Kozak & Associates, Inc.

Position in PCAR — Paccar Inc

CIK 1764970 HIGHLANDS RANCH, CO

Position in PCAR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$58,618

+$2,370 QoQ

Shares Held

488

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#888

of 1,090 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kozak & Associates, Inc. holds $2,951,117 across 3 Farm & Heavy Construction Machinery names. PCAR ranks #3 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	1,893	$2,015,855
2	DE	Deere & Co	1,382	$876,644
3	PCAR	Paccar Inc This page	488	$58,618

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,618	488	+0.2%	Shares	Sole	2026-07-02
2026-03-31	$56,248	487	+0.2%	Shares	Sole	2026-04-14
2025-12-31	$53,221	486	+0.4%	Shares	Sole	2026-01-12
2025-09-30	$47,586	484	+9.8%	Shares	Sole	2025-11-18
2025-06-30	$41,921	441	+0.5%	Shares	Sole	2025-07-10
2025-03-31	$42,745	439	+0.2%	Shares	Sole	2025-04-15
2024-12-31	$45,560	438	+0.2%	Shares	Sole	2025-01-06
2024-09-30	$43,123	437	+0.5%	Shares	Sole	2024-10-17
2024-06-30	$44,778	435	+0.2%	Shares	Sole	2024-07-05
2024-03-31	$53,768	434	+8.8%	Shares	Sole	2024-05-17
2023-12-31	$38,962	399	0.0%	Shares	Sole	2024-01-17
2023-09-30	$33,922	399	0.0%	Shares	Sole	2023-10-17
2023-06-30	$33,376	399	0.0%	Shares	Sole	2023-07-05
2023-03-31	$29,206	399	+50.0%	Shares	Sole	2023-04-03
2022-12-31	$26,326	266	0.0%	Shares	Sole	2023-01-03
2022-09-30	$22,261	266	0.0%	Shares	Sole	2022-10-12
2022-06-30	$21,902	266	0.0%	Shares	Sole	2022-10-12
2022-03-31	$23,426	266	0.0%	Shares	Sole	2022-05-26
2021-12-31	$23,477	266	0.0%	Shares	Sole	2022-03-11
2021-09-30	$20,992	266	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.