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Investment Summary for 06/30/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 06/27/2025 182.3100 9,115.50  16.0% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 06/27/2025 79.6000 1,830.80  3.2% research, transactions
Block Inc (XYZ) 77.0000 06/27/2025 66.6300 5,130.51  9.0% transactions
Cvs Health Corp (CVS) 100.0000 06/27/2025 68.4900 6,849.00  12.0% research, transactions
D. R. Horton Inc. (DHI) 50.0000 06/27/2025 128.6900 6,434.50  11.3% research, transactions
Inmode Ltd (INMD) 5.0000 06/27/2025 14.1900 70.95  0.1% transactions
Meta Platforms Inc (META) 14.0000 06/27/2025 733.6300 10,270.82  18.0% transactions
Microsoft Corp (MSFT) 35.0000 06/27/2025 495.9400 17,357.90  30.4% research, transactions
 
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