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Investment Summary for 02/22/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
Bed, Bath & Beyond Inc (BBBY) 55.0000 05/02/2023 0.0800 4.40  0.0% research, transactions
Bright Horizons Family Solutions Inc (BFAM) 52.0000 06/06/2008 48.2400 2,508.48  2.3% transactions
Danaher Corp (DHR) 28.0000 02/21/2025 210.2300 5,886.44  5.5% research, transactions
Fiserv Inc (FI) 76.0000 02/21/2025 232.3400 17,657.84  16.4% transactions
Johnson & Johnson (JNJ) 39.0000 02/21/2025 162.3000 6,329.70  5.9% research, transactions
L3 Technologies Inc (LLL) 44.0000 06/28/2019 245.1700 10,787.48  10.0% transactions
Lowe's Companies Inc (LOW) 102.0000 02/21/2025 239.1700 24,395.34  22.7% research, transactions
Medtronic Plc (MDT) 42.0000 02/21/2025 89.9400 3,777.48  3.5% research, transactions
Paychex Inc (PAYX) 55.0000 02/21/2025 148.5100 8,168.05  7.6% research, transactions
Sleep Number Corp (SNBR) 136.0000 02/21/2025 14.4900 1,970.64  1.8% transactions
Stryker Corp (SYK) 42.0000 02/21/2025 382.7800 16,076.76  15.0% research, transactions
Sysco Corp (SYY) 62.0000 02/21/2025 73.2200 4,539.64  4.2% research, transactions
Vantagesouth Bancshares (VSB) 144.0000 07/03/2014 6.0400 869.76  0.8% transactions
Walgreens Boots Alliance, Inc. (WBA) 69.0000 02/21/2025 10.1600 701.04  0.7% research, transactions
William Wrigley Jr. Company (WWY) 40.0000 10/06/2008 79.9700 3,198.80  3.0% transactions
Wolfspeed Inc (WOLF) 82.0000 02/21/2025 6.8400 560.88  0.5% transactions
 

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