Daily Journal portfolio
Investment firm, Los Angeles · 13F holdings for the quarter ended June 30, 2026
Filed with the SEC July 16, 2026 · Next filing due by November 14, 2026
Reported value
$256.7M
up from $240.7M in Q1 2026
Positions
4
4 last quarter
Top 10 holdings
100.0%
of the portfolio
This quarter
0 new · 0 sold
0 added to, 0 trimmed
What Daily Journal did in Q2 2026
Daily Journal opened no new positions, sold none outright and changed none by half or more. Wells Fargo & Company is still the largest holding, at 45.5% of the portfolio.
Top 4 holdings
Values as reported in the 13F, not today’s prices| # | Company | Share of portfolio | Reported value | Change vs Q1 2026 | Held since |
|---|---|---|---|---|---|
| 1 | Wells Fargo & CompanyWFC | 45.5% | $116.8M | No change | Q3 2024 or earlier |
| 2 | Bank Of AmericaBAC | 44.4% | $114.0M | No change | Q3 2024 or earlier |
| 3 | Alibaba Group HoldingBABA | 7.3% | $18.7M | No change | Q3 2024 or earlier |
| 4 | US Bancorp DeUSB | 2.8% | $7.2M | No change | Q3 2024 or earlier |
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Other value investors
- Dalal Street (Pabrai Investment Funds) · Mohnish Pabrai
- Davis Advisors
- Dorsey Asset Management
- Duquesne Family Office · Stanley Druckenmiller
- Elliott Investment Management · Paul Singer
About this data
- What is a 13F?
- A quarterly report to the SEC in which an investment manager with over $100 million in US-listed stocks lists what it holds.
- How current is it?
- Managers file up to 45 days after each quarter ends, so the holdings may have changed since.
- Whose figures are these?
- The values are as the manager reported them in the filing, not today's prices. The SEC lets a manager keep some positions confidential for a time, and those are not in the filing.
- What does it leave out?
- Short positions, cash, bonds and most holdings outside US markets. Options are left out here too.