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JRM Investment Counsel, LLC

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13F filer, CIK 1631084, OMAHA, NE

JRM Investment Counsel, LLC reported $345,723,885 across 21 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-12. Its ten largest share positions make up 93.95% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001631084-26-000001

Period
2025-12-31
Reported value
$346M
Holdings
21
Top 10 weight
93.95%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BRK-Badded+2,311$1.16M
AVLVadded+11,714$888K
VEAadded+12,186$761K
AVDEadded+4,843$399K
AVEMadded+4,925$379K

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
BANK OF AMER CORPreduced-102-$128K
AAPLreduced-265-$72K
BXreduced-430-$66.3K
WELLS FARGO & COreduced-39-$47.3K

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, Q4 2025

Share positions as resolved from 13F-HR 0001631084-26-000001, largest first. % of portfolio is the value over $345,723,885, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,520 shares; 2024Q4: 191,527 shares; 2025Q1: 191,311 shares; 2025Q2: 198,792 shares; 2025Q3: 198,831 shares; 2025Q4: 201,142 shares 201,142$101M29.24%+2,311Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 550,141 shares; 2024Q4: 533,610 shares; 2025Q1: 591,379 shares; 2025Q2: 623,253 shares; 2025Q3: 619,537 shares; 2025Q4: 631,723 shares 631,723$39.5M11.41%+12,186Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417,879 shares; 2024Q4: 450,536 shares; 2025Q1: 474,795 shares; 2025Q2: 485,224 shares; 2025Q3: 487,352 shares; 2025Q4: 499,066 shares 499,066$37.8M10.94%+11,714Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,685 shares; 2024Q4: 371,273 shares; 2025Q1: 306,223 shares; 2025Q2: 324,632 shares; 2025Q3: 320,470 shares; 2025Q4: 321,496 shares 321,496$35.9M10.39%+1,026Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 254,273 shares; 2024Q4: 270,496 shares; 2025Q1: 254,476 shares; 2025Q2: 299,264 shares; 2025Q3: 311,836 shares; 2025Q4: 316,761 shares 316,761$24.4M7.06%+4,925Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 222,000 shares; 2025Q3: 232,924 shares; 2025Q4: 237,767 shares 237,767$19.6M5.66%+4,843Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,559 shares; 2024Q4: 177,449 shares; 2025Q1: 157,833 shares; 2025Q2: 160,691 shares; 2025Q3: 173,495 shares; 2025Q4: 174,902 shares 174,902$17.8M5.16%+1,407Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 462,428 shares; 2024Q4: 467,179 shares; 2025Q1: 477,983 shares; 2025Q2: 523,012 shares; 2025Q3: 533,937 shares; 2025Q4: 541,196 shares 541,196$17.4M5.02%+7,259Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares 22$16.6M4.8%0Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,629 shares; 2024Q4: 139,737 shares; 2025Q1: 137,591 shares; 2025Q2: 145,529 shares; 2025Q3: 153,715 shares; 2025Q4: 156,562 shares 156,562$14.7M4.26%+2,847Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 164,000 shares; 2025Q2: 219,000 shares; 2025Q3: 229,000 shares; 2025Q4: 229,000 shares 229,000$4.38M1.27%0Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,342 shares; 2024Q4: 108,723 shares; 2025Q1: 89,723 shares; 2025Q2: 90,851 shares; 2025Q3: 88,913 shares; 2025Q4: 90,103 shares 90,103$4M1.16%+1,190Timeline
CGCARLYLE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,240 shares; 2025Q4: 54,921 shares 54,921$3.25M0.94%+681Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,791 shares; 2024Q4: 6,862 shares; 2025Q1: 6,824 shares; 2025Q2: 2,099 shares; 2025Q3: 1,889 shares; 2025Q4: 1,850 shares 1,850$2.24M0.65%-39
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,133 shares; 2024Q4: 15,058 shares; 2025Q1: 12,141 shares; 2025Q2: 6,956 shares; 2025Q3: 6,811 shares; 2025Q4: 6,546 shares 6,546$1.78M0.51%-265Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,735 shares; 2024Q4: 22,758 shares; 2025Q1: 31,575 shares; 2025Q2: 16,812 shares; 2025Q3: 16,462 shares; 2025Q4: 16,644 shares 16,644$1.49M0.43%+182Timeline
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 27,000 shares; 2025Q1: 27,000 shares; 2025Q2: 27,000 shares; 2025Q3: 27,000 shares; 2025Q4: 27,000 shares 27,000$1.49M0.43%0Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,961 shares; 2024Q4: 4,733 shares; 2025Q1: 4,513 shares; 2025Q2: 4,416 shares; 2025Q3: 4,274 shares; 2025Q4: 4,416 shares 4,416$971K0.28%+142Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 5,348 shares; 2025Q1: 2,976 shares; 2025Q2: 682 shares; 2025Q3: 569 shares; 2025Q4: 467 shares 467$585K0.17%-102
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,446 shares; 2024Q4: 35,221 shares; 2025Q1: 22,992 shares; 2025Q2: 8,025 shares; 2025Q3: 3,384 shares; 2025Q4: 2,954 shares 2,954$455K0.13%-430Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,030 shares; 2024Q4: 1,060 shares; 2025Q1: 1,263 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares 1,265$293K0.08%0Timeline

How Q4 2025 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 0001631084-26-000001 base2026-02-12acceptance time not in the bulk data set