RTX Corporation (RTX)

RTX Corporation (RTX $175.61)
- $175.61 P/E (TTM): 36.49X Cap: $232.85B
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Meta Platforms Inc. (META $609.05)
- $609.05 P/E (TTM): 26.97X Cap: $1.53T
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Alphabet Inc. (GOOG $276.80)
- $276.80 P/E (TTM): 28.37X Cap: $3.36T
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Intuitive Surgical Inc. (ISRG $550.03)
- $550.03 P/E (TTM): 75.62X Cap: $202.72B
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NVIDIA Corporation (NVDA $190.16)
- $190.16 P/E (TTM): 55.21X Cap: $4.54T
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Booking Holdings Inc. (BKNG $5,050.39)
- $5,050.39 P/E (TTM): 33.71X Cap: $163.60B
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JPMorgan Chase & Co. (JPM $304.00)
- $304.00 P/E (TTM): 15.86X Cap: $842.48B
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Oracle Corporation (ORCL $223.25)
- $223.25 P/E (TTM): 52.54X Cap: $618.27B
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United Rentals Inc. (URI $832.55)
- $832.55 P/E (TTM): 22.17X Cap: $54.25B
- View URI Profile
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Walmart Inc. (WMT $102.37)
- $102.37 P/E (TTM): 38.89X Cap: $817.53B
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Axon Enterprise Inc. (AXON $554.23)
- $554.23 P/E (TTM): 180.57X Cap: $43.97B
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CECO Environmental Corp. (CECO $49.23)
- $49.23 P/E (TTM): 36.54X Cap: $1.75B
- View CECO Profile
- View Questions on CECO
EnerSys (ENS $137.69)
- $137.69 P/E (TTM): 16.24X Cap: $5.07B
- View ENS Profile
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RTX Corporation (RTX $175.61)
- $175.61 P/E (TTM): 36.49X Cap: $232.85B
- View RTX Profile
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Coinbase Global Inc (COIN $284.40)
- $284.40 P/E (TTM): 26.3X Cap: $76.34B
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Robinhood Markets Inc. (HOOD $122.41)
- $122.41 P/E (TTM): 55.41X Cap: $109.27B
- View HOOD Profile
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Nebius Group N.V. (NBIS $83.06)
- $83.06 Cap: $21.10B
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Galaxy Digital Inc. (GLXY $26.29)
- $26.29 Cap: $10.64B
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Q: Hello 5i,

Following my SEPT 30th question and joining portfolio analytics I’ve embarked on my retooling. Following some of the great suggestions, still entering haha.

Long, Eq Wt; JPM, BN, NVDA, GOOG, META, NBIS, HOOD, COIN, GLXY, ORCL, AXON.

Starters; KRMN, CLS, SHOP, URI, WMT, CSU.

If this is YOUR U.S. portfolio what are the
next 3 full positions? And 2 starters to build out?

Yours truly, acutely aware of the risk etc etc.

