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The Analysis of JRM Investment Counsel, LLC's Holdings & P&L

Currently, JRM Investment Counsel, LLC holds 21 types of securities in its portfolio with a total value $375.4M. In the most recent quarter, they have increased their positions in RGR (+397.0K shares, valued at $15.9M), AVUV (+31.5K shares, valued at $3.5M), AVLV (+33.1K shares, valued at $2.7M); decreased their positions in AVUS (-11.2K shares, valued at $1.2M), IEFA (-4.2K shares, valued at $378.7K), AAPL (-955 shares, valued at $242.4K); initiated new positions in RGR (+397.0K shares, valued at $15.9M).

1M P&L

+11.7M+4.01%

3M P&L

+14.7M+5.08%

HY P&L

+45.8M+17.75%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A231.4M

83.3%

2Oil & Gas Midstream28.8M

10.4%

3Aerospace & Defense15.9M

5.7%

Top Industries by Stock Count

1N/A13 stocks

68.4%

2Oil & Gas Midstream3 stocks

15.8%

3Consumer Electronics1 stocks

5.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL202.9K shares0.86%2026-03-312026-05-14

AVLV AMERICAN CENTY ETF TR532.2K shares6.63%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS632.0K shares0.04%2026-03-312026-05-14

AVUS AMERICAN CENTY ETF TR310.3K shares-3.48%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR336.7K shares6.29%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR206.4K shares18.02%2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR256.3K shares7.79%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L553.3K shares2.23%2026-03-312026-05-14

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AVDV AMERICAN CENTY ETF TR171.9K shares9.81%2026-03-312026-05-14

RGR STURM RUGER & CO INC397.0K sharesnew addition2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL22 shares0.00%2026-03-312026-05-14

PAGP PLAINS GP HLDGS L P255.0K shares11.35%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS90.1K shares0.00%2026-03-312026-05-14

WFC-PL WELLS FARGO & CO1.9K shares0.00%2026-03-312026-05-14

TRP TC ENERGY CORP27.0K shares0.00%2026-03-312026-05-14

AAPL APPLE INC5.6K shares-14.59%2026-03-312026-05-14

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IEFA ISHARES TR12.5K shares-25.13%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS4.4K shares0.00%2026-03-312026-05-14

BAC-PL BANK AMERICA CORP461 shares-1.28%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC2.8K shares-5.69%2026-03-312026-05-14

UNP UNION PAC CORP1.3K shares0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL

0.86%

Shares202.9K

Event2026-03-31

Filed2026-05-14

AVLV

AMERICAN CENTY ETF TR

6.63%

Shares532.2K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

0.04%

Shares632.0K

Event2026-03-31

Filed2026-05-14

AVUS

AMERICAN CENTY ETF TR

-3.48%

Shares310.3K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

6.29%

Shares336.7K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

18.02%

Shares206.4K

Event2026-03-31

Filed2026-05-14

AVDE

AMERICAN CENTY ETF TR

7.79%

Shares256.3K

Event2026-03-31

Filed2026-05-14

EPD

ENTERPRISE PRODS PARTNERS L

2.23%

Shares553.3K

Event2026-03-31

Filed2026-05-14

AVDV

AMERICAN CENTY ETF TR

9.81%

Shares171.9K

Event2026-03-31

Filed2026-05-14

RGR

STURM RUGER & CO INC

New

Shares397.0K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares22

Event2026-03-31

Filed2026-05-14

PAGP

PLAINS GP HLDGS L P

11.35%

Shares255.0K

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

0.00%

Shares90.1K

Event2026-03-31

Filed2026-05-14

WFC-PL

WELLS FARGO & CO

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-14

TRP

TC ENERGY CORP

0.00%

Shares27.0K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-14.59%

Shares5.6K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-25.13%

Shares12.5K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-14

BAC-PL

BANK AMERICA CORP

-1.28%

Shares461

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

-5.69%

Shares2.8K

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

JRM Investment Counsel, LLC Institutional Holdings, Portfolio & P&L — TradeFomo