Accounting
Communications
club_index
HelpRegister
none Research your stocks here: Ticker Research pages
Investment Summary for 07/11/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AbbVie Inc (ABBV) 2.9851 07/10/2025 195.0000 582.09  1.1% research, transactions
Adobe Systems Inc (ADBE) 0.6361 07/10/2025 371.4300 236.28  0.4% research, transactions
Advanced Micro Devices (AMD) 3.0427 07/10/2025 144.1600 438.64  0.8% research, transactions
Alphabet Inc (GOOG) 11.0705 07/10/2025 178.7000 1,978.30  3.7% research, transactions
Alphabet Inc A (GOOGL) 11.5607 07/10/2025 177.6200 2,053.42  3.9% research, transactions
Amazon.com Inc (AMZN) 24.7702 07/10/2025 222.2600 5,505.43  10.3% research, transactions
Apple Inc (AAPL) 41.6202 07/10/2025 212.4100 8,840.55  16.6% research, transactions
Berkshire Hathaway Inc Cl B (BRKB) 3.1115 07/10/2025 478.2700 1,488.13  2.8% research, transactions
Boeing Company (BA) 0.7911 07/10/2025 226.0900 178.87  0.3% research, transactions
Broadcom Inc. (AVGO) 1.7236 07/10/2025 275.4000 474.69  0.9% research, transactions
Caterpillar Inc (CAT) 1.0004 07/10/2025 408.3300 408.49  0.8% research, transactions
Chevron (CVX) 1.3066 07/10/2025 154.1700 201.43  0.4% research, transactions
Chipotle Mexican Grill Inc (CMG) 3.1166 07/10/2025 56.4100 175.81  0.3% research, transactions
Coca-Cola Company (KO) 2.1537 07/10/2025 69.7700 150.26  0.3% research, transactions
Costco Wholesale (COST) 2.9176 07/10/2025 970.1700 2,830.60  5.3% research, transactions
Crowdstrike Holdings Inc (CRWD) 0.9811 07/10/2025 487.1100 477.93  0.9% research, transactions
Eli Lilly & Company (LLY) 0.6938 07/10/2025 790.6500 548.54  1.0% research, transactions
Exxon Mobil Corp (XOM) 2.1109 07/10/2025 114.9300 242.60  0.5% research, transactions
Fastenal Co (FAST) 8.2808 07/10/2025 43.5600 360.71  0.7% research, transactions
Ford Motor Company (F) 5.3799 07/10/2025 11.9100 64.07  0.1% research, transactions
GE Aerospace (GE) 0.6690 07/10/2025 252.5700 168.97  0.3% research, transactions
GE Vernova Inc (GEV) 0.2993 07/10/2025 539.3600 161.41  0.3% transactions
Home Depot Inc (HD) 2.5218 07/10/2025 373.3000 941.40  1.8% research, transactions
J.P. Morgan Chase & Company (JPM) 1.5371 07/10/2025 288.1900 442.96  0.8% research, transactions
Johnson & Johnson (JNJ) 2.3675 07/10/2025 157.6900 373.34  0.7% research, transactions
Lowe's Companies Inc (LOW) 1.4298 07/10/2025 227.9100 325.88  0.6% research, transactions
Mastercard Incorp Common Stock (MA) 0.8189 07/10/2025 563.5200 461.49  0.9% research, transactions
Mcdonalds Corp (MCD) 1.1985 07/10/2025 298.3900 357.61  0.7% research, transactions
Meta Platforms Inc (META) 1.8479 07/10/2025 727.2400 1,343.90  2.5% transactions
Microsoft Corp (MSFT) 8.6917 07/10/2025 501.4800 4,358.71  8.2% research, transactions
Netflix Inc (NFLX) 0.7162 07/10/2025 1,250.5900 895.70  1.7% research, transactions
Nextera Energy (NEE) 2.2674 07/10/2025 74.6400 169.24  0.3% research, transactions
Novo Nordisk A/S (NVO) 2.1478 07/10/2025 71.0100 152.52  0.3% research, transactions
Nvidia Corp (NVDA) 43.9886 07/10/2025 164.1000 7,218.54  13.6% research, transactions
Palantir Technologies Inc (PLTR) 2.7736 07/10/2025 142.5000 395.23  0.7% transactions
PayPal Holdings Inc (PYPL) 2.1488 07/10/2025 75.7000 162.67  0.3% research, transactions
Pepsico Inc (PEP) 2.2843 07/10/2025 136.0800 310.85  0.6% research, transactions
Procter & Gamble Company (PG) 1.4290 07/10/2025 158.4900 226.48  0.4% research, transactions
RTX Corp (RTX) 1.7063 07/10/2025 146.4000 249.80  0.5% research, transactions
Salesforce Inc (CRM) 0.7147 07/10/2025 263.9700 188.66  0.3% research, transactions
Starbucks Corp (SBUX) 3.4260 07/10/2025 95.1500 325.98  0.6% research, transactions
Stryker Corp (SYK) 1.7641 07/10/2025 394.7700 696.41  1.3% research, transactions
TJX Companies Inc (TJX) 2.0397 07/10/2025 124.1600 253.25  0.5% research, transactions
Taiwan Semiconductor Manufacturing CoLtd (TSM) 2.2585 07/10/2025 229.7600 518.91  1.0% research, transactions
Tesla Inc (TSLA) 2.7927 07/10/2025 309.8700 865.38  1.6% research, transactions
UnitedHealth Group Inc (UNH) 1.0218 07/10/2025 299.5100 306.04  0.6% research, transactions
VISA Inc (V) 7.5066 07/10/2025 355.8800 2,671.44  5.0% research, transactions
Walmart Inc (WMT) 6.8398 07/10/2025 94.8600 648.83  1.2% research, transactions
Walt Disney Company (DIS) 3.7142 07/10/2025 121.5600 451.50  0.8% research, transactions
Waste Management (WM) 1.3479 07/10/2025 225.6500 304.15  0.6% research, transactions