JRM Investment Counsel, LLC
RIA/Wealth
JRM Investment Counsel, LLC is a RIA/Wealth led by Lauren Marie Mcdonnell, reporting $545.3M in AUM as of Q3 2025 with 56% ETF concentration, 95% concentrated in top 10 holdings, and 30% allocation to BRK.B.
PresidentLauren Marie Mcdonnell
- Portfolio Value
- $331.0M
- Positions
- 19
- Top Holding
- BRK.B at 30.2%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in JRM Investment Counsel, LLC's portfolio (94.6% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $100.0M | 30.20% | +$19.6K Bought | 0.01% 198.8K shares | |
ETF ETF | $37.1M | 11.22% | -$222.7K Sold | — 619.5K shares | |
ETF ETF | $35.2M | 10.64% | +$153.8K Bought | — 487.4K shares | |
ETF ETF | $34.8M | 10.52% | -$452.4K Sold | — 320.5K shares | |
ETF ETF | $23.4M | 7.08% | +$944.3K Bought | — 311.8K shares | |
ETF ETF | $18.4M | 5.55% | +$861.9K Bought | — 232.9K shares | |
ETF ETF | $17.3M | 5.22% | +$1.3M Bought | — 173.5K shares | |
Oil & Gas Midstream Energy | $16.7M | 5.04% | +$341.6K Bought | 0.02% 533.9K shares | |
Insurance - Diversified Financial Services | $16.6M | 5.01% | — | 0.00% 22.0 shares | |
ETF ETF | $13.7M | 4.13% | +$728.8K Bought | — 153.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in JRM Investment Counsel, LLC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+7.97% | |
+5.62% | |
+4.92% | |
+4.57% | |
+4.2% |
Decreased Positions
| Position | Shares Δ |
|---|---|
-57.83% | |
-3.22% | |
-2.13% | |
-2.08% | |
-2.08% |
Analytics
Portfolio insights and performance metrics for JRM Investment Counsel, LLC
GthenA