Jrm Investment Counsel, LLC Top Holdings and 13F Report (2026) About Jrm Investment Counsel, LLCInvestment ActivityJrm Investment Counsel, LLC has $375.41 million in total holdings as of March 31, 2026.Jrm Investment Counsel, LLC owns shares of 21 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.65% of the portfolio was purchased this quarter.About 1.37% 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 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $97,214,346Avantis U.S. Large Cap Value ETF $42,898,147Vanguard FTSE Developed Markets ETF $40,496,520Avantis U.S. Equity ETF $34,498,739Avantis Emerging Markets Equity ETF $27,131,343 Largest New Holdings this Quarter 864159108 - Sturm, Ruger & Company, Inc. $15,915,730 Holding Largest Purchases this Quarter Sturm, Ruger & Company, Inc. 397,000 shares (about $15.92M)Avantis U.S. Small Cap Value ETF 31,510 shares (about $3.48M)Avantis U.S. Large Cap Value ETF 33,103 shares (about $2.67M)Avantis Emerging Markets Equity ETF 19,940 shares (about $1.61M)Avantis International Equity ETF 18,524 shares (about $1.57M) Largest Sales this Quarter Avantis U.S. Equity ETF 11,200 shares (about $1.25M)iShares Core MSCI EAFE ETF 4,183 shares (about $378.69K)Apple 955 shares (about $242.38K)Blackstone 168 shares (about $19.32K)BANK AMERICA CORP 6 shares (about $7.15K) 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$97,214,346$827,099 â–²0.9%202,86825.9%FinanceAVLVAvantis U.S. Large Cap Value ETF$42,898,147$2,668,433 â–²6.6%532,16911.4%ETFVEAVanguard FTSE Developed Markets ETF$40,496,520$15,700 â–²0.0%631,96810.8%ETFAVUSAvantis U.S. Equity ETF$34,498,739$1,245,217 â–¼-3.5%310,2969.2%ETFAVEMAvantis Emerging Markets Equity ETF$27,131,343$1,606,764 â–²6.3%336,7017.2%ETFAVUVAvantis U.S. Small Cap Value ETF$22,802,321$3,480,908 â–²18.0%206,4126.1%ETFAVDEAvantis International Equity ETF$21,743,707$1,571,575 â–²7.8%256,2915.8%ETFEPDEnterprise Products Partners$20,936,285$457,410 â–²2.2%553,2845.6%EnergyAVDVAvantis International Small Cap Value ETF$17,167,790$1,533,546 â–²9.8%171,9194.6%ETFRGRSturm, Ruger & Company, Inc.$15,915,730$15,915,730 â–²New Holding397,0004.2%Consumer DiscretionaryBRK.ABerkshire Hathaway$15,799,0800.0%224.2%FinancePAGPPlains GP$6,191,400$631,280 â–²11.4%255,0001.6%EnergySPDWSPDR Portfolio Developed World ex-US ETF$4,113,2010.0%90,1031.1%ETFWFC.PLWells Fargo & Co. Pfd. Series L$2,137,1120.0%1,8500.6%FinanceTRPTC Energy$1,690,2000.0%27,0000.5%EnergyAAPLApple$1,418,974$242,375 â–¼-14.6%5,5910.4%Computer and TechnologyIEFAiShares Core MSCI EAFE ETF$1,128,096$378,688 â–¼-25.1%12,4610.3%ETFVIGVanguard Dividend Appreciation ETF$949,7660.0%4,4160.3%ETFBANK AMERICA CORP$549,168$7,148 â–¼-1.3%4610.1%7.25%CNV PFD LBXBlackstone$320,338$19,317 â–¼-5.7%2,7860.1%FinanceUNPUnion Pacific$306,9140.0%1,2650.1%TransportationCGCarlyle Group$0$3,246,367 â–¼-100.0%00.0%FinanceShowing 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. Compare portfolio to indices. 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