JRM Investment Counsel

Latest statistics and disclosures from JRM Investment Counsel's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BRK.B, AVUS, VEA, AVLV, AVEM, and represent 68.92% of JRM Investment Counsel's stock portfolio.
  • Reduced shares in these 10 stocks: BRK.B (-$14M), AVUS, WFC.PL, AVLV, EPD, AVUV, SPDW, BX, VEA, BAC.PL.
  • Sold out of its position in SCTXX.
  • JRM Investment Counsel was a net seller of stock by $-32M.
  • JRM Investment Counsel has $290M in assets under management (AUM), dropping by -2.06%.
  • Central Index Key (CIK): 0001631084

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Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 20 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B) 30.2 $88M -13% 191k 460.26
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American Centy Etf Tr Us Eqt Etf (AVUS) 13.6 $40M -6% 415k 95.15
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.0 $29M -3% 550k 52.81
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 9.5 $28M -8% 418k 65.83
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American Centy Etf Tr Avantis Emgmkt (AVEM) 5.7 $16M -2% 254k 64.60
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.3 $16M -10% 162k 95.95
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Berkshire Hathaway Inc Del Cl A New (BRK.A) 5.2 $15M 22.00 691180.00
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Enterprise Products Partners (EPD) 4.6 $14M -14% 462k 29.11
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.3 $9.7M -5% 137k 70.67
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Bank America Corp 7.25%CNV PFD L (BAC.PL) 3.0 $8.8M -7% 6.9k 1273.06
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 3.0 $8.7M -22% 6.8k 1282.18
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Blackstone Group Inc Com Cl A (BX) 2.2 $6.5M -16% 42k 153.13
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.4 $4.1M -29% 109k 37.56
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Apple (AAPL) 1.2 $3.5M -9% 15k 232.99
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Ishares Tr Core Msci Eafe (IEFA) 0.6 $1.8M -15% 23k 78.05
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Tc Energy Corp (TRP) 0.4 $1.3M 27k 47.55
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $983k -3% 5.0k 198.07
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $258k 910.00 283.17
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Union Pacific Corporation (UNP) 0.1 $254k 1.0k 246.48
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $229k -22% 4.5k 50.60
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Past Filings by JRM Investment Counsel

SEC 13F filings are viewable for JRM Investment Counsel going back to 2014

View all past filings