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Pecaut & Co.
Pecaut & Co., operating as Pecaut Wealth Management, is an SEC-registered investment adviser headquartered in Sioux City, Iowa. Founded in 1960 by Russell Pecaut and his sons, it transitioned to exclusive investment advisory services in 1995. The firm provides financial planning and portfolio management, customizing portfolios primarily for individual investors, including high net worth clients. As of November 2024, the firm employs 4 people, all in investment roles, and serves nearly 480 client accounts across the U.S.
Investment Strategy
Pecaut Wealth Management designs investment portfolios tailored to each client's financial goals and situation. The firm primarily invests in stocks, bonds, exchange-traded funds (ETFs), and mutual funds, with a focus on both capital growth and capital preservation. Portfolios are diversified according to individual client needs, and investment strategies may include allocations to warrants, rights, money market funds, cash, and time deposits. The overall philosophy centers on long-term financial planning and ongoing portfolio supervision to help clients achieve their financial objectives.
Latest 13F Filing Activity
Pecaut & Co. filed their most recent 13F report on Jun 30, 2025 disclosing 82 equity positions with a total 13F market value of $301M. The fund increased holdings in SPDR Series Trust, J P Morgan Exchange Traded F, Builders Firstsource Inc. among other positions. Pecaut & Co. reduced exposure to Texas Pacific Land Corporati, Berkshire Hathaway Inc. Del, Nike Inc. among others.
Top Holdings
Equity Positions (82)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BILS | SPDR SERIES TRUST | 12.44% | $37.5M | 376,756 | $99.43 | $99.43 | +$29.5K |
| BERKSHIRE HATHAWAY INC DEL | 10.01% | $30.1M | 62,046 | $143.22 | $485.77 | -$3.1M | |
S SGOV | ISHARES TR | 9.29% | $28.0M | 277,904 | $100.46 | $100.69 | -$946.9K |
T TPL | TEXAS PACIFIC LAND CORPORATI | 4.82% | $14.5M | 13,752 | $529.81 | $1056.39 | -$3.7M |
S SPYG | SPDR SERIES TRUST | 4.82% | $14.5M | 152,191 | $62.90 | $95.32 | +$2.1M |
Industry Allocation
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