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REDDIT

What quality compounders fit this portfolio?

S
Jul 30, 2026 · 12:01

My portfolio currently consists of the following companies: GOOG, IOT, TOST, LIN, WM, CTAS, COST, UBER, PH, UNH, SHL, SYK, ROL, MA, NOW, DHR, HIMS, ZETA, MSCI.
I have already asked AI models for recommendations, but they keep suggesting the same generic, mainstream mega-caps that don't capture the specific nuances of my strategy.
Please provide a tailored, non-obvious list of stocks that perfectly match my precise investment style, explaining the exact rationale for each.


EDIT: I absolutely love AXON too, but it's just too expensive.