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Investment Summary for 01/22/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
Air Products & Chemicals Inc (APD) 30.0000 01/17/2025 317.8000 9,534.00  5.5% research, transactions
Alphabet Inc (GOOG) 95.0000 01/17/2025 197.5500 18,767.25  10.8% research, transactions
Amazon.com Inc (AMZN) 30.0000 01/17/2025 225.9400 6,778.20  3.9% research, transactions
Corpay Inc (CPAY) 55.0000 01/17/2025 370.7900 20,393.45  11.7% research, transactions
ExlService Holdings Inc (EXLS) 250.0000 01/17/2025 47.1500 11,787.50  6.8% transactions
Microsoft Corp (MSFT) 50.0000 01/17/2025 429.0300 21,451.50  12.3% research, transactions
Nvidia Corp (NVDA) 325.0000 01/17/2025 137.7100 44,755.75  25.7% research, transactions
Schlumberger Limited (SLB) 450.0000 01/17/2025 43.5800 19,611.00  11.3% research, transactions
VISA Inc (V) 65.0000 01/17/2025 319.6200 20,775.30  11.9% research, transactions