Jrm Investment Counsel, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 20Value: $293.4MLatest: 2025Q1

JRM Investment Counsel, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 20 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "AVEM",
  "PAGP",
  "UNP",
  null,
  "BX",
  "AAPL",
  "IEFA",
  "SPDW",
  "VIG",
  null,
  "VEA",
  null,
  "TRP",
  "BRK-A",
  "BRK-B",
  "EPD",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-14
Total Holdings: 20
Total Value: 293367523
Accession Number: 0001631084-25-000002
Form Type: 13F-HR
CIK: jrm-investment-counsel
Manager Name: Jrm-Investment-Counsel

Data Enrichment

70% identified

14 identified6 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

20 positions • $293.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:191.3K

Value:$101.9M

% of Portfolio:34.7% ($101.9M/$293.4M)

025072349

Shares:474.8K

Value:$31.0M

% of Portfolio:10.6% ($31.0M/$293.4M)

921943858

VEA|921943858

Shares:591.4K

Value:$30.1M

% of Portfolio:10.2% ($30.1M/$293.4M)

025072885

Shares:306.2K

Value:$28.3M

% of Portfolio:9.6% ($28.3M/$293.4M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:22

Value:$17.6M

% of Portfolio:6.0% ($17.6M/$293.4M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:478.0K

Value:$16.3M

% of Portfolio:5.6% ($16.3M/$293.4M)

025072604

AVEM|025072604

Shares:254.5K

Value:$15.3M

% of Portfolio:5.2% ($15.3M/$293.4M)

025072877

Shares:157.8K

Value:$13.8M

% of Portfolio:4.7% ($13.8M/$293.4M)

025072802

Shares:137.6K

Value:$9.6M

% of Portfolio:3.3% ($9.6M/$293.4M)

949746804

Shares:6.8K

Value:$8.2M

% of Portfolio:2.8% ($8.2M/$293.4M)

060505682

Shares:3.0K

Value:$3.7M

% of Portfolio:1.3% ($3.7M/$293.4M)

PLAINS GP HOLDINGS LP

PAGP|72651A207

Shares:164.0K

Value:$3.5M

% of Portfolio:1.2% ($3.5M/$293.4M)

78463X889

SPDW|78463X889

Shares:89.7K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$293.4M)

Blackstone Inc.

BX|09260D107

Shares:23.0K

Value:$3.2M

% of Portfolio:1.1% ($3.2M/$293.4M)

Apple Inc.

AAPL|037833100

Shares:12.1K

Value:$2.7M

% of Portfolio:0.9% ($2.7M/$293.4M)

46432F842

IEFA|46432F842

Shares:31.6K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$293.4M)

TC ENERGY CORP

TRP|87807B107

Shares:27.0K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$293.4M)

921908844

VIG|921908844

Shares:4.5K

Value:$875.5K

% of Portfolio:0.3% ($875.5K/$293.4M)

UNION PACIFIC CORP

UNP|907818108

Shares:1.3K

Value:$298.4K

% of Portfolio:0.1% ($298.4K/$293.4M)

