Holders — by stockHoldings — by fund
Daniel Investment Group, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002144243
$168.9M
disclosed book value
33
positions
56.5%
largest position share
Positions, as of 2026-06-30
top 33 of 33 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 190,681 | $95.4M | 56.5% |
| 2 | VEUVANGUARD INTL EQUITY INDEX F | 125,639 | $10.5M | 6.2% |
| 3 | BNBROOKFIELD CORP | 235,072 | $10.0M | 5.9% |
| 4 | JPMJPMORGAN CHASE & CO | 21,906 | $7.2M | 4.2% |
| 5 | VIGVANGUARD SPECIALIZED FUNDS | 23,748 | $5.6M | 3.3% |
| 6 | GOOGALPHABET INC | 13,371 | $4.7M | 2.8% |
| 7 | RSPINVESCO EXCHANGE TRADED FD T | 21,153 | $4.5M | 2.7% |
| 8 | MKLMARKEL GROUP INC | 2,101 | $4.1M | 2.4% |
| 9 | VBVANGUARD INDEX FDS | 11,725 | $3.6M | 2.1% |
| 10 | AAPLAPPLE INC | 11,905 | $3.4M | 2% |
| 11 | VIGIVANGUARD WHITEHALL FDS | 33,096 | $3.1M | 1.8% |
| 12 | VOVANGUARD INDEX FDS | 33,253 | $2.7M | 1.6% |
| 13 | VWOVANGUARD INTL EQUITY INDEX F | 38,501 | $2.3M | 1.4% |
| 14 | BRK/ABERKSHIRE HATHAWAY INC DEL | 3 | $2.2M | 1.3% |
| 15 | AMZNAMAZON COM INC | 5,718 | $1.4M | 0.8% |
| 16 | VOOVANGUARD INDEX FDS | 1,894 | $1.3M | 0.8% |
| 17 | GOOGLALPHABET INC | 2,771 | $990,273 | 0.6% |
| 18 | METAMETA PLATFORMS INC | 1,189 | $669,752 | 0.4% |
| 19 | MSFTMICROSOFT CORP | 1,699 | $633,577 | 0.4% |
| 20 | GRPMINVESCO EXCHANGE TRADED FD T | 4,375 | $569,481 | 0.3% |
| 21 | SUISUN CMNTYS INC | 4,196 | $503,142 | 0.3% |
| 22 | ALLALLSTATE CORP | 2,000 | $475,880 | 0.3% |
| 23 | NVDANVIDIA CORPORATION | 2,158 | $431,757 | 0.3% |
| 24 | PGRPROGRESSIVE CORP | 1,904 | $415,841 | 0.2% |
| 25 | CMSCMS ENERGY CORP | 5,031 | $384,872 | 0.2% |
| 26 | DISDISNEY WALT CO | 3,391 | $326,384 | 0.2% |
| 27 | VTVVANGUARD INDEX FDS | 1,419 | $309,259 | 0.2% |
| 28 | FLGFLAGSTAR BANK NATIONAL ASSOC | 20,539 | $306,853 | 0.2% |
| 29 | COSTCOSTCO WHOLESALE CORPORATION | 327 | $305,899 | 0.2% |
| 30 | VTVANGUARD INTL EQUITY INDEX F | 1,470 | $230,717 | 0.1% |
| 31 | FFORD MTR CO | 12,217 | $169,816 | 0.1% |
| 32 | KOPNKOPIN CORP | 29,000 | $129,920 | 0.1% |
| 33 | MLSSMILESTONE SCIENTIFIC INC | 13,076 | $4,197 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.