Jrm Investment Counsel, LLC Portfolio Holdings

Jrm Investment Counsel, LLC

  • $290 Billion
  • Q3 2024

Jrm Investment Counsel, LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $290 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 $87.7B, American Centy ETF Tr Avantis with a value of $39.5B, Vanguard Ftse Developed Market with a value of $29.1B, American Centy ETF Tr Avantis with a value of $27.5B, and American Centy ETF Tr Avantis with a value of $16.4B.

Examining the 13F form we can see an decrease of $6.11B in the current position value, from $296B to 290B.

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

Portfolio value $290 Billion
ETFs: $117 Billion
Financial Services: $109 Billion
Energy: $14.7 Billion
Technology: $3.53 Billion
Industrials: $254 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$612B
$87.7 Billion 30.2% of portfolio
190,520
Q3 2024 Reduced 13.6%
$424B
$15.2 Billion 5.24% of portfolio
22
Q4 2023 New
$3.62T
$3.53 Billion 1.21% of portfolio
15,133
Q3 2024 Reduced 9.63%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $290 Billion
  • Prior Value $296 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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