This week is the last of our three ‘off’ weeks intended to restore the $250+ per week pace of investment. This is necessary because a new position was established in ADP. However, there is $980.04 in cash that is available for deployment.
This week, seven of the portfolio holdings ranked in the Top Ten.
| Ticker | Account Value |
| ADP | 1,272.66 |
| BDX | 3,341.91 |
| CMCSA | 3,441.13 |
| HTO | 3,787.41 |
| PEP | 3,816.62 |
| PPG | 4,334.22 |
| QCOM | 3,236.10 |
The lowest amount belongs to ADP. We will acquire 4 shares of ADP on Tuesday morning (the markets are closed Monday) and this still counts as an off week because we aren’t using new funds to make the purchase. See the post from 2026-02-08 for a more in-depth look at ADP. Below, is the purchase history and average cost calculation.
