Daniel Investment Group, Inc.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Mar 2026 to Oct 2026 | $210,062,660 | Individuals and high net worth (100%) |
| Dec 2025 to Feb 2026 | $0 | — |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 88.4%; sector active share 67.5% against the combined 13F book's sector weights.
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
33 tracked positions · as of Jun 30, 2026Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 71.1% | $120,145,555 |
| Unclassified | 20.5% | $34,674,413 |
| Communication Services | 4.0% | $6,710,781 |
| Technology | 2.7% | $4,640,304 |
| Consumer Cyclical | 0.9% | $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 | 190,681 | $95,414,865 | 56.49% | |
| VEU |
Vanguard International Equity Index Funds
|
First | 125,639 | $10,522,266 | 6.23% | |
| BN |
BROOKFIELD Corp
Financial Services
|
First | 235,072 | $10,011,716 | 5.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
First | 21,906 | $7,170,490 | 4.25% | |
| VIG |
Vanguard Specialized Funds
|
First | 23,748 | $5,619,251 | 3.33% | |
| GOOG |
Alphabet Inc.
Communication Services
|
First | 13,371 | $4,724,375 | 2.80% | |
| RSP |
Victory Portfolios II
|
First | 21,153 | $4,500,723 | 2.66% | |
| MKL |
Markel Group Inc.
Financial Services
|
First | 2,101 | $4,103,274 | 2.43% | |
| VB |
Vanguard Index Funds
|
First | 11,725 | $3,554,082 | 2.10% | |
| AAPL |
Apple Inc.
Technology
|
First | 11,905 | $3,444,830 | 2.04% | |
| VIGI |
Vanguard Whitehall Funds
|
First | 33,096 | $3,090,504 | 1.83% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
First | 33,253 | $2,679,194 | 1.59% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
First | 38,501 | $2,298,124 | 1.36% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
First | 3 | $2,246,550 | 1.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
First | 5,718 | $1,362,828 | 0.81% | |
| VOO |
VANGUARD 500 INDEX FUND
|
First | 1,894 | $1,300,818 | 0.77% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
First | 2,771 | $990,272 | 0.59% | |
| META |
Meta Platforms, Inc.
Communication Services
|
First | 1,189 | $669,751 | 0.40% | |
| MSFT |
Microsoft Corp
Technology
|
First | 1,699 | $633,760 | 0.38% | |
| GRPM |
Victory Portfolios II
|
First | 4,375 | $569,493 | 0.34% | |
| SUI |
Sun Communities Inc
Real Estate
|
First | 4,196 | $503,142 | 0.30% | |
| ALL |
Allstate Corp
Financial Services
|
First | 2,000 | $475,880 | 0.28% | |
| NVDA |
Nvidia Corp
Technology
|
First | 2,158 | $431,794 | 0.26% | |
| PGR |
Progressive Corp
Financial Services
|
First | 1,904 | $415,928 | 0.25% | |
| CMS |
Cms Energy Corp
Utilities
|
First | 5,031 | $384,871 | 0.23% | |
| DIS |
Walt Disney Co
Communication Services
|
First | 3,391 | $326,383 | 0.19% | |
| VTV |
VANGUARD VALUE INDEX FUND
|
First | 1,419 | $309,242 | 0.18% | |
| FLG |
Flagstar Bank, National Association
Financial Services
|
First | 20,539 | $306,852 | 0.18% | |
| COST |
Costco Wholesale Corp
Consumer Defensive
|
First | 327 | $305,898 | 0.18% | |
| VT |
VANGUARD TOTAL WORLD STOCK INDEX FUND
|
First | 1,470 | $230,716 | 0.14% | |
| F |
Ford Motor Co
Consumer Cyclical
|
First | 12,217 | $169,816 | 0.10% | |
| 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.