Q4 2022 Holdings
Filed 2024-06-21 | 8 holdings | $28.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Medtronic PLC(MDT) | SHS | G5960L103 | $23.3M | 300,000 | 82.7% |
| Winmark Corp(WINA) | COM | 974250102 | $1.8M | 7,687 | 6.4% |
| Dycom Inds Inc(DY) | COM | 267475101 | $755.0K | 8,066 | 2.7% |
| Apple Inc(AAPL) | COM | 037833100 | $618.2K | 4,758 | 2.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $535.8K | 4,350 | 1.9% |
| Carlisle COS Inc(CSL) | COM | 142339100 | $522.4K | 2,217 | 1.9% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $353.3K | 2,000 | 1.3% |
| General MLS Inc(GIS) | COM | 370334104 | $277.7K | 3,312 | 1.0% |