XML Financial, LLC

Position in PCAR — Paccar Inc

CIK 1800465 BETHESDA, MD

Position in PCAR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$342,942

+$13,190 QoQ

Shares Held

2,855

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#700

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

XML Financial, LLC holds $5,723,823 across 4 Farm & Heavy Construction Machinery names. PCAR ranks #4 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	3,211	$3,419,393
2	AGCO	Agco Corp /De	13,223	$1,582,793
3	DE	Deere & Co	597	$378,695
4	PCAR	Paccar Inc This page	2,855	$342,942

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,942	2,855	0.0%	Shares	Sole	2026-07-24
2026-03-31	$329,752	2,855	0.0%	Shares	Sole	2026-04-16
2025-12-31	$312,651	2,855	+11.1%	Shares	Sole	2026-02-11
2025-09-30	$252,682	2,570	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.