Read Answer Asked by Adam on November 14, 2025

Apple Inc. (AAPL $272.45)
- $272.45 P/E (TTM): 36.56X Cap: $4.03T
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Amazon.com Inc. (AMZN $235.03)
- $235.03 P/E (TTM): 34.49X Cap: $2.53T
- View AMZN Profile
- View Questions on AMZN
Alphabet Inc. (GOOG $276.80)
- $276.80 P/E (TTM): 28.37X Cap: $3.36T
- View GOOG Profile
- View Questions on GOOG
Intuitive Surgical Inc. (ISRG $550.03)
- $550.03 P/E (TTM): 75.62X Cap: $202.72B
- View ISRG Profile
- View Questions on ISRG
NVIDIA Corporation (NVDA $190.16)
- $190.16 P/E (TTM): 55.21X Cap: $4.54T
- View NVDA Profile
- View Questions on NVDA
Booking Holdings Inc. (BKNG $5,050.39)
- $5,050.39 P/E (TTM): 33.71X Cap: $163.60B
- View BKNG Profile
- View Questions on BKNG
Salesforce Inc. (CRM $244.08)
- $244.08 P/E (TTM): 35.76X Cap: $228.88B
- View CRM Profile
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JPMorgan Chase & Co. (JPM $304.00)
- $304.00 P/E (TTM): 15.86X Cap: $842.48B
- View JPM Profile
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Eli Lilly and Company (LLY $1,026.85)
- $1,026.85 P/E (TTM): 49.79X Cap: $965.58B
- View LLY Profile
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United Rentals Inc. (URI $832.55)
- $832.55 P/E (TTM): 22.17X Cap: $54.25B
- View URI Profile
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Visa Inc. (V $329.91)
- $329.91 P/E (TTM): 33.22X Cap: $647.19B
- View V Profile
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Toronto-Dominion Bank (The) (TD $114.09)
- $114.09 P/E (TTM): 9.78X Cap: $194.99B
- View TD Profile
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Enbridge Inc. (ENB $67.03)
- $67.03 P/E (TTM): 26.1X Cap: $147.78B
- View ENB Profile
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- View Reports on ENB
Constellation Software Inc. (CSU $3,351.90)
- $3,351.90 P/E (TTM): 76.2X Cap: $69.45B
- View CSU Profile
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- View Reports on CSU
Dollarama Inc. (DOL $195.10)
- $195.10 P/E (TTM): 42.31X Cap: $53.63B
- View DOL Profile
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WSP Global Inc. (WSP $253.20)
- $253.20 P/E (TTM): 38.6X Cap: $33.29B
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- View Reports on WSP
Celestica Inc. (CLS $432.00)
- $432.00 P/E (TTM): 55.4X Cap: $47.24B
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Thomson Reuters Corporation (TRI $198.10)
- $198.10 P/E (TTM): 35.54X Cap: $87.68B
- View TRI Profile
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.95)
- $204.95 P/E (TTM): 87.98X Cap: $267.90B
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- View Reports on SHOP
Monolithic Power Systems Inc. (MPWR $919.46)
- $919.46 P/E (TTM): 24.59X Cap: $44.27B
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Axon Enterprise Inc. (AXON $554.23)
- $554.23 P/E (TTM): 180.57X Cap: $43.97B
- View AXON Profile
- View Questions on AXON
CECO Environmental Corp. (CECO $49.23)
- $49.23 P/E (TTM): 36.54X Cap: $1.75B
- View CECO Profile
- View Questions on CECO
EnerSys (ENS $137.69)
- $137.69 P/E (TTM): 16.24X Cap: $5.07B
- View ENS Profile
- View Questions on ENS
Galaxy Digital Inc. Class A common stock (GLXY $36.91)
- $36.91 Cap: $14.91B
- View GLXY Profile
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- View Reports on GLXY
CrowdStrike Holdings Inc. (CRWD $537.84)
- $537.84 Cap: $132.95B
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Vertiv Holdings LLC Class A (VRT $170.29)
- $170.29 P/E (TTM): 65.42X Cap: $62.48B
- View VRT Profile
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RTX Corporation (RTX $175.61)
- $175.61 P/E (TTM): 36.49X Cap: $232.85B
- View RTX Profile
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Robinhood Markets Inc. (HOOD $122.41)
- $122.41 P/E (TTM): 55.41X Cap: $109.27B
- View HOOD Profile
- View Questions on HOOD
Brookfield Corporation Class A Limited Voting Shares (BN $61.56)
- $61.56 P/E (TTM): 108.98X Cap: $137.72B
- View BN Profile
- View Questions on BN
Nebius Group N.V. (NBIS $83.06)
- $83.06 Cap: $21.10B
- View NBIS Profile
- View Questions on NBIS
Costco CDR (CAD Hedged) (COST $41.75)
- $41.75 P/E (TTM): 50.19X Cap: $567.49B
- View COST Profile
- View Questions on COST

Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Read Answer Asked by Don on November 12, 2025

Alphabet Inc. (GOOG $276.80)
- $276.80 P/E (TTM): 28.37X Cap: $3.36T
- View GOOG Profile
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United Rentals Inc. (URI $832.55)
- $832.55 P/E (TTM): 22.17X Cap: $54.25B
- View URI Profile
- View Questions on URI
Axon Enterprise Inc. (AXON $554.23)
- $554.23 P/E (TTM): 180.57X Cap: $43.97B
- View AXON Profile
- View Questions on AXON
CECO Environmental Corp. (CECO $49.23)
- $49.23 P/E (TTM): 36.54X Cap: $1.75B
- View CECO Profile
- View Questions on CECO
EnerSys (ENS $137.69)
- $137.69 P/E (TTM): 16.24X Cap: $5.07B
- View ENS Profile
- View Questions on ENS
RTX Corporation (RTX $175.61)
- $175.61 P/E (TTM): 36.49X Cap: $232.85B
- View RTX Profile
- View Questions on RTX
Karman Holdings Inc. (KRMN $60.50)
- $60.50 P/E (TTM): 967.71X Cap: $7.93B
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Q: What are your favourite US and Canadian non-tech stocks at this moment. Thank you.

Read Answer Asked by Edward on November 03, 2025