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Daniel Investment Group

Latest statistics and disclosures from Daniel Investment Group's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002144243

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Positions held by Daniel Investment Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Daniel Investment Group

Daniel Investment Group holds 33 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Berkshire Hathaway Inc Del Cl B New (BRK.B)	56.5	$95M	191k	500.39	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	6.2	$11M	126k	83.75	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	5.9	$10M	235k	42.59	View chart
JPMorgan Chase & Co. (JPM)	4.2	$7.2M	22k	327.34	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.3	$5.6M	24k	236.62	View chart
Alphabet Cap Stk Cl C (GOOG)	2.8	$4.7M	13k	353.32	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.7	$4.5M	21k	212.77	View chart
Markel Corporation (MKL)	2.4	$4.1M	2.1k	1953.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.1	$3.6M	12k	303.13	View chart
Apple (AAPL)	2.0	$3.4M	12k	289.35	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	1.8	$3.1M	33k	93.38	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$2.7M	33k	80.57	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$2.3M	39k	59.69	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	1.3	$2.2M	3.00	748850.00	View chart
Amazon (AMZN)	0.8	$1.4M	5.7k	238.34	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.8	$1.3M	1.9k	686.81	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$990k	2.8k	357.37	View chart
Meta Platforms Cl A (META)	0.4	$670k	1.2k	563.29	View chart
Microsoft Corporation (MSFT)	0.4	$634k	1.7k	372.91	View chart
Invesco Exchange Traded Fd T S&p Midcap 400 (GRPM)	0.3	$570k	4.4k	130.17	View chart
Sun Communities (SUI)	0.3	$503k	4.2k	119.91	View chart
Allstate Corporation (ALL)	0.3	$476k	2.0k	237.94	View chart
NVIDIA Corporation (NVDA)	0.3	$432k	2.2k	200.07	View chart
Progressive Corporation (PGR)	0.2	$416k	1.9k	218.40	View chart
CMS Energy Corporation (CMS)	0.2	$385k	5.0k	76.50	View chart
Walt Disney Company (DIS)	0.2	$326k	3.4k	96.25	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$309k	1.4k	217.94	View chart
Flagstar Bank National Assoc Com New (FLG)	0.2	$307k	21k	14.94	View chart
Costco Wholesale Corporation (COST)	0.2	$306k	327.00	935.47	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$231k	1.5k	156.95	View chart
Ford Motor Company (F)	0.1	$170k	12k	13.90	View chart
Kopin Corporation (KOPN)	0.1	$130k	29k	4.48	View chart
Milestone Scientific Com New (MLSS)	0.0	$4.2k	13k	0.32	View chart

Past Filings by Daniel Investment Group

SEC 13F filings are viewable for Daniel Investment Group going back to 2026

Daniel Investment Group 2026 Q2 filed Aug. 3, 2026

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