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 64.53% of JRM Investment Counsel's stock portfolio.
  • Added to shares of these 10 stocks: RGR (+$16M), AVUV, AVLV, AVEM, AVDE, AVDV, BRK.B, PAGP, EPD, VEA.
  • Started 1 new stock position in RGR.
  • Reduced shares in these 6 stocks: CG, AVUS, IEFA, AAPL, BX, BAC.PL.
  • Sold out of its position in CG.
  • JRM Investment Counsel was a net buyer of stock by $24M.
  • JRM Investment Counsel has $375M in assets under management (AUM), dropping by 8.59%.
  • 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 March 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) 25.9 $97M 203k 479.20
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 11.4 $43M +6% 532k 80.61
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 10.8 $41M 632k 64.08
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American Centy Etf Tr Us Eqt Etf (AVUS) 9.2 $35M -3% 310k 111.18
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American Centy Etf Tr Avantis Emgmkt (AVEM) 7.2 $27M +6% 337k 80.58
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.1 $23M +18% 206k 110.47
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American Centy Etf Tr Intl Eqt Etf (AVDE) 5.8 $22M +7% 256k 84.84
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Enterprise Products Partners (EPD) 5.6 $21M +2% 553k 37.84
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.6 $17M +9% 172k 99.86
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Sturm, Ruger & Company (RGR) 4.2 $16M NEW 397k 40.09
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Berkshire Hathaway Inc Del Cl A (BRK.A) 4.2 $16M 22.00 718140.00
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Plains Gp Hldgs Ltd Partnr Int A (PAGP) 1.6 $6.2M +11% 255k 24.28
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Spdr Index Shs Fds State Street Spd (SPDW) 1.1 $4.1M 90k 45.65
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Wells Fargo & Co Perp Pfd Cnv A (WFC.PL) 0.6 $2.1M 1.9k 1155.20
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Tc Energy Corp (TRP) 0.5 $1.7M 27k 62.60
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Apple (AAPL) 0.4 $1.4M -14% 5.6k 253.80
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Ishares Tr Core Msci Eafe (IEFA) 0.3 $1.1M -25% 13k 90.53
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $950k 4.4k 215.07
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Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.1 $549k 461.00 1191.25
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Blackstone Group Inc Com Cl A (BX) 0.1 $320k -5% 2.8k 114.98
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Union Pacific Corporation (UNP) 0.1 $307k 1.3k 242.62
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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