§ 13F · FUND PROFILE
JRM Investment Counsel, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $334M (13F)Positions · 21Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 203K | $97M | 25.9% | +1% |
| 2 | AVLV | AMERICAN CENTY ETF TR | 532K | $43M | 11.4% | +7% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 632K | $40M | 10.8% | ±0% |
| 4 | AVUS | AMERICAN CENTY ETF TR | 310K | $34M | 9.2% | −3% |
| 5 | AVEM | AMERICAN CENTY ETF TR | 337K | $27M | 7.2% | +6% |
| 6 | AVUV | AMERICAN CENTY ETF TR | 206K | $23M | 6.1% | +18% |
| 7 | AVDE | AMERICAN CENTY ETF TR | 256K | $22M | 5.8% | +8% |
| 8 | EPD | ENTERPRISE PRODS PARTNERS L | 553K | $21M | 5.6% | +2% |
| 9 | AVDV | AMERICAN CENTY ETF TR | 172K | $17M | 4.6% | +10% |
| 10 | RGR | STURM RUGER & CO INC | 397K | $16M | 4.2% | NEW |
§ 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 $334 million in assets. The fund runs a focused portfolio of just 21 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed