SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in PCAR — Paccar Inc
CIK 1794153
MINNEAPOLIS, MN
Position in PCAR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,089,608
+$41,908 QoQ
Shares Held
9,071
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#494
of 1,090 holders
Holding Since
Dec 2024
7 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, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $1,719,187 across 3 Farm & Heavy Construction Machinery names. PCAR ranks #1 (63.4% of the industry book) .
All Filings in PCAR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,089,608 | 9,071 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,047,700 | 9,071 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $993,365 | 9,071 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $891,860 | 9,071 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $862,289 | 9,071 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $878,472 | 9,022 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $938,468 | 9,022 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||