JRM Investment Counsel, LLC Portfolio Holdings
Q3 2025•19 long positions•$331.0M portfolio value
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Holding19 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Insurance - Diversified Financial Services | $100.0M 30.2% | +$19.6K Bought | 0.009% 198.8K shares | 198.8K → 198.8K +$19.6K | +0.02% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $37.1M 11.22% | -$222.7K Sold | — 619.5K shares | 623.3K → 619.5K −$222.7K | -0.6% | — — | Q4 2016 Held for 8y 11m | |
ETF ETF | $35.2M 10.64% | +$153.8K Bought | — 487.4K shares | 485.2K → 487.4K +$153.8K | +0.44% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $34.8M 10.52% | -$452.4K Sold | — 320.5K shares | 324.6K → 320.5K −$452.4K | -1.28% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $23.4M 7.08% | +$944.3K Bought | — 311.8K shares | 299.3K → 311.8K +$944.3K | +4.2% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $18.4M 5.55% | +$861.9K Bought | — 232.9K shares | 222.0K → 232.9K +$861.9K | +4.92% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $17.3M 5.22% | +$1.3M Bought | — 173.5K shares | 160.7K → 173.5K +$1.3M | +7.97% | — — | Q3 2022 Held for 3y 2m | |
Oil & Gas Midstream Energy | $16.7M 5.04% | +$341.6K Bought | 0.025% 533.9K shares | 523.0K → 533.9K +$341.6K | +2.09% | $67.7B Large Cap | Q4 2014 Held for 10y 11m | |
Insurance - Diversified Financial Services | $16.6M 5.01% | — | 0.002% 22.0 shares | — | — | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $13.7M 4.13% | +$728.8K Bought | — 153.7K shares | 145.5K → 153.7K +$728.8K | +5.62% | — — | Q3 2022 Held for 3y 2m | |
Oil & Gas Midstream Energy | $4.2M 1.26% | +$182.4K Bought | 0.116% 229.0K shares | 219.0K → 229.0K +$182.4K | +4.57% | $3.6B Mid Cap | Q1 2025 Held for 8 months | |
ETF ETF | $3.8M 1.15% | -$82.9K Sold | — 88.9K shares | 90.9K → 88.9K −$82.9K | -2.13% | — — | Q4 2017 Held for 7y 11m | |
Asset Management Financial Services | $3.4M 1.03% | +$3.4M Bought | 0.015% 54.2K shares | — | — | $22.7B Large Cap | Q3 2025 Held for 2 months | |
Consumer Electronics Technology | $1.7M 0.524% | -$36.9K Sold | 0.0% 6.8K shares | 7.0K → 6.8K −$36.9K | -2.08% | $3.78T Mega Cap | Q4 2014 Held for 10y 11m | |
Oil & Gas Midstream Energy | $1.5M 0.444% | — | 0.003% 27.0K shares | — | — | $56.6B Large Cap | Q2 2019 Held for 6y 5m | |
ETF ETF | $1.4M 0.434% | -$30.6K Sold | — 16.5K shares | 16.8K → 16.5K −$30.6K | -2.08% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $922.3K 0.279% | -$30.6K Sold | — 4.3K shares | 4.4K → 4.3K −$30.6K | -3.22% | — — | Q4 2022 Held for 2y 11m | |
Asset Management Financial Services | $578.2K 0.175% | -$793.0K Sold | 0.0% 3.4K shares | 8.0K → 3.4K −$793.0K | -57.83% | $133.37B Large Cap | Q4 2014 Held for 10y 11m | |
Railroads Industrials | $299.0K 0.09% | — | 0.0% 1.3K shares | — | — | $140.18B Large Cap | Q3 2023 Held for 2y 2m |
