Daniel Investment Group, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 3, 2026), Daniel Investment Group, Inc. reported 33 stock positions worth $168.9 million. Its top holding was Berkshire Hathaway Class B (BRK.B) at 56.5% of the portfolio, followed by Vanguard Ftse All-World Ex-U (VEU, 6.2%) and Brookfield (BN, 5.9%).
- Most Recent 13F
- Q2 2026
- Location
- ROYAL OAK, MI
- CIK
- 0002144243
- Portfolio Value
- $168.9M (Q2 2026)
- SEC Filing
- 0002144243-26-000001 ↗ filed Aug 3, 2026
Holdings 33 stocks · $168.9M
| BRK.B Berkshire Hathaway Inc. Class B | 56.49% | 190,681 | $95.4M | — |
| VEU Vanguard Ftse All-World Ex-U | 6.23% | 125,639 | $10.5M | — |
| BN Brookfield Corp. | 5.93% | 235,072 | $10.0M | — |
| JPM JPMorgan Chase & Co. | 4.25% | 21,906 | $7.2M | — |
| VIG Vanguard Dividend Apprec ETF | 3.33% | 23,748 | $5.6M | — |
| GOOG Alphabet Inc. Class C | 2.80% | 13,371 | $4.7M | — |
| RSP Invesco S&P 500 Equal Weight | 2.66% | 21,153 | $4.5M | — |
| MKL Markel Group Inc. | 2.43% | 2,101 | $4.1M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 2.10% | 11,725 | $3.6M | — |
| AAPL Apple Inc. | 2.04% | 11,905 | $3.4M | — |
| VIGI Vanguard Int Div App Indx FD | 1.83% | 33,096 | $3.1M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.59% | 33,253 | $2.7M | — |
| VWO Vanguard Ftse Emerging Marke | 1.36% | 38,501 | $2.3M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 1.33% | 3 | $2.2M | — |
| AMZN Amazon.com Inc. | 0.81% | 5,718 | $1.4M | — |
| VOO Vanguard S&P 500 ETF | 0.77% | 1,894 | $1.3M | — |
| GOOGL Alphabet Inc. Class A | 0.59% | 2,771 | $990K | — |
| META Meta Platforms Inc. Class A | 0.40% | 1,189 | $670K | — |
| MSFT Microsoft Corp. | 0.38% | 1,699 | $634K | — |
| GRPM Invesco S&P Midcap 400 Garp | 0.34% | 4,375 | $569K | — |
| SUI Sun Communities Inc. filed as SUN CMNTYS INC | 0.30% | 4,196 | $503K | — |
| ALL Allstate Corp. | 0.28% | 2,000 | $476K | — |
| NVDA Nvidia Corp. | 0.26% | 2,158 | $432K | — |
| PGR Progressive Corp. | 0.25% | 1,904 | $416K | — |
| CMS CMS Energy Corp. | 0.23% | 5,031 | $385K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 3,391 | $326K | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.18% | 1,419 | $309K | — |
| FLG Flagstar Bank NA | 0.18% | 20,539 | $307K | — |
| COST Costco Wholesale Corp. | 0.18% | 327 | $306K | — |
| VT Vanguard Tot World STK ETF | 0.14% | 1,470 | $231K | — |
| F Ford Motor Co. filed as FORD MTR CO | 0.10% | 12,217 | $170K | — |
| KOPN Kopin Corp. | 0.08% | 29,000 | $130K | — |
| MLSS Milestone Scientific Inc. | 0.00% | 13,076 | $4K | — |
Portfolio Sells Q2 2026
No earlier filing to compare with.
Portfolio Buys Q2 2026
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 33 | $168.9M | BRK.B, VEU, BN, JPM, VIG |