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Investment Summary for 04/06/2026
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
Best Buy Co. Inc (BBY) 200.0000 04/02/2026 64.5000 12,900.00  4.8% research, transactions
FactSet Research Systems Inc (FDS) 500.0000 04/02/2026 227.6800 113,840.00  42.4% research, transactions
Infosys Ltd (INFY) 300.0000 04/02/2026 13.7400 4,122.00  1.5% research, transactions
Stryker Corp (SYK) 200.0000 04/02/2026 331.5400 66,308.00  24.7% research, transactions
Tapestry Inc (TPR) 500.0000 04/02/2026 141.2000 70,600.00  26.3% research, transactions
Westpac Banking Corp (WBK) 50.0000 03/22/2022 14.2000 710.00  0.3% transactions
 

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