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Lockheed Martin Corporation (LMT $653.07)
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Verizon Communications Inc. (VZ $51.18)
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Walmart Inc. (WMT $122.10)
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Air Canada Voting and Variable Voting Shares (AC $18.60)
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Kinaxis Inc. (KXS $137.26)
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Magna International Inc. (MG $83.28)
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goeasy Ltd. (GSY $112.31)
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Aritzia Inc. Subordinate Voting Shares (ATZ $121.47)
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Veeva Systems Inc. Class A (VEEV $192.08)
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The Trade Desk Inc. (TTD $29.46)
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CrowdStrike Holdings Inc. (CRWD $418.10)
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Unity Software Inc. (U $20.66)
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.