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Pecaut & Co’s Horizon Kinetics Inflation Beneficiaries ETF INFL Stock Holding History

Pecaut & Co’s Portfolio INFL Stock Details INFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.63M Buy
152,906
+3,505
+2% +$182K 2.32% 14
2026
Q1 		$7.78M Buy
149,401
+97,248
+186% +$4.91M 2.53% 14
2025
Q4 		$2.32M Buy
52,153
+4,003
+8% +$177K 0.75% 28
2025
Q3 		$2.15M Hold
48,150
– – 0.69% 29
2025
Q2 		$2.03M Hold
48,150
– – 0.67% 30
2025
Q1 		$1.96M Hold
48,150
– – 0.67% 29
2024
Q4 		$1.83M Hold
48,150
– – 0.63% 30
2024
Q3 		$1.81M Hold
48,150
– – 0.64% 33
2024
Q2 		$1.57M Sell
48,150
-6,000
-11% -$196K 0.6% 32
2024
Q1 		$1.76M Sell
54,150
-8,000
-13% -$247K 0.66% 30
2023
Q4 		$1.96M Hold
62,150
– – 0.79% 27
2023
Q3 		$1.89M Hold
62,150
– – 0.79% 27
2023
Q2 		$1.9M Sell
62,150
-69,424
-53% -$2.12M 0.8% 27
2023
Q1 		$4.06M Sell
131,574
-2,204
-2% -$68.8K 1.85% 17
2022
Q4 		$4.21M Sell
133,778
-551
-0.4% -$17.1K 2% 17
2022
Q3 		$3.74M Sell
134,329
-4,606
-3% -$137K 1.98% 15
2022
Q2 		$3.96M Buy
138,935
+1,977
+1% +$62.6K 2.23% 13
2022
Q1 		$4.56M Buy
136,958
+7,594
+6% +$239K 2.22% 13
2021
Q4 		$4.04M Buy
129,364
+485
+0.4% +$14.9K 2.05% 14
2021
Q3 		$3.76M Sell
128,879
-3,296
-2% -$98.5K 2.25% 14
2021
Q2 		$3.97M Buy
132,175
+35,340
+36% +$1.04M 2.59% 11
2021
Q1 		$2.63M Buy
+96,835
New +$2.52M 1.89% 17

Other funds holding INFL

OFG
Oxford Financial Group Carmel, Indiana $1.97B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pecaut & Co's INFL Position: Q2 2026 in Review

Pecaut & Co increased its Horizon Kinetics Inflation Beneficiaries ETF (INFL) stake by 2.3% in Q2 2026, buying an estimated $182K and bringing the position to 152,906 shares worth $7.63M. The position accounts for 2.32% of the portfolio, ranked #14.

Pecaut & Co first reported a position in INFL in Q1 2021 and has held it in 22 quarters since. The position peaked at $7.78M in Q1 2026. 173 funds tracked by Wall St. Rank hold INFL as of Q2 2026.

  • Pecaut & Co held 152,906 shares of Horizon Kinetics Inflation Beneficiaries ETF worth $7.63M as of Q2 2026.
  • Pecaut & Co bought 3,505 Horizon Kinetics Inflation Beneficiaries ETF shares in Q2 2026, an estimated $182K.
  • Horizon Kinetics Inflation Beneficiaries ETF made up 2.32% of Pecaut & Co's portfolio in Q2 2026, its #14 holding.
  • Pecaut & Co first reported a position in Horizon Kinetics Inflation Beneficiaries ETF in Q1 2021 and has held it in 22 quarters since.
  • Pecaut & Co's Horizon Kinetics Inflation Beneficiaries ETF position peaked at $7.78M in Q1 2026.
  • 173 funds tracked by Wall St. Rank held Horizon Kinetics Inflation Beneficiaries ETF as of Q2 2026.

Based on Pecaut & Co's 13F filing for Q2 2026, filed 3 Aug 2026.