Name Your Top 5 Largest Held Individual Stocks

[SelfMadeNJ]

Name Your Top 5 Largest Held Individual Stocks

1. Apple
2. Visa
3. Verizon
4. AT&T
5. J&J

[Wupper]

I have 30% of my money in ONE single stock - Knight Transportation (KNX). Risky? Of course. But risk isn't necessarily a bad thing.

The remaining 70% in a well diversified portfolio of index funds.
Domestic Equity
Foreign Equity
Real Estate
Treasury's

[phillyvalue]

1. BRK-B
2. IBKR
3. CBI
4. FAST
5. PBFX

[pdxvandal]

1. Chevron
2. N/A
3. N/A
4. N/A
5. N/A

[clifp]

BRK/B
INTC
MMP
BPL
UPS

The last 3 are neck and neck and the ranking changes often. I also have a bond position which is similar size.

[ltt]

1.  BerkHathaway-B
2.  McDonalds
3.  Coca-Cola (should have bought Pepsi)
4.  --------
5.  --------

[Roots&Wings]

1. BRK B (Berkshire Hathaway)
2. TGT (Target)
3. HP (Helmerich & Payne)
4. COP (ConocoPhillips)
5. T (AT&T)

Alas, no MMM.

[MishMash]

1.Visa
2. T
3. HBAN
4. VZ
5. BAC (yea yea I know)

[hodedofome]

Only individual stock I have right now is QURE. 10% of portfolio is allocated to it but I'm only risking my standard 1%.

[Numbers Man]

Chipotle
Ulta Beauty
Skechers
Under Armour
Monster Beverage

[Chuck]

1. AAPL
2. RTN (Sold)
3. JNJ (Sold)
4. F (Sold)
5. MO (Sold)

Sold nearly all of my individual stocks last year when I was transitioning to index funds. Only AAPL is left, and only because I'm trying to figure out how to sell it without paying capital gains. My income is right on the edge of the 15%/25% cutoff.

EDIT: I'm glad I'm not the only person who thinks that T is an excellent buy right now. 6% yield makes it incredibly attractive to me. But, like I said, my days of picking are coming to an end.

[Mississippi Mudstache]

Apple
Exxon
Microsoft
Google
Berkshire Hathaway

[Jack]

Apple

(A grand total of $16 worth of it, because I missed a dividend when I sold and that fraction of a share isn't worth the broker commission to liquidate.)

[JetBlast]

Target
General Mills
General Electric
Chubb
BP

Letting the dividends collect while I look for a new addition to the portfolio. Not too many bargains out there right now.

[ChrisLansing]

1. Pepsi. 

[Chuck]

Apple

(A grand total of $16 worth of it, because I missed a dividend when I sold and that fraction of a share isn't worth the broker commission to liquidate.)

Your broker is a dick if they charge you a transaction fee on partials.

[hodedofome]

Chipotle
Ulta Beauty
Skechers
Under Armour
Monster Beverage

You just buy those recently or have you owned them for years? If you held those in size during this bull market I'd like to invest in your fund Mr Lynch.

[Financial.Velociraptor]

MORL
CHKR
CPLP
MT
BDCL

[Numbers Man]

Chipotle
Ulta Beauty
Skechers
Under Armour
Monster Beverage

You just buy those recently or have you owned them for years? If you held those in size during this bull market I'd like to invest in your fund Mr Lynch.

There's only one Mr Lynch, and he used to work at Fidelity. I've had them for 2-3 years. That's why they are my largest holdings. Looks like Ulta is getting ready to gap up tomorrow.

[aspiringnomad]

At the moment just these two:
AAPL (no plans to sell, approximately 10% of my portfolio and dropping)
MSFT (bought a little after the recent drop, 1% of portfolio)

Sold CMG late last year after several years.

Also make a couple smallish momentum trades per quarter through my Roth, 1-3% of my portfolio,  for fun and experimentation.

[Malaysia41]

1. Stock in Company recently retired from
2. AAPL
3. F
4. COF
5. GPS

 

[Jack]

Apple

(A grand total of $16 worth of it, because I missed a dividend when I sold and that fraction of a share isn't worth the broker commission to liquidate.)

