In size of positions in order (dollar value), I am in HMGP, NVMG, CTUM, WRNW, and a little ARSC.
I don't like to be too spread thin with too many positions. Makes it difficult to keep up with them all. However, when I have found a comfortable level to hold a position forever, then I kinda just forget about it, not concerning in the least, what fluctuations it does, such as with CTUM, which I've been holding about 1.5 years.
Perhaps over years, I may settle in with a dozen or more LT positions, but that'd only be free-riding shares that still hold considerable upsides (CTUM again).