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Investment Summary for 10/15/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
Best Buy Co. Inc (BBY) 200.0000 10/14/2025 77.2100 15,442.00  5.2% research, transactions
FactSet Research Systems Inc (FDS) 500.0000 10/14/2025 285.7500 142,875.00  48.2% research, transactions
Infosys Ltd (INFY) 300.0000 10/14/2025 16.4800 4,944.00  1.7% research, transactions
Stryker Corp (SYK) 200.0000 10/14/2025 370.0000 74,000.00  25.0% research, transactions
Tapestry Inc (TPR) 500.0000 10/14/2025 116.2600 58,130.00  19.6% research, transactions
Westpac Banking Corp (WBK) 50.0000 03/22/2022 14.2000 710.00  0.2% transactions
 

Warning: One of the investments above is missing a recent price.