JRM Investment Counsel

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

  • Top 5 stock holdings are BRK.B, VEA, AVLV, AVUS, AVEM, and represent 69.02% of JRM Investment Counsel's stock portfolio.
  • Added to shares of these 9 stocks: CG, AVUV, AVEM, AVDE, AVDV, EPD, PAGP, AVLV, BRK.B.
  • Started 1 new stock position in CG.
  • Reduced shares in these 9 stocks: BX, AVUS, WFC.PL, VEA, BAC.PL, SPDW, AAPL, VIG, IEFA.
  • JRM Investment Counsel was a net buyer of stock by $5.9M.
  • JRM Investment Counsel has $334M in assets under management (AUM), dropping by 7.39%.
  • Central Index Key (CIK): 0001631084

Tip: Access up to 7 years of quarterly data

Positions held by JRM Investment Counsel consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 21 positions in its portfolio as reported in the September 2025 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) 29.9 $100M 199k 502.74
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.1 $37M 620k 59.92
 View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV) 10.5 $35M 487k 72.26
 View chart
American Centy Etf Tr Us Eqt Etf (AVUS) 10.4 $35M 321k 108.70
 View chart
American Centy Etf Tr Avantis Emgmkt (AVEM) 7.0 $23M +4% 312k 75.11
 View chart
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.5 $18M +4% 233k 78.90
 View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.2 $17M +7% 174k 99.53
 View chart
Enterprise Products Partners (EPD) 5.0 $17M +2% 534k 31.27
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.0 $17M 22.00 754200.00
 View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.1 $14M +5% 154k 89.03
 View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 1.3 $4.2M +4% 229k 18.24
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $3.8M -2% 89k 42.79
 View chart
Carlyle Group (CG) 1.0 $3.4M NEW 54k 62.70
 View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.7 $2.3M -10% 1.9k 1234.26
 View chart
Apple (AAPL) 0.5 $1.7M -2% 6.8k 254.64
 View chart
Tc Energy Corp (TRP) 0.4 $1.5M 27k 54.41
 View chart
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.4M -2% 17k 87.31
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $922k -3% 4.3k 215.80
 View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.2 $729k -16% 569.00 1281.10
 View chart
Blackstone Group Inc Com Cl A (BX) 0.2 $578k -57% 3.4k 170.87
 View chart
Union Pacific Corporation (UNP) 0.1 $299k 1.3k 236.37
 View chart

Past Filings by JRM Investment Counsel

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

View all past filings