JRM Investment Counsel, LLC holds a concentrated book of 21 stocks worth $413.3M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they trimmed Berkshire Hathaway Inc-CL B. Their largest long position is Berkshire Hathaway Inc-CL B at 25% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
+1 sector below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as JRM Investment Counsel, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Mirae Asset Global Investments Co., Ltd. | 8 / 21 | $266.8B |
| Pangea Capital Gestao de Recursos Ltda. | 2 / 21 | $108.1M |
| Oak Root LLC | 3 / 21 | $603.3M |
| Daniel Investment Group, Inc. | 4 / 21 | $106.7M |
| H&H International Investment, LLC | 2 / 21 | $11.7B |
| Independent Investors Inc | 3 / 21 | $306.8M |
| Hikari Tsushin, Inc. | 3 / 21 | $862.7M |
| Josh Arnold Investment Consultant, LLC | 2 / 21 | $89.3M |
Ranked by the share of each fund's own book sitting in the names it shares with JRM Investment Counsel, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $101.3M | 202.5K | 24.5% | ▼−0.2% Reduced · −360 sh | |
| 2 | American Centy ETF TR US LARGE CAP VLU | $49.4M | 541.7K | 12.0% | ▲+1.8% Added · +10K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $44.1M | 619.0K | 10.7% | ▼−2.0% Reduced · −13K sh | |
| 4 | American Centy ETF TR US EQT ETF | $38.6M | 301.3K | 9.3% | ▼−2.9% Reduced · −9K sh | |
| 5 | American Centy ETF TR AVANTIS EMGMKT | $32.6M | 337.8K | 7.9% | ▲+0.3% Added · +1K sh | |
| 6 | American Centy ETF TR US SML CP VALU | $26.9M | 216.0K | 6.5% | ▲+4.6% Added · +10K sh | |
| 7 | American Centy ETF TR INTL EQT ETF | $23.2M | 260.1K | 5.6% | ▲+1.5% Added · +4K sh | |
| 8 | Sturm Ruger & Co Inc COM | $23.1M | 610.0K | 5.6% | ▲+54% Added · +213K sh | |
| 9 | Enterprise Prods Partners L COM | $20.2M | 549.3K | 4.9% | ▼−0.7% Reduced · −4K sh | |
| 10 | American Centy ETF TR INTL SMCP VLU | $18.1M | 175.2K | 4.4% | ▲+1.9% Added · +3K sh | |
| 11 | Berkshire Hathaway Inc Del CL A | $16.5M | 22 | 4.0% | —Held | |
| 12 | Plains GP Hldgs L P LTD PARTNR INT A | $6.2M | 255.0K | 1.5% | —Held | |
| 13 | SPDR Index SHS FDS ST STR PO EX ETF | $4.2M | 83.9K | 1.0% | ▼−6.9% Reduced · −6K sh | |
| 14 | Wells Fargo & Co PERP PFD CNV A | $2.2M | 1.9K | 0.5% | ▲+1.7% Added · +31 sh | |
| 15 | TC Energy Corp COM | $1.8M | 27.0K | 0.4% | —Held | |
| 16 | Apple Inc COM | $1.4M | 5.0K | 0.3% | ▼−11% Reduced · −620 sh | |
| 17 | Ishares TR CORE MSCI EAFE | $1.2M | 12.5K | 0.3% | ▲+0.2% Added · +20 sh | |
| 18 | Vanguard Specialized Funds DIV APP ETF | $1.0M | 4.3K | 0.2% | ▼−1.6% Reduced · −72 sh | |
| 19 | Bank Of Amer Corp 7.25%CNV PFD L | $584K | 466 | 0.1% | ▲+1.1% Added · +5 sh | |
| 20 | Union Pac Corp COM | $344K | 1.3K | 0.1% | —Held | |
| 21 | Blackstone Inc COM | $323K | 2.7K | 0.1% | ▼−1.6% Reduced · −45 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1631084/holdings"
Use Arkolith to show JRM Investment Counsel, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 44d | 21 | $413.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 44d | 21 | $375.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 12, 2026 | 43d | 21 | $345.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 21 | $334.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 13, 2025 | 44d | 20 | $311.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 44d | 20 | $293.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 20 | $282.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 20 | $290.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.