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JRM Investment Counsel, LLC

Q1 2025 · 13F-HR

JRM Investment Counsel, LLCholdings as filed

Filed 2025-05-14 · accession 0001631084-25-000002

$293.4M
Reported value
20
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$101.9M34.7%191,311CommonNONE
025072349AVLVAMERICAN CENTY ETF TR$31.0M10.6%474,795CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$30.1M10.2%591,379CommonNONE
025072885AVUSAMERICAN CENTY ETF TR$28.3M9.64%306,223CommonNONE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$17.6M5.99%22CommonNONE
293792107EPDENTERPRISE PRODS PARTNERS L$16.3M5.56%477,983CommonNONE
025072604AVEMAMERICAN CENTY ETF TR$15.3M5.22%254,476CommonNONE
025072877AVUVAMERICAN CENTY ETF TR$13.8M4.69%157,833CommonNONE
025072802AVDVAMERICAN CENTY ETF TR$9.6M3.27%137,591CommonNONE
949746804WFC 7.5 PERP LWELLS FARGO CO NEW$8.2M2.79%6,824CommonNONE
060505682BAC 7.25 PERP LBANK AMERICA CORP$3.7M1.25%2,976CommonNONE
72651A207PAGPPLAINS GP HLDGS L P$3.5M1.19%164,000CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$3.3M1.11%89,723CommonNONE
09260D107BXBLACKSTONE INC$3.2M1.10%22,992CommonNONE
037833100AAPLAPPLE INC$2.7M0.92%12,141CommonNONE
46432F842IEFAISHARES TR$2.4M0.81%31,575CommonNONE
87807B107TRPTC ENERGY CORP$1.3M0.43%27,000CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$875,5320.30%4,513CommonNONE
907818108UNPUNION PAC CORP$298,3710.10%1,263CommonNONE
922908769VTIVANGUARD INDEX FDS$233,6190.08%850CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.