Your broker is a dick if they charge you a transaction fee on partials.

It's Sharebuilder, so trades are $6.95, and I assume that applies to all trades (I haven't actually tried to sell my fraction of a share). It'd be nice if I could sell it for $0 commission, but I'm not too worried about it.

[zoltani]

1. NSC
2. COP
3. BNS
4. BBL
5. UL

I sold a bunch of positions last year to fund a down payment on a house. Since I have been accumulating again, and I am left with the above. Been buying quite a bit of oil and gas related this year.

[adamwoods137]

1. ADVC (Advant-e Corporation, Gone Dark - Yield of >5%)
2. ALJJ (ALJ Regional Holdings, PE 12)
3. RVP (Retractable Technologies, Mkt Cap ~100 million, owed ~300 million by Becton-Dickenson)
4. INTC (Intel: In taxable account, don't want to trigger taxes by selling)
5. FDVF (Fortune Industries, Private Company now relisted: trailing P/E ~5, deleveraging situation, sooo illiquid it hurts)

[gaja]

I have a few shares in national companies, just for fun and some dividends. Extremely risk averse, I'm planning to own them "for ever":

1. Tomra Systems (recycling macines)
2. Gjensidige (insurance)
3. Farstad shipping
4. Norsk Hydro (aluminum)
5. Scana (steel)

Those are the only five I own single shares in. Plan is to buy one or two in Statoil, to be able to vote against oil sand production, and maybe something in Kongsberggruppen.

Had a few shares in Hurtigruten (cruise/rural transport), but I dropped them when they sold out to the UK.

[rj_musser]

1. IEP (Carl Icahn's Investing company)
2. CVS
3. BLK (Blackrock)
4. DFS (Discover)
5. GILD (Gilead Sciences)

[dadu007]

1. AAPL - 82% gain since I bought in early 2013, when everybody and his brother was doom and gloom about AAPL; hey, I don't get to brag much about my (usually lousy) stock-picking skills
2. Shares of former company (just split off/sold into its own company)
3. SNE (Sony) - bought on a whim one day at 28.60, rode it down to 11,...things are looking up; will sell when it hits 30; no dividends, WHAT WAS I THINKING?!
4. JCP (JC Penney) - bought at 13; currently around 8; hey, I like an underdog.
5. N/A

[lakemom]

1. J&J
2. CSCO
3. GE
4. MO
5. KRFT

Equals about 20% of our portfolio (taxable/tax advantaged) with the rest in one more stock and index funds.

[Ocinfo]

80% of portfolio is in index funds. Five largest individual holdings are:

1. AAPL (doubled since I bought)
2. BAC (more than tripled since buying within a few cents of the low in 2011)
3. INTC (long-term hold that happened to have a nice run)
4. MA
5. TSLA (bought a bit late, $80-$100 per share but still been good to me)

All of these are much more of my portfolio than expected because of rapid growth. I have sold portions on the way up otherwise they would make up a lot bigger share. Must resist urge to confuse bull market with stock picking expertise.

[Metta]

AAPL -Apple
DIS - Disney
ESLT - Elbit Systems
GE - General Electric
GSK - Glaxo-Smith-Kline

[Herk]

1. JNJ
2. UL
3. MA
4. T
5. Handelsbanken (the best and most conservative swedish bank).

[scottish]

1.  CN Rail
2.  CP rail
3.  Medtronic
4.  MMM
5.  JNJ

(I've had to sell some of these because they have grown substantially since we bought them.)

Interesting lists though.

[jodelino]

SHW (Sherwin Williams)
AME (Ametek)
MMM (3 M)
PM (Phillip Morris)
NYRT (New York REIT)

[NoraLenderbee]

Brown Forman
McDonalds
Abbott Labs
Abbvie (spinoff from Abbott)

[Metta]

MORL
CHKR
CPLP
MT
BDCL

So what is your experience with CHKR (Chesapeake Granite Washington Trust)?  I see that it's P/E is currently 2.93 and it looks like it has taken a real dive in stock price since 2012.

[aschmidt2930]

1. Marketo

Rest? Index funds. 

