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Investment Summary for 02/11/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 02/10/2026 222.4400 11,122.00  17.6% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 02/10/2026 94.4000 2,171.20  3.4% research, transactions
Apple Inc (AAPL) 20.0000 02/10/2026 273.6800 5,473.60  8.7% research, transactions
Block Inc (XYZ) 60.0000 02/10/2026 57.3000 3,438.00  5.5% transactions
Cvs Health Corp (CVS) 100.0000 02/10/2026 75.7000 7,570.00  12.0% research, transactions
D. R. Horton Inc. (DHI) 50.0000 02/10/2026 162.2800 8,114.00  12.9% research, transactions
Meta Platforms Inc (META) 14.0000 02/10/2026 670.7200 9,390.08  14.9% transactions
Microsoft Corp (MSFT) 35.0000 02/10/2026 413.2700 14,464.45  22.9% research, transactions
Xylem Inc (XYL) 10.0000 02/10/2026 128.9200 1,289.20  2.0% research, transactions
 
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