Daniel Investment Group, Inc. reported 33 holdings worth US$169M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 3, 2026
Daniel Investment Group, Inc. reported 33 holdings worth US$169M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Brookfield Corporation and Jp Morgan Chase & Co. Filed Aug 3, 2026 (Form 13F).
- Holdings
- 33
- Value as reported
- US$169M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Berkshire Hathaway Inc. | 195K | US$97.7M | 57.8% |
| Brookfield Corporation | 235K | US$10M | 5.9% |
| Jp Morgan Chase & Co. | 21,906 | US$7.17M | 4.2% |
| Alphabet Inc (google) Class C | 15,991 | US$5.71M | 3.4% |
| Markel Group Inc. | 2,101 | US$4.1M | 2.4% |
| Apple Inc | 11,905 | US$3.44M | 2.0% |
| Amazon.com, Inc. | 5,718 | US$1.36M | 0.81% |
| Meta Platforms, Inc. | 1,189 | US$670K | 0.40% |
| Microsoft Corp. | 1,699 | US$634K | 0.38% |
| Sun Communities, Inc. | 4,196 | US$503K | 0.30% |
| Allstate Corporation (the) | 2,000 | US$476K | 0.28% |
| Nvidia Corporation | 2,158 | US$432K | 0.26% |
| Progressive Corporation (the) | 1,904 | US$416K | 0.25% |
| Cms Energy Corporation | 5,031 | US$385K | 0.23% |
| Walt Disney Company (the) | 3,391 | US$326K | 0.19% |
| Flagstar Bank, N.a. | 20,539 | US$307K | 0.18% |
| Costco Wholesale Corporation | 327 | US$306K | 0.18% |
| Ford Mtr Co Del | 12,217 | US$170K | 0.10% |
| Kopin Corporation | 29,000 | US$130K | 0.08% |
| Milestone Scientific, Inc. | 13,076 | US$4,197 | <0.01% |