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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, AVLV, VEA, AVUS, AVEM, and represent 64.37% of JRM Investment Counsel's stock portfolio.
Added to shares of these 9 stocks: RGR (+$8.1M), AVUV, AVLV, AVDE, AVDV, AVEM, WFC.PL, BAC.PL, IEFA.
Reduced shares in these 8 stocks: AVUS, VEA, SPDW, BRK.B, AAPL, EPD, VIG, BX.
JRM Investment Counsel was a net buyer of stock by $8.0M.
JRM Investment Counsel has $413M in assets under management (AUM), dropping by 10.09%.
Central Index Key (CIK): 0001631084

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

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Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 21 positions in its portfolio as reported in the June 2026 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)	24.5	$101M		203k	500.39	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	12.0	$49M		542k	91.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	10.7	$44M	-2%	619k	71.25	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	9.3	$39M	-2%	301k	128.08	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	7.9	$33M		338k	96.49	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.5	$27M	+4%	216k	124.76	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	5.6	$23M		260k	89.20	View chart
Sturm, Ruger & Company (RGR)	5.6	$23M	+53%	610k	37.85	View chart
Enterprise Products Partners (EPD)	4.9	$20M		549k	36.76	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	4.4	$18M		175k	103.05	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	4.0	$17M		22.00	748850.00	View chart
Plains Gp Hldgs Ltd Partnr Int A (PAGP)	1.5	$6.2M		255k	24.27	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.0	$4.2M	-6%	84k	50.39	View chart
Wells Fargo & Co Perp Pfd Cnv A (WFC.PL)	0.5	$2.2M		1.9k	1156.92	View chart
Tc Energy Corp (TRP)	0.4	$1.8M		27k	66.29	View chart
Apple (AAPL)	0.3	$1.4M	-11%	5.0k	289.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.3	$1.2M		13k	96.58	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$1.0M		4.3k	236.60	View chart
Bank Of Amer Corp 7.25%CNV PFD L (BAC.PL)	0.1	$584k		466.00	1253.28	View chart
Union Pacific Corporation (UNP)	0.1	$344k		1.3k	272.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$323k		2.7k	117.66	View chart

Past Filings by JRM Investment Counsel

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

JRM Investment Counsel 2026 Q2 filed Aug. 13, 2026
JRM Investment Counsel 2026 Q1 filed May 14, 2026
JRM Investment Counsel 2025 Q4 filed Feb. 12, 2026
JRM Investment Counsel 2025 Q3 filed Nov. 12, 2025
JRM Investment Counsel 2025 Q2 filed Aug. 13, 2025
JRM Investment Counsel 2025 Q1 filed May 14, 2025
JRM Investment Counsel 2024 Q4 filed Feb. 14, 2025
JRM Investment Counsel 2024 Q3 filed Nov. 14, 2024
JRM Investment Counsel 2024 Q2 filed Aug. 12, 2024
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

View all past filings

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