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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
–
Avg Time Held
40.8 quarters
Top 10 Avg Time Held
40.8 quarters
Top 20 Avg Time Held
40.8 quarters

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 Held Since
WFC icon
1
Wells Fargo
WFC
$243B
$132M 47.6%
1,413,000
– –
2013 Q4
48 quarters
BAC icon
2
Bank of America
BAC
$374B
$110M 39.76%
2,000,000
– –
2013 Q4
48 quarters
BABA icon
3
Alibaba
BABA
$266B
$28.6M 10.33%
195,000
– –
2021 Q1
19 quarters
USB icon
4
US Bancorp
USB
$87.5B
$6.38M 2.3%
119,500
– –
2013 Q4
48 quarters

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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.