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Investment Summary for 11/12/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 11/11/2025 225.1700 11,258.50  18.6% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 11/11/2025 90.6100 2,084.03  3.5% research, transactions
Block Inc (XYZ) 77.0000 11/11/2025 65.9100 5,075.07  8.4% transactions
Cvs Health Corp (CVS) 100.0000 11/11/2025 79.8700 7,987.00  13.2% research, transactions
D. R. Horton Inc. (DHI) 50.0000 11/11/2025 146.9900 7,349.50  12.2% research, transactions
Inmode Ltd (INMD) 5.0000 11/11/2025 14.5100 72.55  0.1% transactions
Meta Platforms Inc (META) 14.0000 11/11/2025 627.0800 8,779.12  14.5% transactions
Microsoft Corp (MSFT) 35.0000 11/11/2025 508.6800 17,803.80  29.5% research, transactions
 
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