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

1. Ishares Inflation Protected Treasuries ETF (TIP - $102.03)
2. Chevron Corp (CVX - $93.58)
3. Berkshire Hathaway (BRK/A - $118,510)
4. Conoco Philips (COP - $87.77)
5. B P Prudhoe Bay Oil RoyaltyTrust (BPT - $75.11)
6. Usiminas S.A. Brazil ADR (USNZY - $70.70)
7. Citigroup (C- $46.67)
8. Freeport Mcmoran Copper & Gold (FCX - $104.89)
9. Vanguard Pacific ETF (VPL - $72.84)
10. 3M (MMM - $87.18)
11. Anglo America PLC UK ADR (AAUKD - $33,45)
12. Chubb Corp (CB - $53.64) - new addition.
13. Bank Of America (BAC - $50.27)
14. General Electric (GE - $41.40)
15. Pfizer Inc (PFE - $23.82)

Off the top ten list since end of July:

Intel (INTC - $24.04) (part of options cocktail mention and part outright position) sold unhedged position

Amgen Inc (AMGN - $56.57) - sold 1/4 of position.

See May 2007 List.
See June 2007 List.
See July 2007 List.
You Can't see the August List because I was too busy to make one.

Disclosure: I do not disclose positions in previous employers or securities that do not trade on a listed exchange in my top holdings.

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