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Investment Summary for 11/01/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 10/31/2025 218.0400 10,902.00  17.9% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 10/31/2025 75.1000 1,727.30  2.8% research, transactions
Block Inc (XYZ) 77.0000 10/31/2025 75.9400 5,847.38  9.6% transactions
Cvs Health Corp (CVS) 100.0000 10/31/2025 78.1500 7,815.00  12.8% research, transactions
D. R. Horton Inc. (DHI) 50.0000 10/31/2025 149.0800 7,454.00  12.2% research, transactions
Inmode Ltd (INMD) 5.0000 10/31/2025 14.7700 73.85  0.1% transactions
Meta Platforms Inc (META) 14.0000 10/31/2025 648.3500 9,076.90  14.9% transactions
Microsoft Corp (MSFT) 35.0000 10/31/2025 517.8100 18,123.35  29.7% research, transactions
 
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