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Investment Summary for 06/01/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 06/01/2026 212.9300 10,646.50  15.9% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 06/01/2026 154.0100 3,542.23  5.3% research, transactions
Apple Inc (AAPL) 20.0000 06/01/2026 306.3100 6,126.20  9.2% research, transactions
Block Inc (XYZ) 60.0000 06/01/2026 76.1000 4,566.00  6.8% transactions
Cvs Health Corp (CVS) 100.0000 06/01/2026 90.6200 9,062.00  13.6% research, transactions
D. R. Horton Inc. (DHI) 50.0000 06/01/2026 146.9800 7,349.00  11.0% research, transactions
Meta Platforms Inc (META) 14.0000 06/01/2026 600.4700 8,406.58  12.6% transactions
Microsoft Corp (MSFT) 35.0000 06/01/2026 460.5200 16,118.20  24.1% research, transactions
Xylem Inc (XYL) 10.0000 06/01/2026 108.3300 1,083.30  1.6% research, transactions
 
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