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, AVLV, VEA, AVUV, and represent 68.37% of JRM Investment Counsel's stock portfolio.
  • Added to shares of these 8 stocks: AVLV, BRK.B, EPD, AVEM, IEFA, AVDV, SCTXX, TFLO.
  • Started 1 new stock position in SCTXX.
  • Reduced shares in these 9 stocks: WFC.PL, AVUV, BAC.PL, VEA, BX, AVUS, VIG, SPDW, TRP.
  • JRM Investment Counsel was a net seller of stock by $-1.6M.
  • JRM Investment Counsel has $297M in assets under management (AUM), dropping by -2.08%.
  • 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 June 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) 30.3 $90M 221k 406.80
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American Centy Etf Tr Us Eqt Etf (AVUS) 13.5 $40M 444k 90.19
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 9.6 $29M +13% 454k 62.84
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 9.5 $28M -3% 569k 49.42
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.5 $16M -11% 181k 89.72
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American Centy Etf Tr Avantis Emgmkt (AVEM) 5.4 $16M +2% 261k 61.09
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Enterprise Products Partners (EPD) 5.3 $16M +5% 542k 28.98
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Berkshire Hathaway Inc Del Cl A New (BRK.A) 4.5 $14M 22.00 612241.00
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Wells Fargo Perp Pfd Cnv A (WFC.PL) 3.5 $10M -20% 8.7k 1188.93
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.2 $9.4M 144k 64.95
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Bank America Corp 7.25%CNV PFD L (BAC.PL) 3.0 $8.9M -11% 7.4k 1196.16
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Blackstone Group Inc Com Cl A (BX) 2.1 $6.3M -9% 51k 123.80
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Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.8 $5.5M 156k 35.08
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Apple (AAPL) 1.2 $3.5M 17k 210.62
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Ishares Tr Core Msci Eafe (IEFA) 0.7 $2.0M +4% 27k 72.64
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Tc Energy Corp (TRP) 0.3 $1.0M -3% 27k 37.90
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Vanguard Specialized Funds Div App Etf (VIG) 0.3 $941k -13% 5.2k 182.54
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Ishares Tr TRS FLT RT BD (TFLO) 0.1 $296k +2% 5.8k 50.66
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $243k 910.00 267.52
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Union Pacific Corporation (UNP) 0.1 $233k 1.0k 226.26
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Schwab Charles Family Amt Tax Free Mny (SCTXX) 0.0 $46k NEW 46k 1.00
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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