Pecaut & Co.

Pecaut & Co. as of Dec. 31, 2025

Portfolio Holdings for Pecaut & Co.

Pecaut & Co. holds 70 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (BILS) 14.8 $46M 461k 99.22
Berkshire Hathaway Inc Del Cl B New (BRK.B) 9.5 $29M 58k 502.65
Ishares Tr 0-3 Mnth Treasry (SGOV) 8.1 $25M 250k 100.38
Alphabet Cap Stk Cl C (GOOG) 6.1 $19M 61k 313.80
Spdr Series Trust State Street Spd (SPYG) 5.3 $17M 155k 106.70
Vanguard Specialized Funds Div App Etf (VIG) 4.1 $13M 58k 219.78
Ishares Msci Emrg Chn (EMXC) 3.7 $12M 158k 72.68
Spdr Series Trust State Street Spd (SPYV) 3.5 $11M 189k 56.81
Apple (AAPL) 3.3 $10M 38k 271.86
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 3.1 $9.7M 219k 44.41
Berkshire Hathaway Inc Del Cl A (BRK.A) 2.4 $7.5M 10.00 754800.00
First Tr Exchange Traded Nasdq Cln Edge (GRID) 2.4 $7.5M 49k 153.02
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 2.1 $6.4M 90k 71.45
Spdr Series Trust State Street Spd (SPMD) 2.1 $6.4M 110k 57.91
Costco Wholesale Corporation (COST) 2.0 $6.1M 7.0k 862.29
Texas Pacific Land Corp (TPL) 1.9 $5.9M 21k 287.22
AutoNation (AN) 1.7 $5.2M 25k 206.48
Microsoft Corporation (MSFT) 1.7 $5.2M 11k 483.61
Lowe's Companies (LOW) 1.6 $4.9M 20k 241.15
First Tr Exchange Traded Rba Indl Etf (AIRR) 1.5 $4.7M 47k 98.32
Ishares Tr Msci Usa Min Vol (USMV) 1.3 $4.0M 42k 94.16
Knife River Corp Common Stock (KNF) 1.2 $3.6M 51k 70.35
Spdr Series Trust State Street Spd (BIL) 1.1 $3.3M 37k 91.38
Spdr Series Trust State Street Spd (SPSM) 1.0 $3.2M 69k 46.86
Intercontinental Exchange (ICE) 0.9 $2.8M 17k 161.96
White Mountains Insurance Gp (WTM) 0.8 $2.4M 1.2k 2078.03
Vanguard Index Fds Growth Etf (VUG) 0.8 $2.3M 4.8k 487.82
Listed Fds Tr Horizon Kinetics (INFL) 0.7 $2.3M 52k 44.46
Builders FirstSource (BLDR) 0.6 $2.0M 20k 102.89
American Express Company (AXP) 0.6 $1.9M 5.1k 369.95
World Gold Tr Spdr Gld Minis (GLDM) 0.6 $1.8M 21k 85.37
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $1.8M 35k 50.94
NVIDIA Corporation (NVDA) 0.5 $1.7M 9.0k 186.50
Casey's General Stores (CASY) 0.5 $1.5M 2.6k 552.71
Bwx Technologies (BWXT) 0.5 $1.4M 8.1k 172.84
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $1.4M 22k 62.47
Wheaton Precious Metals Corp (WPM) 0.4 $1.4M 12k 117.52
Wal-Mart Stores (WMT) 0.4 $1.4M 12k 111.41
Waterbridge Infrastructure L Cl A Shs Repstg (WBI) 0.4 $1.3M 67k 20.01
Mesabi Tr Ctf Ben Int (MSB) 0.4 $1.3M 34k 38.51
Vanguard Index Fds Value Etf (VTV) 0.4 $1.2M 6.4k 190.99
United Rentals (URI) 0.4 $1.1M 1.4k 809.38
Liberty Media Corp Del Com Lbty One S A (FWONA) 0.3 $1.1M 12k 89.38
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $1.0M 8.4k 120.96
Union Pacific Corporation (UNP) 0.3 $1.0M 4.4k 231.34
Vanguard Index Fds Small Cp Etf (VB) 0.3 $880k 3.4k 257.98
Floor & Decor Hldgs Cl A (FND) 0.3 $865k 14k 60.89
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $857k 3.0k 290.24
Natural Resource Partners L Com Unit Ltd Par (NRP) 0.3 $814k 7.8k 104.40
Landbridge Company Cl A (LB) 0.3 $784k 16k 48.99
Nike CL B (NKE) 0.2 $656k 10k 63.71
Tidewater (TDW) 0.2 $631k 13k 50.51
Source Capital Com Shs Of Ben I (SOR) 0.2 $609k 13k 45.76
Hawaiian Electric Industries (HE) 0.2 $492k 40k 12.30
Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $489k 4.4k 110.15
Johnson & Johnson (JNJ) 0.1 $460k 2.2k 206.95
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $358k 3.8k 95.10
LSB Industries (LXU) 0.1 $327k 39k 8.50
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $292k 2.0k 149.01
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $287k 8.7k 33.02
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $271k 573.00 473.11
Cincinnati Financial Corporation (CINF) 0.1 $270k 1.7k 163.32
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $266k 390.00 682.56
Canadian Natl Ry (CNI) 0.1 $265k 2.7k 98.85
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $258k 1.2k 210.38
Triple Flag Precious Metals (TFPM) 0.1 $233k 7.0k 33.22
RENN Global Entrepreneurs Fund (RCG) 0.1 $221k 86k 2.57
Ishares Tr Cybersecurity (IHAK) 0.1 $220k 4.6k 48.12
Rli (RLI) 0.1 $205k 3.2k 63.99
San Juan Basin Rty Tr Unit Ben Int (SJT) 0.1 $169k 30k 5.62