Thinking about selling out of a core position to add more $CEPT

I love $ICE as a compounding hold (I hold six positions total). I feel like it’s always at a discount. Earnings are damn near guaranteed to beat on damn near every measure and the div is growing. As a long term investor this is a no brainer to me. On the flip side with $CEPT the margin unlock after de-spac to go along with no warrants and investors saying they won’t redeem after it de-spacs seems like such a huge opportunity. The financials and long term potential as tokenization infrastructure scream major re-rating to the upside to me. The other position I’m considering swinging into this is $LHX but I anticipate a big sustained move up once the spin-off is announced/then completed. My other positions are $QXO, $AVGO and $BK. I can’t bring myself to consider exiting those. Any opinions on this? Thank you in advance!

Disclaimer:

I understand I am heavy financial infrastructure with $CEPT, $BK and $ICE but financial infrastructure companies make me feel secure enough to hold my asymmetrical bet in $QXO as my single largest position.

I am not thinking I can predict the future and I know the risk of $QXO roll out strategy, length of time to complete a spin-off at $LHX and potential $CEPT de-spac doesn’t play out as anticipated. Ive done my own research and feel comfortable with the risk/opportunity cost.