922908769

VTI|922908769

Shares:850

Value:$233.6K

% of Portfolio:0.1% ($233.6K/$293.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	191.3K	QoQ -0.11% (-216) YoY -11.64% (-25.2K)	All Managers (Combined)	$101.9M	34.7% ($101.9M/$293.4M)	QoQ +17.36% (-$15.1M) YoY +11.90% (-$10.8M)
(cusip025072349)✕	474.8K	QoQ +5.38% (+24.3K) YoY +18.81% (+75.2K)	All Managers (Combined)	$31.0M	10.6% ($31.0M/$293.4M)	QoQ +2.92% (+$879.1K) YoY +20.57% (+$5.3M)
(VEAcusip921943858)	591.4K	QoQ +10.82% (+57.8K) YoY +0.81% (+4.8K)	All Managers (Combined)	$30.1M	10.2% ($30.1M/$293.4M)	QoQ +17.80% (+$4.5M) YoY +2.14% (+$630.2K)
(cusip025072885)✕	306.2K	QoQ -17.52% (-65.0K) YoY -31.29% (-139.5K)	All Managers (Combined)	$28.3M	9.6% ($28.3M/$293.4M)	QoQ -21.39% (-$7.7M) YoY -29.08% (-$11.6M)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	22	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$17.6M	6.0% ($17.6M/$293.4M)	QoQ +17.25% (+$2.6M) YoY +25.84% (+$3.6M)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	478.0K	QoQ +2.31% (+10.8K) YoY -7.18% (-37.0K)	All Managers (Combined)	$16.3M	5.6% ($16.3M/$293.4M)	QoQ +11.38% (+$1.7M) YoY +8.59% (-$1.3M)
(AVEMcusip025072604)	254.5K	QoQ -5.92% (-16.0K) YoY +0.02% (+58)	All Managers (Combined)	$15.3M	5.2% ($15.3M/$293.4M)	QoQ -3.71% (-$590.6K) YoY +3.83% (+$565.7K)
(cusip025072877)✕	157.8K	QoQ -11.05% (-19.6K) YoY -23.14% (-47.5K)	All Managers (Combined)	$13.8M	4.7% ($13.8M/$293.4M)	QoQ -19.67% (-$3.4M) YoY -28.51% (-$5.5M)
(cusip025072802)✕	137.6K	QoQ -1.53% (-2.1K) YoY -4.16% (-6.0K)	All Managers (Combined)	$9.6M	3.3% ($9.6M/$293.4M)	QoQ +5.51% (-$501.5K) YoY +1.48% (-$140.4K)
(cusip949746804)✕	6.8K	QoQ -0.55% (-38) YoY -37.77% (-4.1K)	All Managers (Combined)	$8.2M	2.8% ($8.2M/$293.4M)	QoQ 0.00% (-$776) YoY -38.72% (-$5.2M)
(cusip060505682)✕	3.0K	QoQ -44.35% (-2.4K) YoY -64.57% (-5.4K)	All Managers (Combined)	$3.7M	1.3% ($3.7M/$293.4M)	QoQ -43.66% (-$2.8M) YoY -63.37% (-$6.4M)
PLAINS GP HOLDINGS LP(PAGPcusip72651A207)	164.0K	QoQ NEW(+164.0K) YoY NEW(+164.0K)	All Managers (Combined)	$3.5M	1.2% ($3.5M/$293.4M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
(SPDWcusip78463X889)	89.7K	QoQ -17.47% (-19.0K) YoY -43.53% (-69.2K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$293.4M)	QoQ -11.96% (-$443.9K) YoY -42.63% (-$2.4M)
Blackstone Inc.(BXcusip09260D107)	23.0K	QoQ -34.72% (-12.2K) YoY -59.28% (-33.5K)	All Managers (Combined)	$3.2M	1.1% ($3.2M/$293.4M)	QoQ -47.07% (-$2.9M) YoY -56.67% (-$4.2M)
Apple Inc.(AAPLcusip037833100)	12.1K	QoQ -19.37% (-2.9K) YoY -27.49% (-4.6K)	All Managers (Combined)	$2.7M	0.9% ($2.7M/$293.4M)	QoQ -28.47% (-$1.1M) YoY -6.08% (-$174.6K)
(IEFAcusip46432F842)	31.6K	QoQ +38.74% (+8.8K) YoY +21.83% (+5.7K)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$293.4M)	QoQ +49.34% (+$789.2K) YoY +24.18% (+$465.2K)
TC ENERGY CORP(TRPcusip87807B107)	27.0K	QoQ 0.00% (+0) YoY -3.57% (-1.0K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$293.4M)	QoQ +1.46% (+$18.4K) YoY +13.24% (-$149.1K)
(VIGcusip921908844)	4.5K	QoQ -4.64% (-220) YoY -24.12% (-1.4K)	All Managers (Combined)	$875.5K	0.3% ($875.5K/$293.4M)	QoQ -5.54% (-$51.4K) YoY -19.38% (-$210.5K)
UNION PACIFIC CORP(UNPcusip907818108)	1.3K	QoQ +19.15% (+203) YoY +22.62% (+233)	All Managers (Combined)	$298.4K	0.1% ($298.4K/$293.4M)	QoQ +23.43% (+$56.6K) YoY +17.78% (+$45.1K)
(VTIcusip922908769)	850	QoQ -6.59% (-60) YoY -6.59% (-60)	All Managers (Combined)	$233.6K	0.1% ($233.6K/$293.4M)	QoQ -11.41% (-$30.1K) YoY -1.22% (-$2.9K)