Week: +2.8%
2025: +5.2%

Strength across the board with #AMAT Applied Materials the stand out winner. $NVO #FNX the only laggards.

Haven’t bought/sold a share for over a month.

Good w/e to all!

Top 5 holdings
$AMZN $GOOG $HALO #MSI $AMAT
Divi rec’d: #MSI
19 holdings