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Investment Summary for 03/07/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 03/06/2026 230.1100 11,505.50  18.4% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 03/06/2026 99.8900 2,297.47  3.7% research, transactions
Apple Inc (AAPL) 20.0000 03/06/2026 257.4600 5,149.20  8.2% research, transactions
Block Inc (XYZ) 60.0000 03/06/2026 66.3300 3,979.80  6.3% transactions
Cvs Health Corp (CVS) 100.0000 03/06/2026 77.9200 7,792.00  12.4% research, transactions
D. R. Horton Inc. (DHI) 50.0000 03/06/2026 147.2600 7,363.00  11.8% research, transactions
Meta Platforms Inc (META) 14.0000 03/06/2026 644.8600 9,028.04  14.4% transactions
Microsoft Corp (MSFT) 35.0000 03/06/2026 408.9600 14,313.60  22.8% research, transactions
Xylem Inc (XYL) 10.0000 03/06/2026 123.1500 1,231.50  2.0% research, transactions
 
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