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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, AVUV, and represent 67.80% of JRM Investment Counsel's stock portfolio.
Added to shares of these 10 stocks: BRK.B (+$91M), AVUS (+$40M), VEA (+$29M), AVLV (+$26M), AVUV (+$19M), EPD (+$15M), AVEM (+$15M), WFC.PL (+$13M), BAC.PL (+$10M), AVDV (+$9.5M).
Started 19 new stock positions in VEA, EPD, BX, TFLO, UNP, SPDW, AVUS, AVDV, BAC.PL, VIG. VTI, WFC.PL, AAPL, BRK.B, AVLV, AVUV, AVEM, IEFA, TRP.
JRM Investment Counsel was a net buyer of stock by $289M.
JRM Investment Counsel has $303M in assets under management (AUM), dropping by 2436.35%.
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 March 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)	30.1	$91M	NEW	217k	420.52	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	13.2	$40M	NEW	446k	89.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	9.7	$29M	NEW	587k	50.17	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	8.5	$26M	NEW	400k	64.26	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.4	$19M	NEW	205k	93.71	View chart
Enterprise Products Partners (EPD)	5.0	$15M	NEW	515k	29.18	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	4.9	$15M	NEW	254k	57.96	View chart
Berkshire Hathaway Inc Del Cl A New (BRK.A)	4.6	$14M		22.00	634440.00	View chart
Wells Fargo Perp Pfd Cnv A (WFC.PL)	4.4	$13M	NEW	11k	1219.34	View chart
Bank America Corp 7.25%CNV PFD L (BAC.PL)	3.3	$10M	NEW	8.4k	1193.81	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.1	$9.5M	NEW	144k	65.86	View chart
Blackstone Group Inc Com Cl A (BX)	2.5	$7.4M	NEW	57k	131.37	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	1.9	$5.7M	NEW	159k	35.84	View chart
Apple (AAPL)	0.9	$2.9M	NEW	17k	171.48	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.6	$1.9M	NEW	26k	74.22	View chart
Tc Energy Corp (TRP)	0.4	$1.1M	NEW	28k	40.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.1M	NEW	5.9k	182.60	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.1	$288k	NEW	5.7k	50.69	View chart
Union Pacific Corporation (UNP)	0.1	$253k	NEW	1.0k	245.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$237k	NEW	910.00	259.91	View chart

Past Filings by JRM Investment Counsel

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

JRM Investment Counsel 2024 Q1 filed May 14, 2024
JRM Investment Counsel 2023 Q3 amended filed March 6, 2024
JRM Investment Counsel 2023 Q4 amended filed March 5, 2024
JRM Investment Counsel 2023 Q3 filed Nov. 8, 2023
JRM Investment Counsel 2023 Q2 filed Aug. 8, 2023
JRM Investment Counsel 2023 Q1 filed May 12, 2023
JRM Investment Counsel 2022 Q4 filed Feb. 9, 2023
JRM Investment Counsel 2022 Q3 filed Nov. 8, 2022
JRM Investment Counsel 2022 Q2 filed Aug. 5, 2022
JRM Investment Counsel 2022 Q1 filed May 12, 2022
JRM Investment Counsel 2021 Q4 filed Feb. 9, 2022
JRM Investment Counsel 2021 Q3 filed Nov. 1, 2021
JRM Investment Counsel 2021 Q2 filed Aug. 13, 2021
JRM Investment Counsel 2021 Q1 filed May 11, 2021
JRM Investment Counsel 2020 Q4 filed Feb. 12, 2021
JRM Investment Counsel 2020 Q3 filed Nov. 12, 2020

View all past filings

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