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 to smallest:

1. SoFi

In full disclosure, I didn't plan on SoFi ( SOFI 0.37% ) becoming my largest stock position. But the fintech disruptor has risen by about 400% from my cost basis in just a couple of years thanks to stellar growth and better-than-expected profitability.

2. MercadoLibre

MercadoLibre ( MELI +1.31% ) is an incredible business. Often re

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