Motley Fool analyst Matt Frankel shared his top 10 stock holdings heading into 2026. His portfolio is fairly concentrated, with these ten positions making up 44% of his total account value. Here is the list from largest to smallest: * **SoFi Technologies:** His largest position. It's up about 400% from his cost basis. * **MercadoLibre:** He likes the fintech and e-commerce growth in Latin America. * **General Motors:** Sees it as undervalued and notes it is the #2 EV maker in the US. * **Realty Income:** His favorite dividend stock with a 5.7% yield. * **Pinterest:** improvements in AI and e-commerce capabilities look promising. * **Berkshire Hathaway:** Still a core holding even with Buffett set to retire at the end of 2025. * **Dream Finders Homes:** Bets on demand for entry-level homes in the Sun Belt. * **Kinsale Capital:** Specialty insurance company with high profitability. * **Disney:** Theme parks are strong and streaming has profit potential. * **Howard Hughes Holdings:** Real estate development in master-planned communities. He mentioned that if he counted ETFs, Vanguard's S&P 500 (VOO), Russell 2000 (VTWO), and Real Estate (VNQ) funds would also be in his top 10. He plans to hold these stocks but use new deposits to diversify into other positions.