Daniel Investment Group
Daniel Investment Group reported 33 stocks worth $169M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are BRK.B (56.5%), VEU (6.2%) and BN (5.9%).
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 1 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $95.4M | 56.5% | 191K | – | 1 of 1 | |
| 2 |  VEU Vanguard Intl Equity Index F | $10.5M | 6.2% | 126K | – | 1 of 1 | |
| 3 |  BN Brookfield Corp Fclass A | $10M | 5.9% | 235K | – | 1 of 1 | |
| 4 |  JPM Jpmorgan Chase & Co. | $7.2M | 4.3% | 22K | – | 1 of 1 | |
| 5 |  VIG Vanguard Dividend Appreciation ETF | $5.6M | 3.3% | 24K | – | 1 of 1 | |
| 6 |  GOOG Alphabet Inc | $4.7M | 2.8% | 13K | – | 1 of 1 | |
| 7 |  RSP Invesco Exchange Traded FD T | $4.5M | 2.7% | 21K | – | 1 of 1 | |
| 8 |  MKL Markel Group Inc | $4.1M | 2.4% | 2,101 | – | 1 of 1 | |
| 9 |  VB Vanguard Index Fds | $3.6M | 2.1% | 12K | – | 1 of 1 | |
| 10 |  AAPL Apple Inc | $3.4M | 2.0% | 12K | – | 1 of 1 |
Positions at Jun 30, 2026, as reported. Change is against the fund's previous filing; weight is the share of the fund's reported stocks.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 3, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Daniel Investment Group 13F FAQ
What does Daniel Investment Group own?
Daniel Investment Group reported 33 stocks worth $169M in its 13F filing for Q2 2026, filed Aug 3, 2026. Its largest holdings are BRK.B (56.5%), VEU (6.2%) and BN (5.9%). The table above lists every position in the filing (the top 10 without an account).
What did Daniel Investment Group buy and sell in Q2 2026?
This is the first quarter we have for this fund, so there is nothing to compare with yet.
When will Daniel Investment Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Daniel Investment Group's portfolio worth?
The Q2 2026 filing reports $169M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.