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50% In Just 5 Stocks: Why I'm Willing To Invest Big In High-Quality

Source: SeekingAlpha

2026-02-13 07:30:00 ET

Introduction

I have to start this article with a confession that may trigger a few people and make sense to others. As I believe many of you know already, I manage a highly concentrated portfolio. Last week, my portfolio became even more concentrated when I sold Home Depot ( HD ), which had become my smallest investment, to buy more QXO Inc. ( QXO )....

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50% In Just 5 Stocks: Why I'm Willing To Invest Big In High-Quality
Intercontinental Exchange Inc.

NASDAQ: ICE

ICE Trading

-3.18% G/L:

$156.31 Last:

1,723,985 Volume:

$159.42 Open:

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ICE Stock Data

$94,157,241,855
562,217,548
0.29%
917
N/A
Capital Markets
Finance
US
Atlanta

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