Columnist provides list of 26 stocks in his personal portfolio

Irecommend about 250 stocks a year in this column, but in a typical client portfolio, I own only 20 to 30 stocks. Readers sometimes are curious about which stocks I own. Here’s a rundown on my current holdings:

Communications

I own Alphabet Inc. (GOOGL), for its relentless innovation, Paramount Global (PARA) for its trove of movies and TV shows and Walt Disney Co. (DIS) for its synergy with theme parks, movies and characters.

Consumer discretionary

The sell-off in housing stocks bothers me, but I believe it’s overdone and am retaining D.R. Horton Inc. (DHI). The same goes for MarineMax Inc. (HZO), the leading retailer of pleasure boats. America’s Car-Mart Inc. (CRMT), which sells used cars, has a long record of consistent profitability.

Consumer staples

I bought Tyson Foods Inc. (TSN), which I think is a bargain at less than eight times earnings. Tyson is the nation’s largest producer of beef and chicken.

Energy

I own three: Dril-Quip Inc. (DRQ), Pioneer Natural Resources Co. (PXD) and Total Energies SE (TTE). Most of the money is in Pioneer. With oil near $120 a barrel, I think profits will be solid in 2022 and 2023.

Financial

The only financial stock I own is Berkshire Hathaway Inc. because of Warren Buffett. I’m considering some regional bank stocks, but haven’t pulled the trigger.

Health Care

Edwards Lifesciences Corp. (EW) makes artificial heart valves. Pfizer Inc. (PFE) is a leader in vaccines. Sonic Healthcare Ltd. (SKHHY), based in Australia, is the No. 3 test lab in the United States and No. 1 in several other countries. Zoetis Inc. (ZTS) makes medications for pets and farm animals.

Industrials

General Dynamics Corp. (GD), a leading defense contractor, seems to fit these perilous times. Snap-On Inc. (SNA), which makes car repair tools, may benefit from the transition to electronic cars.

Sterling Infrastructure Inc. (STRL), which builds or repairs bridges and tunnels, should benefit from increased federal spending on those items.

Materials

I have three in my satchel: Cleveland-Cliffs Inc. (CLF), which mines iron and makes steel, Nucor Corp. (NUE), the nation’s largest steel producer and SPDR Gold Trust (GLD), which holds physical gold.

Technology

Undervalued during the past six months:

■ Apple Inc. (AAPL), which has a loyal following and a fortress balance sheet with $51 billion in cash and marketable securities.

■ Lam Research Corp. (LRCX), a specialist in etching semiconductor chips.

■ Logitech International SA (LOGI), a Swiss maker of computer peripherals such as mice and keyboards.

■ Sony Group Corp. (SONY), which is classified as a technology stock but is more a conglomerate.

■ Texas Instruments Inc. (TXN) is more expensive than what I want to paybut is an immensely profitable semiconductor manufacturer.