Summit Financial, LLC

Position in PCAR — Paccar Inc

CIK 1765536 PARSIPPANY, NJ

Position in PCAR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,981,980

+$117,464 QoQ

Shares Held

16,500

+2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#407

of 1,090 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Summit Financial, LLC holds $46,696,450 across 3 Farm & Heavy Construction Machinery names. PCAR ranks #3 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	37,003	$39,404,494
2	DE	Deere & Co	8,371	$5,309,976
3	PCAR	Paccar Inc This page	16,500	$1,981,980

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,981,980	16,500	+2.2%	Shares	Sole	2026-08-12
2026-03-31	$1,864,516	16,143	+649.1%	Shares	Sole	2026-05-15
2025-12-31	$235,994	2,155	+3.7%	Shares	Sole	2026-02-13
2025-09-30	$204,407	2,079	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.