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Home Neubert's Trades Neubert Top Ten Positions for End of July 2007
Neubert Top Ten Positions for End of July 2007
Written by David Neubert   
Monday, 06 August 2007 11:11
This is the ongoing list of my top holdings.

See May 2007 List.
See June 2007 List.

Top Ten Listed/Tradable Holdings as of June month end (prices as of August 6, 2007):

1. Ishares Inflation Protected Treasuries ETF (TIP - $100.051)
2. Chevron Corp (CVX - $79.64)
3. Berkshire Hathaway (BRK/A - $111,000)
4. Conoco Philips (COP - $76.55)
5. B P Prudhoe Bay Oil RoyaltyTrust (BPT - $65.89)
6. Citigroup (C- $45.85) - new addition to top 10 list
7. Usiminas S.A. Brazil ADR (USNZY - $59.75)
8. Vanguard Pacific ETF (VPL - $68.86)
9. Amgen Inc (AMGN - $51.45)
10. 3M (MMM - $87.18) - new this month

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11. Intel (INTC - $24.04) (part of options cocktail mention and part outright position)
12. Bank Of America (BAC - $47.20)

Off the list since July:
Anglo America PLC UK ADR (AAUK - $27.23) - relative performance
Pfizer Inc (PFE - $23.82) - relative performance

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Last Updated on Tuesday, 09 October 2007 15:19
 

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