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Investment Summary for 03/03/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 03/02/2026 234.2600 11,713.00  18.5% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 03/02/2026 97.6400 2,245.72  3.5% research, transactions
Apple Inc (AAPL) 20.0000 03/02/2026 264.7200 5,294.40  8.3% research, transactions
Block Inc (XYZ) 60.0000 03/02/2026 64.4500 3,867.00  6.1% transactions
Cvs Health Corp (CVS) 100.0000 03/02/2026 81.6600 8,166.00  12.9% research, transactions
D. R. Horton Inc. (DHI) 50.0000 03/02/2026 154.4000 7,720.00  12.2% research, transactions
Meta Platforms Inc (META) 14.0000 03/02/2026 653.5600 9,149.84  14.4% transactions
Microsoft Corp (MSFT) 35.0000 03/02/2026 398.5500 13,949.25  22.0% research, transactions
Xylem Inc (XYL) 10.0000 03/02/2026 128.9800 1,289.80  2.0% research, transactions
 
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