J.W. COLE ADVISORS, INC.

Position in PCAR — Paccar Inc

CIK 1404763 TAMPA, FL

Position in PCAR

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$1,270,389

+$96,771 QoQ

Shares Held

10,576

-1.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#473

of 1,090 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $32,082,108 across 3 Farm & Heavy Construction Machinery names. PCAR ranks #3 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	22,702	$24,175,359
2	DE	Deere & Co	10,462	$6,636,360
3	PCAR	Paccar Inc This page	10,576	$1,270,389

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,270,389	10,576	-1.3%	Shares	Sole	2026-07-21
2025-12-31	$1,173,618	10,717	-20.6%	Shares	Sole	2026-02-11
2025-09-30	$1,327,614	13,503	+0.4%	Shares	Sole	2025-11-05
2025-06-30	$1,278,081	13,445	+27.0%	Shares	Sole	2025-08-12
2025-03-31	$1,030,856	10,587	-22.7%	Shares	Sole	2025-05-05
2024-12-31	$1,424,969	13,699	+0.0%	Shares	Sole	2025-01-31
2024-09-30	$1,351,521	13,696	-0.4%	Shares	Sole	2024-10-24
2024-06-30	$1,415,630	13,752	-1.3%	Shares	Sole	2024-08-08
2024-03-31	$1,726,407	13,935	+0.9%	Shares	Sole	2024-04-30
2023-12-31	$1,348,546	13,810	+42.9%	Shares	Sole	2024-01-31
2023-09-30	$821,633	9,664	-2.6%	Shares	Sole	2023-10-24
2023-06-30	$829,891	9,921	+0.2%	Shares	Sole	2023-07-27
2023-03-31	$724,826	9,902	+50.4%	Shares	Sole	2023-05-03
2022-12-31	$651,717	6,585	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$549,424	6,565	-2.9%	Shares	Sole	2022-10-31
2022-06-30	$556,947	6,764	+0.0%	Shares	Sole	2022-07-27
2022-03-31	$595,617	6,763	-2.8%	Shares	Sole	2022-06-10
2021-12-31	$614,201	6,959	+9.5%	Shares	Sole	2022-01-25
2021-09-30	$501,694	6,357	0.0%	Shares	Sole	2021-10-26
2021-06-30	$567,362	6,357	-0.4%	Shares	Sole	2021-08-06
2021-03-31	$593,015	6,382	+0.2%	Shares	Sole	2021-04-28
2020-12-31	$549,776	6,372	+118.8%	Shares	Sole	2021-02-12
2020-09-30	$248,335	2,912	-51.5%	Shares	Sole	2020-11-05
2020-03-31	$366,779	6,000	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.