JRM Investment Counsel, LLC
21 holdingsFiling period: 2026-06-30Current AUM: $419.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc Del | 202.5K | $101.3M | $101.3M | 24.16% | -360 | 2026-06-30 |
| 2 | AVLV | American Centy ETF TR | 541.7K | $49.4M | $50.6M | 12.06% | +9.6K | 2026-06-30 |
| 3 | VEA | Vanguard Tax-Managed Fds | 619.0K | $44.1M | $43.2M | 10.30% | -12,997 | 2026-06-30 |
| 4 | AVUS | American Centy ETF TR | 301.3K | $38.6M | $39.0M | 9.30% | -8,965 | 2026-06-30 |
| 5 | AVEM | American Centy ETF TR | 337.8K | $32.6M | $30.2M | 7.21% | +1.1K | 2026-06-30 |
| 6 | AVUV | American Centy ETF TR | 216.0K | $26.9M | $26.1M | 6.23% | +9.6K | 2026-06-30 |
| 7 | AVDE | American Centy ETF TR | 260.1K | $23.2M | $23.4M | 5.58% | +3.8K | 2026-06-30 |
| 8 | RGR | Sturm Ruger & Co Inc | 610.0K | $23.1M | $29.7M | 7.09% | +213.0K | 2026-06-30 |
| 9 | EPD | Enterprise Prods Partners L | 549.3K | $20.2M | $20.3M | 4.84% | -3,939 | 2026-06-30 |
| 10 | AVDV | American Centy ETF TR | 175.2K | $18.1M | $18.8M | 4.49% | +3.3K | 2026-06-30 |
| 11 | BRK-A | Berkshire Hathaway Inc Del | 22 | $16.5M | $16.5M | 3.93% | -- | 2026-06-30 |
| 12 | PAGP | Plains GP Hldgs L P | 255.0K | $6.2M | $7.0M | 1.67% | -- | 2026-06-30 |
| 13 | SPDW | Spdr Index Shs Fds | 83.9K | $4.2M | $4.2M | 0.99% | -6,205 | 2026-06-30 |
| 14 | WFC | Wells Fargo & Co | 1.9K | $2.2M | $2.2M | 0.52% | +31 | 2026-06-30 |
| 15 | TRP | TC Energy Corp | 27.0K | $1.8M | $1.7M | 0.40% | -- | 2026-06-30 |
| 16 | AAPL | Apple Inc | 5.0K | $1.4M | $1.7M | 0.40% | -620 | 2026-06-30 |
| 17 | IEFA | iShares TR | 12.5K | $1.2M | $1.2M | 0.29% | +20 | 2026-06-30 |
| 18 | VIG | Vanguard Specialized Funds | 4.3K | $1.0M | $1.1M | 0.25% | -72 | 2026-06-30 |
| 19 | BAC | Bank of Amer Corp | 466 | $584K | $519K | 0.12% | +5 | 2026-06-30 |
| 20 | UNP | Union Pac Corp | 1.3K | $344K | $364K | 0.09% | -- | 2026-06-30 |
| 21 | BX | Blackstone Inc | 2.7K | $322K | $302K | 0.07% | -45 | 2026-06-30 |
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