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Investment Summary for 09/10/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 09/09/2026 250.9100 12,545.50  17.9% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 09/09/2026 110.7500 2,547.25  3.6% research, transactions
Apple Inc (AAPL) 20.0000 09/09/2026 315.3400 6,306.80  9.0% research, transactions
Block Inc (XYZ) 60.0000 09/09/2026 79.4000 4,764.00  6.8% transactions
Cvs Health Corp (CVS) 100.0000 09/09/2026 95.3800 9,538.00  13.6% research, transactions
D. R. Horton Inc. (DHI) 50.0000 09/09/2026 138.9300 6,946.50  9.9% research, transactions
Meta Platforms Inc (META) 14.0000 09/09/2026 653.6900 9,151.66  13.1% transactions
Microsoft Corp (MSFT) 35.0000 09/09/2026 491.6500 17,207.75  24.6% research, transactions
Xylem Inc (XYL) 10.0000 09/09/2026 107.6400 1,076.40  1.5% research, transactions
 
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