PACCAR Inc.
DE ˙ XTRA ˙ US6937181088
€98.58 ↑1.56 (1.61%)
2026-06-03
주가
SecurityDE:PAE / PACCAR Inc
InstitutionSigma Planning Corp
Latest Disclosed Ownership11,929 shares
Latest Disclosed Value $ 1,377,775
Sigma Planning Corp reports 500.96% increase in ownership of PAE / PACCAR Inc

On May 4, 2026 - Sigma Planning Corp filed a 13F-HR form disclosing ownership of 11,929 shares of PACCAR Inc (DE:PAE) valued at $1,192,304 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 1,985 shares of PACCAR Inc. This represents a change in shares of 500.96% during the quarter. The current value of the position is $1,175,961 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F PACCAR COM 693718108 11,929 9,944 500.96 1,378 534.56 0.0383
2026-01-30 2025-12-31 13F PACCAR COM 693718108 1,985 1,985 217 0.0060
2025-08-05 2025-06-30 13F PACCAR COM 693718108 0 -2,133 -100.00 0 -100.00
2025-05-02 2025-03-31 13F PACCAR COM 693718108 2,133 37 1.77 208 -4.61 0.0066
2025-02-03 2024-12-31 13F PACCAR COM 693718108 2,096 -78 -3.59 218 1.40 0.0068
2024-11-04 2024-09-30 13F PACCAR COM 693718108 2,174 -33 -1.50 215 -5.73 0.0066
2024-08-06 2024-06-30 13F PACCAR COM 693718108 2,207 -822 -27.14 227 -39.47 0.0072
2024-05-02 2024-03-31 13F PACCAR COM 693718108 3,029 3,029 375 0.0118
2024-02-01 2023-12-31 13F PACCAR COM 693718108 0 -2,687 -100.00 0 -100.00
2023-11-06 2023-09-30 13F PACCAR COM 693718108 2,687 65 2.48 228 4.11 0.0086
2023-08-02 2023-06-30 13F PACCAR COM 693718108 2,622 2,622 219 0.0079
2019-01-31 2018-12-31 13F PACCAR COM 693718108 0 -9,187 -100.00 0 -100.00
2018-11-07 2018-09-30 13F PACCAR COM 693718108 9,187 5,849 175.22 627 202.90 0.0369
2018-08-02 2018-06-30 13F PACCAR COM 693718108 3,338 3,338 207 0.0139
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.