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Investment Summary for 03/30/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 03/27/2026 209.4000 10,470.00  18.6% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 03/27/2026 114.5000 2,633.50  4.7% research, transactions
Apple Inc (AAPL) 20.0000 03/27/2026 248.8000 4,976.00  8.9% research, transactions
Block Inc (XYZ) 60.0000 03/27/2026 55.9800 3,358.80  6.0% transactions
Cvs Health Corp (CVS) 100.0000 03/27/2026 70.0800 7,008.00  12.5% research, transactions
D. R. Horton Inc. (DHI) 50.0000 03/27/2026 134.1900 6,709.50  11.9% research, transactions
Meta Platforms Inc (META) 14.0000 03/27/2026 525.7200 7,360.08  13.1% transactions
Microsoft Corp (MSFT) 35.0000 03/27/2026 356.7700 12,486.95  22.2% research, transactions
Xylem Inc (XYL) 10.0000 03/27/2026 117.5500 1,175.50  2.1% research, transactions
 
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