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                             Costco Wholesale Corporation (COST $911.70) Costco Wholesale Corporation (COST $911.70)
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                             O'Reilly Automotive Inc. (ORLY $94.54) O'Reilly Automotive Inc. (ORLY $94.54)
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                             Booking Holdings Inc. (BKNG $5,063.57) Booking Holdings Inc. (BKNG $5,063.57)
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                             AutoZone Inc. (AZO $3,678.73) AutoZone Inc. (AZO $3,678.73)
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                             TJX Companies Inc. (The) (TJX $140.14) TJX Companies Inc. (The) (TJX $140.14)
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                             Walmart Inc. (WMT $100.72) Walmart Inc. (WMT $100.72)
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                             Caseys General Stores Inc. (CASY $505.33) Caseys General Stores Inc. (CASY $505.33)
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                             Pool Corporation (POOL $270.97) Pool Corporation (POOL $270.97)
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                             Revolve Group Inc. Class A (RVLV $22.19) Revolve Group Inc. Class A (RVLV $22.19)
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                             Mama's Creations Inc. (MAMA $10.65) Mama's Creations Inc. (MAMA $10.65)
            Q: I am beginning to transition my portfolio from a growth portfolio to a more defensive posture. My portfolio analysis indicates I am approximately 6% underweight in both Consumer Defensives and Consumer Cyclicals. I have some U.S, cash to deploy, what would be your top recommendations for these two areas? Thank you in advance!
        
     
                             
                             
                    