Jrm Investment Counsel, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$375.4M
Q ending 2026-03-31
Prior quarter
$345.7M
Q ending 2025-12-31
Change
+8.6% QoQ · +28.0% YoY
Positions
21
reported holdings
Largest positions
All 21 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del | BRK/B | Shares | $97.2M | 203K |
| American Centy Etf Tr | AVLV | Shares | $42.9M | 532K |
| Vanguard Tax-Managed Fds | VEA | Shares | $40.5M | 632K |
| American Centy Etf Tr | AVUS | Shares | $34.5M | 310K |
| American Centy Etf Tr | AVEM | Shares | $27.1M | 337K |
| American Centy Etf Tr | AVUV | Shares | $22.8M | 206K |
| American Centy Etf Tr | AVDE | Shares | $21.7M | 256K |
| Enterprise Prods Partners L | EPD | Shares | $20.9M | 553K |
| American Centy Etf Tr | AVDV | Shares | $17.2M | 172K |
| Sturm Ruger & Co Inc | RGR | Shares | $15.9M | 397K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $15.8M | 22 |
| Plains Gp Hldgs L P | PAGP | Shares | $6.2M | 255K |
| Spdr Index Shs Fds | SPDW | Shares | $4.1M | 90K |
| Wells Fargo & Co | WFC 7.5 PERP L | Shares | $2.1M | 2K |
| Tc Energy Corp | TRP | Shares | $1.7M | 27K |
| Apple Inc | AAPL | Shares | $1.4M | 6K |
| Ishares Tr | IEFA | Shares | $1.1M | 12K |
| Vanguard Specialized Funds | VIG | Shares | $950K | 4K |
| Bank America Corp | BAC 7.25 PERP L | Shares | $549K | 461 |
| Blackstone Inc | BX | Shares | $320K | 3K |
| Union Pac Corp | UNP | Shares | $307K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.