Q1 2022 Holdings
Filed 2024-06-21 | 9 holdings | $41.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Medtronic PLC(MDT) | SHS | G5960L103 | $33.3M | 300,000 | 81.1% |
| Tesla Inc(TSLA) | COM | 88160R101 | $3.3M | 3,075 | 8.1% |
| Winmark Corp(WINA) | COM | 974250102 | $1.7M | 7,687 | 4.1% |
| Apple Inc(AAPL) | COM | 037833100 | $935.6K | 5,358 | 2.3% |
| Carlisle COS Inc(CSL) | COM | 142339100 | $545.2K | 2,217 | 1.3% |
| Vaneck ETF Trust(GDX) | GOLD MINERS ETF | 92189F106 | $403.6K | 10,524 | 1.0% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $354.5K | 2,000 | 0.9% |
| Dycom Inds Inc(DY) | COM | 267475101 | $303.8K | 3,189 | 0.7% |
| General MLS Inc(GIS) | COM | 370334104 | $224.3K | 3,312 | 0.5% |