(This article was originally sent to Jim Cramer and members of CNBC Investing Club. For the most up-to-date updates, subscribe to our email list subscribe here.)

We will sell 100 shares after you have received this email. Union PacificUNP (approximately $251.95) Additionally, we plan to sell 125 shares United Parcel Service(UPS) starting at $216.82

Following the trades, the Charitable Trust will own 300 shares of Union Pacific and 600 shares of United Parcel Service. UNP’s share of the portfolio’s assets will decrease from 2.37% down to 1.78%. UPS’s will see a decline in its weight from 3.72% up to 3.1%.

The register is being rung and profits are booked in two transport stocks which have enjoyed a strong run since October’s third-quarter earnings (+10% UNP, +6% UPS), and began the year trading near or close to their highs.

Both stocks are expected to reach new heights.

• Union Pacific boasts one of industry’s best operating ratios and will benefit from continuing economic growth combined with reduced supply chain pressures.
• United Parcel Service is about the pure execution of Carol Tome’s strategy “Better, Not Bigger”. UPS is expected to give us an impressive dividend boost next month.

We don’t wish to be greedy, so these sales do not reflect any changes in our long-term outlook. Instead, they focus on our belief that prudently locking in stock gains will help us lock in future profits. This is what we can accomplish by making the two sales. We will sell some stocks at the highs, and then raise money to allow us the flexibility to invest in new opportunities. Future volatility will undoubtedly create them.

Union Pacific shares that were purchased March 2021 in the fall will give us a solid gain around 18%. UPS will enjoy a 30 percent gain on the stock we have purchased since 2020.

CNBC Investing Club now serves as the official residence of my Charitable Trust. This is where I share my market intelligence and every move that we have made for our portfolio. Action Alerts Plus is not affiliated in any way with the Charitable Trust or my writings.

 Subscribers to CNBC Investing Club will get a trade alert prior to Jim making a trade. Jim must wait for a trade signal to be sent before he buys or sells a stock within his portfolio of charitable trust stocks. Jim may wait 72 hours to execute a trade if he has discussed a stock with CNBC TV. See here for the investing disclaimer.

 (Jim Cramer’s Charitable Trust was long UNP, UPS.