Here's a rapid fire update on all 33 stocks in our portfolio, including a few names to buy now

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Here's a rapid-fire update on all 33 stocks in Jim Cramer's Charitable Trust, the portfolio we use for the CNBC Investing Club. Jim broke down the portfolio Thursday during the June Monthly Meeting. Apple : The stock has been misunderstood by Wall Street, viewed simply as a smartphone maker, rather than the maker of the best consumer technology. This has allowed Apple to amass a large and loyal customer base. And as the company brings in more users, Apple's high-margin services revenue becomes even more important. We maintain our "own it, don't trade it" stance on shares, particularly ahead of an expected AI-fueled upgrade cycle for iPhones. Abbott Laboratories : The health-care company is the kind of high-quality, defensive stock to own in a slowing economy. Still, the baby formula lawsuits have been a significant drag since March. A case against Abbott set to go to trial in July will be closely watched. Jim reiterated his view that Abbott's legal challenges are far different than Johnson & Johnson 's yearslong talc overhang. Amazon : The state of the advertising market is increasingly important to Amazon, as it leans into ads on both its e-commerce marketplace and Prime Video offering . Of course, Amazon Web Services remains a huge contributor to profits, but its retail operations are becoming more profitable . On Wednesday, Amazon broke above the $2 trillion market cap for the first time and kept its climb going Thursday. Broadcom : We took profits in Broadcom on June 18 after the stock had a dramatic move higher following a strong earnings report. While its fundamental business prospects remain bright, our discipline kicked told us to trim. Data center is driving the Broadcom story right now, but we're hopeful the aforementioned iPhone upgrade cycle provides a lift to its struggling wireless business. Recently acquired VMWare is another driver. Best Buy : Jim said Best Buy's pullback in recent days has created a buying opportunity in the electronics retailer. After a post-earnings surge from late May into June, the stock is down more than 10% since June 18. We're sticking to our thesis on an AI-driven upgrade cycle for hardware, especially personal computers, can fuel sales growth for Best Buy in the quarters ahead. Costco Wholesale : Costco has been a well-oiled machine for many years, but its value-focused ethos is really shining in this current economic moment. That's how you get a stock up more than 29% year to date. We're still awaiting a membership fee hike and remain intrigued by the new management team's opportunity to grow its e-commerce business . Salesforce : The stock has in recent weeks clawed back some of its post-earnings plunge , even before Thursday's 6% surge. We're monitoring the recent shift in investor preference within tech toward hardware names away from software vendors. The AI boom is a tailwind for hardware spending, but it also raises questions about the seat-based licensing model that software companies such as Salesforce have relied on for years. Coterra Energy : The issue for Coterra shares, which are up around 5.5% this year, is the market perception of its business. Despite being a healthy mix between oil and natural gas, the stock seemingly gets credit when natural gas prices go up — but it doesn't do much when oil climbs. It may seem unfair, Jim said, but it's the reality. DuPont : Following DuPont's May 23 announcement to split into three publicly traded companies, the stock's performance has been levered to the mergers and acquisitions (M & A) market and the possibility of a takeover of its water business. These reports haven't been confirmed, but when there's smoke, there's usually fire. Any deal will send the stock higher. We're sticking by our $100 sum-of-the-parts price target. Jim reiterated his view that DuPont is a buy under $80 a share, just as it was Thursday. Danaher : The life-sciences company has landed in the unfortunate camp of trading based on its China exposure, even if the majority of its sales happen outside the world's second-largest economy. While the stock had a nice move from mid-to-late April into June, it's given back some of those gains in recent weeks. The negative investor sentiment toward China impacts a whole host of stocks. Walt Disney : Part of the reason Disney's stock fell on hard times, Jim argued, is the company has struggled to deliver movies and shows that people want to watch. Disney's issues here have weighed on sentiment, even as its theme park business has been strong after reopening from Covid shutdowns. Throw in declining cable subscribers, and we're hesitant to endorse buying more Disney shares here . Dover : The company has years of growth ahead of it. A boom in investments into data center construction — a product of the AI frenzy — will increase demand for Dover's offerings. Dover is a key ecosystem partner of fellow Club holding Nvidia and manufactures the thermal connectors used in liquid cooling of these data center facilities. We added to our Dover position on June 5. Estee Lauder : We should have cut our losses in this troubled cosmetics maker already. That was a mistake, Jim acknowledged, but he indicated he's going to give the company one more quarter before heading to the exits. Eaton : Like Dover, the conglomerate is a growth machine because it's levered to the data center buildout. The industrial stock has room to run because of this exposure, boosting sales for the company's power management solutions. We wouldn't own it if it weren't such a solid AI play. Ford Motor : Jim tripled down on his call for Ford to initiate a stock buyback to ignite its stock and close the performance cap between the Blue Oval and its crosstown rival General Motors . He indicated he plans to continue to apply pressure on management. GE Healthcare : Like Danaher, GE Healthcare's business in China has been a problem for the stock. Management explained on its late April earnings call that customers in the country are delaying orders while they await more details on a government stimulus plan for health care. However, we still haven't seen those details just yet. At around $78 a share Thursday, GE Healthcare trades about $10 below where the stock closed before its earnings sell-off two months ago. Alphabet : The Google parent is another portfolio name with significant exposure to the advertising market, which historically is sensitive to economic growth. However, some of that sensitivity has been masked by the move to digital ads from traditional channels like television and print news. As time goes