Pecaut & Co.

Pecaut & Co. as of June 30, 2026

Portfolio Holdings for Pecaut & Co.

Pecaut & Co. holds 65 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 8.9 $29M 59k 500.39
Spdr Series Trust St Str Bl 12 Etf (BILS) 7.9 $26M 260k 99.38
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.6 $25M 316k 79.03
Ishares Msci Emrg Chn (EMXC) 6.3 $21M 202k 102.30
Alphabet Cap Stk Cl C (GOOG) 5.7 $19M 53k 353.33
Spdr Series Trust ST STR P500GRW (SPYG) 5.7 $19M 156k 118.99
Ishares Tr 0-3 Mth Treasury (SGOV) 5.0 $16M 163k 100.67
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 4.6 $15M 298k 50.39
Vanguard Specialized Funds Div App Etf (VIG) 4.2 $14M 58k 236.62
Spdr Series Trust St Str P500val (SPYV) 3.4 $11M 185k 60.79
Apple (AAPL) 3.1 $10M 36k 289.36
First Tr Exchange-traded Nasdq Cln Edge (GRID) 2.9 $9.5M 49k 191.75
Texas Pacific Land Corp (TPL) 2.7 $9.0M 21k 437.63
Listed Fds Tr Hori Ki Infl Etf (INFL) 2.3 $7.6M 153k 49.88
First Tr Exchange Traded Rba Indl Etf (AIRR) 2.2 $7.3M 55k 133.25
Spdr Series Trust St Str P400mid (SPMD) 2.2 $7.1M 106k 67.56
Costco Wholesale Corporation (COST) 2.0 $6.6M 7.1k 935.45
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.8 $6.0M 8.00 748850.00
AutoNation (AN) 1.3 $4.4M 24k 185.79
Knife River Corp Common Stock (KNF) 1.3 $4.2M 50k 83.65
Lowe's Companies (LOW) 1.2 $4.1M 19k 220.48
Spdr Series Trust ST STR SP600 SML (SPSM) 1.2 $3.8M 66k 57.67
Spdr Series Trust St Str Blo 1 Etf (BIL) 1.1 $3.5M 38k 91.64
Microsoft Corporation (MSFT) 0.9 $3.1M 8.3k 373.02
Waterbridge Infrastructure L Cl A Shs Repstg (WBI) 0.9 $3.0M 87k 34.27
Builders FirstSource (BLDR) 0.7 $2.4M 27k 89.48
White Mountains Insurance Gp (WTM) 0.7 $2.4M 1.1k 2073.39
Vanguard Index Fds Growth Etf (VUG) 0.7 $2.4M 27k 86.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.7 $2.2M 31k 71.25
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.6 $2.1M 42k 51.00
Starbucks Corporation (SBUX) 0.6 $2.1M 21k 102.19
Casey's General Stores (CASY) 0.6 $2.1M 2.6k 794.79
Intercontinental Exchange (ICE) 0.6 $2.0M 16k 123.11
World Gold Tr Spdr Gld Minis (GLDM) 0.5 $1.8M 22k 79.42
American Express Company (AXP) 0.5 $1.7M 5.0k 338.25
United Rentals (URI) 0.5 $1.6M 1.4k 1132.97
Bwx Technologies (BWXT) 0.5 $1.5M 7.9k 194.65
NVIDIA Corporation (NVDA) 0.5 $1.5M 7.4k 200.10
Vanguard Index Fds Value Etf (VTV) 0.4 $1.4M 6.5k 217.94
Wal-Mart Stores (WMT) 0.4 $1.4M 12k 113.26
Wheaton Precious Metals Corp (WPM) 0.4 $1.3M 12k 112.32
Landbridge Company Cl A (LB) 0.4 $1.3M 16k 79.24
Union Pacific Corporation (UNP) 0.3 $1.1M 4.1k 272.00
Liberty Media Corp Del Com Lbty One S A (FWONA) 0.3 $1.1M 12k 87.54
Vanguard Index Fds Small Cp Etf (VB) 0.3 $1.0M 3.4k 303.11
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $994k 12k 80.57
Vanguard World Esg Us Stk Etf (ESGV) 0.3 $941k 7.1k 132.24
Mesabi Tr Ctf Ben Int (MSB) 0.3 $859k 34k 25.30
Floor & Decor Hldgs Cl A (FND) 0.2 $813k 14k 59.36
Natural Resource Partners Com Unit Ltd Par (NRP) 0.2 $783k 8.1k 97.00
Tidewater (TDW) 0.2 $633k 9.5k 66.63
Source Capital Com Shs Of Ben I (SOR) 0.2 $625k 14k 45.97
Hawaiian Electric Industries (HE) 0.2 $559k 41k 13.53
Johnson & Johnson (JNJ) 0.2 $541k 2.1k 253.97
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $461k 4.5k 102.82
LSB Industries (LXU) 0.1 $395k 37k 10.81
Canadian Natl Ry (CNI) 0.1 $320k 2.7k 119.24
Ishares Tr Esg Awr Msci Usa (ESGU) 0.1 $308k 1.9k 163.65
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $292k 390.00 747.31
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $281k 2.3k 124.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $280k 1.2k 242.46
RENN Global Entrepreneurs Fund (RCG) 0.1 $278k 93k 2.99
Sprott Asset Management Physical Gold Tr (PHYS) 0.1 $263k 8.7k 30.17
Or Royalties Com Shs (OR) 0.1 $253k 8.0k 31.63
Triple Flag Precious Metals (TFPM) 0.1 $210k 7.0k 29.97