-09

VYMI

VANGUARD WHITEHALL FDS

24.70%

Shares69.7K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

-3.77%

Shares45.7K

Event2026-03-31

Filed2026-04-09

IWO

ISHARES TR

1.96%

Shares18.5K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

2.42%

Shares18.4K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

144.02%

Shares102.9K

Event2026-03-31

Filed2026-04-09

VCIT

VANGUARD SCOTTSDALE FDS

205.90%

Shares66.3K

Event2026-03-31

Filed2026-04-09

FDLO

FIDELITY COVINGTON TRUST

5.86%

Shares84.1K

Event2026-03-31

Filed2026-04-09

ABT

ABBOTT LABORATORIES

-6.62%

Shares52.0K

Event2026-03-31

Filed2026-04-09

XLF

SELECT SECTOR SPDR TR

-2.49%

Shares106.5K

Event2026-03-31

Filed2026-04-09

ROST

ROSS STORES INC

-0.55%

Shares24.2K

Event2026-03-31

Filed2026-04-09

VCLT

VANGUARD SCOTTSDALE FDS

13.11%

Shares64.7K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

-7.70%

Shares32.5K

Event2026-03-31

Filed2026-04-09

DVY

ISHARES TR

-3.22%

Shares30.1K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

-0.02%

Shares4.9K

Event2026-03-31

Filed2026-04-09

RSG

REPUBLIC SVCS INC

-2.81%

Shares19.8K

Event2026-03-31

Filed2026-04-09

SPTS

SPDR SERIES TRUST

-11.44%

Shares145.6K

Event2026-03-31

Filed2026-04-09

CSCO

CISCO SYS INC

0.03%

Shares51.6K

Event2026-03-31

Filed2026-04-09

MCK

MCKESSON CORP

1.80%

Shares4.5K

Event2026-03-31

Filed2026-04-09

MERCK & CO INC

-4.46%

Shares32.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-09

GTO

INVESCO ACTIVELY MANAGED EXC

3.63%

Shares80.8K

Event2026-03-31

Filed2026-04-09

PWR

QUANTA SVCS INC

-3.68%

Shares6.7K

Event2026-03-31

Filed2026-04-09

XLI

SELECT SECTOR SPDR TR

-3.30%

Shares22.4K

Event2026-03-31

Filed2026-04-09

ADP

AUTOMATIC DATA PROCESSING IN

-12.73%

Shares17.3K

Event2026-03-31

Filed2026-04-09

BLACKROCK INC

1.17%

Shares3.6K

Event2026-03-31

Filed2026-04-09

INDA

ISHARES TR

-8.73%

Shares72.7K

Event2026-03-31

Filed2026-04-09

IWF

ISHARES TR

-2.81%

Shares8.0K

Event2026-03-31

Filed2026-04-09

AGG

ISHARES TR

-8.02%

Shares33.7K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICO INC

-7.73%

Shares21.2K

Event2026-03-31

Filed2026-04-09

LOW

LOWES COS INC

-3.82%

Shares13.8K

Event2026-03-31

Filed2026-04-09

VYM

VANGUARD WHITEHALL FDS

-0.81%

Shares21.8K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

2.25%

Shares3.8K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

9.60%

Shares14.5K

Event2026-03-31

Filed2026-04-09

COCA COLA CO

-13.68%

Shares41.0K

Event2026-03-31

Filed2026-04-09

VFLO

VICTORY PORTFOLIOS II

-1.67%

Shares76.5K

Event2026-03-31

Filed2026-04-09

XLV

SELECT SECTOR SPDR TR

-8.08%

Shares20.5K

Event2026-03-31

Filed2026-04-09

APH

AMPHENOL CORP

1.91%

Shares23.0K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

14.41%

Shares22.4K

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

-4.68%

Shares16.7K

Event2026-03-31

