Pecaut & Co. Top Holdings and 13F Report (2026) About Pecaut & Co.Investment ActivityPecaut & Co. has $345.66 million in total holdings as of September 30, 2026.Pecaut & Co. owns shares of 69 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 10.21% of the portfolio was purchased this quarter.About 2.36% of the portfolio was sold this quarter.This quarter, Pecaut & Co. has purchased 65 new stocks and bought additional shares in 23 stocks.Pecaut & Co. sold shares of 25 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $27,957,403SPDR Bloomberg 3-12 Month T-Bill ETF $26,213,636JPMorgan Income ETF $25,552,306Vanguard Short-Term Corporate Bond ETF $24,803,388iShares MSCI Emerging Markets ex China ETF $20,110,801 Largest New Holdings this Quarter 46641Q159 - JPMorgan Income ETF $25,552,306 Holding64110L106 - Netflix $3,463,066 Holding922040845 - VANGUARD INSTL INDEX FD $657,780 Holding743315103 - Progressive $207,310 Holding67066V101 - Nuveen Quality Municipal Income Fund $121,440 Holding Largest Purchases this Quarter JPMorgan Income ETF 569,220 shares (about $25.55M)Netflix 49,771 shares (about $3.46M)Casey's General Stores 3,337 shares (about $2.03M)VANGUARD INSTL INDEX FD 8,687 shares (about $657.78K)J P MORGAN EXCHANGE TRADED F 10,080 shares (about $509.64K) Largest Sales this Quarter Intercontinental Exchange 8,444 shares (about $1.28M)Berkshire Hathaway 2,338 shares (about $1.16M)Builders FirstSource 17,500 shares (about $997.68K)Alphabet 2,862 shares (about $975.19K)Lowe's Companies 4,505 shares (about $830.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPecaut & Co. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$27,957,403$1,164,207 ▼-4.0%56,1458.1%FinanceBILSSPDR Bloomberg 3-12 Month T-Bill ETF$26,213,636$415,837 ▲1.6%263,8787.6%ETFJPIEJPMorgan Income ETF$25,552,306$25,552,306 ▲New Holding569,2207.4%ETFVCSHVanguard Short-Term Corporate Bond ETF$24,803,388$387,409 ▲1.6%321,0797.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$20,110,801$92,739 ▲0.5%202,9755.8%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$19,047,046$138,588 ▼-0.7%154,7535.5%ETFGOOGAlphabet$17,061,403$975,190 ▼-5.4%50,0724.9%Communication ServicesISHARES TR$16,580,932$168,136 ▲1.0%164,6894.8%0-3 MTH TREASURYSPDWSPDR Portfolio Developed World ex-US ETF$15,316,988$333,896 ▲2.2%305,0594.4%ETFVIGVanguard Dividend Appreciation ETF$13,759,059$315,203 ▲2.3%58,9734.0%ETFAAPLApple$11,624,042$236,777 ▼-2.0%34,9053.4%TechnologySPYVSPDR Portfolio S&P 500 Value ETF$11,598,828$265,488 ▲2.3%189,7403.4%ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$8,888,505$145,940 ▲1.7%50,1862.6%ETFINFLHorizon Kinetics Inflation Beneficiaries ETF$7,968,985$302,293 ▲3.9%158,9352.3%ETFTPLTexas Pacific Land$6,697,7880.0%20,5561.9%EnergySPMDSPDR Portfolio S&P 400 Mid Cap ETF$6,687,164$39,463 ▲0.6%106,0781.9%ETFCOSTCostco Wholesale$6,287,686$154,757 ▼-2.4%6,9071.8%Consumer StaplesBRK.ABerkshire Hathaway$5,976,0400.0%81.7%FinanceAIRRFirst Trust RBA American Industrial Renaissance ETF$5,467,180$196,156 ▼-3.5%52,9561.6%ETFMSFTMicrosoft$4,246,385$11,284 ▼-0.3%8,2791.2%TechnologyCASYCasey's General Stores$3,612,427$2,030,431 ▲128.3%5,9371.0%Consumer