PACCAR Inc
DE ˙ XTRA ˙ US6937181088 ˙ Electrical Components & Equipment
€ 107,32 ↑0,40 (0,37%)
2026-09-04
COMPARTILHAR PREÇOS
SecurityDE:PAE / PACCAR Inc
InstitutionAdviser Investments LLC
Latest Disclosed Ownership5,125 shares
Latest Disclosed Value $ 615,631
Adviser Investments LLC reports 1.44% increase in ownership of PAE / PACCAR Inc

On August 7, 2026 - Adviser Investments LLC filed a 13F-HR form disclosing ownership of 5,125 shares of PACCAR Inc (DE:PAE) valued at $540,072 USD as of June 30, 2026. The entity filed a previous 13F-HR on May 13, 2026 disclosing 5,052 shares of PACCAR Inc. This represents a change in shares of 1.44% during the quarter. The current value of the position is $550,015 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-08-07 2026-06-30 13F PACCAR COM 693718108 5,125 73 1.44 616 5.49 0.0032
2026-05-13 2026-03-31 13F PACCAR COM 693718108 5,052 1,610 46.78 584 55.05 0.0064
2026-02-12 2025-12-31 13F PACCAR COM 693718108 3,442 0 0.00 377 11.24 0.0041
2025-11-10 2025-09-30 13F PACCAR COM 693718108 3,442 0 0.00 338 3.36 0.0038
2025-08-06 2025-06-30 13F PACCAR COM 693718108 3,442 0 0.00 327 -2.39 0.0041
2025-05-13 2025-03-31 13F PACCAR COM 693718108 3,442 -2,223 -39.24 335 -43.12 0.0042
2025-02-12 2024-12-31 13F PACCAR COM 693718108 5,665 3,241 133.70 589 146.44 0.0073
2024-11-08 2024-09-30 13F PACCAR COM 693718108 2,424 122 5.30 239 1.27 0.0030
2024-08-12 2024-06-30 13F PACCAR COM 693718108 2,302 0 0.00 237 -17.19 0.0031
2024-04-29 2024-03-31 13F PACCAR COM 693718108 2,302 -116 -4.80 285 20.76 0.0038
2024-02-01 2023-12-31 13F PACCAR COM 693718108 2,418 2,418 236 0.0034
2022-05-04 2022-03-31 13F PACCAR COM 693718108 0 -3,411 -100.00 0 -100.00
2022-01-31 2021-12-31 13F PACCAR COM 693718108 3,411 -16 -0.47 301 11.48 0.0202
2021-11-05 2021-09-30 13F PACCAR COM 693718108 3,427 0 0.00 270 -11.76 0.0201
2021-07-09 2021-06-30 13F PACCAR COM 693718108 3,427 0 0.00 306 -3.77 0.0228
2021-05-05 2021-03-31 13F PACCAR COM 693718108 3,427 0 0.00 318 7.43 0.0257
2021-01-26 2020-12-31 13F PACCAR COM 693718108 3,427 0 0.00 296 1.37 0.0263
2020-11-13 2020-09-30 13F PACCAR COM 693718108 3,427 -1,109 -24.45 292 -14.12 0.0307
2020-08-03 2020-06-30 13F PACCAR COM 693718108 4,536 0 0.00 340 22.74 0.0416
2020-04-08 2020-03-31 13F PACCAR COM 693718108 4,536 0 0.00 277 -22.84 0.0393
2020-02-07 2019-12-31 13F PACCAR COM 693718108 4,536 0 0.00 359 12.89 0.0356
2019-11-13 2019-09-30 13F PACCAR COM 693718108 4,536 0 0.00 318 -2.15 0.0336
2019-08-12 2019-06-30 13F PACCAR COM 693718108 4,536 0 0.00 325 5.18 0.0349
2019-05-07 2019-03-31 13F PACCAR COM 693718108 4,536 0 0.00 309 19.31 0.0353
2019-01-25 2018-12-31 13F PACCAR COM 693718108 4,536 0 0.00 259 -16.18 0.0341
2018-11-13 2018-09-30 13F PACCAR COM 693718108 4,536 0 0.00 309 9.96 0.0346
2018-08-02 2018-06-30 13F PACCAR COM 693718108 4,536 3,411 303.20 281 279.73 0.0314
2018-05-14 2018-03-31 13F PACCAR COM 693718108 1,125 1,125 74 0.0095
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.