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Investment Summary for 02/11/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AFLAC Inc (AFL) 500.0000 02/10/2025 102.6100 51,305.00  5.4% research, transactions
Apple Inc (AAPL) 350.0000 02/10/2025 227.6500 79,677.50  8.4% research, transactions
Bio Reference Laboratories (BRLI) 800.0000 08/20/2015 34.6100 27,688.00  2.9% transactions
Cisco Systems Inc (CSCO) 600.0000 02/10/2025 62.8100 37,686.00  4.0% research, transactions
Cognizant Technology Solutions Corp (CTSH) 300.0000 02/10/2025 86.9600 26,088.00  2.8% research, transactions
Colgate-Palmolive Company (CL) 150.0000 02/10/2025 85.9600 12,894.00  1.4% research, transactions
Echo Global Logistics Inc (ECHO) 200.0000 11/23/2021 48.2400 9,648.00  1.0% transactions
FactSet Research Systems Inc (FDS) 250.0000 02/10/2025 460.6600 115,165.00  12.1% research, transactions
Jack Henry & Associates Inc (JKHY) 275.0000 02/10/2025 173.6600 47,756.50  5.0% research, transactions
Microsoft Corp (MSFT) 400.0000 02/10/2025 412.2200 164,888.00  17.4% research, transactions
Nov Inc (NOV) 200.0000 02/10/2025 15.9300 3,186.00  0.3% research, transactions
Pepsico Inc (PEP) 200.0000 02/10/2025 144.3500 28,870.00  3.0% research, transactions
Qualcomm Inc (QCOM) 300.0000 02/10/2025 171.3600 51,408.00  5.4% research, transactions
Regal Rexnord Corp (RRX) 200.0000 02/10/2025 136.5000 27,300.00  2.9% transactions
Resmed Inc (RMD) 400.0000 02/10/2025 238.5600 95,424.00  10.0% research, transactions
Schlumberger Limited (SLB) 300.0000 02/10/2025 41.2100 12,363.00  1.3% research, transactions
Stantec Inc (STN) 400.0000 02/10/2025 78.2700 31,308.00  3.3% research, transactions
Stryker Corp (SYK) 215.0000 02/10/2025 392.6000 84,409.00  8.9% research, transactions
Tapestry Inc (TPR) 400.0000 02/10/2025 79.0500 31,620.00  3.3% research, transactions
Teva Pharm Ind Inc ADR (TEVA) 400.0000 02/10/2025 16.8100 6,724.00  0.7% research, transactions
Walgreens Boots Alliance, Inc. (WBA) 475.0000 02/10/2025 9.9700 4,735.75  0.5% research, transactions
 

Warning: One of the investments above is missing a recent price.