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Investment Summary for 05/20/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AbbVie Inc (ABBV) 2.8002 05/19/2025 185.7100 520.03  1.0% research, transactions
Adobe Systems Inc (ADBE) 0.6172 05/19/2025 420.6800 259.65  0.5% research, transactions
Advanced Micro Devices (AMD) 2.3185 05/19/2025 114.7400 266.03  0.5% research, transactions
Alphabet Inc (GOOG) 10.8331 05/19/2025 167.8700 1,818.55  3.6% research, transactions
Alphabet Inc A (GOOGL) 11.5380 05/19/2025 166.5400 1,921.54  3.8% research, transactions
Amazon.com Inc (AMZN) 24.9500 05/19/2025 206.1600 5,143.70  10.2% research, transactions
Apple Inc (AAPL) 41.7730 05/19/2025 208.7800 8,721.36  17.3% research, transactions
Berkshire Hathaway Inc Cl B (BRKB) 2.9474 05/19/2025 512.3900 1,510.24  3.0% research, transactions
Boeing Company (BA) 0.7702 05/19/2025 205.2500 158.08  0.3% research, transactions
Broadcom Inc. (AVGO) 1.7060 05/19/2025 230.6300 393.46  0.8% research, transactions
Caterpillar Inc (CAT) 1.0032 05/19/2025 352.5700 353.71  0.7% research, transactions
Chevron (CVX) 1.2365 05/19/2025 138.4900 171.25  0.3% research, transactions
Chipotle Mexican Grill Inc (CMG) 3.2159 05/19/2025 52.2700 168.09  0.3% research, transactions
Coca-Cola Company (KO) 2.0548 05/19/2025 71.9300 147.80  0.3% research, transactions
Costco Wholesale (COST) 2.8794 05/19/2025 1,034.3400 2,978.24  5.9% research, transactions
Crowdstrike Holdings Inc (CRWD) 1.0740 05/19/2025 444.3500 477.23  0.9% research, transactions
Eli Lilly & Company (LLY) 0.6572 05/19/2025 755.1100 496.24  1.0% research, transactions
Exxon Mobil Corp (XOM) 2.0761 05/19/2025 106.4700 221.04  0.4% research, transactions
Fastenal Co (FAST) 3.8807 05/19/2025 83.1600 322.72  0.6% research, transactions
Ford Motor Company (F) 5.0679 05/19/2025 10.7500 54.48  0.1% research, transactions
GE Aerospace (GE) 0.6008 05/19/2025 235.2900 141.36  0.3% research, transactions
GE Vernova Inc (GEV) 0.2525 05/19/2025 446.6000 112.75  0.2% transactions
Home Depot Inc (HD) 2.5284 05/19/2025 379.3800 959.21  1.9% research, transactions
J.P. Morgan Chase & Company (JPM) 1.5314 05/19/2025 264.8800 405.64  0.8% research, transactions
Johnson & Johnson (JNJ) 2.3707 05/19/2025 152.4900 361.51  0.7% research, transactions
Lowe's Companies Inc (LOW) 1.3692 05/19/2025 234.4300 320.98  0.6% research, transactions
Mastercard Incorp Common Stock (MA) 0.7848 05/19/2025 586.4100 460.24  0.9% research, transactions
Mcdonalds Corp (MCD) 1.2116 05/19/2025 321.2300 389.20  0.8% research, transactions
Meta Platforms Inc (META) 1.8993 05/19/2025 640.4300 1,216.36  2.4% transactions
Microsoft Corp (MSFT) 8.7488 05/19/2025 458.8700 4,014.55  8.0% research, transactions
Netflix Inc (NFLX) 0.7722 05/19/2025 1,191.6400 920.20  1.8% research, transactions
Nextera Energy (NEE) 2.1045 05/19/2025 73.8600 155.44  0.3% research, transactions
Novo Nordisk A/S (NVO) 2.3768 05/19/2025 67.0200 159.29  0.3% research, transactions
Nvidia Corp (NVDA) 45.4179 05/19/2025 135.5700 6,157.30  12.2% research, transactions
Palantir Technologies Inc (PLTR) 2.8558 05/19/2025 126.3300 360.77  0.7% transactions
PayPal Holdings Inc (PYPL) 2.2169 05/19/2025 72.3200 160.33  0.3% research, transactions
Pepsico Inc (PEP) 2.1484 05/19/2025 131.7900 283.14  0.6% research, transactions
Pfizer Inc (PFE) 3.9626 05/19/2025 23.0000 91.14  0.2% research, transactions
Procter & Gamble Company (PG) 1.5287 05/19/2025 164.7700 251.89  0.5% research, transactions
RTX Corp (RTX) 1.5901 05/19/2025 137.2000 218.17  0.4% research, transactions
Salesforce Inc (CRM) 0.8729 05/19/2025 287.6300 251.06  0.5% research, transactions
Starbucks Corp (SBUX) 3.6647 05/19/2025 84.6100 310.07  0.6% research, transactions
Stryker Corp (SYK) 1.6780 05/19/2025 394.6900 662.30  1.3% research, transactions
Taiwan Semiconductor Manufacturing CoLtd (TSM) 2.0605 05/19/2025 193.5000 398.71  0.8% research, transactions
Tesla Inc (TSLA) 2.8945 05/19/2025 342.0900 990.19  2.0% research, transactions
UnitedHealth Group Inc (UNH) 1.0535 05/19/2025 315.8900 332.79  0.7% research, transactions
VISA Inc (V) 7.8026 05/19/2025 367.9000 2,870.58  5.7% research, transactions
Walmart Inc (WMT) 6.9619 05/19/2025 98.1200 683.10  1.4% research, transactions
Walt Disney Company (DIS) 3.7922 05/19/2025 112.6600 427.23  0.8% research, transactions
Waste Management (WM) 1.2697 05/19/2025 231.9500 294.51  0.6% research, transactions