@bdinvestingg Thanks for always being transparent @bdinvestingg. It is definitely challenging to trim positions when the stocks are hot in every discussion. Looks like you have conquered the game of avoiding FOMO. Your courage and foresight to trim those positions will be the winning stroke.
@TacticzH Good list.
My suggestion: (take it with grain of salt as I am new investor):
Swap out Visa with NVO/LLY (you already have MA).
Swap out Moody's with NFLX (you already have SPGI)
Swap out FICO with UBER (you already have SPGI)