# Daniel Investment Group, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2144243. Source: https://holderbook.com/funds/2144243-daniel-investment-group-inc/

- Reported value: $168.9M
- Positions: 33
- Weight of the ten largest: 88.3%
- Filed: 2026-08-03

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $95.4M | 190,681 | 56.5% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VEU](https://holderbook.com/stocks/VEU/) | $10.5M | 125,639 | 6.2% | 1 |
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $10.0M | 235,072 | 5.9% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $7.2M | 21,906 | 4.2% | 1 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $5.6M | 23,748 | 3.3% | 1 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $4.7M | 13,371 | 2.8% | 1 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $4.5M | 21,153 | 2.7% | 1 |
| MARKEL GROUP INC | [MKL](https://holderbook.com/stocks/MKL/) | $4.1M | 2,101 | 2.4% | 1 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $3.6M | 11,725 | 2.1% | 1 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $3.4M | 11,905 | 2.0% | 1 |
| VANGUARD WHITEHALL FDS | [VIGI](https://holderbook.com/stocks/VIGI/) | $3.1M | 33,096 | 1.8% | 1 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $2.7M | 33,253 | 1.6% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $2.3M | 38,501 | 1.4% | 1 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $2.2M | 3 | 1.3% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.4M | 5,718 | 0.8% | 1 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.3M | 1,894 | 0.8% | 1 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $990.3K | 2,771 | 0.6% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $669.8K | 1,189 | 0.4% | 1 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $633.6K | 1,699 | 0.4% | 1 |
| INVESCO EXCHANGE TRADED FD T | [GRPM](https://holderbook.com/stocks/GRPM/) | $569.5K | 4,375 | 0.3% | 1 |
| SUN CMNTYS INC | [SUI](https://holderbook.com/stocks/SUI/) | $503.1K | 4,196 | 0.3% | 1 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $475.9K | 2,000 | 0.3% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $431.8K | 2,158 | 0.3% | 1 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $415.8K | 1,904 | 0.2% | 1 |
| CMS ENERGY CORP | [CMS](https://holderbook.com/stocks/CMS/) | $384.9K | 5,031 | 0.2% | 1 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $326.4K | 3,391 | 0.2% | 1 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $309.3K | 1,419 | 0.2% | 1 |
| FLAGSTAR BANK NATIONAL ASSOC | [FLG](https://holderbook.com/stocks/FLG/) | $306.9K | 20,539 | 0.2% | 1 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $305.9K | 327 | 0.2% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $230.7K | 1,470 | 0.1% | 1 |
| FORD MTR CO | [F](https://holderbook.com/stocks/F/) | $169.8K | 12,217 | 0.1% | 1 |
| KOPIN CORP | [KOPN](https://holderbook.com/stocks/KOPN/) | $129.9K | 29,000 | 0.1% | 1 |
| MILESTONE SCIENTIFIC INC | [MLSS](https://holderbook.com/stocks/MLSS/) | $4.2K | 13,076 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $168.9M | 33 |