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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
+6.34%
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
$277M
AUM Growth
+$14.4M
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 89.67%
2 Consumer Discretionary 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
1
Wells Fargo
WFC
$254B
$132M 47.6%
1,413,000
– –
BAC icon
2
Bank of America
BAC
$431B
$110M 39.76%
2,000,000
– –
BABA icon
3
Alibaba
BABA
$286B
$28.6M 10.33%
195,000
– –
USB icon
4
US Bancorp
USB
$96.7B
$6.38M 2.3%
119,500
– –

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Daily Journal Corp's Q4 2025 Portfolio in Review

As of Q4 2025, Daily Journal Corp held 4 positions worth $277M, up 5.5% from $262M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q4 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 90% of assets, up from 87% a quarter earlier, followed by Consumer Discretionary.

  • Daily Journal Corp's ten largest holdings make up 100% of its $277M portfolio in Q4 2025.
  • Daily Journal Corp opened 0 new positions and closed 0 in Q4 2025.
  • Daily Journal Corp's portfolio value rose 5.5% quarter-over-quarter to $277M.

Based on Daily Journal Corp's 13F filing for Q4 2025, filed 13 Jan 2026.