Summit Trail Advisors, LLC

Position in PCAR — Paccar Inc

CIK 1698478 NEW YORK, NY

Position in PCAR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,520,116

+$266,481 QoQ

Shares Held

29,305

+4.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#339

of 1,090 holders

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Summit Trail Advisors, LLC holds $61,100,261 across 6 Farm & Heavy Construction Machinery names. PCAR ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	40,488	$43,115,671
2	DE	Deere & Co	12,744	$8,083,901
3	PCAR	Paccar Inc This page	29,305	$3,520,116
4	OSK	Oshkosh Corp	19,238	$2,952,648
5	AGCO	Agco Corp /De	19,964	$2,389,690
6	CNH	CNH Industrial N.V.	92,452	$1,038,235

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,520,116	29,305	+4.0%	Shares	Sole	2026-08-11
2026-03-31	$3,253,635	28,170	+56.4%	Shares	Sole	2026-05-12
2025-12-31	$1,972,494	18,012	-28.2%	Shares	Sole	2026-02-17
2025-09-30	$2,465,079	25,072	+166.5%	Shares	Sole	2025-11-14
2025-06-30	$894,324	9,408	+20.3%	Shares	Sole	2025-08-14
2024-09-30	$771,973	7,823	-15.5%	Shares	Sole	2024-11-12
2024-06-30	$953,430	9,262	+2.0%	Shares	Sole	2024-08-13
2024-03-31	$1,124,921	9,080	+195.0%	Shares	Sole	2024-04-23
2023-12-31	$300,566	3,078	+4.5%	Shares	Sole	2024-02-06
2023-09-30	$250,383	2,945	+0.2%	Shares	Sole	2023-10-30
2023-06-30	$245,847	2,939	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.