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Amazon.com Inc. (AMZN $265.06)
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Broadcom Inc. (AVGO $417.43)
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Alphabet Inc. (GOOGL $384.80)
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Microsoft Corporation (MSFT $407.78)
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NVIDIA Corporation (NVDA $199.57)
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Visa Inc. (V $329.84)
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S&P Global Inc. (SPGI $431.23)
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Arista Networks Inc. (ANET $172.71)
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Transdigm Group Incorporated (TDG $1,159.98)
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Axon Enterprise Inc. (AXON $401.76)
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Heico Corporation (HEI $269.92)
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Vertiv Holdings LLC Class A (VRT $328.49)
Q: Our core long-term holdings - not full positions. Please advise those that could add to full positions, hold or sell or those that you would replace with better potential. Please rank.