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Investment Summary for 10/20/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 10/19/2026 282.6800 14,134.00  25.7% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 10/19/2026 87.2500 2,006.75  3.6% research, transactions
Apple Inc (AAPL) 20.0000 10/19/2026 342.9400 6,858.80  12.4% research, transactions
Block Inc (XYZ) 60.0000 10/19/2026 77.5000 4,650.00  8.4% transactions
Cvs Health Corp (CVS) 100.0000 10/19/2026 92.6800 9,268.00  16.8% research, transactions
D. R. Horton Inc. (DHI) 50.0000 10/19/2026 135.3100 6,765.50  12.3% research, transactions
Meta Platforms Inc (META) 14.0000 10/19/2026 705.4400 9,876.16  17.9% transactions
TESTZZZZ (TESTZZZZ) 16.0000 10/12/2026 29.8507 477.61  0.9% transactions
Xylem Inc (XYL) 10.0000 10/19/2026 103.5300 1,035.30  1.9% research, transactions
 
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