Jrm Investment Counsel, LLC Portfolio Holdings

Jrm Investment Counsel, LLC

  • $293 Billion
  • Q1 2025

Jrm Investment Counsel, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $293 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $102B, American Centy ETF Tr Avantis with a value of $31B, Vanguard Ftse Developed Market with a value of $30.1B, American Centy ETF Tr Avantis with a value of $28.3B, and Berkshire Hathaway Inc with a value of $17.6B.

Examining the 13F form we can see an increase of $10.4B in the current position value, from $283B to 293B.

Below you can find more details about Jrm Investment Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $293 Billion
Financial Services: $123 Billion
ETFs: $104 Billion
Energy: $21.1 Billion
Technology: $2.7 Billion
Industrials: $298 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$622B
$102 Billion 34.73% of portfolio
191,311
Q1 2025 Reduced 0.11%
$0
$31 Billion 10.55% of portfolio
474,795
Q1 2025 Added 5.38%
$0
$30.1 Billion 10.25% of portfolio
591,379
Q1 2025 Added 10.83%
$0
$28.3 Billion 9.64% of portfolio
306,223
Q1 2025 Reduced 17.52%
$429B
$17.6 Billion 5.99% of portfolio
22
Q4 2023 New
$68.2B
$16.3 Billion 5.56% of portfolio
477,983
Q1 2025 Added 2.31%
$0
$15.3 Billion 5.22% of portfolio
254,476
Q1 2025 Reduced 5.92%
$0
$13.8 Billion 4.69% of portfolio
157,833
Q1 2025 Reduced 11.05%
$0
$9.6 Billion 3.27% of portfolio
137,591
Q1 2025 Reduced 1.54%
Wells Fargo CO New
-
$8.19 Billion 2.79% of portfolio
-
Q1 2025 Reduced 0.55%
Bank America Corp
-
$3.67 Billion 1.25% of portfolio
-
Q1 2025 Reduced 44.35%
$3.84B
$3.5 Billion 1.19% of portfolio
164,000
Q1 2025 New
$0
$3.27 Billion 1.11% of portfolio
89,723
Q1 2025 Reduced 17.48%
$120B
$3.21 Billion 1.1% of portfolio
22,992
Q1 2025 Reduced 34.72%
$3.45T
$2.7 Billion 0.92% of portfolio
12,141
Q1 2025 Reduced 19.37%
$0
$2.39 Billion 0.81% of portfolio
31,575
Q1 2025 Added 38.74%
$0
$876 Million 0.3% of portfolio
4,513
Q1 2025 Reduced 4.65%
$141B
$298 Million 0.1% of portfolio
1,263
Q1 2025 Added 19.15%
$0
$234 Million 0.08% of portfolio
850
Q1 2025 Reduced 6.59%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $293 Billion
  • Prior Value $283 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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