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Investment Summary for 10/19/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 10/16/2026 285.4200 14,271.00  25.7% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 10/16/2026 87.8100 2,019.63  3.6% research, transactions
Apple Inc (AAPL) 20.0000 10/16/2026 343.4600 6,869.20  12.4% research, transactions
Block Inc (XYZ) 60.0000 10/16/2026 77.8900 4,673.40  8.4% transactions
Cvs Health Corp (CVS) 100.0000 10/16/2026 92.3600 9,236.00  16.6% research, transactions
D. R. Horton Inc. (DHI) 50.0000 10/16/2026 139.3900 6,969.50  12.6% research, transactions
Meta Platforms Inc (META) 14.0000 10/16/2026 709.3300 9,930.62  17.9% transactions
TESTZZZZ (TESTZZZZ) 16.0000 10/12/2026 29.8507 477.61  0.9% transactions
Xylem Inc (XYL) 10.0000 10/16/2026 104.0500 1,040.50  1.9% research, transactions
 
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