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Investment Summary for 06/17/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
Best Buy Co. Inc (BBY) 200.0000 06/16/2025 71.2300 14,246.00  4.1% research, transactions
FactSet Research Systems Inc (FDS) 500.0000 06/16/2025 421.3000 210,650.00  60.4% research, transactions
Infosys Ltd (INFY) 300.0000 06/16/2025 18.7500 5,625.00  1.6% research, transactions
Stryker Corp (SYK) 200.0000 06/16/2025 377.1200 75,424.00  21.6% research, transactions
Tapestry Inc (TPR) 500.0000 06/16/2025 84.2600 42,130.00  12.1% 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.