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JRM Investment Counsel, LLC

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13F filer, CIK 1631084, OMAHA, NE

JRM Investment Counsel, LLC reported $413,299,533 across 21 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 91.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001631084-26-000003

Period
2026-06-30
Reported value
$413M
Holdings
21
Top 10 weight
91.34%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RGRadded+213,000$8.06M
AVUVadded+9,578$1.19M
AVLVadded+9,558$872K
AVDEadded+3,844$343K
AVDVadded+3,301$340K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVUSreduced-8,965-$1.15M
VEAreduced-12,997-$926K
SPDWreduced-6,205-$313K
BRK-Breduced-360-$180K
AAPLreduced-620-$179K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001631084-26-000003, largest first. % of portfolio is the value over $413,299,533, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 190,520 shares; 2024Q4: 191,527 shares; 2025Q1: 191,311 shares; 2025Q2: 198,792 shares; 2025Q3: 198,831 shares; 2025Q4: 201,142 shares; 2026Q1: 202,868 shares; 2026Q2: 202,508 shares 202,508$101M24.52%-360Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 417,879 shares; 2024Q4: 450,536 shares; 2025Q1: 474,795 shares; 2025Q2: 485,224 shares; 2025Q3: 487,352 shares; 2025Q4: 499,066 shares; 2026Q1: 532,169 shares; 2026Q2: 541,727 shares 541,727$49.4M11.96%+9,558Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 550,141 shares; 2024Q4: 533,610 shares; 2025Q1: 591,379 shares; 2025Q2: 623,253 shares; 2025Q3: 619,537 shares; 2025Q4: 631,723 shares; 2026Q1: 631,968 shares; 2026Q2: 618,971 shares 618,971$44.1M10.67%-12,997Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 414,685 shares; 2024Q4: 371,273 shares; 2025Q1: 306,223 shares; 2025Q2: 324,632 shares; 2025Q3: 320,470 shares; 2025Q4: 321,496 shares; 2026Q1: 310,296 shares; 2026Q2: 301,331 shares 301,331$38.6M9.34%-8,965Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 254,273 shares; 2024Q4: 270,496 shares; 2025Q1: 254,476 shares; 2025Q2: 299,264 shares; 2025Q3: 311,836 shares; 2025Q4: 316,761 shares; 2026Q1: 336,701 shares; 2026Q2: 337,757 shares 337,757$32.6M7.89%+1,056Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 161,559 shares; 2024Q4: 177,449 shares; 2025Q1: 157,833 shares; 2025Q2: 160,691 shares; 2025Q3: 173,495 shares; 2025Q4: 174,902 shares; 2026Q1: 206,412 shares; 2026Q2: 215,990 shares 215,990$26.9M6.52%+9,578Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 222,000 shares; 2025Q3: 232,924 shares; 2025Q4: 237,767 shares; 2026Q1: 256,291 shares; 2026Q2: 260,135 shares 260,135$23.2M5.61%+3,844Timeline
RGRSTURM RUGER & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 397,000 shares; 2026Q2: 610,000 shares 610,000$23.1M5.59%+213,000Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 462,428 shares; 2024Q4: 467,179 shares; 2025Q1: 477,983 shares; 2025Q2: 523,012 shares; 2025Q3: 533,937 shares; 2025Q4: 541,196 shares; 2026Q1: 553,284 shares; 2026Q2: 549,345 shares 549,345$20.2M4.89%-3,939Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 136,629 shares; 2024Q4: 139,737 shares; 2025Q1: 137,591 shares; 2025Q2: 145,529 shares; 2025Q3: 153,715 shares; 2025Q4: 156,562 shares; 2026Q1: 171,919 shares; 2026Q2: 175,220 shares 175,220$18.1M4.37%+3,301Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares; 2026Q2: 22 shares 22$16.5M3.99%0Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164,000 shares; 2025Q2: 219,000 shares; 2025Q3: 229,000 shares; 2025Q4: 