6 stocks to trim after big runs, plus updates on rest of our portfolio

The club's portfolio analysis director Jim Cramer and Jeff Marks passed through all the 30 holding in the portfolio at the June meeting on Wednesday. Jim and Jeff's investors, President Donald Trump's tariffs and the conflicts in the Middle East distraction - or the club recently sold - or recently said that it has recently sold a fire update about each stock. Abbott Laboratoryies: One of the best stocks of the year, Abbott, HHS chief Robert F. Kennedy Jr.'s wearable health products spoke better news on Tuesday. Abbott's constant glucose monitors fit the invoice. In fact, the stock had a very good run, we would think of taking off. Broadcom: Chipmaker's incredible rally from the lords of April made the stock one of our biggest positions. Although we may need to make a reservation for more profits, there is no doubt that AI is going incredibly good. Crowdstrike: We cut the stock on Tuesday and now we can let him run. This year, with an increase of 40%, on our portfolio score board, only the final addition is watching Ge Vernova. Cyber security expenditures are a necessity for companies, and Crowdstrike continues to put the CT cuts behind last year. Disney: We fought and won with Disney. Instead of buying a bow, our discipline wants us to get us out of the table. Nevertheless, we love the stock, and last month, it provided a lot to like a strong quarter. EATON: The club also evacuated the shares of this industrial name on Tuesday and said that the stock could fall as a stall of the tariff uncertainty, and Wall Street could only fall due to the reductionist view of Eaton's data center game. Still more for us. In fact, the management announced last week that the aviation and defense company bought Ultra Precision control systems. "What a big movement," Jim said. Wells Fargo: We also sell these bank shares. Wells Fargo's position with balloon in our portfolio. Currently, the fourth largest among our 30 holding. The management is expected to announce the purchases of the Fed's annual stress tests later on Friday late. We hope to take some of the next session and buy a book of profits. Other 24 Apple updates: This technology giant continues to be a problem for us. Apple needs to stop buying so many stocks and focus on productive artificial intelligence efforts. The best bet of the iPhone manufacturer is to obtain the startup astonishment AI, which can give Apple more AI ability and technology. This is followed last week that media reports are considering the explicitly buying or partnership of the administration. Amazon: Somehow, three of the main work - retail, cloud and advertising - firing into all cylinders and still fell by 3% for the year. Jim said it was worth buying here, but he advised him to buy later because the stock could be variable. Blackrock: According to Jim, this stock "stuck in mud". It is attractive to sell because of silent stock performance, but we keep hope. After all, Blackrock is still a quality asset manager with great basis. The management announced a series of purchases in private markets that made it even more attractive last year. Bristol Myers Squibb: Here is quite simple: the drug producer needs to come together on the cobenfy, or we will continue. Later this year, we expect results by looking at the ability to treat Alzheimer's psychosis of the drug. Capital One: This is one of the favorite names in Jim's portfolio. The financial stock should rise further after completing the 35 billion dollars of Discover Financial. As a result, Capital One will soon receive more shares in the credit card market not only in the United States, but also internationally. Costco: Retailers are not yet outside the tariff forests, but Costco will be able to stay on the wear. Remember, it is not the product it sells membership fees, but a key source of snow. Salesforce: The stock has become a problem. Although it is attractive to say the record ring, the annual Dreamforce Conference of the Software Manufacturer should give us a better idea of where the AI product representative went. Coterra Energy: This has been a geopolitical fence with great flexibility on oil and natural gas production. We would like to add more of the stock below 24 dollars. DUPONT: This stock has been significantly delayed since the beginning of 2025. The exposure of the chemical manufacturer to China poses a real risk for investors. We hope that the upcoming Spinoff will improve investor feelings. That's why the club stays in Dupont for now. DANEHER: Chinese business was a problem, and so is its administration. Jim said he was reluctant to get out without fear that the company would replace the CEO and send the stock much higher. Dover: This AI industrial game is valued by Wall Street. If the stock falls further, the club considers to receive additional stocks. As a result, Dover has incredible earnings growth potential and the fact that the data center is exposed to production frenzy makes it even more attractive. GE VERNOVA: Stock is one of the most interesting stories on the market due to AI data center construction. In addition, as companies try to build a calculation infrastructure, ordering their turbines will reduce the surplus of trade. We expect the shares to fall again before buying more. Goldman Sachs: Stocks can rise when the public offering explosion really comes out. As more companies are opened to the public, they will return to Goldman's first -class investment banking services. This will increase an important business revenues for Wall Street Bank. Home Depot: When the federal reserve reduces interest rates, Jim said that the shares of the home development retailer may be much higher. Because Home Depot is an important beneficiary of a return in the housing market, which usually heals as borrowing costs decrease. This stock was a real dog, but we still believe - for now. Honeywell International: Not Secret: Honeywell shares performed low industrial peers in 2025. We are not worried about stock yet. The division of Honeywell approaching three public companies should force the stocks much more. Jim said it could be the next Ge that successfully revealed two jobs last year. Linde: We sit tight in this stock. The industrial gas giant has a registry of delivery to quality foundations and shareholders despite its latest silent performance. Eli Lilly: It was often difficult to have drug stocks this year, but if there was only one you might have, Lilly would be. The best injectable GLP-1 on the market has a oral obesity pill that is ready to reach the US market next year. Meta Platforms: Do not buy meta at existing levels. However, if there was a financial retreat without making a major change in the thesis, this would be a different story. CEO Mark Zuckerberg's aggressive moves to bring AI's ability shows the devotion to technology. Microsoft: We stay for a long time called this great technology. As a result, Microsoft finally shows the return of AI investments. In April, the company issued better three -month gains than expected, accelerating the increase in income in cloud computing business. NVIDIA: AI Chip King broke a record for the closing on Wednesday. Although there are concerns that the special chip efforts of Megacap technology companies may violate the dominance of Nvidia, we do not see the market as a winner. AI calculation demand continues to be firearms. Palo Alto Networks: We are staying bulls on the stock. It is a great sector to be in cyber security, because companies continue to allocate some of their budgets to these services, regardless of the macro ground. Like Crowdstrike, Jim de Palo is predicted that it will get more market share from peers because of the quality of offers. Starbucks: For new club members, Jim said he would buy some shares at the current levels and then the stock was a little more if he fell to $ 85. Despite all the difficulties in China, we are pleased to have more than one party interested in this business. TJX Companies: The stock withdrew on May 21 before the earnings, and Jim said that if investors have an opportunity for investors to buy some stocks and fall to 120 dollars, they potentially said. Like Costco, this is a retailer that can benefit from tariffs. Texas Roadhouse: Stocks are worth buying now, Jim, Jim said, because there is no guarantee that the stock will focus on unreal concerns like around this year, as in the early this year. The restaurant operator is about a completely value and fun meal experience. (See here for the full list of Jim Cramer's philanthropist's confidence in the charitable trust. 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