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Investment Summary for 08/29/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
Best Buy Co. Inc (BBY) 200.0000 08/28/2025 72.6600 14,532.00  4.3% research, transactions
FactSet Research Systems Inc (FDS) 500.0000 08/28/2025 375.7700 187,885.00  55.7% research, transactions
Infosys Ltd (INFY) 300.0000 08/28/2025 17.0000 5,100.00  1.5% research, transactions
Stryker Corp (SYK) 200.0000 08/28/2025 389.6700 77,934.00  23.1% research, transactions
Tapestry Inc (TPR) 500.0000 08/28/2025 102.6100 51,305.00  15.2% 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.