Kantesaria’s Portfolio Shifts & 6 Mid-Caps With Steady 15-Year Growth

Long_Equity
11-27

Here are the some of the companies that Dev Kantesaria no longer holds in his Valley Forge portfolio:

$Monster Beverage(MNST)$ $Nike(NKE)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Autodesk(ADSK)$ $Aspen Technology(AZPN)$ $Adobe(ADBE)$

And here's what he owns today:

$Fair Isaac(FICO)$ $S&P Global(SPGI)$ $MasterCard(MA)$ $Moody's(MCO)$ $Visa(V)$ $Intuit(INTU)$ $ASML Holding NV(ASML)$ $Equifax(EFX)$ $MSCI Inc(MSCI)$

Here are six companies from the S&P 400 with linear share price growth over the last 15 years. Which do you own or follow?

$Lincoln(LECO)$ $Watts Water(WTS)$ $CACI International Inc(CACI)$ $RBC Bearings(RBC)$ $GATX Corp(GATX)$ $Reliance Steel & Aluminum(RS)$

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