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Investment Summary for 10/13/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 10/10/2025 230.5000 11,525.00  18.5% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 10/10/2025 73.2400 1,684.52  2.7% research, transactions
Block Inc (XYZ) 77.0000 10/10/2025 74.6700 5,749.59  9.2% transactions
Cvs Health Corp (CVS) 100.0000 10/10/2025 77.9000 7,790.00  12.5% research, transactions
D. R. Horton Inc. (DHI) 50.0000 10/10/2025 151.5800 7,579.00  12.2% research, transactions
Inmode Ltd (INMD) 5.0000 10/10/2025 15.2650 76.33  0.1% transactions
Meta Platforms Inc (META) 14.0000 10/10/2025 705.3000 9,874.20  15.9% transactions
Microsoft Corp (MSFT) 35.0000 10/10/2025 510.9600 17,883.60  28.8% research, transactions
 
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