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JRM Investment Counsel, LLC
CIK:0001631084
Investment Adviser
$283M AUM
20 holdings
Omaha, NE, USA
JRM Investment Counsel, LLC is an investment advisory firm. Detailed information on the firm's qualifications and business practices is available in their firm brochure.
Investment Strategy
Not specified
Latest 13F Filing Activity
JRM Investment Counsel, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 20 equity positions with a total 13F market value of $311M. The fund increased holdings in American Centy Etf TR, Vanguard Tax-managed FDS, American Centy Etf TR among other positions. JRM Investment Counsel, LLC reduced exposure to Wells Fargo Co. New, Berkshire Hathaway Inc. Del, Bank America Corp. among others.
Top Buys
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 31.04% | $96.6M | 198,792 | $229.32 | $485.77 | -$5.3M | |
V VEA | VANGUARD TAX-MANAGED FDS | 11.42% | $35.5M | 623,253 | $47.52 | $57.01 | +$5.5M |
A AVLV | AMERICAN CENTY ETF TR | 10.64% | $33.1M | 485,224 | $52.26 | $68.21 | +$2.1M |
A AVUS | AMERICAN CENTY ETF TR | 10.52% | $32.7M | 324,632 | $81.39 | $100.82 | +$4.4M |
A AVEM | AMERICAN CENTY ETF TR | 6.59% | $20.5M | 299,264 | $57.83 | $68.54 | +$5.2M |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+34.9%
NATURAL GAS TRANSMISSION
+5.4%
PIPE LINES (NO NATURAL GAS)
+1.3%
INVESTMENT ADVICE
+1.2%
NATIONAL COMMERCIAL BANKS
+0.9%
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