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

June 25, 2025

Jim Cramer and Jeff Marks, the Club’s director of portfolio analysis, ran through all 30 holdings in the portfolio during the June Monthly Meeting on Wednesday. Here’s a rapid fire update on each stock, starting with those that Jim and Jeff said investors should consider trimming — or that the Club has sold recently — as uncertainty over President Donald Trump’s tariffs and the conflict in the Middle East linger.…

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