JRM Investment Counsel, LLC
CIK 1631084
13F filing for Q2 2026・No. 4,402
- Holdings
- US$413.3M
- Quarter change
- +US$37.89M
- Entries
- 21
- Net bought (estimate)
- +US$8.04M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 8
- Added 9
- Corporate actions 0
- Unchanged 4
Largest holdings
21 stocks worth US$413.3M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Cut | 202,508 | US$101.33M | 24.52% |
| AMERICAN CENTY ETF TRUS LARGE CAP VLU | Added | 541,727 | US$49.41M | 11.96% |
| VANGUARD TAX-MANAGED FDSVAN FTSE DEV MKT | Cut | 618,971 | US$44.1M | 10.67% |
| AMERICAN CENTY ETF TRUS EQT ETF | Cut | 301,331 | US$38.59M | 9.34% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Added | 337,757 | US$32.59M | 7.89% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Added | 215,990 | US$26.95M | 6.52% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 260,135 | US$23.2M | 5.61% |
| STURM RUGER & CO INCCOM | Added | 610,000 | US$23.09M | 5.59% |
| ENTERPRISE PRODS PARTNERS LCOM | Cut | 549,345 | US$20.19M | 4.89% |
| AMERICAN CENTY ETF TRINTL SMCP VLU | Added | 175,220 | US$18.06M | 4.37% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.