Pecaut & Co.

Pecaut & Co. as of Sept. 30, 2025

Portfolio Holdings for Pecaut & Co.

Pecaut & Co. holds 79 positions in its portfolio as reported in the September 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) 13.8 $43M 433k 99.52
Berkshire Hathaway Inc Del Cl B New (BRK.B) 10.0 $31M 62k 502.74
Ishares Tr 0-3 Mnth Treasry (SGOV) 8.1 $25M 250k 100.70
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 5.4 $17M 161k 104.51
Alphabet Cap Stk Cl C (GOOG) 4.9 $15M 63k 243.55
Vanguard Specialized Funds Div App Etf (VIG) 4.0 $12M 58k 215.79
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 3.3 $10M 185k 55.33
Ishares Msci Emrg Chn (EMXC) 3.2 $10M 149k 67.51
Apple (AAPL) 3.0 $9.2M 36k 254.63
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.9 $9.1M 12.00 754200.00
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 2.8 $8.7M 204k 42.79
First Tr Exchange Traded Nasdq Cln Edge (GRID) 2.4 $7.4M 49k 151.08
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.2 $6.8M 89k 76.01
Costco Wholesale Corporation (COST) 2.1 $6.6M 7.1k 925.69
Texas Pacific Land Corp (TPL) 2.1 $6.4M 6.9k 933.62
Spdr Series Trust Portfolio S&p400 (SPMD) 2.0 $6.3M 111k 57.19
AutoNation (AN) 1.8 $5.6M 26k 218.77
Microsoft Corporation (MSFT) 1.6 $5.0M 9.7k 517.94
Lowe's Companies (LOW) 1.6 $5.0M 20k 251.30
First Tr Exchange Traded Rba Indl Etf (AIRR) 1.5 $4.6M 48k 96.68
Knife River Corp Common Stock (KNF) 1.3 $4.1M 53k 76.87
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $3.9M 41k 95.14
NVIDIA Corporation (NVDA) 1.2 $3.7M 20k 186.58
Spdr Series Trust Portfolio S&p600 (SPSM) 1.0 $3.2M 70k 46.32
Intercontinental Exchange (ICE) 1.0 $3.1M 19k 168.48
Builders FirstSource (BLDR) 0.8 $2.4M 20k 121.25
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.8 $2.4M 26k 91.75
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.3M 4.8k 479.63
Listed Fds Tr Horizon Kinetics (INFL) 0.7 $2.2M 48k 44.70
Oracle Corporation (ORCL) 0.7 $2.1M 7.4k 281.23
White Mountains Insurance Gp (WTM) 0.6 $2.0M 1.2k 1671.52
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $1.8M 35k 51.04
Floor & Decor Hldgs Cl A (FND) 0.5 $1.7M 23k 73.70
American Express Company (AXP) 0.5 $1.7M 5.1k 332.16
Waterbridge Infrastructure L Cl A Shs Repstg 0.5 $1.7M 67k 25.22
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $1.6M 21k 76.45
Bwx Technologies (BWXT) 0.5 $1.5M 8.1k 184.37
United Rentals (URI) 0.4 $1.3M 1.4k 954.73
Casey's General Stores (CASY) 0.4 $1.3M 2.3k 565.32
Wal-Mart Stores (WMT) 0.4 $1.3M 13k 103.06
Wheaton Precious Metals Corp (WPM) 0.4 $1.3M 12k 111.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.3M 21k 59.92
Vanguard Index Fds Value Etf (VTV) 0.4 $1.2M 6.3k 186.48
Liberty Media Corp Del Com Lbty One S A (FWONA) 0.4 $1.2M 12k 95.22
Union Pacific Corporation (UNP) 0.3 $1.1M 4.5k 236.38
Pvh Corporation (PVH) 0.3 $1.1M 13k 83.77
Mesabi Tr Ctf Ben Int (MSB) 0.3 $981k 34k 28.88
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $925k 7.8k 118.45
Vanguard Index Fds Small Cp Etf (VB) 0.3 $873k 3.4k 254.27
Landbridge Company Cl A (LB) 0.3 $853k 16k 53.35
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $842k 2.9k 293.69
Natural Resource Partners L Com Unit Ltd Par (NRP) 0.3 $819k 7.8k 105.00
Nike CL B (NKE) 0.2 $739k 11k 69.73
Tidewater (TDW) 0.2 $667k 13k 53.33
Source Capital Com Shs Of Ben I (SOR) 0.2 $593k 13k 45.02
CarMax (KMX) 0.2 $586k 13k 44.87
Ishares Tr Short Treas Bd (SHV) 0.2 $520k 4.7k 110.49
Hawaiian Electric Industries (HE) 0.1 $442k 40k 11.04
Johnson & Johnson (JNJ) 0.1 $415k 2.2k 185.41
Tesla Motors (TSLA) 0.1 $369k 829.00 444.72
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $329k 3.5k 92.98
LSB Industries (LXU) 0.1 $303k 39k 7.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $283k 425.00 666.62
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $270k 576.00 468.15
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS) 0.1 $268k 11k 25.50
Cincinnati Financial Corporation (CINF) 0.1 $261k 1.7k 158.10
Rli (RLI) 0.1 $260k 4.0k 65.22
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $258k 8.7k 29.62
Canadian Natl Ry (CNI) 0.1 $253k 2.7k 94.30
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $251k 1.2k 203.63
Ishares Tr Cybersecurity (IHAK) 0.1 $240k 4.6k 52.33
Boston Omaha Corp Cl A Com Stk (BOC) 0.1 $228k 17k 13.08
Schlumberger Com Stk (SLB) 0.1 $223k 6.5k 34.37
Progressive Corporation (PGR) 0.1 $222k 900.00 246.95
RENN Global Entrepreneurs Fund (RCG) 0.1 $219k 86k 2.55
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $215k 1.5k 145.58
Automatic Data Processing (ADP) 0.1 $206k 700.00 293.50
Triple Flag Precious Metals (TFPM) 0.1 $205k 7.0k 29.26
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.1 $181k 30k 6.04