Fund Holdings — JRM Investment Counsel, LLC

Total Portfolio Value
$375.41M
Total Bought
$43.64M
Total Sold
$5.58M
Net Transaction
+$38.07M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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STURM RUGER & CO INC(RGR)0397,000+397,000015,9164.24%+15,916
AMERICAN CENTY ETF TR499,066532,169+33,10337,81442,89811.43%+5,084
AMERICAN CENTY ETF TR174,902206,412+31,51017,83622,8026.07%+4,966
ENTERPRISE PRODS PARTNERS L(EPD)541,196553,284+12,08817,35120,9365.58%+3,586
AMERICAN CENTY ETF TR316,761336,701+19,94024,39727,1317.23%+2,734
AMERICAN CENTY ETF TR156,562171,919+15,35714,71217,1684.57%+2,456
AMERICAN CENTY ETF TR237,767256,291+18,52419,57321,7445.79%+2,171
PLAINS GP HLDGS L P(PAGP)229,000255,000+26,0004,3836,1911.65%+1,808
VANGUARD TAX-MANAGED FDS631,723631,968+24539,46440,49710.79%+1,033
TC ENERGY CORP(TRP)27,00027,00001,4851,6900.45%+205
SPDR INDEX SHS FDS
ST STR PO EX ETF
90,10390,10304,0014,1131.10%+112
UNION PAC CORP(UNP)1,2651,26502933070.08%+14
VANGUARD SPECIALIZED FUNDS4,4164,41609719500.25%-21
BANK AMERICA CORP467461-65855490.15%-36
WELLS FARGO & CO(WFC)1,8501,85002,2422,1370.57%-105
BLACKSTONE INC(BX)2,9542,786-1684553200.09%-135
APPLE INC(AAPL)6,5465,591-9551,7801,4190.38%-361
ISHARES TR
CORE MSCI EAFE
16,64412,461-4,1831,4891,1280.30%-361
BERKSHIRE HATHAWAY INC DEL2222016,60615,7994.21%-807
AMERICAN CENTY ETF TR321,496310,296-11,20035,93734,4999.19%-1,438
CARLYLE GROUP INC(CG)54,9210-54,9213,2460—-3,246
BERKSHIRE HATHAWAY INC DEL201,142202,868+1,726101,10497,21425.90%-3,890
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JRM Investment Counsel, LLC — 13F Holdings — Q1 2026 | TickerTrail