The first caller had these stocks: Nordic American Tanker (NAT), Johnson & Johnson (JNJ), Wells Fargo (WFC), ConocoPhillips (COP) and Caterpillar (CAT). Cramer said this portfolio is the essence of diversification. The second caller’s top holdings were: Google (GOOG), IBM (IBM), Exxon Mobil (XOM), McDonald’s (MCD) and Coca-Cola (KO). Cramer said this portfolio is diversified. The third caller was long the following names: Johnson & Johnson (JNJ), NYSE Euronext (NYX), Yahoo! (YHOO), Textron (TXT) and Las Vegas Sands (LVS). Cramer said he doesn’t like Textron and Las Vegas Sands, but the portfolio is diversified. The fourth caller held positions in these stocks: Alcoa (AA), Research In Motion (RIMM), General Motors (GM), Duke Energy (DUK) and Microsoft (MSFT). Cramer identified two tech stocks with Microsoft and Research In Motion, but said he’s not a fan of any of these companies and would sell them all and start over. Join the fastest growing community of small cap investors at Stockhideout.com