Daniel Investment Group, Inc.
Clone Performance
Aug 2026–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 1 quarter. Past performance does not predict future results.
Portfolio Concentration
24 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 76.5% | $120,145,555 |
| Unclassified | 14.5% | $22,786,103 |
| Communication Services | 4.3% | $6,710,781 |
| Technology | 3.0% | $4,640,304 |
| Consumer Cyclical | 1.0% | $1,532,644 |
| Real Estate | 0.3% | $503,142 |
| Utilities | 0.2% | $384,871 |
| Consumer Defensive | 0.2% | $305,898 |
| Healthcare | 0.0% | $4,184 |
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
First | 190,684 | $97,661,415 | 62.20% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
First | 125,639 | $10,522,266 | 6.70% | |
| BN |
BROOKFIELD Corp /ON/
Financial Services
|
First | 235,072 | $10,011,716 | 6.38% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 21,906 | $7,170,490 | 4.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 16,142 | $5,714,647 | 3.64% | |
| VIG |
Vanguard Dividend Appreciation ETF
|
First | 23,748 | $5,619,251 | 3.58% | |
| MKL |
Markel Group Inc.
Financial Services
|
First | 2,101 | $4,103,274 | 2.61% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
First | 11,725 | $3,554,082 | 2.26% | |
| AAPL |
Apple Inc.
Technology
|
First | 11,905 | $3,444,830 | 2.19% | |
| VIGI |
Vanguard International Dividend Appreciation ETF
|
First | 33,096 | $3,090,504 | 1.97% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 5,718 | $1,362,828 | 0.87% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 1,189 | $669,751 | 0.43% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,699 | $633,760 | 0.40% | |
| SUI |
Sun Communities Inc
Real Estate
|
First | 4,196 | $503,142 | 0.32% | |
| ALL |
Allstate Corp
Financial Services
|
First | 2,000 | $475,880 | 0.30% | |
| NVDA |
Nvidia Corp
Technology
|
First | 2,158 | $431,794 | 0.28% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
First | 1,904 | $415,928 | 0.26% | |
| CMS |
Cms Energy Corp
Utilities
|
First | 5,031 | $384,871 | 0.25% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 3,391 | $326,383 | 0.21% | |
| FLG |
Flagstar Bank, National Association
Financial Services
|
First | 20,539 | $306,852 | 0.20% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
First | 327 | $305,898 | 0.19% | |
| F |
Ford Motor Co
Consumer Cyclical
|
First | 12,217 | $169,816 | 0.11% | |
| KOPN |
Kopin Corp
Technology
|
First | 29,000 | $129,920 | 0.08% | |
| MLSS |
Milestone Scientific Inc.
Healthcare
|
First | 13,076 | $4,184 | 0.00% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.