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Amazon.com Inc. (AMZN $238.30)
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Broadcom Inc. (AVGO $373.69)
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Alphabet Inc. (GOOGL $317.68)
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Microsoft Corporation (MSFT $370.20)
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NVIDIA Corporation (NVDA $188.45)
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Visa Inc. (V $304.60)
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S&P Global Inc. (SPGI $409.98)
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Arista Networks Inc. (ANET $146.96)
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Transdigm Group Incorporated (TDG $1,210.74)
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Axon Enterprise Inc. (AXON $341.45)
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Heico Corporation (HEI $287.57)
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Vertiv Holdings LLC Class A (VRT $294.64)
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.