Financials: VRSK, BRK/B,Y, ESGR
Metals: NGD, TAHO, IVN CN, U CN, BCN LN, PE CN, ATC CN, RPM, CN, GZZ CN, NUS CN
Oil Related: WPZ, MMLP, GST prf
Russia: LUKOY, OGZPY
Tankers: OSG, DHT, HPHT SP (ports)
Other: CBI, RICK, FIT, CDK
Odds and sods: BWEL, HRCR, MNPP
By size with in sector. I didn't list fixed income investments, or shares of the company I work for.