Fund HoldingsPECAUT & CO.

Total Portfolio Value
$249.08M
Total Bought
$11.17M
Total Sold
$10.46M
Net Transaction
+$711.0K
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR SER TR
ST STR P400MID
0129,753+129,75306,3222.54%+6,322
KNIFE RIVER CORP(KNF)63,00063,00003,0764,1691.67%+1,093
SPDR SER TR
ST STR P500VAL
0157,344+157,34407,3372.95%+7,337
SPDR SER TR
ST STR SP DIV
054,045+54,04506,7542.71%+6,754
ISHARES INC
MSCI EMRG CHN
107,884114,089+6,2055,3766,3222.54%+946
GLOBAL X FDS
US INFR DEV ETF
181,534186,186+4,6525,5156,4162.58%+901
COSTCO WHSL CORP NEW(COST)9,3039,30305,2566,1412.47%+885
APPLE INC(AAPL)079,609+79,609015,3276.15%+15,327
BWX TECHNOLOGIES INC(BWXT)010,800+10,80008290.33%+829
SPDR SER TR
ST STR P500GRW
146,872145,039-1,8338,7079,4363.79%+730
SPDR INDEX SHS FDS
ST STR PO EX ETF
126,493135,668+9,1753,9234,6141.85%+692
SPDR SER TR
ST STR SP600 SML
67,29674,429+7,1332,4833,1391.26%+656
SPDR SER TR
ST STR BLO 1 ETF
3,0788,880+5,8022838120.33%+529
MICROSOFT CORP(MSFT)07,504+7,50402,8221.13%+2,822
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
61,28959,763-1,5262,7843,2181.29%+433
FLOOR & DECOR HLDGS INC(FND)17,15017,450+3001,5521,9470.78%+395
ALPHABET INC(GOOG)95,75092,294-3,45612,62513,0075.22%+382
SPDR SER TR
ST STR BL 12 ETF
220,519224,892+4,37321,92622,2918.95%+365
SPDR SER TR
ST STR SP BIOT
04,050+4,05003620.15%+362
CANADIAN PACIFIC KANSAS CITY(CP)39,30041,050+1,7502,9243,2451.30%+321
FIRST TR EXCHANGE-TRADED FD8,84010,181+1,3411,2941,6090.65%+315
INTERCONTINENTAL EXCHANGE IN(ICE)23,25022,100-1,1502,5582,8381.14%+280
MESABI TR(MSB)013,700+13,70002800.11%+280
BUILDERS FIRSTSOURCE INC(BLDR)05,650+5,65009430.38%+943
SPDR S&P 500 ETF TR(SPY)0452+45202150.09%+215
AMERICAN EXPRESS CO(AXP)5,3405,34007971,0000.40%+204
BOSTON OMAHA CORP012,900+12,90002030.08%+203
VANGUARD INDEX FDS3,1403,655+5156548500.34%+196
VANGUARD INDEX FDS4,5034,546+431,2261,4130.57%+187
DEERE & CO(DE)8,2368,237+13,1083,2941.32%+186
LOWES COS INC(LOW)028,016+28,01606,2352.50%+6,235
NVIDIA CORPORATION(NVDA)3,0632,988-751,3331,4800.59%+147
UNITED RENTALS INC(URI)2,2001,951-2499781,1190.45%+140
VANGUARD TAX-MANAGED FDS19,27220,505+1,2338439820.39%+140
BERKSHIRE HATHAWAY INC DEL121206,3786,5122.61%+134
VANGUARD INDEX FDS5,4695,785+3167548650.35%+110
BOEING CO(BA)1,4251,42502733710.15%+98
WHEATON PRECIOUS METALS CORP(WPM)11,05011,05004485450.22%+97
VANGUARD WORLD FD6,4586,829+3714865810.23%+95
VANGUARD INDEX FDS2,3272,485+1584405300.21%+90
CANADIAN NATL RY CO(CNI)4,8144,766-485225990.24%+77
LISTED FD TR
HORI KI INFL ETF
62,15062,15001,8921,9560.79%+64
META PLATFORMS INC(META)1,0261,02603083630.15%+55
ISHARES TR
ESG AW MSCI EAFE
2,5712,970+3991782240.09%+47
WORLD GOLD TR(GLDM)10,35510,35503804240.17%+44
ISHARES TR4,2134,200-134534920.20%+39
ISHARES TR
CYBERSECURITY
5,6935,604-892192550.10%+35
TIDEWATER INC NEW(TDW)31,50031,50002,2392,2710.91%+33
SPROTT PHYSICAL GOLD TR(PHYS)17,30017,30002482760.11%+28
UNION PAC CORP(UNP)6,4725,472-1,0001,3181,3440.54%+26
JEFFERIES FINL GROUP INC(JEF)6,3506,35002332570.10%+24
UNITED FIRE GROUP INC(UFCS)10,20010,20002012050.08%+4
GLOBAL X FDS
VDEO GAM ESPRT
500-5010-1
LIBERTY MEDIA CORP DEL(FWONA)160-1610-1
ISHARES TR240-2410-1
ISHARES TR5,4035,40305975950.24%-2
TESLA INC(TSLA)1,1251,12502812800.11%-2
ISHARES TR1660-16620-2
LIBERTY MEDIA CORP DEL1150-11540-4
RLI CORP(RLI)1,9911,99102712650.11%-5
SPDR INDEX SHS FDS
ST PORT MARK ETF
1860-18660-6
RENN FD INC(RCG)88,05088,05001581510.06%-7
WHITE MTNS INS GROUP LTD
COM
1,1791,167-121,7631,7560.71%-7
LIBERTY MEDIA CORP DEL2390-23980-8
VANGUARD INDEX FDS530-5390-9
VITESSE ENERGY INC10,24710,24702352240.09%-10
LIBERTY MEDIA CORP DEL4680-468120-12
LIBERTY MEDIA CORP DEL(FWONA)14,10813,508-6007987830.31%-14
ISHARES TR4380-438140-14
VANGUARD INDEX FDS840-84180-18
ISHARES TR560-56190-19
MARKEL GROUP INC(MKL)37837805575370.22%-20
NOBLE CORP PLC(NE)10,00010,00005074820.19%-25
WALMART INC(WMT)7,3877,287-1001,1811,1490.46%-33
HERSHEY CO(HSY)2,4002,40004804470.18%-33
ISHARES TR3020-302370-37
SCHLUMBERGER LTD(SLB)6,5006,50003793380.14%-41
AUTONATION INC(AN)033,395+33,39505,0152.01%+5,015
ISHARES TR7810-781450-45
ISHARES TR1,4810-1,481510-51
GABELLI EQUITY TR INC(GAB)68,93358,312-10,6213542960.12%-57
SOURCE CAP INC36,71833,546-3,1721,4171,3540.54%-62
SERITAGE GROWTH PPTYS033,000+33,00003090.12%+309
MYR GROUP INC DEL(MYRG)7,8206,820-1,0001,0549860.40%-67
VANGUARD INDEX FDS1720-172680-68
OCCIDENTAL PETE CORP(OXY)15,78015,78006826140.25%-68
VALARIS LTD(VAL)11,00011,00008257540.30%-71
VANGUARD INDEX FDS5410-541710-71
SPDR SER TR
ST SHO TREAS ETF
2,5540-2,554730-73
ACCENTURE PLC IRELAND
SHS CLASS A
5,9754,975-1,0001,8351,7460.70%-89
VANGUARD INDEX FDS5080-508990-99
ISHARES TR
ESG AWARE MSCI
3,0340-3,0341020-102
ISHARES TR
ESG AWR MSCI USA
1,1900-1,1901120-112
ISHARES TR1,4840-1,4841200-120
ISHARES TR5030-5031340-134
ISHARES TR1,0320-1,0321570-157
PEPSICO INC(PEP)4,6003,600-1,0007796110.25%-168
OCCIDENTAL PETE CORP(OXY)41,27341,27302,6782,4640.99%-213
DIAMOND OFFSHORE DRILLING IN109,900105,900-4,0001,6131,3770.55%-237
CASEYS GEN STORES INC(CASY)2,2401,240-1,0006083410.14%-268
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