Skip to content
Disclosery

JRM Investment Counsel, LLC

Follow

13F filer, CIK 1631084, OMAHA, NE

JRM Investment Counsel, LLC reported $375,409,177 across 21 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-14. Its ten largest share positions make up 90.78% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001631084-26-000002

Period
2026-03-31
Reported value
$375M
Holdings
21
Top 10 weight
90.78%
New
1
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
RGRnew+397,000$15.9M
AVUVadded+31,510$3.48M
AVLVadded+33,103$2.67M
AVEMadded+19,940$1.61M
AVDEadded+18,524$1.57M

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
CGexited-54,921-$3.25M
AVUSreduced-11,200-$1.25M
IEFAreduced-4,183-$379K
AAPLreduced-955-$242K
BXreduced-168-$19.3K

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, Q1 2026

Share positions as resolved from 13F-HR 0001631084-26-000002, largest first. % of portfolio is the value over $375,409,177, 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; 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; 2026Q1: 202,868 shares 202,868$97.2M25.9%+1,726Timeline
AVLVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 532,169 shares 532,169$42.9M11.43%+33,103Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 631,968 shares 631,968$40.5M10.79%+245Timeline
AVUSAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 310,296 shares 310,296$34.5M9.19%-11,200Timeline
AVEMAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 336,701 shares 336,701$27.1M7.23%+19,940Timeline
AVUVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 206,412 shares 206,412$22.8M6.07%+31,510Timeline
AVDEAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 256,291$21.7M5.79%+18,524Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 553,284 shares 553,284$20.9M5.58%+12,088Timeline
AVDVAMERICAN CENTY ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 171,919 shares 171,919$17.2M4.57%+15,357Timeline
RGRSTURM RUGER & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 397,000 shares 397,000$15.9M4.24%newTimeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 22 shares 22$15.8M4.21%0Timeline
PAGPPLAINS GP HLDGS L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 255,000$6.19M1.65%+26,000Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 90,103 shares 90,103$4.11M1.1%0Timeline
WELLS FARGO & COWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,850 shares 1,850$2.14M0.57%0
TRPTC ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 27,000 shares 27,000$1.69M0.45%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 5,591 shares 5,591$1.42M0.38%-955Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 12,461 shares 12,461$1.13M0.3%-4,183Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 4,416 shares 4,416$950K0.25%0Timeline
BANK OF AMER CORPBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,902 shares; 2024Q4: 5,348 shares; 2025Q1: 2,976 shares; 2025Q2: 682 shares; 2025Q3: 569 shares; 2025Q4: 467 shares; 2026Q1: 461 shares 461$549K0.15%-6
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 2,786 shares 2,786$320K0.09%-168Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q1: 1,265 shares 1,265$307K0.08%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CGCARLYLE GROUP INC54,921$3.25Mshares

How Q1 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 0001631084-26-000002 base2026-05-14acceptance time not in the bulk data set