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Investment Summary for 12/13/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 12/12/2025 223.3200 11,166.00  18.7% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 12/12/2025 85.8800 1,975.24  3.3% research, transactions
Block Inc (XYZ) 77.0000 12/12/2025 64.7500 4,985.75  8.3% transactions
Cvs Health Corp (CVS) 100.0000 12/12/2025 79.4200 7,942.00  13.3% research, transactions
D. R. Horton Inc. (DHI) 50.0000 12/12/2025 156.4500 7,822.50  13.1% research, transactions
Inmode Ltd (INMD) 5.0000 12/12/2025 14.5100 72.55  0.1% transactions
Meta Platforms Inc (META) 14.0000 12/12/2025 644.2300 9,019.22  15.1% transactions
Microsoft Corp (MSFT) 35.0000 12/12/2025 478.5300 16,748.55  28.0% research, transactions
 
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