JRM Investment Counsel, LLC
21 holdingsFiling period: 2026-03-31Current AUM: $400.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 202.9K | $97.2M | $97.2M | 24.29% | +1.7K | 2026-03-31 |
| 2 | AVLV | AMERICAN CENTY ETF TR | 532.2K | $42.9M | $49.0M | 12.25% | +33.1K | 2026-03-31 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 632.0K | $40.5M | $44.6M | 11.15% | +245 | 2026-03-31 |
| 4 | AVUS | AMERICAN CENTY ETF TR | 310.3K | $34.5M | $39.6M | 9.89% | -11,200 | 2026-03-31 |
| 5 | AVEM | AMERICAN CENTY ETF TR | 336.7K | $27.1M | $30.1M | 7.53% | +19.9K | 2026-03-31 |
| 6 | AVUV | AMERICAN CENTY ETF TR | 206.4K | $22.8M | $25.9M | 6.46% | +31.5K | 2026-03-31 |
| 7 | AVDE | AMERICAN CENTY ETF TR | 256.3K | $21.7M | $23.4M | 5.84% | +18.5K | 2026-03-31 |
| 8 | EPD | ENTERPRISE PRODS PARTNERS L | 553.3K | $20.9M | $21.1M | 5.26% | +12.1K | 2026-03-31 |
| 9 | AVDV | AMERICAN CENTY ETF TR | 171.9K | $17.2M | $18.0M | 4.49% | +15.4K | 2026-03-31 |
| 10 | RGR | STURM RUGER & CO INC | 397.0K | $15.9M | $14.8M | 3.69% | -- | 2026-03-31 |
| 11 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 22 | $15.8M | $15.8M | 3.95% | -- | 2026-03-31 |
| 12 | PAGP | PLAINS GP HLDGS L P | 255.0K | $6.2M | $6.7M | 1.68% | +26.0K | 2026-03-31 |
| 13 | SPDW | SPDR INDEX SHS FDS | 90.1K | $4.1M | $4.5M | 1.13% | -- | 2026-03-31 |
| 14 | WFC | WELLS FARGO & CO | 1.9K | $2.1M | $2.3M | 0.58% | -- | 2026-03-31 |
| 15 | TRP | TC ENERGY CORP | 27.0K | $1.7M | $1.8M | 0.45% | -- | 2026-03-31 |
| 16 | AAPL | APPLE INC | 5.6K | $1.4M | $1.7M | 0.43% | -955 | 2026-03-31 |
| 17 | IEFA | ISHARES TR | 12.5K | $1.1M | $1.2M | 0.31% | -4,183 | 2026-03-31 |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | 4.4K | $949K | $1.1M | 0.26% | -- | 2026-03-31 |
| 19 | BAC | BANK AMERICA CORP | 461 | $549K | $698K | 0.17% | -6 | 2026-03-31 |
| 20 | BX | BLACKSTONE INC | 2.8K | $320K | $356K | 0.09% | -168 | 2026-03-31 |
| 21 | UNP | UNION PAC CORP | 1.3K | $306K | $368K | 0.09% | -- | 2026-03-31 |
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