This is the ongoing list of my top holdings. 

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.

AAUK  AMGN  BPT  BRK.A  COP  CVX  David Neubert  Investing Ideas/Stocks  Neubert's Trades  PFE  TIP  VPL 

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