Forum Financial Management, LP

Position in PCAR — Paccar Inc

CIK 1911832 LOMBARD, IL

Position in PCAR

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$500,419

+$20,170 QoQ

Shares Held

4,166

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#624

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

Forum Financial Management, LP holds $13,627,763 across 3 Farm & Heavy Construction Machinery names. PCAR ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DE	Deere & Co	12,034	$7,633,526
2	CAT	Caterpillar Inc	5,159	$5,493,818
3	PCAR	Paccar Inc This page	4,166	$500,419

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$500,419	4,166	+0.2%	Shares	Sole	2026-07-23
2026-03-31	$480,249	4,158	-70.8%	Shares	Sole	2026-04-23
2025-12-31	$1,558,436	14,231	+6.7%	Shares	Sole	2026-01-27
2025-09-30	$1,311,392	13,338	-4.1%	Shares	Sole	2025-10-24
2025-06-30	$1,322,094	13,908	+31.3%	Shares	Sole	2025-07-30
2025-03-31	$1,031,732	10,596	+7.5%	Shares	Sole	2025-05-02
2024-12-31	$1,025,741	9,861	-5.3%	Shares	Sole	2025-02-20
2024-09-30	$1,027,752	10,415	+0.5%	Shares	Sole	2024-10-29
2024-06-30	$1,066,767	10,363	+69.4%	Shares	Sole	2024-07-30
2024-03-31	$758,082	6,119	+0.7%	Shares	Sole	2024-05-09
2023-12-31	$593,614	6,079	+32.8%	Shares	Sole	2024-02-07
2023-09-30	$389,306	4,579	0.0%	Shares	Sole	2023-11-06
2023-06-30	$383,033	4,579	-0.1%	Shares	Sole	2023-07-26
2023-03-31	$335,622	4,585	+48.2%	Shares	Sole	2023-04-19
2022-12-31	$306,114	3,093	-0.8%	Shares	Sole	2023-01-24
2022-09-30	$260,945	3,118	0.0%	Shares	Sole	2022-11-07
2022-06-30	$256,735	3,118	-14.5%	Shares	Sole	2022-08-15
2022-03-31	$321,279	3,648	0.0%	Shares	Sole	2022-05-16
2021-12-31	$321,972	3,648	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.