Jrm Investment Counsel, LLC Top Holdings and 13F Report (2026) About Jrm Investment Counsel, LLCInvestment ActivityJrm Investment Counsel, LLC has $413.30 million in total holdings as of June 30, 2026.Jrm Investment Counsel, LLC owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 2.65% of the portfolio was purchased this quarter.About 0.70% of the portfolio was sold this quarter.This quarter, Jrm Investment Counsel, LLC has purchased 21 new stocks and bought additional shares in 9 stocks.Jrm Investment Counsel, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $101,332,978Avantis U.S. Large Cap Value ETF $49,410,922Vanguard FTSE Developed Markets ETF $44,101,700Avantis U.S. Equity ETF $38,594,447Avantis Emerging Markets Equity ETF $32,590,197 Largest Purchases this Quarter Sturm, Ruger & Company, Inc. 213,000 shares (about $8.06M)Avantis U.S. Small Cap Value ETF 9,578 shares (about $1.19M)Avantis U.S. Large Cap Value ETF 9,558 shares (about $871.79K)Avantis International Equity ETF 3,844 shares (about $342.88K)Avantis International Small Cap Value ETF 3,301 shares (about $340.17K) Largest Sales this Quarter Avantis U.S. Equity ETF 8,965 shares (about $1.15M)Vanguard FTSE Developed Markets ETF 12,997 shares (about $926.04K)SPDR Portfolio Developed World ex-US ETF 6,205 shares (about $312.67K)Berkshire Hathaway 360 shares (about $180.14K)Apple 620 shares (about $179.41K) 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$101,332,978$180,140 â–¼-0.2%202,50824.5%FinanceAVLVAvantis U.S. Large Cap Value ETF$49,410,922$871,785 â–²1.8%541,72712.0%ETFVEAVanguard FTSE Developed Markets ETF$44,101,700$926,037 â–¼-2.1%618,97110.7%ETFAVUSAvantis U.S. Equity ETF$38,594,447$1,148,236 â–¼-2.9%301,3319.3%ETFAVEMAvantis Emerging Markets Equity ETF$32,590,197$101,894 â–²0.3%337,7577.9%ETFAVUVAvantis U.S. Small Cap Value ETF$26,946,946$1,194,953 â–²4.6%215,9906.5%ETFAVDEAvantis International Equity ETF$23,204,036$342,885 â–²1.5%260,1355.6%ETFRGRSturm, Ruger & Company, Inc.$23,088,500$8,062,050 â–²53.7%610,0005.6%Consumer DiscretionaryEPDEnterprise Products Partners$20,193,924$144,798 â–¼-0.7%549,3454.9%EnergyAVDVAvantis International Small Cap Value ETF$18,056,405$340,168 â–²1.9%175,2204.4%ETFBRK.ABerkshire Hathaway$16,474,7000.0%224.0%FinancePAGPPlains GP$6,188,8500.0%255,0001.5%EnergySPDWSPDR Portfolio Developed World ex-US ETF$4,227,637$312,671 â–¼-6.9%83,8981.0%ETFWELLS FARGO & CO$2,176,158$35,864 â–²1.7%1,8810.5%PERP PFD CNV ATRPTC Energy$1,789,8300.0%27,0000.4%EnergyAAPLApple$1,438,448$179,408 â–¼-11.1%4,9710.3%TechnologyIEFAiShares Core MSCI EAFE ETF$1,205,448$1,932 â–²0.2%12,4810.3%ETFVIGVanguard Dividend Appreciation ETF$1,027,789$17,035 â–¼-1.6%4,3440.2%ETFBANK OF AMER CORP$584,029$6,266 â–²1.1%4660.1%7.25%CNV PFD LUNPUnion Pacific$344,0800.0%1,2650.1%IndustrialsBXBlackstone$322,509$5,295 â–¼-1.6%2,7410.1%FinanceShowing largest 100 holdings. 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