Envoi as of March 31, 2021
Portfolio Holdings for Envoi
Envoi holds 8 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Medtronic SHS (MDT) | 86.4 | $35M | 300k | 118.13 | |
| Tesla Motors (TSLA) | 5.0 | $2.1M | 3.1k | 667.93 | |
| Winmark Corporation (WINA) | 4.2 | $1.7M | 9.3k | 186.43 | |
| Apple (AAPL) | 1.3 | $548k | 4.5k | 122.15 | |
| Carlisle Companies (CSL) | 0.9 | $365k | 2.2k | 164.58 | |
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.8 | $335k | 10k | 32.50 | |
| Johnson & Johnson (JNJ) | 0.8 | $329k | 2.0k | 164.35 | |
| General Mills (GIS) | 0.5 | $203k | 3.3k | 61.32 |
