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Investment Summary for 10/09/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 10/08/2025 231.2400 11,562.00  18.1% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 10/08/2025 76.7200 1,764.56  2.8% research, transactions
Block Inc (XYZ) 77.0000 10/08/2025 81.1100 6,245.47  9.8% transactions
Cvs Health Corp (CVS) 100.0000 10/08/2025 76.9300 7,693.00  12.1% research, transactions
D. R. Horton Inc. (DHI) 50.0000 10/08/2025 158.6600 7,933.00  12.4% research, transactions
Inmode Ltd (INMD) 5.0000 10/08/2025 15.0500 75.25  0.1% transactions
Meta Platforms Inc (META) 14.0000 10/08/2025 717.8400 10,049.76  15.8% transactions
Microsoft Corp (MSFT) 35.0000 10/08/2025 524.8500 18,369.75  28.8% research, transactions
 
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