Filed2026-04-09

HON

HONEYWELL INTL INC

-7.30%

Shares12.1K

Event2026-03-31

Filed2026-04-09

VGK

VANGUARD INTL EQUITY INDEX F

12.89%

Shares33.1K

Event2026-03-31

Filed2026-04-09

SYK

STRYKER CORPORATION

-6.99%

Shares7.9K

Event2026-03-31

Filed2026-04-09

USMV

ISHARES TR

-7.43%

Shares27.2K

Event2026-03-31

Filed2026-04-09

USHY

ISHARES TR

-1.38%

Shares66.4K

Event2026-03-31

Filed2026-04-09

UYLD

ANGEL OAK FUNDS TRUST

3.23%

Shares46.8K

Event2026-03-31

Filed2026-04-09

IBTH

ISHARES TR

0.00%

Shares106.0K

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

82.93%

Shares37.0K

Event2026-03-31

Filed2026-04-09

XLU

SELECT SECTOR SPDR TR

-0.78%

Shares51.2K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

8.79%

Shares33.8K

Event2026-03-31

Filed2026-04-09

WASTE MGMT INC DEL

6.51%

Shares9.7K

Event2026-03-31

Filed2026-04-09

MMC

MARSH & MCLENNAN COS INC

-15.37%

Shares12.7K

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

-7.18%

Shares33.0K

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC.

-12.52%

Shares22.5K

Event2026-03-31

Filed2026-04-09

ENB

ENBRIDGE INC

-9.16%

Shares40.0K

Event2026-03-31

Filed2026-04-09

KLAC

KLA CORP

3.00%

Shares1.4K

Event2026-03-31

Filed2026-04-09

SOUTHERN CO

-5.14%

Shares21.9K

Event2026-03-31

Filed2026-04-09

MASTERCARD INCORPORATED

-3.16%

Shares4.2K

Event2026-03-31

Filed2026-04-09

DHR

DANAHER CORP DEL

-4.73%

Shares10.7K

Event2026-03-31

Filed2026-04-09

SDY

SPDR SERIES TRUST

-6.68%

Shares12.8K

Event2026-03-31

Filed2026-04-09

IBTK

ISHARES TR

-1.46%

Shares93.0K

Event2026-03-31

Filed2026-04-09

YUM

YUM BRANDS INC

-4.91%

Shares11.0K

Event2026-03-31

Filed2026-04-09

XLY

SELECT SECTOR SPDR TR

-6.17%

Shares15.4K

Event2026-03-31

Filed2026-04-09

DUKE ENERGY CORP NEW

-4.87%

Shares12.6K

Event2026-03-31

Filed2026-04-09

BMY

BRISTOL-MYERS SQUIBB CO

-13.21%

Shares26.5K

Event2026-03-31

Filed2026-04-09

TLT

ISHARES TR

-33.50%

Shares18.4K

Event2026-03-31

Filed2026-04-09

COP

CONOCOPHILLIPS

-5.70%

Shares11.9K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

6.47%

Shares2.4K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

15.25%

Shares3.6K

Event2026-03-31

Filed2026-04-09

BAC

BANK AMERICA CORP

0.00%

Shares31.8K

Event2026-03-31

Filed2026-04-09

LAM RESEARCH CORP

-10.43%

Shares7.2K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

-0.31%

Shares8.0K

Event2026-03-31

Filed2026-04-09

PANW

PALO ALTO NETWORKS INC

-10.48%

Shares9.4K

Event2026-03-31

Filed2026-04-09

FCOM

FIDELITY COVINGTON TRUST

-0.82%

Shares22.0K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

-3.00%

Shares2.0K

Event2026-03-31

Filed2026-04-09

AMGN

AMGEN INC

-6.76%

Shares4.0K

Event2026-03-31

Filed2026-04-09

NOC

NORTHROP GRUMMAN CORP

-3.31%

Shares2.0K

Event2026-03-31

Filed2026-04-09

GILD

GILEAD SCIENCES INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-09