Jrm Investment Counsel, LLC Top Holdings and 13F Report (2025) About Jrm Investment Counsel, LLCInvestment ActivityJrm Investment Counsel, LLC has $311.06 million in total holdings as of June 30, 2025.Jrm Investment Counsel, LLC owns shares of 20 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 9.94% of the portfolio was purchased this quarter.About 4.22% of the portfolio was sold this quarter.This quarter, Jrm Investment Counsel, LLC has purchased 20 new stocks and bought additional shares in 11 stocks.Jrm Investment Counsel, LLC sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $96,567,190Vanguard FTSE Developed Markets ETF $35,531,648Avantis U.S. Large Cap Value ETF $33,097,119Avantis U.S. Equity ETF $32,729,445Avantis Emerging Markets Equity ETF $20,511,545 Largest New Holdings this Quarter 025072703 - Avantis International Equity ETF $16,430,220 Holding Largest Purchases this Quarter Avantis International Equity ETF 222,000 shares (about $16.43M)Berkshire Hathaway 7,481 shares (about $3.63M)Avantis Emerging Markets Equity ETF 44,788 shares (about $3.07M)Avantis U.S. Equity ETF 18,409 shares (about $1.86M)Vanguard FTSE Developed Markets ETF 31,874 shares (about $1.82M) Largest Sales this Quarter Wells Fargo & Co. Pfd. Series L 4,725 shares (about $5.55M)BANK AMERICA CORP 2,294 shares (about $2.78M)Blackstone 14,967 shares (about $2.24M)iShares Core MSCI EAFE ETF 14,763 shares (about $1.23M)Apple 5,185 shares (about $1.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofJrm Investment Counsel, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$96,567,190$3,634,045 ▲3.9%198,79231.0%FinanceVEAVanguard FTSE Developed Markets ETF$35,531,648$1,817,136 ▲5.4%623,25311.4%ETFAVLVAvantis U.S. Large Cap Value ETF$33,097,119$711,362 ▲2.2%485,22410.6%ETFAVUSAvantis U.S. Equity ETF$32,729,445$1,855,998 ▲6.0%324,63210.5%ETFAVEMAvantis Emerging Markets Equity ETF$20,511,545$3,069,768 ▲17.6%299,2646.6%ETFAVDEAvantis International Equity ETF$16,430,220$16,430,220 ▲New Holding222,0005.3%ETFEPDEnterprise Products Partners$16,218,589$1,396,348 ▲9.4%523,0125.2%EnergyBRK.ABerkshire Hathaway$16,033,6000.0%225.2%FinanceAVUVAvantis U.S. Small Cap Value ETF$14,638,994$260,365 ▲1.8%160,6914.7%ETFAVDVAvantis International Small Cap Value ETF$11,537,551$629,325 ▲5.8%145,5293.7%ETFPAGPPlains GP$4,255,170$1,068,650 ▲33.5%219,0001.4%EnergySPDWSPDR Portfolio Developed World ex-US ETF$3,678,552$45,673 ▲1.3%90,8511.2%ETFWFC.PLWells Fargo & Co. Pfd. Series L$2,464,338$5,547,402 ▼-69.2%2,0990.8%FinanceAAPLApple$1,427,190$1,063,827 ▼-42.7%6,9560.5%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,403,453$1,232,404 ▼-46.8%16,8120.5%ETFTRPTC Energy$1,317,3300.0%27,0000.4%EnergyBXBlackstone$1,200,369$2,238,744 ▼-65.1%8,0250.4%FinanceVIGVanguard Dividend Appreciation ETF$903,881$19,854 ▼-2.1%4,4160.3%ETFBANK AMERICA CORP$826,962$2,781,599 ▼-77.1%6820.3%7.25%CNV PFD LUNPUnion Pacific$291,051$460 ▲0.2%1,2650.1%TransportationVTIVanguard Total Stock Market ETF$0$233,619 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. 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