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Investment Summary for 04/30/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
Best Buy Co. Inc (BBY) 200.0000 04/29/2025 66.6800 13,336.00  3.9% research, transactions
FactSet Research Systems Inc (FDS) 500.0000 04/29/2025 428.7100 214,355.00  62.5% research, transactions
Infosys Ltd (INFY) 300.0000 04/29/2025 17.5700 5,271.00  1.5% research, transactions
Stryker Corp (SYK) 200.0000 04/29/2025 370.9200 74,184.00  21.6% research, transactions
Tapestry Inc (TPR) 500.0000 04/29/2025 70.0400 35,020.00  10.2% 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.