Daniel Investment Group, Inc.: 13F holdings
CIK 21442432026Q2
| Positions | 33 |
|---|---|
| Reported value | $168.9m |
| Filed | 2026-08-03 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 190,681 | $95.4m | 56.5% |
| VEU VANGUARD INTL EQUITY INDEX F | 125,639 | $10.5m | 6.2% |
| BN BROOKFIELD CORP | 235,072 | $10.0m | 5.9% |
| JPM JPMORGAN CHASE & CO | 21,906 | $7.2m | 4.2% |
| VIG VANGUARD SPECIALIZED FUNDS | 23,748 | $5.6m | 3.3% |
| GOOG ALPHABET INC | 13,371 | $4.7m | 2.8% |
| RSP INVESCO EXCHANGE TRADED FD T | 21,153 | $4.5m | 2.7% |
| MKL MARKEL GROUP INC | 2,101 | $4.1m | 2.4% |
| VB VANGUARD INDEX FDS | 11,725 | $3.6m | 2.1% |
| AAPL APPLE INC | 11,905 | $3.4m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2144243")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.