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Investment Summary for 04/21/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 04/20/2026 203.7100 10,185.50  16.2% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 04/20/2026 97.6200 2,245.26  3.6% research, transactions
Apple Inc (AAPL) 20.0000 04/20/2026 273.0500 5,461.00  8.7% research, transactions
Block Inc (XYZ) 60.0000 04/20/2026 73.8900 4,433.40  7.0% transactions
Cvs Health Corp (CVS) 100.0000 04/20/2026 76.5800 7,658.00  12.2% research, transactions
D. R. Horton Inc. (DHI) 50.0000 04/20/2026 153.3400 7,667.00  12.2% research, transactions
Meta Platforms Inc (META) 14.0000 04/20/2026 670.9100 9,392.74  14.9% transactions
Microsoft Corp (MSFT) 35.0000 04/20/2026 418.0700 14,632.45  23.3% research, transactions
Xylem Inc (XYL) 10.0000 04/20/2026 120.4600 1,204.60  1.9% research, transactions
 
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