United Rentals Inc. (URI)

United Rentals Inc. (URI $834.03)
- $834.03 P/E (TTM): 21.72X Cap: $53.66B
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Meta Platforms Inc. (META $609.46)
- $609.46 P/E (TTM): 27.01X Cap: $1.53T
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Alphabet Inc. (GOOG $276.98)
- $276.98 P/E (TTM): 27.55X Cap: $3.33T
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Intuitive Surgical Inc. (ISRG $549.51)
- $549.51 P/E (TTM): 74.7X Cap: $196.98B
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NVIDIA Corporation (NVDA $190.17)
- $190.17 P/E (TTM): 53.24X Cap: $4.62T
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Booking Holdings Inc. (BKNG $5,048.01)
- $5,048.01 P/E (TTM): 33.06X Cap: $162.71B
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JPMorgan Chase & Co. (JPM $303.61)
- $303.61 P/E (TTM): 15.32X Cap: $826.50B
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Oracle Corporation (ORCL $222.85)
- $222.85 P/E (TTM): 50.36X Cap: $633.27B
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United Rentals Inc. (URI $834.03)
- $834.03 P/E (TTM): 21.72X Cap: $53.66B
- View URI Profile
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Walmart Inc. (WMT $102.48)
- $102.48 P/E (TTM): 38.55X Cap: $817.05B
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Axon Enterprise Inc. (AXON $554.37)
- $554.37 P/E (TTM): 176.69X Cap: $43.74B
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CECO Environmental Corp. (CECO $49.49)
- $49.49 P/E (TTM): 34.7X Cap: $1.75B
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EnerSys (ENS $137.52)
- $137.52 P/E (TTM): 16.09X Cap: $5.07B
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RTX Corporation (RTX $175.57)
- $175.57 P/E (TTM): 35.72X Cap: $235B
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Coinbase Global Inc (COIN $284.00)
- $284.00 P/E (TTM): 24.5X Cap: $76.57B
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Robinhood Markets Inc. (HOOD $122.50)
- $122.50 P/E (TTM): 50.64X Cap: $110.15B
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Nebius Group N.V. (NBIS $83.54)
- $83.54 Cap: $19.89B
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Galaxy Digital Inc. (GLXY $26.34)
- $26.34 Cap: $10.28B
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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 $272.41)
- $272.41 P/E (TTM): 36.49X Cap: $4.02T
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Amazon.com Inc. (AMZN $234.69)
- $234.69 P/E (TTM): 33.56X Cap: $2.50T
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Alphabet Inc. (GOOG $276.98)
- $276.98 P/E (TTM): 27.55X Cap: $3.33T
- View GOOG Profile
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Intuitive Surgical Inc. (ISRG $549.51)
- $549.51 P/E (TTM): 74.7X Cap: $196.98B
- View ISRG Profile
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NVIDIA Corporation (NVDA $190.17)
- $190.17 P/E (TTM): 53.24X Cap: $4.62T
- View NVDA Profile
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Booking Holdings Inc. (BKNG $5,048.01)
- $5,048.01 P/E (TTM): 33.06X Cap: $162.71B
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Salesforce Inc. (CRM $243.66)
- $243.66 P/E (TTM): 34.95X Cap: $231.96B
- View CRM Profile
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JPMorgan Chase & Co. (JPM $303.61)
- $303.61 P/E (TTM): 15.32X Cap: $826.50B
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Eli Lilly and Company (LLY $1,025.28)
- $1,025.28 P/E (TTM): 50.04X Cap: $969.28B
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United Rentals Inc. (URI $834.03)
- $834.03 P/E (TTM): 21.72X Cap: $53.66B
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Visa Inc. (V $330.02)
- $330.02 P/E (TTM): 32.95X Cap: $635.52B
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Toronto-Dominion Bank (The) (TD $114.05)
- $114.05 P/E (TTM): 9.64X Cap: $194.70B
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Enbridge Inc. (ENB $67.16)
- $67.16 P/E (TTM): 25.91X Cap: $146.47B
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Constellation Software Inc. (CSU $3,343.01)
- $3,343.01 P/E (TTM): 74.43X Cap: $70.84B
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- View Reports on CSU
Dollarama Inc. (DOL $194.93)
- $194.93 P/E (TTM): 42.94X Cap: $53.87B
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WSP Global Inc. (WSP $253.30)
- $253.30 P/E (TTM): 38.13X Cap: $33.08B
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Celestica Inc. (CLS $435.00)
- $435.00 P/E (TTM): 48.6X Cap: $50.04B
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Thomson Reuters Corporation (TRI $198.05)
- $198.05 P/E (TTM): 36.15X Cap: $88.10B
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $204.92)
- $204.92 P/E (TTM): 82.52X Cap: $266.65B
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Monolithic Power Systems Inc. (MPWR $920.19)
- $920.19 P/E (TTM): 23.71X Cap: $44.08B
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Axon Enterprise Inc. (AXON $554.37)
- $554.37 P/E (TTM): 176.69X Cap: $43.74B
- View AXON Profile
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CECO Environmental Corp. (CECO $49.49)
- $49.49 P/E (TTM): 34.7X Cap: $1.75B
- View CECO Profile
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EnerSys (ENS $137.52)
- $137.52 P/E (TTM): 16.09X Cap: $5.07B
- View ENS Profile
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Galaxy Digital Inc. Class A common stock (GLXY $36.99)
- $36.99 Cap: $14.44B
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CrowdStrike Holdings Inc. (CRWD $537.55)
- $537.55 Cap: $134.90B
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Vertiv Holdings LLC Class A (VRT $170.97)
- $170.97 P/E (TTM): 61.75X Cap: $65.28B
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RTX Corporation (RTX $175.57)
- $175.57 P/E (TTM): 35.72X Cap: $235B
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Robinhood Markets Inc. (HOOD $122.50)
- $122.50 P/E (TTM): 50.64X Cap: $110.15B
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Brookfield Corporation Class A Limited Voting Shares (BN $61.75)
- $61.75 P/E (TTM): 101.86X Cap: $138.53B
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Nebius Group N.V. (NBIS $83.54)
- $83.54 Cap: $19.89B
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Costco CDR (CAD Hedged) (COST $41.78)
- $41.78 P/E (TTM): 50.19X Cap: $575.49B
- View COST Profile
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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 $276.98)
- $276.98 P/E (TTM): 27.55X Cap: $3.33T
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Intuitive Surgical Inc. (ISRG $549.51)
- $549.51 P/E (TTM): 74.7X Cap: $196.98B
- View ISRG Profile
- View Questions on ISRG
United Rentals Inc. (URI $834.03)
- $834.03 P/E (TTM): 21.72X Cap: $53.66B
- View URI Profile
- View Questions on URI
CECO Environmental Corp. (CECO $49.49)
- $49.49 P/E (TTM): 34.7X Cap: $1.75B
- View CECO Profile
- View Questions on CECO
Galaxy Digital Inc. (GLXY $26.34)
- $26.34 Cap: $10.28B
- View GLXY Profile
- View Questions on GLXY

Q: Good Day,
I just trimmed back my position in GOOG and would like to start a new position in one of the following: CECO; GLXY; ISRG; URI. Please indicate what your order of preference would be if buying today?
Secondly, would you start a position now, or would you wait until tax loss selling is in full swing within the next few weeks?
Thanks for the great service.
Cheers

Read Answer Asked by Kevin on November 03, 2025