JRM Investment Counsel, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARLYLE GROUP INC(CG) | 0 | 54,240 | +54,240 | 0 | 3,400,848 | 1.02% | +3,400,848 |
| BERKSHIRE HATHAWAY INC DEL | 198,792 | 198,831 | +39 | 96,567,190 | 99,960,297 | 29.92% | +3,393,107 |
| AMERICAN CENTY ETF TR | 299,264 | 311,836 | +12,572 | 20,511,545 | 23,421,970 | 7.01% | +2,910,425 |
| AMERICAN CENTY ETF TR | 160,691 | 173,495 | +12,804 | 14,638,994 | 17,267,981 | 5.17% | +2,628,987 |
| AMERICAN CENTY ETF TR | 145,529 | 153,715 | +8,186 | 11,537,551 | 13,685,255 | 4.10% | +2,147,704 |
| AMERICAN CENTY ETF TR | 485,224 | 487,352 | +2,128 | 33,097,119 | 35,216,042 | 10.54% | +2,118,923 |
| AMERICAN CENTY ETF TR | 324,632 | 320,470 | -4,162 | 32,729,445 | 34,835,103 | 10.43% | +2,105,658 |
| AMERICAN CENTY ETF TR | 222,000 | 232,924 | +10,924 | 16,430,220 | 18,377,704 | 5.50% | +1,947,484 |
| VANGUARD TAX-MANAGED FDS | 623,253 | 619,537 | -3,716 | 35,531,648 | 37,122,635 | 11.11% | +1,590,987 |
| BERKSHIRE HATHAWAY INC DEL | 22 | 22 | 0 | 16,033,600 | 16,592,400 | 4.97% | +558,800 |
| ENTERPRISE PRODS PARTNERS L(EPD) | 523,012 | 533,937 | +10,925 | 16,218,589 | 16,696,208 | 5.00% | +477,619 |
| APPLE INC(AAPL) | 6,956 | 6,811 | -145 | 1,427,190 | 1,734,320 | 0.52% | +307,130 |
| TC ENERGY CORP(TRP) | 27,000 | 27,000 | 0 | 1,317,330 | 1,469,070 | 0.44% | +151,740 |
| SPDR INDEX SHS FDS | 90,851 | 88,913 | -1,938 | 3,678,552 | 3,804,602 | 1.14% | +126,050 |
| ISHARES TR | 16,812 | 16,462 | -350 | 1,403,453 | 1,437,284 | 0.43% | +33,831 |
| VANGUARD SPECIALIZED FUNDS | 4,416 | 4,274 | -142 | 903,881 | 922,348 | 0.28% | +18,467 |
| UNION PAC CORP(UNP) | 1,265 | 1,265 | 0 | 291,051 | 299,008 | 0.09% | +7,957 |
| PLAINS GP HLDGS L P(PAGP) | 219,000 | 229,000 | +10,000 | 4,255,170 | 4,176,960 | 1.25% | -78,210 |
| BANK AMERICA CORP | 682 | 569 | -113 | 826,962 | 728,944 | 0.22% | -98,018 |
| WELLS FARGO CO NEW(WFC) | 2,099 | 1,889 | -210 | 2,464,338 | 2,331,510 | 0.70% | -132,828 |
| BLACKSTONE INC(BX) | 8,025 | 3,384 | -4,641 | 1,200,369 | 578,207 | 0.17% | -622,162 |