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DJC

Daily Journal Corp Portfolio holdings

AUM $257M
1-Year Est. Return 13.37%
This Fund
S&P 500
This Quarter Est. Return
+9.79%
1 Year Est. Return
+13.37%
3 Year Est. Return
+107.91%
5 Year Est. Return
+50.39%
10 Year Est. Return
+134.99%
AUM
$235M
AUM Growth
+$19.6M
Cap. Flow
$0
Cap. Flow %
0%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
–
Closed
–

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 90.6%
2 Consumer Discretionary 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
1
Wells Fargo
WFC
$254B
$113M 48.1%
1,413,000
– –
BAC icon
2
Bank of America
BAC
$431B
$94.6M 40.21%
2,000,000
– –
BABA icon
3
Alibaba
BABA
$286B
$22.1M 9.4%
195,000
– –
USB icon
4
US Bancorp
USB
$96.7B
$5.41M 2.3%
119,500
– –

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Daily Journal Corp's Q2 2025 Portfolio in Review

As of Q2 2025, Daily Journal Corp held 4 positions worth $235M, up 9.1% from $216M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q2 2025: portfolio turnover was 0%. Daily Journal Corp opened no new positions and made no exits, leaving the 4-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 91% of assets, up from 88% a quarter earlier, followed by Consumer Discretionary.

  • Daily Journal Corp's ten largest holdings make up 100% of its $235M portfolio in Q2 2025.
  • Daily Journal Corp opened 0 new positions and closed 0 in Q2 2025.
  • Daily Journal Corp's portfolio value rose 9.1% quarter-over-quarter to $235M.

Based on Daily Journal Corp's 13F filing for Q2 2025, filed 9 Jul 2025.