-
Caterpillar Inc. (CAT $432.90)
-
Deere & Company (DE $512.22)
-
Union Pacific Corporation (UNP $223.87)
-
Canadian Pacific Kansas City Limited (CP $105.05)
-
Transdigm Group Incorporated (TDG $1,621.66)
-
Axon Enterprise Inc. (AXON $740.56)
-
Comfort Systems USA Inc. (FIX $697.27)
-
Old Dominion Freight Line Inc. (ODFL $150.21)
-
Heico Corporation (HEI $325.93)
-
L3Harris Technologies Inc. (LHX $273.89)
-
Vertiv Holdings LLC Class A (VRT $147.90)
-
RTX Corporation (RTX $158.00)
-
Rocket Lab Corporation (RKLB $45.45)
Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx