We're buying more of one industrial-focused stock and booking some profits in another

We are making two trades Wednesday. Buying 100 shares of FedEx Freight at roughly $160 each; Jim Cramer's Charitable Trust will own 150 shares of FDXF, increasing its weighting in the portfolio to 0.6% from 0.2% Selling 75 shares of Dover at roughly $224; leaving the Trust with 285 shares of DOV, decreasing its weight in the portfolio to 1.6% from about 2% We're picking up more shares of FedEx Freight and funding the purchase with a Dover trim, consistent with what we said during Wednesday afternoon's June Monthly Meeting. FDXF mountain 2026-06-12 FedEx Freight performance since June 1 FedEx Freight started hot out of the gate after separating from FedEx on June 1. After closing at around $150 on its first official day of trading, shares of the largest less-than-truckload (LTL) carrier in North America traded as high as $188 on June 9. When it hit this level, we said on our HomeStretch that we would not chase it up here, so we downgraded our rating to a 2 and said we would wait for a pullback to add. Sure enough, the stock has pulled back more than 10% since we changed our rating, a downturn that's consistent with several other trucking stocks like Old Dominion Freight Line . With the FDXF trading at a much cheaper level, we are upgrading our rating back to a 1 and buying shares. …