JRM Investment Counsel, LLC
Top Portfolio Positions
8 positions ·
$143,994,156 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
202,868 | $97,214,345 | 67.51% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
553,284 | $20,936,266 | 14.54% | |
| RGR |
Sturm Ruger & Co Inc
Industrials
|
397,000 | $15,915,730 | 11.05% | |
| PAGP |
Plains Gp Holdings LP
Energy
|
255,000 | $6,191,400 | 4.30% | |
| TRP |
Tc Energy Corp
Energy
|
27,000 | $1,690,200 | 1.17% | |
| AAPL |
Apple Inc.
Technology
|
5,591 | $1,418,939 | 0.99% | |
| BX |
Blackstone Inc.
Financial Services
|
2,786 | $320,362 | 0.22% | |
| UNP |
Union Pacific Corp
Industrials
|
1,265 | $306,914 | 0.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PAGP
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,191,400 | 255,000 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,383,060 | 229,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,176,960 | 229,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,255,170 | 219,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,503,040 | 164,000 | Shares | Sole | 2025-05-14 | |
| 2020-03-31 | $802,398 | 143,030 | Shares | Sole | 2020-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||