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 69.05% of JRM Investment Counsel's stock portfolio.
  • Added to shares of these 10 stocks: BRK.B, AVLV, VEA, AVDE, AVEM, AVDV, EPD, AVUV, AVUS, SPDW.
  • Reduced shares in these 4 stocks: BAC.PL, AAPL, BX, WFC.PL.
  • JRM Investment Counsel was a net buyer of stock by $4.2M.
  • JRM Investment Counsel has $346M in assets under management (AUM), dropping by 3.49%.
  • Central Index Key (CIK): 0001631084

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Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 21 positions in its portfolio as reported in the December 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) 29.2 $101M 201k 502.65
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.4 $40M 632k 62.47
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 10.9 $38M +2% 499k 75.77
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American Centy Etf Tr Us Eqt Etf (AVUS) 10.4 $36M 322k 111.78
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American Centy Etf Tr Avantis Emgmkt (AVEM) 7.1 $24M 317k 77.02
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American Centy Etf Tr Intl Eqt Etf (AVDE) 5.7 $20M +2% 238k 82.32
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.2 $18M 175k 101.98
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Enterprise Products Partners (EPD) 5.0 $17M 541k 32.06
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Berkshire Hathaway Inc Del Cl A (BRK.A) 4.8 $17M 22.00 754800.00
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.3 $15M 157k 93.97
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 1.3 $4.4M 229k 19.14
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $4.0M 90k 44.41
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Carlyle Group (CG) 0.9 $3.2M 55k 59.11
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.6 $2.2M -2% 1.9k 1211.87
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Apple (AAPL) 0.5 $1.8M -3% 6.5k 271.87
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Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.5M 17k 89.46
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Tc Energy Corp (TRP) 0.4 $1.5M 27k 55.01
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $971k +3% 4.4k 219.79
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Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.2 $585k -17% 467.00 1252.96
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Blackstone Group Inc Com Cl A (BX) 0.1 $455k -12% 3.0k 154.12
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Union Pacific Corporation (UNP) 0.1 $293k 1.3k 231.32
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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