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Investment Summary for 01/25/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 01/23/2026 219.2600 10,963.00  16.9% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 01/23/2026 95.0800 2,186.84  3.4% research, transactions
Apple Inc (AAPL) 20.0000 01/23/2026 248.0400 4,960.80  7.7% research, transactions
Block Inc (XYZ) 60.0000 01/23/2026 66.8300 4,009.80  6.2% transactions
Cvs Health Corp (CVS) 100.0000 01/23/2026 83.0100 8,301.00  12.8% research, transactions
D. R. Horton Inc. (DHI) 50.0000 01/23/2026 150.5100 7,525.50  11.6% research, transactions
Meta Platforms Inc (META) 14.0000 01/23/2026 658.7600 9,222.64  14.2% transactions
Microsoft Corp (MSFT) 35.0000 01/23/2026 465.9500 16,308.25  25.1% research, transactions
Xylem Inc (XYL) 10.0000 01/23/2026 141.2300 1,412.30  2.2% research, transactions
 
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