Q1 2023 Holdings
Filed 2024-06-21 | 9 holdings | $29.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Medtronic PLC(MDT) | SHS | G5960L103 | $24.2M | 300,000 | 82.5% |
| Winmark Corp(WINA) | COM | 974250102 | $1.2M | 3,887 | 4.2% |
| Tesla Inc(TSLA) | COM | 88160R101 | $902.5K | 4,350 | 3.1% |
| Dycom Inds Inc(DY) | COM | 267475101 | $755.4K | 8,066 | 2.6% |
| Apple Inc(AAPL) | COM | 037833100 | $739.4K | 4,484 | 2.5% |
| Carlisle COS Inc(CSL) | COM | 142339100 | $501.2K | 2,217 | 1.7% |
| Microsoft Corp(MSFT) | COM | 594918104 | $403.6K | 1,400 | 1.4% |
| Johnson & Johnson(JNJ) | COM | 478160104 | $310.0K | 2,000 | 1.1% |
| General MLS Inc(GIS) | COM | 370334104 | $283.0K | 3,312 | 1.0% |