Last 13F top 10:
QQQ - 11%
AAPL - 9.65%
C - 8.3%
AIG - 6.73%
UAL - 4.76%
GTPP - 4.34
GOOG - 3.66
QCOM - 3.58%
LCC - 3.54%
GM - 3.37%
JPM is 14th at 2.41% which makes “financials” 17.4% of the portfolio. The majority of the top 10 is Tech stock with QQQ, AAPL, GOOG, QCOM making up 24.31% (BRCM and ORCL are in top 20), Airlines, Car Manufacturers (F is 13th) and housing (OC, MAS, WHR, MWA) make up the bulk of the rest.
I stand corrected. I was familiar with his Citi and AIG holdings.