JRM Investment Counsel, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
JI JRM Investment Counsel, LLC | Institutional Filer | ▲ 8.59% | $375.4M | 21 |
Current Portfolio Holdings
Showing all 21 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 203K | $97.2M | 25.90% |
| 2 | AVLV | AMERICAN CENTY ETF TR | — | 532K | $42.9M | 11.43% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | — | 632K | $40.5M | 10.79% |
| 4 | AVUS | AMERICAN CENTY ETF TR | — | 310K | $34.5M | 9.19% |
| 5 | AVEM | AMERICAN CENTY ETF TR | — | 337K | $27.1M | 7.23% |
| 6 | AVUV | AMERICAN CENTY ETF TR | — | 206K | $22.8M | 6.07% |
| 7 | AVDE | AMERICAN CENTY ETF TR | — | 256K | $21.7M | 5.79% |
| 8 | EPD | Enterprise Products Partners L.P. | Energy | 553K | $20.9M | 5.58% |
| 9 | AVDV | AMERICAN CENTY ETF TR | — | 172K | $17.2M | 4.57% |
| 10 | RGR | Sturm, Ruger & Company, Inc. | Industrials | 397K | $15.9M | 4.24% |
| 11 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 22 | $15.8M | 4.21% |
| 12 | PAGP | Plains GP Holdings, L.P. | Energy | 255K | $6.2M | 1.65% |
| 13 | SPDW | SPDR INDEX SHS FDS | — | 90K | $4.1M | 1.10% |
| 14 | WFCPRL | WELLS FARGO & CO | — | 2K | $2.1M | 0.57% |
| 15 | TRP | TC Energy Corporation | Energy | 27K | $1.7M | 0.45% |
Showing 1 to 15 of 21 holdings