Lifeworks Advisors, LLC

Position in PCAR — Paccar Inc

CIK 1882132 GRAND RAPIDS, MI

Position in PCAR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,876,627

+$874,556 QoQ

Shares Held

73,898

+6.7% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#244

of 1,094 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $27,354,906 across 3 Farm & Heavy Construction Machinery names. PCAR ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CAT	Caterpillar Inc	10,297	$10,965,275
2	PCAR	Paccar Inc This page	73,898	$8,876,627
3	DE	Deere & Co	11,844	$7,513,004

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,876,627	73,898	+6.7%	Shares	Sole	2026-08-14
2026-03-31	$8,002,071	69,282	-8.1%	Shares	Sole	2026-05-04
2025-12-31	$8,258,258	75,411	+13.7%	Shares	Sole	2026-02-13
2025-09-30	$6,522,647	66,341	+10.2%	Shares	Sole	2025-11-12
2025-06-30	$5,721,566	60,189	+20.2%	Shares	Sole	2025-08-05
2025-03-31	$4,874,634	50,063	+9.8%	Shares	Sole	2025-05-06
2024-12-31	$4,741,335	45,581	+9.4%	Shares	Sole	2025-02-07
2024-09-30	$4,110,712	41,657	+18.3%	Shares	Sole	2024-11-06
2024-06-30	$3,625,340	35,218	-6.3%	Shares	Sole	2024-08-13
2024-03-31	$4,656,033	37,582	+6.9%	Shares	Sole	2024-05-10
2023-12-31	$3,433,471	35,161	-2.9%	Shares	Sole	2024-02-12
2023-09-30	$3,079,424	36,220	+7.3%	Shares	Sole	2023-11-01
2023-06-30	$2,822,936	33,747	+49.5%	Shares	Sole	2023-08-02
2023-03-31	$1,651,904	22,567	+27.7%	Shares	Sole	2023-05-15
2022-12-31	$1,749,492	17,677	+0.4%	Shares	Sole	2023-02-14
2022-09-30	$1,473,780	17,610	+11.5%	Shares	Sole	2022-11-14
2022-06-30	$1,300,312	15,792	+15.1%	Shares	Sole	2022-08-12
2022-03-31	$1,208,143	13,718	+80.9%	Shares	Sole	2022-05-16
2021-12-31	$669,187	7,582	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.