JRM Investment Counsel, LLC

CIK

1631084

Location

OMAHA, NE

Portfolio Value

Small $410,539,335

Diversification

Highly concentrated

Filing Date

Global Rank

#4,339 / 8,794 ▼ 386 · as of Jun 2026

Top Industry

Insurance - Diversified 68.8%

3Y Alpha vs SPY

-5.0%

Period ended 3 months ago

Filed Aug 13, 2026 · 52d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

13 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

46.0%

+1.3 pts

Top 5

96.0%

+0.0 pts

Top 10

99.6%

−0.2 pts

HHI

3,113

Highly concentrated+14

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	58.3%	$239,365,534	5
Financial Services	28.8%	$118,130,211	2
Energy	6.9%	$28,172,602	3
Industrials	5.7%	$23,432,580	2
Technology	0.4%	$1,438,408	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

3 positions

Ticker	Company	Δ Shares	Shares	Value
RGR	Sturm Ruger & Co Inc	+213,000	610,000	$23,088,500
ACSG	American Century Small Cap Growth Insights ETF	+18,372	1,832,160	$188,802,940
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+20	12,481	$1,205,414
No positions match the current search.

Trimmed

Positions the filer reduced

7 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	−12,997	618,971	$44,101,683
CWI	State Street SPDR MSCI ACWI ex-US ETF	−6,205	83,898	$4,227,620
EPD	Enterprise Products Partners L.P.	−3,939	549,345	$20,193,922
AAPL	Apple Inc.	−620	4,971	$1,438,408
BRK-B	Berkshire Hathaway Inc	−360	202,530	$117,807,678
VIG	Vanguard Dividend Appreciation ETF	−72	4,344	$1,027,877
BX	Blackstone Inc.	−45	2,741	$322,533
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

13 tracked positions · $410,539,335 total · filing declares 21 positions · $413,299,533 · as of Jun 30, 2026

All sectors Energy Financial Services Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ACSG	American Century Small Cap Growth Insights ETF	Added	1,832,160	+18,372	$188,802,940	+13.6%	45.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	202,530	-360	$117,807,678	+4.2%	28.70%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	618,971	-12,997	$44,101,683	+8.9%	10.74%
RGR	Sturm Ruger & Co Inc Industrials	Added	610,000	+213,000	$23,088,500	+45.1%	5.62%
EPD	Enterprise Products Partners L.P. Energy	Reduced	549,345	-3,939	$20,193,922	−3.5%	4.92%
PAGP	Plains Gp Holdings LP Energy	Held	255,000	0	$6,188,850	−0.0%	1.51%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Reduced	83,898	-6,205	$4,227,620	+2.8%	1.03%
TRP	Tc Energy Corp Energy	Held	27,000	0	$1,789,830	+5.9%	0.44%
AAPL	Apple Inc. Technology	Reduced	4,971	-620	$1,438,408	+1.4%	0.35%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	12,481	+20	$1,205,414	—	0.29%
VIG	Vanguard Dividend Appreciation ETF	Reduced	4,344	-72	$1,027,877	+8.2%	0.25%
UNP	Union Pacific Corp Industrials	Held	1,265	0	$344,080	+12.1%	0.08%
BX	Blackstone Inc. Financial Services	Reduced	2,741	-45	$322,533	+0.7%	0.08%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.