Portfolio (Quarterly)
Guide ↗
JRM Investment Counsel, LLC
· CIK 0001631084| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 202,868.0 | $97.2M | 25.90% | +2K | +0.9% | $479.20 | — |
| 2 | AVLV | AMERICAN CENTY ETF TR | — | 532,169.0 | $42.9M | 11.43% | +33K | +6.6% | $80.61 | +11.8% |
| 3 | AVEM | AMERICAN CENTY ETF TR | — | 336,701.0 | $27.1M | 7.23% | +20K | +6.3% | $80.58 | +19.8% |
| 4 | AVUV | AMERICAN CENTY ETF TR | — | 206,412.0 | $22.8M | 6.07% | +32K | +18.0% | $110.47 | +9.5% |
| 5 | AVDE | AMERICAN CENTY ETF TR | — | 256,291.0 | $21.7M | 5.79% | +19K | +7.8% | $84.84 | +8.2% |
| 6 | EPD | ENTERPRISE PRODS PARTNERS L | Energy | 553,284.0 | $20.9M | 5.58% | +12K | +2.2% | $37.84 | +2.3% |
| 7 | AVDV | AMERICAN CENTY ETF TR | — | 171,919.0 | $17.2M | 4.57% | +15K | +9.8% | $99.86 | +10.3% |
| 8 | PAGP | PLAINS GP HLDGS L P | Energy | 255,000.0 | $6.2M | 1.65% | +26K | +11.3% | $24.28 | +5.3% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Energy
61.6%
Industrials
34.7%
Technology
3.0%
Financial Services
0.7%