Daniel Investment Group, Inc.
Daniel Investment Group, Inc. reported 33 positions worth $168.9M as of June 30, 2026 (13F filed August 3, 2026). Largest holding: BRK-B (56.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BRK-B | SH | $95.4M | 56.49% | 190,681 | — | — | |
| ▸ 2 | VEU | SH | $10.5M | 6.23% | 125,639 | — | — | |
| ▸ 3 | BN | SH | $10.0M | 5.93% | 235,072 | — | — | |
| ▸ 4 | JPM | SH | $7.2M | 4.25% | 21,906 | — | — | |
| ▸ 5 | VIG | SH | $5.6M | 3.33% | 23,748 | — | — | |
| ▸ 6 | GOOG | SH | $4.7M | 2.80% | 13,371 | — | — | |
| ▸ 7 | RSP | SH | $4.5M | 2.67% | 21,153 | — | — | |
| ▸ 8 | MKL | SH | $4.1M | 2.43% | 2,101 | — | — | |
| ▸ 9 | VB | SH | $3.6M | 2.10% | 11,725 | — | — | |
| ▸ 10 | AAPL | SH | $3.4M | 2.04% | 11,905 | — | — |
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Frequently Asked Questions
What stocks does Daniel Investment Group, Inc. hold as of Q2 2026?
Daniel Investment Group, Inc. reported 33 positions worth $168.9M in its Q2 2026 13F filing. Largest positions: BRK-B (56.5%), VEU (6.2%), BN (5.9%), JPM (4.2%) and VIG (3.3%).
What did Daniel Investment Group, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Daniel Investment Group, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.