Envoi
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Positions held by Envoi consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Envoi
Envoi holds 11 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Medtronic SHS (MDT) | 81.1 | $24M | 300k | 78.36 |
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| Dycom Industries (DY) | 3.3 | $947k | 11k | 89.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $781k | 2.2k | 358.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.4 | $701k | 2.0k | 350.30 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $601k | 1.4k | 427.48 |
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| Carlisle Companies (CSL) | 2.0 | $575k | 2.2k | 259.26 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.9 | $543k | 2.2k | 245.06 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.6 | $463k | 3.3k | 141.69 |
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| Microsoft Corporation (MSFT) | 1.3 | $371k | 1.2k | 315.75 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $301k | 766.00 | 392.70 |
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| General Mills (GIS) | 0.7 | $212k | 3.3k | 63.99 |
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Past Filings by Envoi
SEC 13F filings are viewable for Envoi going back to 2023
- Envoi 2019 Q1 filed June 21, 2024
- Envoi 2019 Q2 filed June 21, 2024
- Envoi 2019 Q3 filed June 21, 2024
- Envoi 2019 Q4 filed June 21, 2024
- Envoi 2020 Q1 filed June 21, 2024
- Envoi 2020 Q2 filed June 21, 2024
- Envoi 2020 Q3 filed June 21, 2024
- Envoi 2020 Q4 filed June 21, 2024
- Envoi 2021 Q1 filed June 21, 2024
- Envoi 2021 Q2 filed June 21, 2024
- Envoi 2021 Q3 filed June 21, 2024
- Envoi 2021 Q4 filed June 21, 2024
- Envoi 2022 Q1 filed June 21, 2024
- Envoi 2022 Q2 filed June 21, 2024
- Envoi 2022 Q3 filed June 21, 2024
- Envoi 2022 Q4 filed June 21, 2024