Speaker holds ADBE but is reducing exposure by taking profits due to portfolio rebalancing needs.

So I am currently holding Adobe and I am currently holding Asenture and I am holding those in a portfolio waiting of 3.7% per uh per stock.

Adobe 1.9. Now, uh, Adobe was one of the the drawbridge picks you saw today. We're very much at the top of the the of the chart here. One of the interesting things about this is that Adobe was on my list of picks last month.

So, I actually purchased this on July 1st here. I I I purchased stock and so Adobe was going up up up. Today, actually, I was trimming my position. and I was taking profits on Adobe because the the balancing had gotten out of whack.

So, I'm still holding it, but I'm already taking profits on those. So, I'm lessening my position based on the rebalancing of my portfolio.