Fund HoldingsJRM Investment Counsel, LLC

Total Portfolio Value
$413.30M
Total Bought
$30.02M
Total Sold
$16.77M
Net Transaction
+$13.24M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
STURM RUGER & CO INC397,000610,000+213,00015,91623,0895.59%+7,173
AMERICAN CENTY ETF TR532,169541,727+9,55842,89849,41111.96%+6,513
AMERICAN CENTY ETF TR336,701337,757+1,05627,13132,5907.89%+5,459
SPDR INDEX SHS FDS
ST STR PO EX ETF
083,898+83,89804,2281.02%+4,228
AMERICAN CENTY ETF TR206,412215,990+9,57822,80226,9476.52%+4,145
BERKSHIRE HATHAWAY INC DEL202,868202,508-36097,214101,33324.52%+4,119
AMERICAN CENTY ETF TR310,296301,331-8,96534,49938,5949.34%+4,096
VANGUARD TAX-MANAGED FDS631,968618,971-12,99740,49744,10210.67%+3,605
AMERICAN CENTY ETF TR256,291260,135+3,84421,74423,2045.61%+1,460
AMERICAN CENTY ETF TR171,919175,220+3,30117,16818,0564.37%+889
BERKSHIRE HATHAWAY INC DEL2222015,79916,4753.99%+676
TC ENERGY CORP(TRP)27,00027,00001,6901,7900.43%+100
VANGUARD SPECIALIZED FUNDS4,4164,344-729501,0280.25%+78
ISHARES TR
CORE MSCI EAFE
12,46112,481+201,1281,2050.29%+77
WELLS FARGO & CO(WFC)1,8501,881+312,1372,1760.53%+39
UNION PAC CORP(UNP)1,2651,26503073440.08%+37
BANK OF AMER CORP461466+55495840.14%+35
APPLE INC(AAPL)5,5914,971-6201,4191,4380.35%+19
BLACKSTONE INC(BX)2,7862,741-453203230.08%+2
PLAINS GP HLDGS L P(PAGP)255,000255,00006,1916,1891.50%-3
ENTERPRISE PRODS PARTNERS L(EPD)553,284549,345-3,93920,93620,1944.89%-742
SPDR INDEX SHS FDS
ST STR PO EX ETF
90,1030-90,1034,1130-4,113
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