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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
Page 2 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNP UNION PAC CORP Industrials 1,265.0 $307K 0.08% $242.62 +11.8%
Page 2 of 2  ·  21 positions

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%