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Pecaut & Co.

CIK:0001597200
Investment Adviser
$351M AUM
82 holdings
Sioux City, IA, US
Founded:1960
4 employees
Latest filing:Jun 30, 2025

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 Buys
S
SPYGSPDR SERIES TRUST
+$2.1M
J
JMSTJ P MORGAN EXCHANGE TRADED F
+$1.8M
B
BLDRBUILDERS FIRSTSOURCE INC
+$1.5M
E
EMXCISHARES INC
+$1.4M
G
GOOGALPHABET INC
+$1.2M
Top Sells
T
TPLTEXAS PACIFIC LAND CORPORATI
-$3.7M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
-$3.1M
N
NKENIKE INC
-$2.7M
S
SGOVISHARES TR
-$946.9K
A
AAPLAPPLE INC
-$944.8K

Top Holdings

B
BILSSPDR SERIES TRUST
+12.4%$37.5M
B
BRK-BBERKSHIRE HATHAWAY INC DEL
+10.0%$30.1M
S
SGOVISHARES TR
+9.3%$28.0M
T
TPLTEXAS PACIFIC LAND CORPORATI
+4.8%$14.5M
S
SPYGSPDR SERIES TRUST
+4.8%$14.5M

Equity Positions (82)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
SPDR SERIES TRUST12.44%$37.5M376,756$99.43$99.43+$29.5K
BERKSHIRE HATHAWAY INC DEL10.01%$30.1M62,046$143.22$485.77-$3.1M
ISHARES TR9.29%$28.0M277,904$100.46$100.69-$946.9K
TEXAS PACIFIC LAND CORPORATI4.82%$14.5M13,752$529.81$1056.39-$3.7M
SPDR SERIES TRUST4.82%$14.5M152,191$62.90$95.32+$2.1M

Industry Allocation

FIRE, MARINE & CASUALTY INSURANCE
+13.7%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+9.8%
ELECTRONIC COMPUTERS
+3.0%
RETAIL-LUMBER & OTHER BUILDING MATERIALS DEALERS
+2.9%
RETAIL-VARIETY STORES
+2.5%