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Phil McDonnell

Jrm Investment Counsel, Llc

Assets Managed
$375.409M
Holdings
21
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
8.59%(2Q avg: 6.04%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Jrm Investment Counsel, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 21 positions.

Assets under management

The assets under management (AUM) of Jrm Investment Counsel, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 375.409M in assets, with a quarterly growth rate of 8.59% and a 2-quarter average growth rate of 6.04%. The portfolio is managed by Phil McDonnell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.86%
25.9%
$97.214M
202,868 shares@ $479.21 avg price
AVLV
Avantis Us Large Cap Value
Recent Activity
Increased 6.64%
11.43%
$42.898M
532,169 shares@ $80.62 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.04%
10.79%
$40.497M
631,968 shares@ $64.09 avg price
AVUS
Avantis U.s. Equity Etf
Recent Activity
Decreased -3.48%
9.19%
$34.499M
310,296 shares@ $111.19 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Increased 6.3%
7.23%
$27.131M
336,701 shares@ $80.58 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 18.02%
6.08%
$22.802M
206,412 shares@ $110.47 avg price
AVDE
Avantis International Equity
Recent Activity
Increased 7.8%
5.8%
$21.744M
256,291 shares@ $84.84 avg price
EPD
Enterprise Products Partners
Recent Activity
Increased 2.24%
5.58%
$20.936M
553,284 shares@ $37.85 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
Increased 9.81%
4.58%
$17.168M
171,919 shares@ $99.86 avg price
RGR
Sturm Ruger & Co Inc
Recent Activity
New Position
4.24%
$15.916M
397,000 shares@ $40.09 avg price

1-10 of 21