229,000 shares; 2026Q1: 255,000 shares; 2026Q2: 255,000 shares 255,000$6.19M1.5%0Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 109,342 shares; 2024Q4: 108,723 shares; 2025Q1: 89,723 shares; 2025Q2: 90,851 shares; 2025Q3: 88,913 shares; 2025Q4: 90,103 shares; 2026Q1: 90,103 shares; 2026Q2: 83,898 shares 83,898$4.23M1.02%-6,205Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,791 shares; 2024Q4: 6,862 shares; 2025Q1: 6,824 shares; 2025Q2: 2,099 shares; 2025Q3: 1,889 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares; 2026Q2: 1,881 shares 1,881$2.18M0.53%+31
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 27,000 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares; 2026Q1: 27,000 shares; 2026Q2: 27,000 shares 27,000$1.79M0.43%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 15,133 shares; 2024Q4: 15,058 shares; 2025Q1: 12,141 shares; 2025Q2: 6,956 shares; 2025Q3: 6,811 shares; 2025Q4: 6,546 shares; 2026Q1: 5,591 shares; 2026Q2: 4,971 shares 4,971$1.44M0.35%-620Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 22,735 shares; 2024Q4: 22,758 shares; 2025Q1: 31,575 shares; 2025Q2: 16,812 shares; 2025Q3: 16,462 shares; 2025Q4: 16,644 shares; 2026Q1: 12,461 shares; 2026Q2: 12,481 shares 12,481$1.21M0.29%+20Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,961 shares; 2024Q4: 4,733 shares; 2025Q1: 4,513 shares; 2025Q2: 4,416 shares; 2025Q3: 4,274 shares; 2025Q4: 4,416 shares; 2026Q1: 4,416 shares; 2026Q2: 4,344 shares 4,344$1.03M0.25%-72Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 6,902 shares; 2024Q4: 5,348 shares; 2025Q1: 2,976 shares; 2025Q2: 682 shares; 2025Q3: 569 shares; 2025Q4: 467 shares; 2026Q1: 461 shares; 2026Q2: 466 shares 466$584K0.14%+5
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,030 shares; 2024Q4: 1,060 shares; 2025Q1: 1,263 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,265 shares; 2026Q2: 1,265 shares 1,265$344K0.08%0Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 42,446 shares; 2024Q4: 35,221 shares; 2025Q1: 22,992 shares; 2025Q2: 8,025 shares; 2025Q3: 3,384 shares; 2025Q4: 2,954 shares; 2026Q1: 2,786 shares; 2026Q2: 2,741 shares 2,741$323K0.08%-45Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001631084-26-000003 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001631084-26-000003 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001631084-26-000002 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001631084-26-000001 Quarter ended 2025-12-312026-02-12acceptance time not in the bulk data set
13F-HR 0001631084-25-000006 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0001631084-25-000003 Quarter ended 2025-06-302025-08-13acceptance time not in the bulk data set
13F-HR 0001631084-25-000002 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001631084-25-000001 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001631084-24-000011 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001631084-24-000010 Quarter ended 2024-06-302024-08-12acceptance time not in the bulk data set
13F-HR 0001631084-24-000008 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR/A 0001631084-24-000006 Quarter ended 2023-09-302024-03-06acceptance time not in the bulk data set
13F-HR/A 0001631084-24-000005 Quarter ended 2023-12-312024-03-05acceptance time not in the bulk data set
13F-HR 0001631084-24-000003 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0001580642-23-006140 Quarter ended 2023-09-302023-11-08acceptance time not in the bulk data set
