Envoi as of March 31, 2023
Portfolio Holdings for Envoi
Envoi holds 9 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Medtronic SHS (MDT) | 82.5 | $24M | 300k | 80.62 | |
| Winmark Corporation (WINA) | 4.2 | $1.2M | 3.9k | 320.43 | |
| Tesla Motors (TSLA) | 3.1 | $903k | 4.4k | 207.46 | |
| Dycom Industries (DY) | 2.6 | $755k | 8.1k | 93.65 | |
| Apple (AAPL) | 2.5 | $739k | 4.5k | 164.90 | |
| Carlisle Companies (CSL) | 1.7 | $501k | 2.2k | 226.07 | |
| Microsoft Corporation (MSFT) | 1.4 | $404k | 1.4k | 288.30 | |
| Johnson & Johnson (JNJ) | 1.1 | $310k | 2.0k | 155.00 | |
| General Mills (GIS) | 1.0 | $283k | 3.3k | 85.46 |