[Psychstache]

NFLX. Everything else is in index.

[octavius]

Most of mine is in a few different index funds, but I also hold some stocks, top 5:
TGT
VZ
PFE
GE
CSCO

The TGT was a calculated gamble that the market had overreacted to their credit card privacy fiasco. So far, it has rebounded well.

I missed the boat on AAPL as an individual stock, though it is well represented in most index funds so I feel like I actually already own as much as a diversified portfolio should :)  (I'm a believer in the 5% rule)

[TypicalVillain]

AAPL, WTR, XOM

That was before I realized it was a bit silly to put $$ in individual large caps, since they take such a huge percentage of the indexes. Now I keep 90%+ in indexes and the rest I keep for interesting small company opportunities...

[YoungInvestor]

Toronto-Dominion Bank
Manulife Financial Corp.
BlackBerry
Bank of Nova Scotia

They've all done quite well except for BNS.

I'm waaay overweight on financials and I wish some consumer stuff was valued a bit more cheaply. I can't find much to hop in on the Canadian side right now.

[frugalnacho]

1. CMS Energy (was gifted to me upon birth, and I still have it. About $675 worth at this point)
2. ----
3. ----
4. ----
5. ----

The rest of my money is in index funds, or as close as I can get in my 401k.

[Financial.Velociraptor]

MORL
CHKR
CPLP
MT
BDCL

So what is your experience with CHKR (Chesapeake Granite Washington Trust)?  I see that it's P/E is currently 2.93 and it looks like it has taken a real dive in stock price since 2012.

CHKR has been killed by the price of oil.  I expect it to be a good long term holding due to high payout ratio, assuming a long term price of oil stabilizing around $60/bbl (roughly the cost of production for the most marginal shale producers).  I'm down about 50% on LTCG and about 20 percent down after distributions.  Not for the feint of heart or short term investors...

[GoCubsGo]

AAPL
KMI
UA
SIRI
JPM

[Metta]

MORL
CHKR
CPLP
MT
BDCL

So what is your experience with CHKR (Chesapeake Granite Washington Trust)?  I see that it's P/E is currently 2.93 and it looks like it has taken a real dive in stock price since 2012.

CHKR has been killed by the price of oil.  I expect it to be a good long term holding due to high payout ratio, assuming a long term price of oil stabilizing around $60/bbl (roughly the cost of production for the most marginal shale producers).  I'm down about 50% on LTCG and about 20 percent down after distributions.  Not for the feint of heart or short term investors...

I read portions of their annual report. It is apparently not for truly long-term investors either since their trust agreement ends in 2031. Since CHKR is basically taking the profits from oil and gas extraction and eventually the oil and gas they are extracting will be gone, how do you do your evaluation on that sort of company? Obviously you can't say something like "Well, CHKR is likely to continue to produce value for the next fifty years, so I can evaluate them on their potential growth combined with their debt and the value of their property." As one can with something like Disney or ATT. So is there some information on how to evaluate these kinds of companies?

[Financial.Velociraptor]

I read portions of their annual report. It is apparently not for truly long-term investors either since their trust agreement ends in 2031. Since CHKR is basically taking the profits from oil and gas extraction and eventually the oil and gas they are extracting will be gone, how do you do your evaluation on that sort of company? Obviously you can't say something like "Well, CHKR is likely to continue to produce value for the next fifty years, so I can evaluate them on their potential growth combined with their debt and the value of their property." As one can with something like Disney or ATT. So is there some information on how to evaluate these kinds of companies?

I suppose I'm sort of old school.  I consider every company to be worth the discounted sum of all future cash flows.  Not having any cash flows past 2031 is of little consequence as at any reasonable long term interest rate, those are discounted to "immaterial". If I'm right, their Oklahoma wells will produce enough oil, ngl, and gas at the right price to replenish my capital plus a fair return. If I'm wrong - I lose money or at least "underperform".  I had a Finance professor in my MBA days who was fond of saying "Daddy always said, 'you pays your money; you takes your chances'!"  (I suppose I should note "Daddy" was also a PhD professor of Finance from West Texas...)  Some people prefer to speculate on a broad index.  I prefer to speculate on income centric investments.  One group will ultimately be "righter" than the other.  Can anyone here say with certainty which it will be?

