Returns–Not enough quarters yet
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $95.4M | 56.5% | |
| VEUVanguard Intl Equity Index F | $10.5M | 6.2% | |
| BNBrookfield Corp | $10.0M | 5.9% | |
| JPMJpmorgan Chase & Co | $7.2M | 4.2% | |
| VIGVanguard Specialized Funds | $5.6M | 3.3% | |
| GOOGAlphabet Inc | $4.7M | 2.8% | |
| RSPInvesco Exchange Traded Fd T | $4.5M | 2.7% | |
| MKLMarkel Group Inc | $4.1M | 2.4% | |
| VBVanguard Index Fds | $3.6M | 2.1% | |
| AAPLApple Inc | $3.4M | 2.0% | |
| VIGIVanguard Whitehall Fds | $3.1M | 1.8% | |
| VOVanguard Index Fds | $2.7M | 1.6% | |
| VWOVanguard Intl Equity Index F | $2.3M | 1.4% | |
| BRK/ABerkshire Hathaway Inc Del | $2.2M | 1.3% | |
| AMZNAmazon Com Inc | $1.4M | 0.8% | |
| VOOVanguard Index Fds | $1.3M | 0.8% | |
| GOOGLAlphabet Inc | $990K | 0.6% | |
| METAMeta Platforms Inc | $670K | 0.4% | |
| MSFTMicrosoft Corp | $634K | 0.4% | |
| GRPMInvesco Exchange Traded Fd T | $569K | 0.3% | |
| SUISun Cmntys Inc | $503K | 0.3% | |
| ALLAllstate Corp | $476K | 0.3% | |
| NVDANvidia Corporation | $432K | 0.3% | |
| PGRProgressive Corp | $416K | 0.2% | |
| CMSCms Energy Corp | $385K | 0.2% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Daniel Investment Group, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2144243&type=13F-HR&dateb=&owner=include&count=40CIK 2144243
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2144243/000214424326000001/Filed August 3, 2026 · accession 0002144243-26-000001