My Top Ten Holdings for End of June

This is the ongoing list of my top holdings. 

 David Neubert at Home Office

For the first list by ticker see my May List

Top Ten Listed/Tradeable Holdings as of June month end (prices as of July 3, 2007):

Ishares Inflation Protected Treasuries ETF (TIP – $98.51)
Chevron Corp (CVX – $86.44)
Berkshire Hathaway (BRK/A – $110,000)
Conoco Philips (COP – $80.45)
B P Prudhoe Bay Oil RoyaltyTrust (BPT – $74.09)
Pfizer Inc (PFE – $25.82)
Usiminas S.A. Brazil ADR (USNZY – $58.75)
Amgen Inc (AMGN – $58.75)
Anglo America PLC UK ADR (AAUK – $55.13)
Vanguard Pacific ETF (VPL – $71.86)

 

Explanation:

I do not include bonds (US or otherwise) or the shares of any former employer in my listing of positions.  Some positions are hedged as part of a more complex options/futures trade.  When that is the case, I will include that information relating to the other securities.

My top ten positions may include both short-term speculations and long-term holds.  I do not recommend this as a portfolio someone else should hold.  Some of these positions exist in my portfolio for either diversification reasons or because potential capital gains obligations mean that, even though I might not buy them right now.  Paying the capital gain tax does not make them worth selling.