Replies to post #63674 on Apple Inc (AAPL)

[roni]

Jim, here is my holiday holdings list in the accounts in which we purchase individual equities

Positions in order of size within each area:

Metals - GPXM, AUY, AZK, SLW, GLD, MMG

Energy - DPTR, CHK, CCJ

Other - AAPL, ADBE and SBUX

Overall AAPL is the largest position, coming in at about 18% of portfolio. Had to sell some back in the 70's to get it below 30% :). Bought ADBE with proceeds, which is up a bit over 50% since then.

I think those are the horses that we'll ride into 2007, for the most part.