JRM Investment Counsel, LLC 13F Portfolio

CIK 1631084 Filing since Q4 2014 Q2 2026 filed Aug 13, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 13, 2026.

Portfolio Snapshot

9 positions · Q2 2026

JRM Investment Counsel, LLC reported 9 positions worth $171.17M for the quarter ended Jun 30, 2026, up 7.1% on the prior quarter. It opened 0 new positions, added to 1, trimmed 4 and exited 0. Its largest holding is Berkshire Hathaway Inc at 59.2% of the portfolio.

Portfolio Value
$171.17M
+7.1% QoQ · +24.7% YoY
Positions
9
0 new · 0 sold out
Top 10 Concentration
100%
of portfolio value
Largest Position
BRK-B 59.2%
Berkshire Hathaway Inc
Net Buying
+$7.55M
$8.06M bought · $509.64K sold
Turnover
0.3%
of the portfolio traded
Top Sector
Financial Services
69% of value
Track Record
47
quarters on file since Q4 2014

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

5 sectors
69.01%
Financial Services
Financial Services69.01%
Energy16.46%
Consumer Discretionary13.49%
Technology0.84%
Industrials0.201%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

Financial ServicesEnergyConsumer DiscretionaryTechnologyIndustrialsCommunication ServicesHealthcareReal Estate

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
RGR Sturm Ruger & Co Inc +213.0K +53.7% $8.06M 13.49%

Largest Sells

Q2 2026
Holding Change Change % Trade Value Weight
BRK-B Berkshire Hathaway Inc -360 -0.2% $180.14K 59.2%
AAPL Apple Inc. -620 -11.1% $179.41K 0.84%
EPD Enterprise Products Partners L.P. -3,939 -0.7% $144.80K 11.8%
BX Blackstone Inc. -45 -1.6% $5.29K 0.188%

New Positions

Q2 2026

No new positions this quarter.

Closed Positions

Q2 2026

No positions were closed this quarter.

Holdings · Q2 2026

9 Positions

As ofJun 30, 2026
Value$171.17M
Top 10100%
Avg position$19.02M
# Activity
Showing all 9 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at JRM Investment Counsel.

About JRM Investment Counsel, LLC’s 13F Portfolio

What are JRM Investment Counsel, LLC’s largest holdings?

As of its Q2 2026 13F filing, JRM Investment Counsel, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 59.2%, Sturm Ruger & Co Inc (RGR) at 13.5%, Enterprise Products Partners L.P. (EPD) at 11.8%, Berkshire Hathaway Inc (BRK-A) at 9.6%, Plains Gp Holdings Lp (PAGP) at 3.6% of the reported portfolio.

How much is JRM Investment Counsel, LLC’s portfolio worth?

JRM Investment Counsel, LLC reported a 13F portfolio worth $171.17M across 9 positions for Q2 2026. That is up 7.1% from the previous quarter.

What did JRM Investment Counsel, LLC buy in Q2 2026?

Its largest purchases by value were Sturm Ruger & Co Inc ($8.06M). It opened 0 new positions.

What did JRM Investment Counsel, LLC sell in Q2 2026?

Its largest sales by value were Berkshire Hathaway Inc ($180.14K), Apple Inc. ($179.41K), Enterprise Products Partners L.P. ($144.80K). It exited 0 positions entirely.

Where does this data come from?

From the Form 13F-HR reports JRM Investment Counsel, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.

Similar-Sized Institutions

by reported 13F value

13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.