StockDriftsStockDriftsTop 33 Daniel Investment Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 56.49% | 190.7K | $95.4M | new | $487.53(+7.35%) | 2026-06-30 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 6.23% | 125.6K | $10.5M | new | $78.25(+9.01%) | 2026-06-30 | |
| BN | BROOKFIELD CORP | 5.93% | 235.1K | $10.0M | new | $40.66(+10.54%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 4.25% | 21.9K | $7.2M | new | $305.55(+18.31%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.33% | 23.7K | $5.6M | new | $223.66(+10.26%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.8% | 13.4K | $4.7M | new | $313.24(+11.89%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 2.66% | 21.2K | $4.5M | new | $200.42(+10.17%) | 2026-06-30 | |
| MKL | MARKEL GROUP INC | 2.43% | 2.1K | $4.1M | new | $1919.74(-3.92%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 2.1% | 11.7K | $3.6M | new | $278.48(+10.03%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.04% | 11.9K | $3.4M | new | $267.99(+14.43%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Daniel Investment Group, Inc. reports $168.90M in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are BRK.B (56.5%), VEU (6.2%) and BN (5.9%). The top 20 holdings account for 97.66% of reported assets. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from Daniel Investment Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2144243). View Daniel Investment Group, Inc.’s 13F filings on SEC