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Investment Summary for 12/31/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 12/30/2025 229.7400 11,487.00  17.4% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 12/30/2025 87.9700 2,023.31  3.1% research, transactions
Apple Inc (AAPL) 20.0000 12/30/2025 273.0800 5,461.60  8.3% research, transactions
Block Inc (XYZ) 60.0000 12/30/2025 65.5400 3,932.40  6.0% transactions
Cvs Health Corp (CVS) 100.0000 12/30/2025 79.8500 7,985.00  12.1% research, transactions
D. R. Horton Inc. (DHI) 50.0000 12/30/2025 145.5300 7,276.50  11.0% research, transactions
Meta Platforms Inc (META) 14.0000 12/30/2025 665.9500 9,323.30  14.1% transactions
Microsoft Corp (MSFT) 35.0000 12/30/2025 487.4800 17,061.80  25.9% research, transactions
Xylem Inc (XYL) 10.0000 12/30/2025 137.5900 1,375.90  2.1% research, transactions
 
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