13F-HR 0001580642-23-004109 Quarter ended 2023-06-302023-08-08acceptance time not in the bulk data set
13F-HR 0001580642-23-002690 Quarter ended 2023-03-312023-05-12acceptance time not in the bulk data set
13F-HR 0001580642-23-000791 Quarter ended 2022-12-312023-02-09acceptance time not in the bulk data set
13F-HR 0001580642-22-005721 Quarter ended 2022-09-302022-11-08acceptance time not in the bulk data set
13F-HR 0001580642-22-003908 Quarter ended 2022-06-302022-08-05acceptance time not in the bulk data set
13F-HR 0001580642-22-002753 Quarter ended 2022-03-312022-05-12acceptance time not in the bulk data set
13F-HR 0001580642-22-000749 Quarter ended 2021-12-312022-02-09acceptance time not in the bulk data set
13F-HR 0001580642-21-005142 Quarter ended 2021-09-302021-11-01acceptance time not in the bulk data set
13F-HR 0001580642-21-003736 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0001580642-21-002331 Quarter ended 2021-03-312021-05-11acceptance time not in the bulk data set
13F-HR 0001580642-21-000646 Quarter ended 2020-12-312021-02-12acceptance time not in the bulk data set
13F-HR 0001580642-20-004171 Quarter ended 2020-09-302020-11-12acceptance time not in the bulk data set
13F-HR 0001580642-20-002979 Quarter ended 2020-06-302020-08-12acceptance time not in the bulk data set
13F-HR 0001580642-20-002130 Quarter ended 2020-03-312020-05-13acceptance time not in the bulk data set
13F-HR 0001580642-20-000643 Quarter ended 2019-12-312020-02-10acceptance time not in the bulk data set
13F-HR 0001580642-19-005116 Quarter ended 2019-09-302019-11-12acceptance time not in the bulk data set
13F-HR 0001580642-19-003547 Quarter ended 2019-06-302019-08-06acceptance time not in the bulk data set
13F-HR 0001580642-19-002466 Quarter ended 2019-03-312019-05-10acceptance time not in the bulk data set
13F-HR 0001580642-19-000724 Quarter ended 2018-12-312019-02-11acceptance time not in the bulk data set
13F-HR 0001580642-18-005310 Quarter ended 2018-09-302018-11-07acceptance time not in the bulk data set
13F-HR 0001580642-18-003749 Quarter ended 2018-06-302018-08-07acceptance time not in the bulk data set
13F-HR 0001580642-18-002560 Quarter ended 2018-03-312018-05-14acceptance time not in the bulk data set
13F-HR 0001580642-18-000832 Quarter ended 2017-12-312018-02-12acceptance time not in the bulk data set
13F-HR 0001580642-17-006052 Quarter ended 2017-09-302017-11-13acceptance time not in the bulk data set
13F-HR 0001580642-17-004281 Quarter ended 2017-06-302017-08-08acceptance time not in the bulk data set
13F-HR 0001580642-17-002675 Quarter ended 2017-03-312017-05-01acceptance time not in the bulk data set
13F-HR 0001580642-17-000727 Quarter ended 2016-12-312017-02-06acceptance time not in the bulk data set
13F-HR 0001580642-16-011853 Quarter ended 2016-09-302016-11-03acceptance time not in the bulk data set
13F-HR 0001580642-16-010072 Quarter ended 2016-06-302016-08-05acceptance time not in the bulk data set
13F-HR 0001580642-16-008542 Quarter ended 2016-03-312016-05-05acceptance time not in the bulk data set
13F-HR 0001580642-16-006695 Quarter ended 2015-12-312016-02-05acceptance time not in the bulk data set
13F-HR 0001580642-15-004758 Quarter ended 2015-09-302015-10-22acceptance time not in the bulk data set
13F-HR 0001580642-15-002989 Quarter ended 2015-06-302015-07-14acceptance time not in the bulk data set
13F-HR 0001580642-15-001730 Quarter ended 2015-03-312015-04-20acceptance time not in the bulk data set
13F-HR 0001580642-15-000530 Quarter ended 2014-12-312015-02-06acceptance time not in the bulk data set