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Investment Summary for 02/15/2026
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AbbVie Inc (ABBV) 50.0000 02/13/2026 231.5000 11,575.00  18.4% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 02/13/2026 111.7600 2,570.48  4.1% research, transactions
Apple Inc (AAPL) 20.0000 02/13/2026 255.7800 5,115.60  8.2% research, transactions
Block Inc (XYZ) 60.0000 02/13/2026 49.8000 2,988.00  4.8% transactions
Cvs Health Corp (CVS) 100.0000 02/13/2026 78.4800 7,848.00  12.5% research, transactions
D. R. Horton Inc. (DHI) 50.0000 02/13/2026 167.7800 8,389.00  13.4% research, transactions
Meta Platforms Inc (META) 14.0000 02/13/2026 639.7700 8,956.78  14.3% transactions
Microsoft Corp (MSFT) 35.0000 02/13/2026 401.3200 14,046.20  22.4% research, transactions
Xylem Inc (XYL) 10.0000 02/13/2026 128.0900 1,280.90  2.0% research, transactions