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Investment Summary for 11/08/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 11/06/2026 291.3100 14,565.50  27.0% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 11/06/2026 83.0900 1,911.07  3.5% research, transactions
Apple Inc (AAPL) 20.0000 11/06/2026 342.3700 6,847.40  12.7% research, transactions
Block Inc (XYZ) 60.0000 11/06/2026 85.4800 5,128.80  9.5% transactions
Cvs Health Corp (CVS) 100.0000 11/06/2026 83.8500 8,385.00  15.5% research, transactions
D. R. Horton Inc. (DHI) 50.0000 11/06/2026 152.2800 7,614.00  14.1% research, transactions
Meta Platforms Inc (META) 14.0000 11/06/2026 610.1500 8,542.10  15.8% transactions
Xylem Inc (XYL) 10.0000 11/06/2026 97.8300 978.30  1.8% research, transactions
 
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