Q2 2021 Holdings
Filed 2024-06-21 | 9 holdings | $43.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Medtronic PLC(MDT) | SHS | G5960L103 | $37.2M | 300,000 | 86.0% |
| Tesla Inc(TSLA) | COM | 88160R101 | $2.1M | 3,075 | 4.8% |
| Winmark Corp(WINA) | COM | 974250102 | $1.8M | 9,337 | 4.1% |
| Apple Inc(AAPL) | COM | 037833100 | $614.1K | 4,484 | 1.4% |
| Carlisle COS Inc(CSL) | COM | 142339100 | $424.3K | 2,217 | 1.0% |
| Vaneck Vectors ETF TR(GDX) | GOLD MINERS ETF | 92189F106 | $352.2K | 10,364 | 0.8% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $329.5K | 2,000 | 0.8% |
| Dycom Inds Inc(DY) | COM | 267475101 | $237.7K | 3,189 | 0.5% |
| General MLS Inc(GIS) | COM | 370334104 | $201.8K | 3,312 | 0.5% |