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Investment Summary for 03/25/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
Addus HomeCare Corp (ADUS) 45.0000 03/24/2025 90.9800 4,094.10  2.3% research, transactions
Air Products & Chemicals Inc (APD) 30.0000 03/24/2025 293.4500 8,803.50  5.0% research, transactions
Alphabet Inc (GOOG) 95.0000 03/24/2025 169.9300 16,143.35  9.2% research, transactions
Amazon.com Inc (AMZN) 70.0000 03/24/2025 203.2600 14,228.20  8.1% research, transactions
Corpay Inc (CPAY) 55.0000 03/24/2025 357.9500 19,687.25  11.3% research, transactions
ExlService Holdings Inc (EXLS) 250.0000 03/24/2025 46.4800 11,620.00  6.7% transactions
Microsoft Corp (MSFT) 50.0000 03/24/2025 393.0800 19,654.00  11.2% research, transactions
Nvidia Corp (NVDA) 325.0000 03/24/2025 121.4100 39,458.25  22.6% research, transactions
Schlumberger Limited (SLB) 450.0000 03/24/2025 41.7000 18,765.00  10.7% research, transactions
VISA Inc (V) 65.0000 03/24/2025 343.8700 22,351.55  12.8% research, transactions