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Investment Summary for 04/10/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 04/09/2026 212.4000 10,620.00  17.6% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 04/09/2026 109.6100 2,521.03  4.2% research, transactions
Apple Inc (AAPL) 20.0000 04/09/2026 260.4900 5,209.80  8.6% research, transactions
Block Inc (XYZ) 60.0000 04/09/2026 62.6900 3,761.40  6.2% transactions
Cvs Health Corp (CVS) 100.0000 04/09/2026 78.8400 7,884.00  13.1% research, transactions
D. R. Horton Inc. (DHI) 50.0000 04/09/2026 143.7400 7,187.00  11.9% research, transactions
Meta Platforms Inc (META) 14.0000 04/09/2026 628.3900 8,797.46  14.6% transactions
Microsoft Corp (MSFT) 35.0000 04/09/2026 373.0700 13,057.45  21.6% research, transactions
Xylem Inc (XYL) 10.0000 04/09/2026 129.4000 1,294.00  2.1% research, transactions
 
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