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Investment Summary for 12/08/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 12/05/2025 226.0800 11,304.00  18.9% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 12/05/2025 83.4900 1,920.27  3.2% research, transactions
Block Inc (XYZ) 77.0000 12/05/2025 61.1100 4,705.47  7.9% transactions
Cvs Health Corp (CVS) 100.0000 12/05/2025 75.6300 7,563.00  12.6% research, transactions
D. R. Horton Inc. (DHI) 50.0000 12/05/2025 158.6200 7,931.00  13.3% research, transactions
Inmode Ltd (INMD) 5.0000 12/05/2025 14.4200 72.10  0.1% transactions
Meta Platforms Inc (META) 14.0000 12/05/2025 673.4200 9,427.88  15.8% transactions
Microsoft Corp (MSFT) 35.0000 12/05/2025 483.1600 16,910.60  28.3% research, transactions
 
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