Company Stock picks for 2026

This list below comprises medium to long-term companies which are picked for a UK investor's 2026 portfolio.

The list was shared by the YouTube investor channel 'ISA Investment UK' who has built up his impressive portfolio from £422k to £1600k in just one year. Although he has used options quite a bit - he has over £300k in ETFs, £50k in crypto, £200 in options and £230k in cash - the rest (£800k) is invested in the following companies...

The ones I currently hold (or have held previously) are in italics

WSE.KGH (KGHM Polska)

LON.FRES

CDE

AMAT

AMZN

EQX

PAAS

CME

BLK

AVGO

TSM

NEE

SMSN

META

ENX

DE

ROK

AGCO

CF

ABBN

INGR

EQT

IREN

CAT

PLD

AGRO

AMT

FMC

HIMX

ARE

EWTY

SLP

HIVE

The above list is taken from this video on YouTube (£1.6million portfolio)...

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YouTube 'ISA Investor' video (partial list)

Apart from the stocks I already hold, I quite like ROK (Rockwell Automation) as my next potential purchase in my GIA...

AMAT is also interesting.

I am betting that between now and mid-March 2026 there will be at least one correction in US prices which will allow me to pick these up for a bargain.

This month (January 2026) may show some volatility in market prices, particularly in oil, defence, commodities and industrials, due to Trump's shenanigans. So I am keeping approx. 10pc of my T212 portfolio as cash (£10k) and will be ready to buy cheap stock when there is a correction. 

The 'ISA Investment UK' guy is also keeping a large chunk of his portfolio in cash too, so we can't both be wrong!

Defence

The current scares (Greenland, Venezuela, Ukraine, Taiwan) have caused defence shares to rise in the last two weeks. I have recently invested in Thales and I am also looking at Leonardo, BAE, Siemens, Rolls Royce, Rheinmetall and the ETFs DFEU (acc.) for Europe or ICBM (acc.) for USA-based companies.

This Thursday I bought a small position in the x3 leveraged ETF 3LBA which I am hoping to sell next week for a small gain.

Thales (HO Paris) is now in my GIA and I intend to hold it for many months...

Hope you have a restful Sunday and please do your own research before investing. Some companies seem to have ridiculously high P/E ratios and a lot of these companies have full order books and limited room for expansion which means their profits will not increase as fast as their share price has!