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Investment Summary for 12/09/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AbbVie Inc (ABBV) 50.0000 12/08/2025 223.1200 11,156.00  18.7% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 12/08/2025 85.3200 1,962.36  3.3% research, transactions
Block Inc (XYZ) 77.0000 12/08/2025 61.0400 4,700.08  7.9% transactions
Cvs Health Corp (CVS) 100.0000 12/08/2025 76.5300 7,653.00  12.8% research, transactions
D. R. Horton Inc. (DHI) 50.0000 12/08/2025 152.4300 7,621.50  12.8% research, transactions
Inmode Ltd (INMD) 5.0000 12/08/2025 14.3600 71.80  0.1% transactions
Meta Platforms Inc (META) 14.0000 12/08/2025 666.8000 9,335.20  15.6% transactions
Microsoft Corp (MSFT) 35.0000 12/08/2025 491.0200 17,185.70  28.8% research, transactions