Envoi as of June 30, 2021
Portfolio Holdings for Envoi
Envoi holds 9 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Medtronic SHS (MDT) | 86.0 | $37M | 300k | 124.13 | |
| Tesla Motors (TSLA) | 4.8 | $2.1M | 3.1k | 679.70 | |
| Winmark Corporation (WINA) | 4.1 | $1.8M | 9.3k | 192.08 | |
| Apple (AAPL) | 1.4 | $614k | 4.5k | 136.96 | |
| Carlisle Companies (CSL) | 1.0 | $424k | 2.2k | 191.38 | |
| Vaneck Vectors Etf Tr Gold Miners Etf (GDX) | 0.8 | $352k | 10k | 33.98 | |
| Johnson & Johnson (JNJ) | 0.8 | $330k | 2.0k | 164.74 | |
| Dycom Industries (DY) | 0.5 | $238k | 3.2k | 74.53 | |
| General Mills (GIS) | 0.5 | $202k | 3.3k | 60.93 |
