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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
-12.95%
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
$241M
AUM Growth
-$36M
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 89.83%
2 Consumer Discretionary 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WFC icon
1
Wells Fargo
WFC
$263B
$112M 46.74%
1,413,000
– –
BAC icon
2
Bank of America
BAC
$439B
$97.5M 40.51%
2,000,000
– –
BABA icon
3
Alibaba
BABA
$276B
$24.5M 10.17%
195,000
– –
USB icon
4
US Bancorp
USB
$100B
$6.22M 2.58%
119,500
– –

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PHAM
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Axa
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GCCM
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Daily Journal Corp's Q1 2026 Portfolio in Review

As of Q1 2026, Daily Journal Corp held 4 positions worth $241M, down 13% from $277M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Trading was light in Q1 2026: 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 90% a quarter earlier, followed by Consumer Discretionary.

  • Daily Journal Corp's ten largest holdings make up 100% of its $241M portfolio in Q1 2026.
  • Daily Journal Corp opened 0 new positions and closed 0 in Q1 2026.
  • Daily Journal Corp's portfolio value fell 13% quarter-over-quarter to $241M.

Based on Daily Journal Corp's 13F filing for Q1 2026, filed 15 Apr 2026.