Club mailbag: Apple and Nvidia are in my top 5 holdings. Is my portfolio still diversified enough?

A man walks past the barricade of India's first Apple retail store, that will be launched soon, at Jio World Drive Mall, Mumbai, India, April 5, 2023.
Francis Mascarenhas | Reuters

Apple and Nvidia are both "hold it, don't trade it" stocks. To be diversified, we shouldn't have two similar category stocks in our top 5 holdings. With the recent jump in Nvidia pricing, I now have both in my top 5 holdings. Should one be trimmed out of the top 5?

—Cyrus S.