StaplesSPSMSPDR Portfolio S&P 600 Small Cap ETF$3,513,641$17,338 ▲0.5%66,4711.0%ETFANAutoNation$3,512,486$198,374 ▼-5.3%22,3101.0%Consumer DiscretionaryNFLXNetflix$3,463,066$3,463,066 ▲New Holding49,7711.0%Communication ServicesBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,329,036$189,605 ▼-5.4%36,3271.0%ETFJ P MORGAN EXCHANGE TRADED F$2,622,270$509,640 ▲24.1%51,8650.8%ULTRA SHT MUNCPLKNFKnife River$2,608,731$80,672 ▲3.2%51,7400.8%MaterialsLOWLowe's Companies$2,591,396$830,198 ▼-24.3%14,0620.7%Consumer DiscretionaryWATERBRIDGE INFRASTRUCTURE L$2,446,4400.0%87,0000.7%CL A SHS REPSTGVUGVanguard Growth ETF$2,385,301$86,596 ▼-3.5%26,4710.7%ETFWTMWhite Mountains Insurance Group$2,291,4120.0%1,1420.7%FinanceVEAVanguard FTSE Developed Markets ETF$2,217,992$43,072 ▲2.0%31,4120.6%ETFSBUXStarbucks$1,944,9720.0%20,7000.6%Consumer DiscretionaryGLDMSPDR Gold MiniShares Trust$1,791,277$38,707 ▼-2.1%21,7970.5%ETFNVDANVIDIA$1,702,851$14,845 ▲0.9%7,4560.5%TechnologyWPMWheaton Precious Metals$1,544,4660.0%11,5500.4%MaterialsAXPAmerican Express$1,518,980$6,082 ▼-0.4%4,9950.4%FinanceVTVVanguard Value ETF$1,386,443$8,211 ▼-0.6%6,4160.4%ETFLANDBRIDGE COMPANY LLC$1,290,167$81 ▲0.0%15,8950.4%CL AICEIntercontinental Exchange$1,216,240$1,283,741 ▼-51.4%8,0000.4%FinanceUNPUnion Pacific$1,126,3460.0%4,1390.3%IndustrialsURIUnited Rentals$1,103,963$300,262 ▼-21.4%1,1030.3%IndustrialsBWXTBWX Technologies$1,087,0950.0%7,9350.3%IndustrialsNRPNatural Resource Partners$986,725$108,730 ▲12.4%9,0750.3%EnergyVBVanguard Small-Cap ETF$967,209$9,388 ▲1.0%3,4000.3%ETFFWONALiberty Media Corporation - Liberty Formula One Series A$961,228$67,704 ▼-6.6%11,3580.3%Communication ServicesVOVanguard Mid-Cap ETF$954,165$13,253 ▼-1.4%12,1670.3%ETFWALMART INC$948,199$311,667 ▼-24.7%9,1240.3%COMESGVVanguard ESG U.S. Stock ETF$946,004$18,703 ▼-1.9%6,9800.3%ETFTDWTidewater$689,350$81,100 ▼-10.5%8,5000.2%EnergyMSBMesabi Trust$665,3350.0%33,9630.2%MaterialsVANGUARD INSTL INDEX FD$657,780$657,780 ▲New Holding8,6870.2%0 3 MO TR BI ETFSOURCE CAPITAL$622,938$5,043 ▲0.8%13,7120.2%COM SHS OF BEN IJNJJohnson & Johnson$548,012$15,884 ▼-2.8%2,0700.2%HealthcareBLDRBuilders FirstSource$533,899$997,676 ▼-65.1%9,3650.2%IndustrialsESGDiShares ESG Aware MSCI EAFE ETF$458,806$2,989 ▼-0.6%4,4520.1%ETFHEHawaiian Electric Industries$369,2220.0%41,3000.1%UtilitiesLXULsb Industries$356,6050.0%36,5000.1%MaterialsCNICanadian National Railway$319,1280.0%2,6840.1%IndustrialsSPYSPDR S&P 500 ETF Trust$298,338$763 ▲0.3%3910.1%ETFESGUiShares ESG Aware MSCI USA ETF$290,563$22,851 ▼-7.3%1,7420.1%ETFIWDiShares Russell 1000 Value ETF$287,019$496 ▲0.2%1,1580.1%ETFIWFiShares Russell 1000 Growth ETF$283,031$125 ▲0.0%2,2600.1%ETFRENN FD INC$277,4360.0%93,0990.1%COMOR ROYALTIES INC.$274,7200.0%8,0000.1%COM SHSSPROTT ASSET MANAGEMENT LP$272,0490.0%8,7000.1%PHYSICAL GOLD TRTFPMTriple Flag Precious Metals$215,6700.0%7,0000.1%MaterialsPGRProgressive$207,310$207,310 ▲New Holding1,0000.1%FinanceNADNuveen Quality Municipal Income Fund$121,440$121,440 ▲New Holding12,0000.0%FinanceFNDFloor & Decor$0$813,232 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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