Pecaut & Co. Top Holdings and 13F Report (2026) About Pecaut & Co.Investment ActivityPecaut & Co. has $328.22 million in total holdings as of June 30, 2026.Pecaut & Co. owns shares of 65 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 1.77% of the portfolio was purchased this quarter.About 1.34% of the portfolio was sold this quarter.This quarter, Pecaut & Co. has purchased 66 new stocks and bought additional shares in 22 stocks.Pecaut & Co. sold shares of 28 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $29,264,308SPDR Bloomberg 3-12 Month T-Bill ETF $25,808,165Vanguard Short-Term Corporate Bond ETF $24,978,554iShares MSCI Emerging Markets ex China ETF $20,668,575Alphabet $18,703,181 Largest Purchases this Quarter Vanguard Growth ETF 22,824 shares (about $1.97M)Vanguard Mid-Cap ETF 9,295 shares (about $748.88K)Berkshire Hathaway 1,382 shares (about $691.54K)Vanguard Short-Term Corporate Bond ETF 6,228 shares (about $492.20K)SPDR Portfolio S&P 500 Value ETF 7,958 shares (about $483.77K) Largest Sales this Quarter Berkshire Hathaway 2 shares (about $1.50M)Alphabet 1,302 shares (about $460.04K)AutoNation 1,850 shares (about $343.71K)Lowe's Companies 1,151 shares (about $253.78K)iShares MSCI Emerging Markets ex China ETF 2,125 shares (about $217.39K) 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$29,264,308$691,539 â–²2.4%58,4838.9%FinanceBILSSPDR Bloomberg 3-12 Month T-Bill ETF$25,808,165$360,848 â–²1.4%259,6927.9%ETFVCSHVanguard Short-Term Corporate Bond ETF$24,978,554$492,199 â–²2.0%316,0647.6%ETFEMXCiShares MSCI Emerging Markets ex China ETF$20,668,575$217,387 â–¼-1.0%202,0396.3%ETFGOOGAlphabet$18,703,181$460,036 â–¼-2.4%52,9345.7%Communication ServicesSPYGSPDR Portfolio S&P 500 Growth ETF$18,548,008$42,955 â–¼-0.2%155,8795.7%ETFSGOViShares 0-3 Month Treasury Bond ETF$16,411,167$178,790 â–²1.1%163,0195.0%ETFSPDWSPDR Portfolio Developed World ex-US ETF$15,036,805$128,293 â–²0.9%298,4094.6%ETFVIGVanguard Dividend Appreciation ETF$13,634,624$91,336 â–²0.7%57,6224.2%ETFSPYVSPDR Portfolio S&P 500 Value ETF$11,270,259$483,766 â–²4.5%185,3973.4%ETFAAPLApple$10,305,949$208,631 â–¼-2.0%35,6163.1%TechnologyGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$9,465,165$115,050 â–¼-1.2%49,3622.9%ETFTPLTexas Pacific Land$8,995,991$21,444 â–¼-0.2%20,5562.7%EnergyINFLHorizon Kinetics Inflation Beneficiaries ETF$7,626,933$174,829 â–²2.3%152,9062.3%ETFAIRRFirst Trust RBA American Industrial Renaissance ETF$7,309,565$17,323 â–¼-0.2%54,8562.2%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$7,124,312$37,090 â–¼-0.5%105,4522.2%ETFCOSTCostco Wholesale$6,620,168$46,772 â–¼-0.7%7,0772.0%Consumer StaplesBRK.ABerkshire Hathaway$5,990,800$1,497,700 â–¼-20.0%81.8%FinanceANAutoNation$4,379,070$343,711 â–¼-7.3%23,5701.3%Consumer DiscretionaryKNFKnife River$4,194,211$54,373 â–¼-1.3%50,1401.3%MaterialsLOWLowe's Companies$4,093,730$253,777 â–¼-5.8%18,5671.2%Consumer