Thoughts on how this portfolio would do in the event of a recession

Individual stocks (30% of total): COST, SCI, MCD, AMZN, LMT, RTX, UNH, AWK, HAL, MSFT, NVDA, GOOGL. COST, LMT, UNH, and GOOGL are the big positions (around 4% each). The remaining 14% are divided more or less equally among the other positions.

Index funds (50%): Mostly SPY

The remaining 20% is bonds and CDs, etc.