Daniel Investment Group, Inc. current holdings: USA Stocks
Daniel Investment Group, Inc. reported $0.13 billion in share positions in stocks (listed in the US), 21 positions, in its Form 13F for the quarter ended 2026-06-30; the largest are BRKB, BN, JPM.
- BRKB: Country of operation —; Class CL B NEW; Shares 190,681; Value $95,414,927.
- BN: Country of operation —; Class CL A LTD VT SH; Shares 235,072; Value $10,011,735.
- JPM: Country of operation United States; Class COM; Shares 21,906; Value $7,170,606.
- GOOG: Country of operation United States; Class CAP STK CL C; Shares 13,371; Value $4,724,214.
Form 13F-HR as filed (SEC CIK 2144243): quarter ended 2026-06-30, filed 2026-08-03. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2026-06-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|
BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 190,681 | $95,414,927 | 72.29% | 2026-06-30 | 2026-08-03 | |
|---|
BN
BROOKFIELD CORP | | CL A LTD VT SH | 235,072 | $10,011,735 | 7.59% | 2026-06-30 | 2026-08-03 | -14.32% |
|---|
JPM
JPMORGAN CHASE & CO | United States | COM | 21,906 | $7,170,606 | 5.43% | 2026-06-30 | 2026-08-03 | +2.34% |
|---|
GOOG
ALPHABET INC | United States | CAP STK CL C | 13,371 | $4,724,214 | 3.58% | 2026-06-30 | 2026-08-03 | -4.53% |
|---|
MKL
MARKEL GROUP INC | United States | COM | 2,101 | $4,104,247 | 3.11% | 2026-06-30 | 2026-08-03 | -10.90% |
|---|
AAPL
APPLE INC | United States | COM | 11,905 | $3,444,719 | 2.61% | 2026-06-30 | 2026-08-03 | |
|---|
AMZN
AMAZON COM INC | United States | COM | 5,718 | $1,362,804 | 1.03% | 2026-06-30 | 2026-08-03 | +3.50% |
|---|
GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,771 | $990,273 | 0.75% | 2026-06-30 | 2026-08-03 | -4.60% |
|---|
META
META PLATFORMS INC | United States | CL A | 1,189 | $669,752 | 0.51% | 2026-06-30 | 2026-08-03 | +31.16% |
|---|
MSFT
MICROSOFT CORP | United States | COM | 1,699 | $633,577 | 0.48% | 2026-06-30 | 2026-08-03 | +36.44% |
|---|
SUI
SUN CMNTYS INC | United States | COM | 4,196 | $503,142 | 0.38% | 2026-06-30 | 2026-08-03 | -6.69% |
|---|
ALL
ALLSTATE CORP | United States | COM | 2,000 | $475,880 | 0.36% | 2026-06-30 | 2026-08-03 | -5.26% |
|---|
NVDA
NVIDIA CORPORATION | United States | COM | 2,158 | $431,757 | 0.33% | 2026-06-30 | 2026-08-03 | +13.55% |
|---|
PGR
PROGRESSIVE CORP | United States | COM | 1,904 | $415,841 | 0.32% | 2026-06-30 | 2026-08-03 | -3.63% |
|---|
CMS
CMS ENERGY CORP | United States | COM | 5,031 | $384,872 | 0.29% | 2026-06-30 | 2026-08-03 | -17.06% |
|---|
DIS
DISNEY WALT CO | United States | COM | 3,391 | $326,384 | 0.25% | 2026-06-30 | 2026-08-03 | +9.52% |
|---|
FLG
FLAGSTAR BANK NATIONAL ASSOC | United States | COM NEW | 20,539 | $306,853 | 0.23% | 2026-06-30 | 2026-08-03 | -20.75% |
|---|
COST
COSTCO WHOLESALE CORPORATION | United States | COM | 327 | $305,899 | 0.23% | 2026-06-30 | 2026-08-03 | -1.16% |
|---|
F
FORD MTR CO | United States | COM | 12,217 | $169,816 | 0.13% | 2026-06-30 | 2026-08-03 | -11.51% |
|---|
KOPN
KOPIN CORP | United States | COM | 29,000 | $129,920 | 0.10% | 2026-06-30 | 2026-08-03 | +6.03% |
|---|
MLSS
MILESTONE SCIENTIFIC INC | United States | COM NEW | 13,076 | $4,197 | 0.00% | 2026-06-30 | 2026-08-03 | +28.13% |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |