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Lockheed Martin Corporation (LMT $636.33)
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Verizon Communications Inc. (VZ $50.52)
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Walmart Inc. (WMT $125.08)
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Air Canada Voting and Variable Voting Shares (AC $17.70)
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Kinaxis Inc. (KXS $135.49)
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Magna International Inc. (MG $76.64)
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goeasy Ltd. (GSY $38.24)
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Aritzia Inc. Subordinate Voting Shares (ATZ $112.53)
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Veeva Systems Inc. Class A (VEEV $186.70)
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The Trade Desk Inc. (TTD $25.07)
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CrowdStrike Holdings Inc. (CRWD $433.20)
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Unity Software Inc. (U $20.09)
Q: I currently have full positions in BAM.A, GSY, WMT, VEEV with half positions in CRWD, KXS, TTD, U, and VZ. Are you comfortable with this portfolio? I am contemplating reducing KXS or removing U with ATZ, LMT, AC or MG. I'd appreciate your thoughts on any necessary adjustments to make at this time.