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Costco Wholesale Corporation (COST $983.55)
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O'Reilly Automotive Inc. (ORLY $93.94)
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Booking Holdings Inc. (BKNG $177.23)
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AutoZone Inc. (AZO $3,505.77)
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TJX Companies Inc. (The) (TJX $158.23)
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Walmart Inc. (WMT $124.28)
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Caseys General Stores Inc. (CASY $731.03)
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Pool Corporation (POOL $216.57)
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Revolve Group Inc. Class A (RVLV $25.10)
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Mama's Creations Inc. (MAMA $15.85)
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!