Jrm Investment Counsel, LLC Portfolio Holdings

Jrm Investment Counsel, LLC

  • $334 Billion
  • Q3 2025

Jrm Investment Counsel, LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $334 Billion distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $100B, Vanguard Ftse Developed Market with a value of $37.1B, American Centy ETF Tr Avantis with a value of $35.2B, American Centy ETF Tr Avantis with a value of $34.8B, and American Centy ETF Tr Avantis with a value of $23.4B.

Examining the 13F form we can see an increase of $23B in the current position value, from $311B to 334B.

Below you can find more details about Jrm Investment Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $334 Billion
ETFs: $151 Billion
Financial Services: $121 Billion
Energy: $22.3 Billion
Technology: $1.73 Billion
Industrials: $299 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$662B
$100 Billion 29.92% of portfolio
198,831
Q3 2025 Added 0.02%
$0
$37.1 Billion 11.11% of portfolio
619,537
Q3 2025 Reduced 0.6%
$0
$35.2 Billion 10.54% of portfolio
487,352
Q3 2025 Added 0.44%
$0
$34.8 Billion 10.43% of portfolio
320,470
Q3 2025 Reduced 1.28%
$0
$23.4 Billion 7.01% of portfolio
311,836
Q3 2025 Added 4.2%
$0
$18.4 Billion 5.5% of portfolio
232,924
Q3 2025 Added 4.92%
$0
$17.3 Billion 5.17% of portfolio
173,495
Q3 2025 Added 7.97%
$70.2B
$16.7 Billion 5.0% of portfolio
533,937
Q3 2025 Added 2.09%
$453B
$16.6 Billion 4.97% of portfolio
22
Q4 2023 New
$0
$13.7 Billion 4.1% of portfolio
153,715
Q3 2025 Added 5.62%
$3.47B
$4.18 Billion 1.25% of portfolio
229,000
Q3 2025 Added 4.57%
$0
$3.8 Billion 1.14% of portfolio
88,913
Q3 2025 Reduced 2.13%
$19.3B
$3.4 Billion 1.02% of portfolio
54,240
Q3 2025 New
Wells Fargo CO New
-
$2.33 Billion 0.7% of portfolio
-
Q3 2025 Reduced 10.0%
$4.3T
$1.73 Billion 0.52% of portfolio
6,811
Q3 2025 Reduced 2.08%
$55.9B
$1.47 Billion 0.44% of portfolio
27,000
Q2 2024 Reduced 3.57%
$0
$922 Million 0.28% of portfolio
4,274
Q3 2025 Reduced 3.22%
Bank America Corp
-
$729 Million 0.22% of portfolio
-
Q3 2025 Reduced 16.57%
$98.1B
$578 Million 0.17% of portfolio
3,384
Q3 2025 Reduced 57.83%
$136B
$299 Million 0.09% of portfolio
1,265
Q2 2025 Added 0.16%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $334 Billion
  • Prior Value $311 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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