I own about four dozen stocks, but these 10 represent about 44% of my portfolio's value.Every year, I like to do an extensive portfolio checkup, making sure my portfolio isn't out of balance or in need of major changes. And in doing so, I assess the performance of the several dozen stocks and exchange-traded funds (ETFs) in my portfolio, paying particular attention to the largest positions.Without further delay, here are my top-10 stock holdings as we head into 2026, listed in order from largest positions t ...