Jrm Investment Counsel, LLC Portfolio Holdings

Jrm Investment Counsel, LLC

  • $311 Billion
  • Q2 2025

Jrm Investment Counsel, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $311 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 $96.6B, Vanguard Ftse Developed Market with a value of $35.5B, American Centy ETF Tr Avantis with a value of $33.1B, American Centy ETF Tr Avantis with a value of $32.7B, and American Centy ETF Tr Avantis with a value of $20.5B.

Examining the 13F form we can see an increase of $17.7B in the current position value, from $293B to 311B.

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

Portfolio value $311 Billion
ETFs: $137 Billion
Financial Services: $114 Billion
Energy: $21.8 Billion
Technology: $1.43 Billion
Industrials: $291 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$68.2B
$16.2 Billion 5.21% of portfolio
523,012
Q2 2025 Added 9.42%
$50.7B
$1.32 Billion 0.42% of portfolio
27,000
Q2 2024 Reduced 3.57%
$123B
$1.2 Billion 0.39% of portfolio
8,025
Q2 2025 Reduced 65.1%
$135B
$291 Million 0.09% of portfolio
1,265
Q2 2025 Added 0.16%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $311 Billion
  • Prior Value $293 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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