JRM Investment Counsel

JRM Investment Counsel as of Sept. 30, 2025

Portfolio Holdings for JRM Investment Counsel

JRM Investment Counsel holds 21 positions in its portfolio as reported in the September 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) 29.9 $100M 199k 502.74
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 11.1 $37M 620k 59.92
American Centy Etf Tr Us Large Cap Vlu (AVLV) 10.5 $35M 487k 72.26
American Centy Etf Tr Us Eqt Etf (AVUS) 10.4 $35M 321k 108.70
American Centy Etf Tr Avantis Emgmkt (AVEM) 7.0 $23M 312k 75.11
American Centy Etf Tr Intl Eqt Etf (AVDE) 5.5 $18M 233k 78.90
American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.2 $17M 174k 99.53
Enterprise Products Partners (EPD) 5.0 $17M 534k 31.27
Berkshire Hathaway Inc Del Cl A (BRK.A) 5.0 $17M 22.00 754200.00
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.1 $14M 154k 89.03
Plains Gp Hldgs Ltd Partnr Int A (PAGP) 1.3 $4.2M 229k 18.24
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.1 $3.8M 89k 42.79
Carlyle Group (CG) 1.0 $3.4M 54k 62.70
Wells Fargo Perp Pfd Cnv A (WFC.PL) 0.7 $2.3M 1.9k 1234.26
Apple (AAPL) 0.5 $1.7M 6.8k 254.64
Tc Energy Corp (TRP) 0.4 $1.5M 27k 54.41
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.4M 17k 87.31
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $922k 4.3k 215.80
Bank America Corp 7.25%CNV PFD L (BAC.PL) 0.2 $729k 569.00 1281.10
Blackstone Group Inc Com Cl A (BX) 0.2 $578k 3.4k 170.87
Union Pacific Corporation (UNP) 0.1 $299k 1.3k 236.37