JRM Investment Counsel, LLC
Net buyer this quarter
$413M
9
+$7.55M
41.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $101M | 24.52% | Not reported | -0.2% | Q4 2014 |
 RGR | $23.1M | 5.59% | 3.83% | +53.7% | Q1 2026 |
 EPD | $20.2M | 4.89% | 0.03% | -0.7% | Q4 2014 |
| BRK.A | $16.5M | 3.99% | Not reported | Not reported | Q4 2014 |
 PAGP | $6.19M | 1.50% | 0.13% | Not reported | Q2 2017 |
 TRP | $1.79M | 0.43% | Not reported | Not reported | Q2 2019 |
 AAPL | $1.44M | 0.35% | 0.00% | -11.1% | Q4 2014 |
 UNP | $344K | 0.08% | 0.00% | Not reported | Q3 2023 |
 BX | $323K | 0.08% | 0.00% | -1.6% | Q4 2014 |
| Q1 2026 | |||||
| BRK.B | $97.2M | 25.90% | Not reported | +0.9% | Q4 2014 |
| EPD | $20.9M | 5.58% | 0.03% | +2.2% | Q4 2014 |
| RGR | $15.9M | 4.24% | 2.49% | New | Q1 2026 |
| BRK.A | $15.8M | 4.21% | Not reported | Not reported | Q4 2014 |
| PAGP | $6.19M | 1.65% | 0.13% | +11.4% | Q2 2017 |
| TRP | $1.69M | 0.45% | Not reported | Not reported | Q2 2019 |
| AAPL | $1.42M | 0.38% | 0.00% | -14.6% | Q4 2014 |
| BX | $320K | 0.09% | 0.00% | -5.7% | Q4 2014 |
| UNP | $307K | 0.08% | 0.00% | Not reported | Q3 2023 |
| Q4 2025 | |||||
| BRK.B | $101M | 29.24% | Not reported | +1.2% | Q4 2014 |
| EPD | $17.4M | 5.02% | 0.03% | +1.4% | Q4 2014 |
| BRK.A | $16.6M | 4.80% | Not reported | Not reported | Q4 2014 |
| PAGP | $4.38M | 1.27% | 0.12% | Not reported | Q2 2017 |
 CG | $3.25M | 0.94% | 0.02% | +1.3% | Q4 2014 |
| AAPL | $1.78M | 0.51% | 0.00% | -3.9% | Q4 2014 |
| TRP | $1.49M | 0.43% | Not reported | Not reported | Q2 2019 |
| BX | $455K | 0.13% | 0.00% | -12.7% | Q4 2014 |
| UNP | $293K | 0.08% | 0.00% | Not reported | Q3 2023 |
| Q3 2025 | |||||
| BRK.B | $100M | 29.92% | Not reported | 0.0% | Q4 2014 |
| EPD | $16.7M | 5.00% | 0.02% | +2.1% | Q4 2014 |
| BRK.A | $16.6M | 4.97% | Not reported | Not reported | Q4 2014 |
| PAGP | $4.18M | 1.25% | 0.12% | +4.6% | Q2 2017 |
| CG | $3.4M | 1.02% | 0.02% | Not reported | Q4 2014 |
| AAPL | $1.73M | 0.52% | 0.00% | -2.1% | Q4 2014 |
| TRP | $1.47M | 0.44% | Not reported | Not reported | Q2 2019 |
| BX | $578K | 0.17% | 0.00% | -57.8% | Q4 2014 |
| UNP | $299K | 0.09% | 0.00% | Not reported | Q3 2023 |