Envoi as of March 31, 2022
Portfolio Holdings for Envoi
Envoi holds 9 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Medtronic SHS (MDT) | 81.1 | $33M | 300k | 110.95 | |
| Tesla Motors (TSLA) | 8.1 | $3.3M | 3.1k | 1077.60 | |
| Winmark Corporation (WINA) | 4.1 | $1.7M | 7.7k | 220.00 | |
| Apple (AAPL) | 2.3 | $936k | 5.4k | 174.61 | |
| Carlisle Companies (CSL) | 1.3 | $545k | 2.2k | 245.92 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 1.0 | $404k | 11k | 38.35 | |
| Johnson & Johnson (JNJ) | 0.9 | $355k | 2.0k | 177.23 | |
| Dycom Industries (DY) | 0.7 | $304k | 3.2k | 95.26 | |
| General Mills (GIS) | 0.5 | $224k | 3.3k | 67.72 |