[Metta]

I read portions of their annual report. It is apparently not for truly long-term investors either since their trust agreement ends in 2031. Since CHKR is basically taking the profits from oil and gas extraction and eventually the oil and gas they are extracting will be gone, how do you do your evaluation on that sort of company? Obviously you can't say something like "Well, CHKR is likely to continue to produce value for the next fifty years, so I can evaluate them on their potential growth combined with their debt and the value of their property." As one can with something like Disney or ATT. So is there some information on how to evaluate these kinds of companies?

I suppose I'm sort of old school.  I consider every company to be worth the discounted sum of all future cash flows.  Not having any cash flows past 2031 is of little consequence as at any reasonable long term interest rate, those are discounted to "immaterial". If I'm right, their Oklahoma wells will produce enough oil, ngl, and gas at the right price to replenish my capital plus a fair return. If I'm wrong - I lose money or at least "underperform".  I had a Finance professor in my MBA days who was fond of saying "Daddy always said, 'you pays your money; you takes your chances'!"  (I suppose I should note "Daddy" was also a PhD professor of Finance from West Texas...)  Some people prefer to speculate on a broad index.  I prefer to speculate on income centric investments.  One group will ultimately be "righter" than the other.  Can anyone here say with certainty which it will be?

I'm not criticizing. I'm just out of my depth on this, find it intriguing, and am puzzled as to how I would evaluate it. I think it is likely that gas and oil prices will return to their previous high levels and that this is a good time to buy them since they are so severely discounted on the market. Our normal rule is to avoid things we don't understand and can't mentally pull apart. This falls into that category, but I was gobsmacked to see a P/E that low in the market we are in currently. A fifteen year time-span is actually short for how we look at stocks we want to buy and the way this thing is built it looks like it works more like a bond than a typical stock, except more speculative. But as I said, I'm out of my depth.

[Financial.Velociraptor]

I'm not criticizing. I'm just out of my depth on this, find it intriguing, and am puzzled as to how I would evaluate it. I think it is likely that gas and oil prices will return to their previous high levels and that this is a good time to buy them since they are so severely discounted on the market. Our normal rule is to avoid things we don't understand and can't mentally pull apart. This falls into that category, but I was gobsmacked to see a P/E that low in the market we are in currently. A fifteen year time-span is actually short for how we look at stocks we want to buy and the way this thing is built it looks like it works more like a bond than a typical stock, except more speculative. But as I said, I'm out of my depth.

No worries.  I'm not accusing you of being critical :-)

My area of work expertise pre-FIRE was financial analyst for an oilfield services firm.  This kind of structure is something I happen to know well.  Chesapeake is top notch in technology and reservoir management and I wanted exposure to them that didn't include exposure to then CEO Aubrey McClendon (who is basically a modern cowboy/capitalist/wildcatter at heart).  Oil can go either a long way down or a long way up in the short term.  (nobody EVER knows!)  Over longish periods of time, it has to settle in around the marginal cost of production for the marginal producers.  For WTI crude, that is about 60 a barrel.  That's just how the market works...

Totally agree you should avoid this (or anything else) if it is outside your circle of competence.

[happyfeet]

One stock only - Apple.  210 shares.
A very small percentage of our portfolio.  It has about doubled in the short time we've owned it - 2 years?

[johnny847]

1. ---
2. ---
3. ---
4. ---
5. ---

No individual stocks. I did own some shares of NVDA and AMD a while back (about 0.5% of my portfolio) but then I decided to get rid of them and just fully index.

[a1smith]

For those of you with SP500 index funds here are the top five stocks you own:
AAPL
XOM
MSFT
JNJ
BRK.B

And AAPL is worth more than the bottom 20% of the S&P 500.
http://247wallst.com/investing/2015/03/12/apple-value-now-exceeds-one-fifth-of-sp-500-index-members/

Edit - changed list to current top five, the first list with WMT, GE in 4th and 5th place was from 2013 article.  Added link to AAPL article (3/12/2015)