on, though, Jim said it would be a mistake to think that Alphabet would be immune from a major downturn in the ad market. Honeywell International : This industrial conglomerate could break up in a similar fashion to DuPont. But it may not be necessary because the company has the balance sheet to improve its disparate portfolio. Honeywell could acquire more profitable businesses that fit their three mega-trends — automation, the future of aviation, and energy transition. Honeywell completed its $4.95 billion purchase of Carrier's security business earlier in June. The deal leans into the firm's automation theme. Some of its recent momentum, following a period of underperformance, may be traced back to that move. Linde : The stock has been able to ride out weakness among industrial-focused names. Limited competition due to the scarcity of industrial gas companies has given Linde more pricing power. Plus, the company has been performing well despite little volume growth for its end markets. Linde's hand is in several industries, ranging from semiconductors to wine and even helium balloons. Eli Lilly : The key for Eli Lilly shares to sustain their recent success is improved insurance coverage for its pricey GLP-1 drugs: Zepbound for obesity and Mounjaro for type-2 diabetes. The company's ability to demonstrate that these treatments provide a broader range of health benefits will help convince the insurers to provide reimbursement. There's strong evidence that this class of drugs can improve heart health , and Lilly on Friday demonstrated that there's benefits for obstructive sleep apnea, too . Meta Platforms : Similar to Alphabet, Meta's fortunes are tied to the ad market even though it has other irons in the fire, such as WhatsApp and its Quest virtual reality headsets. The stock has been steadily climbing out of the hole it entered in late April in response to first-quarter earnings. Morgan Stanley : This stock has perturbed us. Its most prominent rival, Goldman Sachs , has outperformed Morgan Stanley, leaving us to question if the stock is the right play for a rebound in investment banking. There's still hope for Morgan Stanley, though, especially after management posted solid quarterly earnings results in April. So, we're going to wait it out and see. Microsoft : The tech giant dominates any industry it choses. Most notably, its Azure cloud computing business — the second largest in the world behind AWS — and sizable stake in ChatGPT creator OpenAI have given Microsoft a comfortable lead in the heated AI arms race. That's why the portfolio name sits as the most valuable publicly traded company in the world. Nextracker : Our newest position , we called up the maker of solar tracking systems from our Bullpen on Thursday. The stock has pulled back quite a bit in recent weeks, creating an attractive opportunity for us to start a stake. Alongside that purchase, we exited Foot Locker . Nvidia : Despite some recent volatility in the stock, we remain convinced that Nvidia is at the heart of one of the biggest themes of our era: the growth of the data center to support generative AI. The stock's now-elevated valuation is riding on it, Jim acknowledged, but the Jensen Huang-led company is well-positioned to deliver the earnings growth to warrant the premium. Palo Alto Networks : You have to own a stock that's levered to a long-term growth theme like cybersecurity. For us, that's Palo Alto. Although shares have underperformed peer CrowdStrike this year, we're beginning to believe that CEO Nikesh Arora's platformization strategy — which resulted in management lowering its revenue guidance for 2024 — will allow the company to win bigger cybersecurity deals in the long term. The stock rallied 5.5% on Thursday. Procter & Gamble : Raw costs are critical to a mature company like P & G because keeping those under control while demand hangs in will allow for margins and profits to expand. That's what matters to P & G, the business. What matters right now to P & G, the stock, is that some investors believe the U.S. economy is slowing, so they look to classic defensive plays like consumer staples. It's no surprise then to see P & G within a few bucks of its all-time high set on June 18. Starbucks : The Club's not throwing in the towel on Starbucks yet despite the company's lackluster April 30 quarterly earnings report and dismal year-to-date stock performance. Our thinking: The coffee chain is still a quality brand, and it would be hard for shares to get much worse from here — down 17% since the start of 2024. We're hoping an activist investor steps in to hold management accountable and turn its luck around. Constellation Brands : The perception that beer consumption will be hurt by GLP-1 weight-loss drugs could be one factor holding back shares of the Modelo and Corona parent, Jim said. Over the past 12 months, the stock is up less than 4%. However, we see lots of future growth for the company, which has demographic trends in the U.S. on its side. And in the near term, Constellation is primed to gain more prime real estate in grocery stores . Stanley Black & Decker : We want an interest rate play in the portfolio, and this stock will do the job . Despite its recent underperformance — down more than 4% in the past month — when the Fed eventually lowers rates, shares should climb as the housing market picks up and customers buy more of the toolmaker's offerings. Plus, it pays to stay in the stock, with a more than 3% dividend yield. TJX Companies : Like Costco, TJX has been a big winner because it operates in the sweet spot of appealing to bargain hunters. Shares are up about 18% year to date and trading less than a $1 from its record close on June 24. We've debated booking profits, but still love the T.J. Maxx parent's multiyear potential. Wells Fargo : We're bullish on the firm's push into investment banking as CEO Charlie Scharf poaches senior hires from heavyweight peers like JPMorgan . These efforts help Wells Fargo diversify its revenues, relying less on interest-based income streams, which are at the mercy of the central bank's monetary policy. This division, however, will take time to build out. Wynn Resorts : Wynn is another stock in the portfolio that, it's become increasingly clear, trades based on its exposure to China. Even though it's business in Las Vegas has been crushing it, Wynn shares have been drifting lower since April to under $90 each. China is just too dicey for the big money managers to take a swing at it. (See here for a full list of the stocks in Jim Cramer's Charitable Trust.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED. Traders work on the floor of the New York Stock Exchange. Michael M. Santiago | Getty Images