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Investment Summary for 06/14/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AbbVie Inc (ABBV) 2.8812 06/13/2025 191.0800 550.53  1.1% research, transactions
Advanced Micro Devices (AMD) 2.9554 06/13/2025 116.1600 343.29  0.7% research, transactions
Alphabet Inc (GOOG) 10.9174 06/13/2025 175.8800 1,920.16  3.8% research, transactions
Alphabet Inc A (GOOGL) 11.3680 06/13/2025 174.6700 1,985.65  3.9% research, transactions
Amazon.com Inc (AMZN) 25.0658 06/13/2025 212.1000 5,316.46  10.5% research, transactions
Apple Inc (AAPL) 41.8140 06/13/2025 196.4500 8,214.36  16.3% research, transactions
Berkshire Hathaway Inc Cl B (BRKB) 3.0532 06/13/2025 487.5400 1,488.58  3.0% research, transactions
Boeing Company (BA) 0.7548 06/13/2025 200.3200 151.21  0.3% research, transactions
Broadcom Inc. (AVGO) 1.6608 06/13/2025 248.7000 413.05  0.8% research, transactions
Caterpillar Inc (CAT) 1.0261 06/13/2025 357.0500 366.35  0.7% research, transactions
Chevron (CVX) 1.2645 06/13/2025 145.9100 184.51  0.4% research, transactions
Chipotle Mexican Grill Inc (CMG) 3.2878 06/13/2025 50.2400 165.18  0.3% research, transactions
Coca-Cola Company (KO) 2.1078 06/13/2025 71.0200 149.69  0.3% research, transactions
Costco Wholesale (COST) 2.9060 06/13/2025 990.2100 2,877.50  5.7% research, transactions
Crowdstrike Holdings Inc (CRWD) 1.0487 06/13/2025 480.6200 504.01  1.0% research, transactions
Eli Lilly & Company (LLY) 0.6827 06/13/2025 819.3600 559.37  1.1% research, transactions
Exxon Mobil Corp (XOM) 2.1133 06/13/2025 112.1200 236.95  0.5% research, transactions
Fastenal Co (FAST) 7.8827 06/13/2025 42.1700 332.41  0.7% research, transactions
Ford Motor Company (F) 5.2558 06/13/2025 10.4300 54.82  0.1% research, transactions
GE Aerospace (GE) 0.5910 06/13/2025 236.6000 139.83  0.3% research, transactions
GE Vernova Inc (GEV) 0.2628 06/13/2025 478.4500 125.74  0.2% transactions
Home Depot Inc (HD) 2.4508 06/13/2025 354.6600 869.19  1.7% research, transactions
Intuitive Surgical Inc (ISRG) 0.8367 06/13/2025 512.1800 428.55  0.8% research, transactions
J.P. Morgan Chase & Company (JPM) 1.4601 06/13/2025 264.9500 386.86  0.8% research, transactions
Johnson & Johnson (JNJ) 2.3913 06/13/2025 157.1000 375.67  0.7% research, transactions
Lowe's Companies Inc (LOW) 1.3631 06/13/2025 217.2700 296.16  0.6% research, transactions
Mastercard Incorp Common Stock (MA) 0.7926 06/13/2025 562.0300 445.47  0.9% research, transactions
Mcdonalds Corp (MCD) 1.2130 06/13/2025 301.9100 366.21  0.7% research, transactions
Meta Platforms Inc (META) 1.8568 06/13/2025 682.8700 1,267.93  2.5% transactions
Microsoft Corp (MSFT) 8.6160 06/13/2025 474.9600 4,092.27  8.1% research, transactions
Netflix Inc (NFLX) 0.7302 06/13/2025 1,212.1500 885.09  1.8% research, transactions
Nextera Energy (NEE) 2.2202 06/13/2025 74.7800 166.02  0.3% research, transactions
Novo Nordisk A/S (NVO) 2.2597 06/13/2025 79.8300 180.39  0.4% research, transactions
Nvidia Corp (NVDA) 44.4203 06/13/2025 141.9700 6,306.35  12.5% research, transactions
Palantir Technologies Inc (PLTR) 2.6570 06/13/2025 137.4000 365.07  0.7% transactions
PayPal Holdings Inc (PYPL) 2.2953 06/13/2025 70.8300 162.58  0.3% research, transactions
Pepsico Inc (PEP) 2.2265 06/13/2025 130.8500 291.33  0.6% research, transactions
Pfizer Inc (PFE) 4.0460 06/13/2025 24.5400 99.29  0.2% research, transactions
Procter & Gamble Company (PG) 1.5604 06/13/2025 160.2800 250.11  0.5% research, transactions
RTX Corp (RTX) 1.6104 06/13/2025 145.6900 234.61  0.5% research, transactions
Salesforce Inc (CRM) 0.8357 06/13/2025 258.4000 215.95  0.4% research, transactions
Starbucks Corp (SBUX) 3.5386 06/13/2025 93.2600 330.01  0.7% research, transactions
Stryker Corp (SYK) 1.7353 06/13/2025 377.3000 654.73  1.3% research, transactions
Taiwan Semiconductor Manufacturing CoLtd (TSM) 2.2399 06/13/2025 211.1000 472.84  0.9% research, transactions
Tesla Inc (TSLA) 2.7604 06/13/2025 325.3100 897.99  1.8% research, transactions
UnitedHealth Group Inc (UNH) 1.1339 06/13/2025 313.5300 355.52  0.7% research, transactions
VISA Inc (V) 7.5108 06/13/2025 352.8500 2,650.17  5.2% research, transactions
Walmart Inc (WMT) 6.8295 06/13/2025 94.4400 644.98  1.3% research, transactions
Walt Disney Company (DIS) 3.6731 06/13/2025 117.9400 433.21  0.9% research, transactions
Waste Management (WM) 1.3202 06/13/2025 236.5000 312.21  0.6% research, transactions