Position in PCAR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$40,832,992
+$2,449,108 QoQ
Shares Held
339,935
+2.3% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#105
of 1,094 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PCAR Over Time
Shares Held
Position Value (USD)
Position in Farm & Heavy Construction Machinery
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $355,298,114 across 16 Farm & Heavy Construction Machinery names. PCAR ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CAT |
Caterpillar Inc
|
182,074 | $193,890,602 | |
| 2 | DE |
Deere & Co
|
100,754 | $63,911,284 | |
| 3 | PCAR |
Paccar Inc
This page
|
339,935 | $40,832,992 | |
| 4 | TEX |
Terex Corp
|
510,774 | $36,974,929 | |
| 5 | OSK |
Oshkosh Corp
|
67,586 | $10,373,099 | |
| 6 | CNH |
CNH Industrial N.V.
|
197,723 | $2,220,429 | |
| 7 | AGCO |
Agco Corp /De
|
17,741 | $2,123,597 | |
| 8 | FSS |
Federal Signal Corp /De/
|
11,138 | $1,431,121 |
All Filings in PCAR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,832,992 | 339,935 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $38,383,884 | 332,328 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $45,429,894 | 414,847 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $39,499,765 | 401,747 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $38,036,072 | 400,127 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $37,833,795 | 388,557 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $39,947,632 | 384,038 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $38,038,475 | 385,473 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $35,717,606 | 346,975 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $43,598,253 | 351,911 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $34,841,617 | 356,801 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $30,381,471 | 357,345 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||