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Funds / Jrm Investment Counsel, LLC
Institutional Fund

Jrm Investment Counsel, LLC

Omaha, NECIK 16310845 filings on record

Portfolio Value
$375.41M
Q1 2026
Holdings
21
Reported positions
New Buys
1
Opened this quarter
QoQ Change
+8.6%
from $345.72M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Berkshire Hathaway Inc Del25.9%
  • American Centy ETF Tr11.4%
  • Vanguard Tax-Managed Fds10.8%
  • American Centy ETF Tr9.2%
  • American Centy ETF Tr7.2%
  • American Centy ETF Tr6.1%
  • Other29.4%

Portfolio Holdings

21 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Berkshire Hathaway Inc Del202.9K$97.21M25.9%+1.7KAdded
2American Centy ETF Tr532.2K$42.90M11.4%+33.1KAdded
3Vanguard Tax-Managed Fds632.0K$40.50M10.8%+245Added
4American Centy ETF Tr310.3K$34.50M9.2%11.2KReduced
5American Centy ETF Tr336.7K$27.13M7.2%+19.9KAdded
6American Centy ETF Tr206.4K$22.80M6.1%+31.5KAdded
7American Centy ETF Tr256.3K$21.74M5.8%+18.5KAdded
8Enterprise Prods Partners L553.3K$20.94M5.6%+12.1KAdded
9American Centy ETF Tr171.9K$17.17M4.6%+15.4KAdded
10Sturm Ruger & Co Inc397.0K$15.92M4.2%+397.0KNew

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