Pecaut & Co.

Pecaut & Co. as of June 30, 2025

Portfolio Holdings for Pecaut & Co.

Pecaut & Co. holds 82 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Bloomberg 3-12 M (BILS) 12.4 $38M 377k 99.43
Berkshire Hathaway Inc Del Cl B New (BRK.B) 10.0 $30M 62k 485.77
Ishares Tr 0-3 Mnth Treasry (SGOV) 9.3 $28M 278k 100.69
Texas Pacific Land Corp (TPL) 4.8 $15M 14k 1056.37
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 4.8 $15M 152k 95.32
Alphabet Cap Stk Cl C (GOOG) 3.8 $11M 64k 177.39
Vanguard Specialized Funds Div App Etf (VIG) 3.7 $11M 55k 204.67
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 3.2 $9.5M 182k 52.34
Ishares Msci Emrg Chn (EMXC) 2.9 $8.8M 139k 63.14
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.9 $8.7M 12.00 728800.00
Spdr Series Trust Portfolio S&p400 (SPMD) 2.7 $8.3M 152k 54.38
Ishares Tr Msci Usa Min Vol (USMV) 2.7 $8.1M 86k 93.87
Apple (AAPL) 2.6 $7.8M 38k 205.17
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.5 $7.5M 186k 40.49
Costco Wholesale Corporation (COST) 2.4 $7.4M 7.4k 989.99
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 1.8 $5.5M 73k 75.58
AutoNation (AN) 1.7 $5.2M 26k 198.65
Microsoft Corporation (MSFT) 1.6 $4.8M 9.7k 497.38
Lowe's Companies (LOW) 1.5 $4.4M 20k 221.87
Knife River Corp Common Stock (KNF) 1.4 $4.3M 53k 81.64
Spdr Series Trust Portfolio S&p600 (SPSM) 1.3 $3.9M 91k 42.60
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.2 $3.6M 26k 139.02
Intercontinental Exchange (ICE) 1.1 $3.4M 19k 183.47
NVIDIA Corporation (NVDA) 1.1 $3.2M 20k 157.99
Canadian Pacific Kansas City (CP) 1.0 $3.1M 39k 79.27
Builders FirstSource (BLDR) 0.8 $2.4M 21k 116.69
White Mountains Insurance Gp (WTM) 0.7 $2.1M 1.2k 1795.72
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.7 $2.1M 23k 91.73
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.1M 4.7k 438.39
Listed Fds Tr Horizon Kinetics (INFL) 0.7 $2.0M 48k 42.17
Oracle Corporation (ORCL) 0.6 $1.8M 8.3k 218.64
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $1.8M 35k 50.92
Floor & Decor Hldgs Cl A (FND) 0.6 $1.7M 23k 75.96
American Express Company (AXP) 0.5 $1.6M 5.1k 318.98
Bwx Technologies (BWXT) 0.5 $1.4M 9.6k 144.06
World Gold Tr Spdr Gld Minis (GLDM) 0.4 $1.3M 20k 65.52
United Rentals (URI) 0.4 $1.2M 1.7k 753.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.2M 22k 57.01
Wal-Mart Stores (WMT) 0.4 $1.2M 13k 97.78
Liberty Media Corp Del Com Lbty One S A (FWONA) 0.4 $1.1M 12k 94.96
Union Pacific Corporation (UNP) 0.4 $1.1M 4.9k 230.08
Landbridge Company Cl A (LB) 0.4 $1.1M 16k 67.58
Vanguard Index Fds Small Cp Etf (VB) 0.4 $1.1M 4.5k 236.97
Vanguard Index Fds Value Etf (VTV) 0.4 $1.1M 6.0k 176.74
Wheaton Precious Metals Corp (WPM) 0.3 $1.0M 12k 89.80
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $1.0M 3.6k 279.81
Nike CL B (NKE) 0.3 $924k 13k 71.04
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $871k 7.9k 109.64
Pvh Corporation (PVH) 0.3 $864k 13k 68.60
Mesabi Tr Ctf Ben Int (MSB) 0.3 $813k 34k 23.96
Natural Resource Partners L Com Unit Ltd Par (NRP) 0.2 $745k 7.8k 95.51
Casey's General Stores (CASY) 0.2 $727k 1.4k 510.27
Albertsons Cos Common Stock (ACI) 0.2 $654k 30k 21.51
Tidewater (TDW) 0.2 $646k 14k 46.13
Source Capital Com Shs Of Ben I (SOR) 0.2 $641k 15k 43.36
Novo-nordisk A S Adr (NVO) 0.2 $635k 9.2k 69.02
Ishares Tr Short Treas Bd (SHV) 0.2 $569k 5.2k 110.42
Hawaiian Electric Industries (HE) 0.1 $425k 40k 10.63
Aris Water Solutions Class A Com (ARIS) 0.1 $399k 17k 23.65
Johnson & Johnson (JNJ) 0.1 $380k 2.5k 152.74
LSB Industries (LXU) 0.1 $339k 44k 7.80
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $337k 3.8k 89.22
Canadian Natl Ry (CNI) 0.1 $297k 2.9k 104.04
Boston Omaha Corp Cl A Com Stk (BOC) 0.1 $293k 21k 14.04
Rli (RLI) 0.1 $288k 4.0k 72.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $263k 425.00 618.14
Tesla Motors (TSLA) 0.1 $262k 825.00 317.66
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $250k 1.1k 226.59
Cincinnati Financial Corporation (CINF) 0.1 $246k 1.7k 148.92
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $244k 576.00 424.27
Ishares Tr Cybersecurity (IHAK) 0.1 $244k 4.6k 53.21
Progressive Corporation (PGR) 0.1 $240k 900.00 266.86
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $239k 1.2k 194.29
Anthem (ELV) 0.1 $233k 600.00 388.96
RENN Global Entrepreneurs Fund (RCG) 0.1 $229k 86k 2.66
Sprott Physical Gold Tr Unit (PHYS) 0.1 $221k 8.7k 25.35
Schlumberger Com Stk (SLB) 0.1 $220k 6.5k 33.80
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.1 $218k 11k 20.71
Automatic Data Processing (ADP) 0.1 $216k 700.00 308.40
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $208k 1.5k 135.30
Verisk Analytics (VRSK) 0.1 $203k 650.00 311.50
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.1 $179k 30k 5.97