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Investment Summary for 01/21/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 01/20/2026 214.0400 10,702.00  17.0% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 01/20/2026 89.6000 2,060.80  3.3% research, transactions
Apple Inc (AAPL) 20.0000 01/20/2026 246.7000 4,934.00  7.8% research, transactions
Block Inc (XYZ) 60.0000 01/20/2026 62.6300 3,757.80  6.0% transactions
Cvs Health Corp (CVS) 100.0000 01/20/2026 80.0900 8,009.00  12.7% research, transactions
D. R. Horton Inc. (DHI) 50.0000 01/20/2026 153.1900 7,659.50  12.2% research, transactions
Meta Platforms Inc (META) 14.0000 01/20/2026 604.1200 8,457.68  13.4% transactions
Microsoft Corp (MSFT) 35.0000 01/20/2026 454.5200 15,908.20  25.3% research, transactions
Xylem Inc (XYL) 10.0000 01/20/2026 138.8200 1,388.20  2.2% research, transactions
 
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