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Investment Summary for 03/31/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 03/30/2026 213.1200 10,656.00  18.9% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 03/30/2026 110.2200 2,535.06  4.5% research, transactions
Apple Inc (AAPL) 20.0000 03/30/2026 246.6300 4,932.60  8.7% research, transactions
Block Inc (XYZ) 60.0000 03/30/2026 57.0300 3,421.80  6.1% transactions
Cvs Health Corp (CVS) 100.0000 03/30/2026 70.1400 7,014.00  12.4% research, transactions
D. R. Horton Inc. (DHI) 50.0000 03/30/2026 132.5300 6,626.50  11.8% research, transactions
Meta Platforms Inc (META) 14.0000 03/30/2026 536.3800 7,509.32  13.3% transactions
Microsoft Corp (MSFT) 35.0000 03/30/2026 358.9600 12,563.60  22.3% research, transactions
Xylem Inc (XYL) 10.0000 03/30/2026 116.1800 1,161.80  2.1% research, transactions
 
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