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Investment Summary for 10/29/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 10/28/2025 227.5400 11,377.00  17.6% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 10/28/2025 75.7500 1,742.25  2.7% research, transactions
Block Inc (XYZ) 77.0000 10/28/2025 80.1800 6,173.86  9.5% transactions
Cvs Health Corp (CVS) 100.0000 10/28/2025 82.2000 8,220.00  12.7% research, transactions
D. R. Horton Inc. (DHI) 50.0000 10/28/2025 153.7500 7,687.50  11.9% research, transactions
Inmode Ltd (INMD) 5.0000 10/28/2025 15.2700 76.35  0.1% transactions
Meta Platforms Inc (META) 14.0000 10/28/2025 751.4400 10,520.16  16.2% transactions
Microsoft Corp (MSFT) 35.0000 10/28/2025 542.0700 18,972.45  29.3% research, transactions
 
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