Daniel Investment Group

Daniel Investment Group as of June 30, 2026

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