DiscretionarySPSMSPDR Portfolio S&P 600 Small Cap ETF$3,814,470$44,002 â–¼-1.1%66,1431.2%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,518,591$213,062 â–²6.4%38,3961.1%ETFMSFTMicrosoft$3,096,451$13,056 â–¼-0.4%8,3010.9%TechnologyWATERBRIDGE INFRASTRUCTURE L$2,981,490$17,135 â–¼-0.6%87,0000.9%CL A SHS REPSTGBLDRBuilders FirstSource$2,403,8800.0%26,8650.7%IndustrialsWTMWhite Mountains Insurance Group$2,367,811$62,202 â–¼-2.6%1,1420.7%FinanceVUGVanguard Growth ETF$2,362,993$1,966,060 â–²495.3%27,4320.7%ETFVEAVanguard FTSE Developed Markets ETF$2,194,631$38,119 â–²1.8%30,8020.7%ETFJMSTJPMorgan Ultra-Short Municipal ETF$2,131,036$109,752 â–¼-4.9%41,7850.6%ETFSBUXStarbucks$2,115,3330.0%20,7000.6%Consumer DiscretionaryCASYCasey's General Stores$2,066,4540.0%2,6000.6%Consumer StaplesICEIntercontinental Exchange$2,024,464$104,276 â–¼-4.9%16,4440.6%FinanceGLDMSPDR Gold MiniShares Trust$1,768,525$1,271 â–²0.1%22,2680.5%ETFAXPAmerican Express$1,696,324$8,456 â–¼-0.5%5,0150.5%FinanceURIUnited Rentals$1,589,5610.0%1,4030.5%IndustrialsBWXTBWX Technologies$1,544,548$38,930 â–¼-2.5%7,9350.5%IndustrialsNVDANVIDIA$1,478,909$2,201 â–¼-0.1%7,3910.5%TechnologyVTVVanguard Value ETF$1,406,593$2,833 â–²0.2%6,4540.4%ETFWALMART INC$1,373,001$10,873 â–¼-0.8%12,1230.4%COMWPMWheaton Precious Metals$1,297,2960.0%11,5500.4%MaterialsLANDBRIDGE COMPANY LLC$1,259,437$79 â–²0.0%15,8940.4%CL AUNPUnion Pacific$1,125,808$65,824 â–¼-5.5%4,1390.3%IndustrialsFWONALiberty Media Corporation - Liberty Formula One Series A$1,064,3110.0%12,1580.3%Communication ServicesVBVanguard Small-Cap ETF$1,020,556$6,668 â–²0.7%3,3670.3%ETFVOVanguard Mid-Cap ETF$993,881$748,875 â–²305.7%12,3360.3%ETFESGVVanguard ESG U.S. Stock ETF$941,294$30,283 â–¼-3.1%7,1180.3%ETFMSBMesabi Trust$859,2640.0%33,9630.3%MaterialsFNDFloor & Decor$813,232$29,680 â–¼-3.5%13,7000.2%Consumer DiscretionaryNRPNatural Resource Partners$783,2750.0%8,0750.2%EnergyTDWTidewater$632,9850.0%9,5000.2%EnergySOURCE CAPITAL$625,241$6,804 â–²1.1%13,6010.2%COM SHS OF BEN IHEHawaiian Electric Industries$558,789$17,589 â–²3.3%41,3000.2%UtilitiesJNJJohnson & Johnson$540,956$5,079 â–¼-0.9%2,1300.2%HealthcareESGDiShares ESG Aware MSCI EAFE ETF$460,719$7,094 â–²1.6%4,4810.1%ETFLXULsb Industries$394,5650.0%36,5000.1%MaterialsCNICanadian National Railway$320,0400.0%2,6840.1%IndustrialsESGUiShares ESG Aware MSCI USA ETF$307,504$3,437 â–¼-1.1%1,8790.1%ETFSPYSPDR S&P 500 ETF Trust$291,451$747 â–²0.3%3900.1%ETFIWFiShares Russell 1000 Growth ETF$280,525$209,369 â–²294.2%2,2590.1%ETFIWDiShares Russell 1000 Value ETF$280,279$242 â–²0.1%1,1560.1%ETFRENN FD INC$278,4040.0%93,0990.1%COMSPROTT ASSET MANAGEMENT LP$262,4790.0%8,7000.1%PHYSICAL GOLD TROR ROYALTIES INC.$253,0400.0%8,0000.1%COM SHSTFPMTriple Flag Precious Metals$209,7900.0%7,0000.1%MaterialsNKENIKE$0$544,152 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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