§ 13F · FUND PROFILE
Daniel Investment Group, Inc..
AUM · $169M (13F)Positions · 33Turnover · n/a · Q2Filed · Aug 3, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$169M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 191K | $95M | 56.5% | NEW |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | 126K | $11M | 6.2% | NEW |
| 3 | BN | BROOKFIELD CORP | 235K | $10M | 5.9% | NEW |
| 4 | JPM | JPMORGAN CHASE & CO | 22K | $7M | 4.2% | NEW |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | 24K | $6M | 3.3% | NEW |
| 6 | GOOG | ALPHABET INC | 13K | $5M | 2.8% | NEW |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 21K | $5M | 2.7% | NEW |
| 8 | MKL | MARKEL GROUP INC | 2K | $4M | 2.4% | NEW |
| 9 | VB | VANGUARD INDEX FDS | 12K | $4M | 2.1% | NEW |
| 10 | AAPL | APPLE INC | 12K | $3M | 2.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DANIEL SIGNAL
AC read
Daniel Investment Group, Inc. is a institutional fund managing $169 million in assets. The fund runs a portfolio of 33 positions.
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