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Investment Summary for 03/23/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 03/20/2026 205.0700 10,253.50  17.7% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 03/20/2026 110.4800 2,541.04  4.4% research, transactions
Apple Inc (AAPL) 20.0000 03/20/2026 247.9900 4,959.80  8.6% research, transactions
Block Inc (XYZ) 60.0000 03/20/2026 59.3700 3,562.20  6.1% transactions
Cvs Health Corp (CVS) 100.0000 03/20/2026 71.4800 7,148.00  12.3% research, transactions
D. R. Horton Inc. (DHI) 50.0000 03/20/2026 133.1200 6,656.00  11.5% research, transactions
Meta Platforms Inc (META) 14.0000 03/20/2026 593.6600 8,311.24  14.3% transactions
Microsoft Corp (MSFT) 35.0000 03/20/2026 381.8700 13,365.45  23.0% research, transactions
Xylem Inc (XYL) 10.0000 03/20/2026 120.4400 1,204.40  2.1% research, transactions
 
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