Challenge my holdings!

I challenge you to critique my current holdings. Any critique is welcome. Go!

Here are my current holdings:

$MSFT (-0,01%)

$META (+0,12%)

$MA (+1,07%)

$BRK.B (-0,75%)

$AMZN (-1,61%)

$ASML (-0,06%)

$MSCI (-0,64%)

$MC (-0,29%)

$BKNG (+0,49%)

$SPGI (+0,99%)

$ADBE (-0,67%)

$NOVO B (-0,12%)

$AIR (-0,78%)

$CDNS (-0,23%)

$OR (+1,81%)

$IDXX (+0,04%)

$EL (-0,36%)

$FTNT (+1,66%)

$LULU (-0,14%)