JRM Investment Counsel, LLC

All 13F Filings

Location
Omaha, NE
Most recent 13F
Q1 2026
Holdings value ($000)
375,409
Description
Website
Founded
Chairman
CEO
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q1 2026 5/14/2026 21 375,409 13F-HR JRM Investment Counsel, LLC
Q4 2025 2/12/2026 21 345,724 13F-HR JRM Investment Counsel, LLC
Q3 2025 11/12/2025 21 334,059 13F-HR JRM Investment Counsel, LLC
Q2 2025 8/13/2025 20 311,064 13F-HR JRM Investment Counsel, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 162.5 K 43.3% 0 126.8 K -126.8 K
ETFs 212.9 K 56.7% 156.4 K 0 156.4 K
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Fund Snapshot

Q1 2026
Latest filed
5/14/2026
Total value ($000)
375,409
Holdings
21
QoQ value change ($000)
29,685 (8.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.