13FBOX
JRM Investment Counsel, LLC · 13F Holdings
Options Calculator Rankings

JRM Investment Counsel, LLC

No.4788 Data as of 2026Q2
Latest AUM (Q2 2026)
$413.3M
QoQ Change Q1 2026
+$37.9M+10.1%
Holdings
21
New Buys
0
Adds
9
Reduces
8
Exits
0
Unchanged
4
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BERKSHIRE HATHAWAY INC DELBRK.B
24.52%25.9%$101.3M202,508$97.2M202,868-360-0.18%Reduce
AAMERICAN CENTY ETF TRAVLV
11.96%11.43%$49.4M541,727$42.9M532,169+9,558+1.80%Add
VVANGUARD FTSEVEA
10.67%10.79%$44.1M618,971$40.5M631,968-12,997-2.06%Reduce
AAMERICAN CENTY ETF TRAVUS
9.34%9.19%$38.6M301,331$34.5M310,296-8,965-2.89%Reduce
AAMERICAN CENTY ETF TRAVEM
7.89%7.23%$32.6M337,757$27.1M336,701+1,056+0.31%Add
AAVANTIS U SAVUV
6.52%6.07%$26.9M215,990$22.8M206,412+9,578+4.64%Add
AVANTIS INTLNGG
5.61%5.79%$23.2M260,135$21.7M256,291+3,844+1.50%Add
STURM RUGER &CO INCRGR
5.59%4.24%$23.1M610,000$15.9M397,000+213,000+53.65%Add
ENTERPRISE PRODS PARTNERS LEPD
4.89%5.58%$20.2M549,345$20.9M553,284-3,939-0.71%Reduce
AAvantis US Small Cap Value ETFAVDV
4.37%4.57%$18.1M175,220$17.2M171,919+3,301+1.92%Add
BERKSHIRE HATHAWAY INC CL ABRK.A
3.99%4.21%$16.5M22$15.8M2200.00%Unchanged
PLAINS GP HLDGS L PPAGP
1.5%1.65%$6.2M255,000$6.2M255,00000.00%Unchanged
SSPDR INDEX SHS FDSSPDW
1.02%1.1%$4.2M83,898$4.1M90,103-6,205-6.89%Reduce
WWELLS FARGO & COWFC
0.53%0.57%$2.2M1,881$2.1M1,850+31+1.68%Add
Tc Energy Corp COMMONTRP
0.43%0.45%$1.8M27,000$1.7M27,00000.00%Unchanged
APPLE INCAAPL
0.35%0.38%$1.4M4,971$1.4M5,591-620-11.09%Reduce
IISHARES TRIEFA
0.29%0.3%$1.2M12,481$1.1M12,461+20+0.16%Add
VVANGUARD SPECIALIZED FUNDSVIG
0.25%0.25%$1.0M4,344$949,7664,416-72-1.63%Reduce
BBANK AMERICA CORP 7.25CNV PFD LBAC
0.14%0.15%$584,029466$549,168461+5+1.08%Add
UNION PAC CORPUNP
0.08%0.08%$344,0801,265$306,9141,26500.00%Unchanged
BLACKSTONE INCBX
0.08%0.09%$322,5092,741$320,3382,786-45-1.62%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow