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Your Top 10 Largest Holdings as of 2018
#1
Kind of curious what your top 10 largest holdings are for the beginning of 2018?

I think it'd be interesting to revisit this at the end of the year and see if there are any changes whether it's market conditions or rebalancing of one's portfolio. It'd also be cool to see the differences between our portfolio's and choices made over time. I excluded my Kplan's mutual funds because, A) We really don't have choices B) Kind of boring vs individual stock choices.

Here's my Top 10 with the first as the largest holding

Markel (MKL)
Apple (AAPL)
Gilead (GILD)
Nvidia (NVDA)
Berkshire Hathaway (BRK.B)
Abbvie (ABBV)
Qualcomm (QCOM)
Kroger (KR)
Magna International (MGA)
Target (TGT)


Target squeezed out Blackrock by a couple of bucks due to a little run. I never planned on having Nividia in the the top 10 but that's the way it worked and I'm not a fan of selling anything cause I always regret it as time goes on. Still upset I sold CAT! Actually, I never paid attention to my top 10...it just turned out this way over the years.
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#2
Here are my top ten.

Apple (AAPL)
AbbVie (ABBV)
Digital Realty (DLR
International Business Machines (IBM)
Lockheed Martin (LMT)
Lowe's (LOW)
Altria (MO)
Occidental Petroleum (OXY)
AT&T (T)
Thor Industries (THO)
My Blog: DGIfortheDIY.com
Seeking Alpha Author Page 
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#3
Raytheon (RTN)
Canadian Imperial Bank of Commerce (CM.to)
Aqua America (WTR)
Honeywell (HON)
AT&T (T)
Northview REIT (NVU-UN.to)
Lowe's (LOW)
Johson&Johnson (JMJ)
Uniquity Networks (UBNT)
Applied Materials (AMAT)
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#4
Home Depot (HD)
Air Products (APD)
Visa (V)
Boeing (BA)
Honeywell (HON)
JP Morgan (JP)
HRS Corp (HRS)
Texas Instruments (TXN)
Waste Management (WM)
United Healthcare (UNH)
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#5
As of january 2018:

1. Microsoft (MSFT)
2. Boston Pizza (BPF)
3. Uniti Group (UNIT)
4. AGNC Investment Corp. (AGNC)
5. Main Street Capital (MAIN)
6. Northwest Healthcare (NWH)
7. Chimera Investment Corp. (CIM)
8. Pembina Pipeline Corp. (PPL)
9. Realty Income Corp. (O)
10. Enbridge Income Fund (ENF)
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#6
1. Philip Morris International (PM)
2. Norfolk Southern (NSC)
3. Microsoft (MSFT)
4. Paychex (PAYX)
5. Apple (AAPL)
6. McDonald's (MCD)
7. Procter and Gamble (PG)
8. Pepsi (PEP)
9. Southside Bancshares (SBSI)
10. Emerson Electric (EMR)

JNJ missed the top 10 by $59. Also, it was nice to see that the top 7 are into 5 digits.
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#7
Hi all,

This is interesting.  My top performers for the most part did not crack the top 10 but they are getting close.  Here is my top 10 not including mutual funds.

20.2% of portfolio:
#1: Johnson & Johnson
#2: Apple
#3: Exxon Mobil
#4: Phillip Morris
#5: AT&T
#6: Coca-Cola
#7: Wal-Mart
#8: Disney
#9: Verizon
#10: Chevron
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#8
1.Honeywell
2.Disney
3.Visa
4.Nike
5.Johnson & Johnson
6.Cocacola
7.Chevron
8.Dr. Pepper Snapple
9.Phillips66
10.McDonald's
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#9
Interesting thread. My top 10 account for 55% of my portfolio at this time. This will likely decrease as I add new companies.
1. Dominion energy
2. Starbucks
3. VFC
4. Canadian Utilities
5. Johnson & Johnson
6. Toronto Dominion
7. Amgen
8. Costco
9. Medtronic
10. Hormel Foods
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#10
Nike Inc. NKE
Johnson & Johnson JNJ
Qualcom Inc. QCOM
Wells Fargo & Co. WFC
AT&T T
Exxon Mobil Corp. XOM
Visa V
Boing Company BA
Walgreen Boots Alli. WBA
Cisco Systems Inc CSCO
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