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Investment Summary for 05/12/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 05/11/2026 202.7800 10,139.00  15.8% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 05/11/2026 153.0100 3,519.23  5.5% research, transactions
Apple Inc (AAPL) 20.0000 05/11/2026 292.6800 5,853.60  9.1% research, transactions
Block Inc (XYZ) 60.0000 05/11/2026 73.1700 4,390.20  6.8% transactions
Cvs Health Corp (CVS) 100.0000 05/11/2026 92.2200 9,222.00  14.3% research, transactions
D. R. Horton Inc. (DHI) 50.0000 05/11/2026 144.9600 7,248.00  11.3% research, transactions
Meta Platforms Inc (META) 14.0000 05/11/2026 598.8600 8,384.04  13.0% transactions
Microsoft Corp (MSFT) 35.0000 05/11/2026 412.6600 14,443.10  22.5% research, transactions
Xylem Inc (XYL) 10.0000 05/11/2026 112.0000 1,120.00  1.7% research, transactions
 
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