JRM Investment Counsel, LLC
CIK: 0001631084SEC EDGAR →
Portfolio Value
$345.7M
Holdings
21
As of
Q4 2025
New Positions
21
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | 201,142 | $101.1M | 29.24% |
| 2 | VANGUARD TAX-MANAGED FDS | 631,723 | $39.5M | 11.41% |
| 3 | AMERICAN CENTY ETF TR | 499,066 | $37.8M | 10.94% |
| 4 | AMERICAN CENTY ETF TR | 321,496 | $35.9M | 10.39% |
| 5 | AMERICAN CENTY ETF TR | 316,761 | $24.4M | 7.06% |
| 6 | AMERICAN CENTY ETF TR | 237,767 | $19.6M | 5.66% |
| 7 | AMERICAN CENTY ETF TR | 174,902 | $17.8M | 5.16% |
| 8 | ENTERPRISE PRODS PARTNERS L | 541,196 | $17.4M | 5.02% |
| 9 | BERKSHIRE HATHAWAY INC DEL | 22 | $16.6M | 4.80% |
| 10 | AMERICAN CENTY ETF TR | 156,562 | $14.7M | 4.26% |
Quarterly Changes
Top Buys
Top Sells
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 11 | $198.4M | 57.4% |
| Unknown | 5 | $122.0M | 35.3% |
| Energy | 3 | $23.2M | 6.7% |
| Technology | 1 | $1.8M | 0.5% |
| Industrials | 1 | $292K | 0.1% |