Envoi as of June 30, 2023
Portfolio Holdings for Envoi
Envoi holds 8 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Medtronic SHS (MDT) | 84.5 | $26M | 300k | 88.10 | |
| Dycom Industries (DY) | 3.9 | $1.2M | 11k | 113.65 | |
| Tesla Motors (TSLA) | 3.6 | $1.1M | 4.4k | 261.77 | |
| Apple (AAPL) | 2.8 | $870k | 4.5k | 193.97 | |
| Carlisle Companies (CSL) | 1.8 | $569k | 2.2k | 256.53 | |
| Microsoft Corporation (MSFT) | 1.5 | $477k | 1.4k | 340.54 | |
| Johnson & Johnson (JNJ) | 1.1 | $331k | 2.0k | 165.52 | |
| General Mills (GIS) | 0.8 | $254k | 3.3k | 76.70 |
