JRM Investment Counsel, LLC Long-Term Concentrated

Location: Omaha, NE

CIK: 0001631084 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 14, 2026

Total Value: $375M (100.0% shares, 0.0% debt)

Holdings (21)

BRK/B BERKSHIRE HATHAWAY INC DEL 25.9%

Value $97.21M Shares 202,868 Est. Cost $237.02 Unrealized +108.2%

AVLV AMERICAN CENTY ETF TR 11.4%

Value $42.9M Shares 532,169 Est. Cost $54.55 Unrealized —

VEA VANGUARD TAX-MANAGED FDS 10.8%

Value $40.5M Shares 631,968 Est. Cost $47.84 Unrealized —

AVUS AMERICAN CENTY ETF TR 9.2%

Value $34.5M Shares 310,296 Est. Cost $81.40 Unrealized —

AVEM AMERICAN CENTY ETF TR 7.2%

Value $27.13M Shares 336,701 Est. Cost $60.05 Unrealized —

AVUV AMERICAN CENTY ETF TR 6.1%

Value $22.8M Shares 206,412 Est. Cost $84.37 Unrealized —

AVDE AMERICAN CENTY ETF TR 5.8%

Value $21.74M Shares 256,291 Est. Cost $75.16 Unrealized —

EPD ENTERPRISE PRODS PARTNERS L 5.6%

Value $20.94M Shares 553,284 Est. Cost $26.20 Unrealized —

AVDV AMERICAN CENTY ETF TR 4.6%

Value $17.17M Shares 171,919 Est. Cost $59.65 Unrealized —

RGR STURM RUGER & CO INC 4.2%

Value $15.92M Shares 397,000 Est. Cost $37.21 Unrealized 0.0%

BRK/A BERKSHIRE HATHAWAY INC DEL 4.2%

Value $15.8M Shares 22 Est. Cost $245759.83 Unrealized +201.3%

PAGP PLAINS GP HLDGS L P 1.6%

Value $6.191M Shares 255,000 Est. Cost $21.12 Unrealized —

SPDW SPDR INDEX SHS FDS 1.1%

Value $4.113M Shares 90,103 Est. Cost $33.72 Unrealized —

— WELLS FARGO & CO 0.6%

Value $2.137M Shares 1,850 Est. Cost $1294.04 Unrealized —

TRP TC ENERGY CORP 0.5%

Value $1.69M Shares 27,000 Est. Cost $34.25 Unrealized +70.0%

AAPL APPLE INC 0.4%

Value $1.419M Shares 5,591 Est. Cost $70.21 Unrealized +274.3%

IEFA ISHARES TR 0.3%

Value $1.128M Shares 12,461 Est. Cost $72.24 Unrealized —

VIG VANGUARD SPECIALIZED FUNDS 0.3%

Value $950K Shares 4,416 Est. Cost $120.62 Unrealized —

— BANK AMERICA CORP 0.1%

Value $549K Shares 461 Est. Cost $1208.89 Unrealized —

BX BLACKSTONE INC 0.1%

Value $320K Shares 2,786 Est. Cost $40.65 Unrealized +246.6%

UNP UNION PAC CORP 0.1%

Value $307K Shares 1,265 Est. Cost $211.45 Unrealized +15.1%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	202,868	$97.21M	25.9%	$237.02	+108.2%	CL B NEW	084670702
AVLV	AMERICAN CENTY ETF TR	532,169	$42.9M	11.4%	$54.55	—	US LARGE CAP VLU	025072349
VEA	VANGUARD TAX-MANAGED FDS	631,968	$40.5M	10.8%	$47.84	—	VAN FTSE DEV MKT	921943858
AVUS	AMERICAN CENTY ETF TR	310,296	$34.5M	9.2%	$81.40	—	US EQT ETF	025072885
AVEM	AMERICAN CENTY ETF TR	336,701	$27.13M	7.2%	$60.05	—	AVANTIS EMGMKT	025072604
AVUV	AMERICAN CENTY ETF TR	206,412	$22.8M	6.1%	$84.37	—	US SML CP VALU	025072877
AVDE	AMERICAN CENTY ETF TR	256,291	$21.74M	5.8%	$75.16	—	INTL EQT ETF	025072703
EPD	ENTERPRISE PRODS PARTNERS L	553,284	$20.94M	5.6%	$26.20	—	COM	293792107
AVDV	AMERICAN CENTY ETF TR	171,919	$17.17M	4.6%	$59.65	—	INTL SMCP VLU	025072802
RGR	STURM RUGER & CO INC	397,000	$15.92M	4.2%	$37.21	0.0%	COM	864159108
BRK/A	BERKSHIRE HATHAWAY INC DEL	22	$15.8M	4.2%	$245759.83	+201.3%	CL A	084670108
PAGP	PLAINS GP HLDGS L P	255,000	$6.191M	1.6%	$21.12	—	LTD PARTNR INT A	72651A207
SPDW	SPDR INDEX SHS FDS	90,103	$4.113M	1.1%	$33.72	—	STATE STREET SPD	78463X889
—	WELLS FARGO & CO	1,850	$2.137M	0.6%	$1294.04	—	PERP PFD CNV A	949746804
TRP	TC ENERGY CORP	27,000	$1.69M	0.5%	$34.25	+70.0%	COM	87807B107
AAPL	APPLE INC	5,591	$1.419M	0.4%	$70.21	+274.3%	COM	037833100
IEFA	ISHARES TR	12,461	$1.128M	0.3%	$72.24	—	CORE MSCI EAFE	46432F842
VIG	VANGUARD SPECIALIZED FUNDS	4,416	$950K	0.3%	$120.62	—	DIV APP ETF	921908844
—	BANK AMERICA CORP	461	$549K	0.1%	$1208.89	—	7.25%CNV PFD L	060505682
BX	BLACKSTONE INC	2,786	$320K	0.1%	$40.65	+246.6%	COM	09260D107
UNP	UNION PAC CORP	1,265	$307K	0.1%	$211.45	+15.1%	COM	907818108