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Investment Summary for 11/29/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 11/28/2025 227.7000 11,385.00  18.7% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 11/28/2025 89.5200 2,058.96  3.4% research, transactions
Block Inc (XYZ) 77.0000 11/28/2025 66.8000 5,143.60  8.4% transactions
Cvs Health Corp (CVS) 100.0000 11/28/2025 80.3600 8,036.00  13.2% research, transactions
D. R. Horton Inc. (DHI) 50.0000 11/28/2025 159.0100 7,950.50  13.1% research, transactions
Inmode Ltd (INMD) 5.0000 11/28/2025 14.2500 71.25  0.1% transactions
Meta Platforms Inc (META) 14.0000 11/28/2025 647.9500 9,071.30  14.9% transactions
Microsoft Corp (MSFT) 35.0000 11/28/2025 492.0100 17,220.35  28.3% research, transactions
 
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