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Investment Summary for 09/11/2026
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 09/10/2026 255.0000 12,750.00  18.2% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 09/10/2026 107.1300 2,463.99  3.5% research, transactions
Apple Inc (AAPL) 20.0000 09/10/2026 326.5700 6,531.40  9.3% research, transactions
Block Inc (XYZ) 60.0000 09/10/2026 79.0700 4,744.20  6.8% transactions
Cvs Health Corp (CVS) 100.0000 09/10/2026 95.2900 9,529.00  13.6% research, transactions
D. R. Horton Inc. (DHI) 50.0000 09/10/2026 135.5700 6,778.50  9.7% research, transactions
Meta Platforms Inc (META) 14.0000 09/10/2026 644.3800 9,021.32  12.9% transactions
Microsoft Corp (MSFT) 35.0000 09/10/2026 492.4400 17,235.40  24.6% research, transactions
Xylem Inc (XYL) 10.0000 09/10/2026 106.5500 1,065.50  1.5% research, transactions
 
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