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
Top Buys
A
AVDEAMERICAN CENTY ETF TR+$16.4M
V
VEAVANGUARD TAX-MANAGED FDS+$5.5M
A
AVEMAMERICAN CENTY ETF TR+$5.2M
A
AVUSAMERICAN CENTY ETF TR+$4.4M
A
AVLVAMERICAN CENTY ETF TR+$2.1M
Top Sells
W
WFC-PLWELLS FARGO CO NEW-$5.7M
B
BRK-BBERKSHIRE HATHAWAY INC DEL-$5.3M
B
BAC-PLBANK AMERICA CORP-$2.8M
B
BXBLACKSTONE INC-$2.0M
B
BRK-ABERKSHIRE HATHAWAY INC DEL-$1.5M
Top Holdings
B
BRK-BBERKSHIRE HATHAWAY INC DEL+31.0%$96.6M
V
VEAVANGUARD TAX-MANAGED FDS+11.4%$35.5M
A
AVLVAMERICAN CENTY ETF TR+10.6%$33.1M
A
AVUSAMERICAN CENTY ETF TR+10.5%$32.7M
A
AVEMAMERICAN CENTY ETF TR+6.6%$20.5M
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | 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
+36.2%
NATURAL GAS TRANSMISSION
+5.6%
PIPE LINES (NO NATURAL GAS)
+1.4%
NATIONAL COMMERCIAL BANKS
+1.1%
ELECTRONIC COMPUTERS
+0.5%