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Investment Summary for 02/28/2026
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
Best Buy Co. Inc (BBY) 200.0000 02/27/2026 61.9700 12,394.00  4.4% research, transactions
FactSet Research Systems Inc (FDS) 500.0000 02/27/2026 216.8100 108,405.00  38.6% research, transactions
Infosys Ltd (INFY) 300.0000 02/27/2026 14.4400 4,332.00  1.5% research, transactions
Stryker Corp (SYK) 200.0000 02/27/2026 387.4600 77,492.00  27.6% research, transactions
Tapestry Inc (TPR) 500.0000 02/27/2026 155.4700 77,735.00  27.7% 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.