StockDriftsStockDriftsTop 19 Jrm Investment Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 24.52% | 202.5K | $101.3M | -0.18%(-360) | $239.68(+109.16%) | 2026-06-30 | |
| AVLV | AMERICAN CENTY ETF TR | 11.96% | 541.7K | $49.4M | +1.80%(+9.56K) | $54.51(+74.33%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 10.67% | 619.0K | $44.1M | -2.06%(-13.00K) | $47.50(+55.82%) | 2026-06-30 | |
| AVUS | AMERICAN CENTY ETF TR | 9.34% | 301.3K | $38.6M | -2.89%(-8.96K) | $84.34(+56.97%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 7.89% | 337.8K | $32.6M | +0.31%(+1.06K) | $59.26(+58.06%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 6.52% | 216.0K | $26.9M | +4.64%(+9.58K) | $82.36(+55.61%) | 2026-06-30 | |
| AVDE | AMERICAN CENTY ETF TR | 5.61% | 260.1K | $23.2M | +1.50%(+3.84K) | $72.06(+30.90%) | 2026-06-30 | |
| RGR | STURM RUGER & CO INC | 5.59% | 610.0K | $23.1M | +53.65%(+213.00K) | $37.27(+1.09%) | 2026-06-30 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 4.89% | 549.3K | $20.2M | -0.71%(-3.94K) | $27.02(+43.96%) | 2026-06-30 | |
| AVDV | AMERICAN CENTY ETF TR | 4.37% | 175.2K | $18.1M | +1.92%(+3.30K) | $59.60(+86.32%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.51% | +58.16% | +9.25% | +55.66% |
| Top 20 Holdings Unweighted | +15.55% | +54.28% | +7.90% | +46.26% |
Jrm Investment Counsel LLC reports $413.30M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (24.5%), AVLV (12.0%) and VEA (10.7%). The top 20 holdings account for 99.35% of reported assets. Its disclosed equity book has returned +58.16% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Jrm Investment Counsel LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1631084). View Jrm Investment Counsel LLC’s 13F filings on SEC