JRM Investment Counsel

JRM Investment Counsel as of June 30, 2025

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 20 positions in its portfolio as reported in the June 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) 31.0 $97M 199k 485.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.4 $36M 623k 57.01
American Centy Etf Tr Us Large Cap Vlu (AVLV) 10.6 $33M 485k 68.21
American Centy Etf Tr Us Eqt Etf (AVUS) 10.5 $33M 325k 100.82
American Centy Etf Tr Avantis Emgmkt (AVEM) 6.6 $21M 299k 68.54
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.3 $16M 222k 74.01
Enterprise Products Partners (EPD) 5.2 $16M 523k 31.01
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.2 $16M 22.00 728800.00
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.7 $15M 161k 91.10
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.7 $12M 146k 79.28
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 1.4 $4.3M 219k 19.43
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $3.7M 91k 40.49
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.8 $2.5M 2.1k 1174.05
Apple (AAPL) 0.5 $1.4M 7.0k 205.17
Ishares Tr Core Msci Eafe (IEFA) 0.5 $1.4M 17k 83.48
Tc Energy Corp (TRP) 0.4 $1.3M 27k 48.79
Blackstone Group Inc Com Cl A (BX) 0.4 $1.2M 8.0k 149.58
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $904k 4.4k 204.68
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.3 $827k 682.00 1212.55
Union Pacific Corporation (UNP) 0.1 $291k 1.3k 230.08