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Investment Performance Detail
Investment Performance Detail
AFLAC Inc (AFL)
AbbVie Inc (ABBV)
Air Lease Corp (AL)
Akamai Technologies Inc (AKAM)
Alphabet Inc A (GOOGL)
Amazon.com Inc (AMZN)
American Public Education Inc (APEI)
Apple Inc (AAPL)
Block Inc (XYZ)
Booking Holdings Inc (BKNG)
Buffalo Wild Wings Inc (BWLD)
Catalyst Health (CHSI)
Celgene (CELG)
Charles Schwab Corp (SCHW)
Chipotle Mexican Grill Inc (CMG)
Cognizant Technology Solutions Corp (CTSH)
Conoco Philips (COP)
Cvs Health Corp (CVS)
D. R. Horton Inc. (DHI)
Dycom Industries Inc (DY)
Echo Global Logistics Inc (ECHO)
Fastenal Co (FAST)
Forward Air Corp (FWRD)
Gilead Science (GILD)
Health Care Serv Gr Inc (HCSG)
Inmode Ltd (INMD)
Intuitive Surgical Inc (ISRG)
Meridian Bioscience Inc (VIVO)
Mesa Laboratories Inc (MLAB)
Meta Platforms Inc (META)
Microsoft Corp (MSFT)
Nextgen Healthcare Inc (NXGN)
PayPal Holdings Inc (PYPL)
Phillips 66 (PSX)
Proto Labs Inc (PRLB)
Resmed Inc (RMD)
Roku Inc (ROKU)
SodaStream International Ltd (SODA)
St. Jude Medical Inc (STJ)
T Rowe Price Group Inc (TROW)
T-Mobile US Inc (TMUS)
Tim Hortons (THI)
Tractor Supply Co (TSCO)
Ulta Beauty Inc (ULTA)
Universal Display Corp (OLED)
to
Generate
Date
Description
Investments
Returns
08/27/2009
beginning market value
0.00
07/01/2024
buy, 77 shares
4,975.74
05/20/2025
ending market value
4,491.41
4,975.74
4,491.41
Annualized Internal Rate of Return = -10.9%
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