Daniel Investment Group, Inc. holds a concentrated book of 33 stocks worth $168.9M as of Q2 2026 (disclosed Aug 3, 2026, a ~34-day 13F lag). Their largest long position is Berkshire Hathaway Inc-CL B at 56% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
79% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Daniel Investment Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 33 / 33 | $374.6B |
| JPMorgan Chase & Co | 33 / 33 | $334.4B |
| UBS Group AG | 33 / 33 | $93.4B |
| LPL Financial LLC | 33 / 33 | $42.3B |
| HighTower Advisors, LLC | 33 / 33 | $18.5B |
| Cetera Investment Advisers | 33 / 33 | $12.7B |
| BlackRock, Inc. | 32 / 33 | $1.5T |
| FMR LLC | 32 / 33 | $605.1B |
Ranked by the share of each fund's own book sitting in the names it shares with Daniel Investment Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $95.4M | 190.7K | 56.5% | ▲New New position | |
| 2 | Vanguard Intl Equity Index F ALLWRLD EX US | $10.5M | 125.6K | 6.2% | ▲New New position | |
| 3 | Brookfield Corp CL A LTD VT SH | $10.0M | 235.1K | 5.9% | ▲New New position | |
| 4 | JPMorgan Chase & Co COM | $7.2M | 21.9K | 4.2% | ▲New New position | |
| 5 | Vanguard Specialized Funds DIV APP ETF | $5.6M | 23.7K | 3.3% | ▲New New position | |
| 6 | Alphabet Inc CAP STK CL C | $4.7M | 13.4K | 2.8% | ▲New New position | |
| 7 | Invesco Exchange Traded FD T S&P500 EQL WGT | $4.5M | 21.2K | 2.7% | ▲New New position | |
| 8 | Markel Group Inc COM | $4.1M | 2.1K | 2.4% | ▲New New position | |
| 9 | Vanguard Index FDS SMALL CP ETF | $3.6M | 11.7K | 2.1% | ▲New New position | |
| 10 | Apple Inc COM | $3.4M | 11.9K | 2.0% | ▲New New position | |
| 11 | Vanguard Whitehall FDS INTL DVD ETF | $3.1M | 33.1K | 1.8% | ▲New New position | |
| 12 | Vanguard Index FDS MID CAP ETF | $2.7M | 33.3K | 1.6% | ▲New New position | |
| 13 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.3M | 38.5K | 1.4% | ▲New New position | |
| 14 | Berkshire Hathaway Inc Del CL A | $2.2M | 3 | 1.3% | ▲New New position | |
| 15 | Amazon Com Inc COM | $1.4M | 5.7K | 0.8% | ▲New New position | |
| 16 | Vanguard Index FDS S&P 500 ETF SHS | $1.3M | 1.9K | 0.8% | ▲New New position | |
| 17 | Alphabet Inc CAP STK CL A | $990K | 2.8K | 0.6% | ▲New New position | |
| 18 | Meta Platforms Inc CL A | $670K | 1.2K | 0.4% | ▲New New position | |
| 19 | Microsoft Corp COM | $634K | 1.7K | 0.4% | ▲New New position | |
| 20 | Invesco Exchange Traded FD T S&P MIDCAP 400 | $569K | 4.4K | 0.3% | ▲New New position | |
| 21 | Sun Cmntys Inc COM | $503K | 4.2K | 0.3% | ▲New New position | |
| 22 | Allstate Corp COM | $476K | 2.0K | 0.3% | ▲New New position | |
| 23 | Nvidia Corporation COM | $432K | 2.2K | 0.3% | ▲New New position | |
| 24 | Progressive Corp COM | $416K | 1.9K | 0.2% | ▲New New position | |
| 25 | CMS Energy Corp COM | $385K | 5.0K | 0.2% | ▲New New position | |
| 26 | Disney Walt Co COM | $326K | 3.4K | 0.2% | ▲New New position | |
| 27 | Vanguard Index FDS VALUE ETF | $309K | 1.4K | 0.2% | ▲New New position | |
| 28 | Flagstar Bank National Assoc COM NEW | $307K | 20.5K | 0.2% | ▲New New position | |
| 29 | Costco Wholesale Corporation COM | $306K | 327 | 0.2% | ▲New New position | |
| 30 | Vanguard Intl Equity Index F TT WRLD ST ETF | $231K | 1.5K | 0.1% | ▲New New position | |
| 31 | Ford MTR Co COM | $170K | 12.2K | 0.1% | ▲New New position | |
| 32 | Kopin Corp COM | $130K | 29.0K | 0.1% | ▲New New position | |
| 33 | Milestone Scientific Inc COM NEW | $4K | 13.1K | 0.0% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2144243/holdings"
Use Arkolith to show Daniel Investment Group, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 3, 2026 | 33 | $168.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.