Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
JRM Investment Counsel, LLC (CIK 1631084) reported $375.4M across 21 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($97.2M, 25.90%), AVLV ($42.9M, 11.43%), VEA ($40.5M, 10.79%), AVUS ($34.5M, 9.19%), AVEM ($27.1M, 7.23%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $97.2M | 25.90% | 202,868 | Added |
| 2 | AVLV | AMERICAN CENTY ETF TR | $42.9M | 11.43% | 532,169 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $40.5M | 10.79% | 631,968 | Added |
| 4 | AVUS | AMERICAN CENTY ETF TR | $34.5M | 9.19% | 310,296 | Trimmed |
| 5 | AVEM | AMERICAN CENTY ETF TR | $27.1M | 7.23% | 336,701 | Added |
| 6 | AVUV | AMERICAN CENTY ETF TR | $22.8M | 6.07% | 206,412 | Added |
| 7 | AVDE | AMERICAN CENTY ETF TR | $21.7M | 5.79% | 256,291 | Added |
| 8 | EPD | ENTERPRISE PRODS PARTNERS L | $20.9M | 5.58% | 553,284 | Added |
| 9 | AVDV | AMERICAN CENTY ETF TR | $17.2M | 4.57% | 171,919 | Added |
| 10 | RGR | STURM RUGER & CO INC | $15.9M | 4.24% | 397,000 | New |
| 11 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $15.8M | 4.21% | 22 | Hold |
| 12 | PAGP | PLAINS GP HLDGS L P | $6.2M | 1.65% | 255,000 | Added |
| 13 | SPDW | SPDR INDEX SHS FDS | $4.1M | 1.10% | 90,103 | Hold |
| 14 | WFC/PRL | WELLS FARGO & CO | $2.1M | 0.57% | 1,850 | Hold |
| 15 | TRP | TC ENERGY CORP | $1.7M | 0.45% | 27,000 | Hold |
| 16 | AAPL | APPLE INC | $1.4M | 0.38% | 5,591 | Trimmed |
| 17 | IEFA | ISHARES TR | $1.1M | 0.30% | 12,461 | Trimmed |
| 18 | VIG | VANGUARD SPECIALIZED FUNDS | $949,766 | 0.25% | 4,416 | Hold |
| 19 | BAC-PL | BANK AMERICA CORP | $549,168 | 0.15% | 461 | Trimmed |
| 20 | BX | BLACKSTONE INC | $320,338 | 0.09% | 2,786 | Trimmed |
| 21 | UNP | UNION PAC CORP | $306,914 | 0.08% | 1,265 | Hold |
| 22 | CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31