§ 13F · FUND PROFILE
JRM Investment Counsel, LLC.
AUM · $413M (13F)Positions · 21Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 203K | $101M | 24.5% | ±0% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 542K | $49M | 12.0% | +2% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 619K | $44M | 10.7% | −2% |
| 4 | AVUS | AMERICAN CENTY ETF TR | 301K | $39M | 9.3% | −3% |
| 5 | AVEM | AMERICAN CENTY ETF TR | 338K | $33M | 7.9% | ±0% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 216K | $27M | 6.5% | +5% |
| 7 | AVDE | AMERICAN CENTY ETF TR | 260K | $23M | 5.6% | +2% |
| 8 | RGR | STURM RUGER & CO INC | 610K | $23M | 5.6% | +54% |
| 9 | EPD | ENTERPRISE PRODS PARTNERS L | 549K | $20M | 4.9% | −1% |
| 10 | AVDV | AMERICAN CENTY ETF TR | 175K | $18M | 4.4% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE JRM SIGNAL
AC read
JRM Investment Counsel, LLC is a Other fund managing $413 million in assets. The fund runs a focused portfolio of just 21 positions.
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