Portfolio (Quarterly) Guide ↗

JRM Investment Counsel, LLC

· CIK 0001631084

13F Portfolio $375M AUM 21 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 1 New 8 Added 5 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CG	CARLYLE GROUP INC	Financial Services	54,921	$3.2M	0.94%	SOLD

Sector Allocation

Energy 61.6%

Industrials 34.7%

Technology 3.0%

Financial Services 0.7%