PACCAR Inc
DE ˙ XTRA ˙ US6937181088 ˙ Electrical Components & Equipment
€ 107,32 ↑0,40 (0,37%)
2026-09-04
COMPARTILHAR PREÇOS
SecurityDE:PAE / PACCAR Inc
InstitutionEmpirical Financial Services, LLC d.b.a. Empirical Wealth Management
Latest Disclosed Ownership12,267 shares
Latest Disclosed Value $ 1,473,464
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management reports 0.05% decrease in ownership of PAE / PACCAR Inc

On July 14, 2026 - Empirical Financial Services, LLC d.b.a. Empirical Wealth Management filed a 13F-HR form disclosing ownership of 12,267 shares of PACCAR Inc (DE:PAE) valued at $1,292,696 USD as of June 30, 2026. The entity filed a previous 13F-HR on May 4, 2026 disclosing 12,273 shares of PACCAR Inc. This represents a change in shares of -0.05% during the quarter. The current value of the position is $1,316,494 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)
2026-07-14 2026-06-30 13F PACCAR COM 693718108 12,267 -6 -0.05 1,473 3.95 0.0215
2026-05-04 2026-03-31 13F PACCAR COM 693718108 12,273 -793 -6.07 1,417 -0.91 0.0245
2026-01-16 2025-12-31 13F PACCAR COM 693718108 13,066 53 0.41 1,431 11.81 0.0255
2025-11-10 2025-09-30 13F PACCAR COM 693718108 13,013 -331 -2.48 1,279 0.87 0.0256
2025-07-21 2025-06-30 13F PACCAR COM 693718108 13,344 4,928 58.56 1,268 54.82 0.0286
2025-05-08 2025-03-31 13F PACCAR COM 693718108 8,416 -1,084 -11.41 819 -17.11 0.0211
2025-01-22 2024-12-31 13F PACCAR COM 693718108 9,500 176 1.89 988 7.39 0.0268
2024-11-01 2024-09-30 13F PACCAR COM 693718108 9,324 20 0.21 920 -3.87 0.0258
2024-08-09 2024-06-30 13F PACCAR COM 693718108 9,304 -704 -7.03 958 -22.76 0.0284
2024-05-07 2024-03-31 13F PACCAR COM 693718108 10,008 428 4.47 1,240 32.51 0.0374
2024-02-06 2023-12-31 13F PACCAR COM 693718108 9,580 1,170 13.91 935 30.77 0.0311
2023-11-03 2023-09-30 13F PACCAR COM 693718108 8,410 369 4.59 715 6.40 0.0280
2023-08-11 2023-06-30 13F PACCAR COM 693718108 8,041 -1,085 -11.89 673 0.60 0.0271
2023-05-09 2023-03-31 13F PACCAR COM 693718108 9,126 3,687 67.79 668 24.16 0.0290
2023-02-08 2022-12-31 13F PACCAR COM 693718108 5,439 288 5.59 538 24.83 0.0254
2022-11-03 2022-09-30 13F PACCAR COM 693718108 5,151 43 0.84 431 2.38 0.0226
2022-08-02 2022-06-30 13F PACCAR COM 693718108 5,108 -1,078 -17.43 421 -22.75 0.0221
2022-05-13 2022-03-31 13F PACCAR COM 693718108 6,186 -647 -9.47 545 -9.62 0.0272
2022-02-14 2021-12-31 13F PACCAR COM 693718108 6,833 -2,053 -23.10 603 -13.98 0.0301
2021-11-02 2021-09-30 13F PACCAR COM 693718108 8,886 -4,290 -32.56 701 -40.39 0.0399
2021-08-12 2021-06-30 13F PACCAR COM 693718108 13,176 779 6.28 1,176 2.08 0.0712
2021-05-17 2021-03-31 13F PACCAR COM 693718108 12,397 -138 -1.10 1,152 6.47 0.0923
2021-02-12 2020-12-31 13F PACCAR COM 693718108 12,535 1,951 18.43 1,082 19.82 0.0825
2020-11-12 2020-09-30 13F PACCAR COM 693718108 10,584 798 8.15 903 23.19 0.0771
2020-08-12 2020-06-30 13F PACCAR COM 693718108 9,786 1,257 14.74 733 40.69 0.0684
2020-05-11 2020-03-31 13F PACCAR COM 693718108 8,529 770 9.92 521 -15.15 0.0569
2020-02-13 2019-12-31 13F PACCAR COM 693718108 7,759 2,825 57.26 614 77.97 0.0675
2019-11-13 2019-09-30 13F PACCAR COM 693718108 4,934 265 5.68 345 2.99 0.0418
2019-08-12 2019-06-30 13F PACCAR COM 693718108 4,669 -52 -1.10 335 4.04 0.0436
2019-05-13 2019-03-31 13F PACCAR COM 693718108 4,721 4,721 322 0.0468
2016-04-21 2016-03-31 13F PACCAR COM 693718108 0 0 0 0.0000
2016-01-26 2015-12-31 13F PACCAR COM 693718108 0 -3,929 -100.00 0 -100.00
2015-10-22 2015-09-30 13F PACCAR COM 693718108 3,929 3,929 205 0.0484
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.