Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Daniel Investment Group, Inc. (CIK 2144243) reported $168.9M across 33 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: BRK/B ($95.4M, 56.49%), VEU ($10.5M, 6.23%), BN ($10.0M, 5.93%), JPM ($7.2M, 4.25%), VIG ($5.6M, 3.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $95.4M | 56.49% | 190,681 | New |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | $10.5M | 6.23% | 125,639 | New |
| 3 | BN | BROOKFIELD CORP | $10.0M | 5.93% | 235,072 | New |
| 4 | JPM | JPMORGAN CHASE & CO | $7.2M | 4.25% | 21,906 | New |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $5.6M | 3.33% | 23,748 | New |
| 6 | GOOG | ALPHABET INC | $4.7M | 2.80% | 13,371 | New |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $4.5M | 2.66% | 21,153 | New |
| 8 | MKL | MARKEL GROUP INC | $4.1M | 2.43% | 2,101 | New |
| 9 | VB | VANGUARD INDEX FDS | $3.6M | 2.10% | 11,725 | New |
| 10 | AAPL | APPLE INC | $3.4M | 2.04% | 11,905 | New |
| 11 | VIGI | VANGUARD WHITEHALL FDS | $3.1M | 1.83% | 33,096 | New |
| 12 | VO | VANGUARD INDEX FDS | $2.7M | 1.59% | 33,253 | New |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 1.36% | 38,501 | New |
| 14 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $2.2M | 1.33% | 3 | New |
| 15 | AMZN | AMAZON COM INC | $1.4M | 0.81% | 5,718 | New |
| 16 | VOO | VANGUARD INDEX FDS | $1.3M | 0.77% | 1,894 | New |
| 17 | GOOGL | ALPHABET INC | $990,273 | 0.59% | 2,771 | New |
| 18 | META | META PLATFORMS INC | $669,752 | 0.40% | 1,189 | New |
| 19 | MSFT | MICROSOFT CORP | $633,577 | 0.38% | 1,699 | New |
| 20 | GRPM | INVESCO EXCHANGE TRADED FD T | $569,481 | 0.34% | 4,375 | New |
| 21 | SUI | SUN CMNTYS INC | $503,142 | 0.30% | 4,196 | New |
| 22 | ALL | ALLSTATE CORP | $475,880 | 0.28% | 2,000 | New |
| 23 | NVDA | NVIDIA CORPORATION | $431,757 | 0.26% | 2,158 | New |
| 24 | PGR | PROGRESSIVE CORP | $415,841 | 0.25% | 1,904 | New |
| 25 | CMS | CMS ENERGY CORP | $384,872 | 0.23% | 5,031 | New |
Source: SEC Form 13F filings · as of 2026-06-30