Long-term investor
Mechanics Financial Corp. @mechanicsfinancialcorp
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001821336).
Record
- Tracked since 2025-06-30 (434 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +12.1% · 6 months +12.0% · 1 year +24.0% · all +24.0%
- Max drawdown -2.3% · Sharpe 1.26 · win rate 39% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GRC · 9.6% · long · since 2025-06-30
- IJH · 5.9% · long · since 2025-06-30
- AAPL · 5.9% · long · since 2025-06-30
- IEFA · 4.7% · long · since 2025-06-30
- EFA · 4.2% · long · since 2025-06-30
- IVV · 4.2% · long · since 2025-06-30
- IEMG · 2.9% · long · since 2025-06-30
- JPM · 2.8% · long · since 2025-06-30
- VGSH · 2.8% · long · since 2025-06-30
- GOOGL · 2.6% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- NVDA · 2.2% · long · since 2025-06-30