DAILY JOURNAL CORP

CIK 783412 · View on SEC EDGAR ↗

Portfolio value
$256.7M
#5,650 of 9,443 by 13F value · top 59.8%
Positions
4
As of
June 30, 2026

Portfolio value QoQ: +6.6% 13F does not disclose cash

Top 10 holdings weight
100.00%
Top 25 holdings weight
100.00%
Positions above 1%
4
Effective number of positions
2.4

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.0% Est. buys $0 · sells $0

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
0
Decreased
0
Closed
0
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+26.6%
S&P 500 total return (same window)
+28.1%
Excess return
-1.5%

Annualized: +17.1% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Financials
92.7%
Retail
7.3%

Full portfolio 4 positions

Type Streak 8Q trend
WFC Wells Fargo & Company Common Stock $116,770,320 45.50% 1,413,000 $4,281,390
BAC Bank of America Corporation Common Stock $113,960,000 44.40% 2,000,000 $16,460,000
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share $18,716,100 7.29% 195,000 $-5,748,600
USB U.S. Bancorp Common Stock $7,217,800 2.81% 119,500 $1,002,605

Top movers (QoQ)

Security Action Shares Δ Value Δ
BAC Price move only +0 +$16.5M
BABA Price move only +0 -$5.7M
WFC Price move only +0 +$4.3M
USB Price move only +0 +$1.0M