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Investment Summary for 04/19/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
Addus HomeCare Corp (ADUS) 60.0000 04/17/2025 101.2500 6,075.00  3.8% research, transactions
Air Products & Chemicals Inc (APD) 30.0000 04/17/2025 262.9000 7,887.00  4.9% research, transactions
Alphabet Inc (GOOG) 95.0000 04/17/2025 153.3600 14,569.20  9.1% research, transactions
Amazon.com Inc (AMZN) 70.0000 04/17/2025 172.6100 12,082.70  7.6% research, transactions
Corpay Inc (CPAY) 55.0000 04/17/2025 308.7300 16,980.15  10.6% research, transactions
ExlService Holdings Inc (EXLS) 300.0000 04/17/2025 44.8900 13,467.00  8.4% transactions
Microsoft Corp (MSFT) 50.0000 04/17/2025 367.7800 18,389.00  11.5% research, transactions
Nvidia Corp (NVDA) 325.0000 04/17/2025 101.4900 32,984.25  20.7% research, transactions
Schlumberger Limited (SLB) 450.0000 04/17/2025 35.1100 15,799.50  9.9% research, transactions
VISA Inc (V) 65.0000 04/17/2025 329.6100 21,424.65  13.4% research, transactions