Envoi LLC

data from 30/06/2024

Capitalization

$ 31.507 M -25.64 %

Average holding period

4 ans

Performance

$ -4.606 M 1.40 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Envoi LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2024/06/30 MDT MEDTRONIC PLC 74.94% 23.613 M $ 300000 2019/03/31 -2.970 M $ -11.36 %
2024/06/30 DY DYCOM INDS INC 7.31% 2.304 M $ 13653 2019/06/30 305.920 K $ 20.04 %
2024/06/30 QQQ INVESCO QQQ TR 3.32% 1.044 M $ 2180 2023/09/30 80.594 K $ 8.33 %
2024/06/30 CSL CARLISLE COS INC 2.85% 898.351 K $ 2217 2019/03/31 8.202 K $ 0.94 %
2024/06/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.58% 813.600 K $ 2000 2023/09/30 -48.797 K $ -3.57 %
2024/06/30 SPY SPDR S&P 500 ETF TR 2.43% 765.173 K $ 1406 2023/09/30 32.591 K $ 4.43 %
2024/06/30 RSP INVESCO EXCHANGE TRADED FD T 1.71% 537.196 K $ 3270 2023/09/30 -17.723 K $ -3.20 %
2024/06/30 MSFT MICROSOFT CORP 1.57% 493.880 K $ 1105 2023/03/31 122.208 K $ 7.64 %
2024/06/30 IWV ISHARES TR 1.41% 444.793 K $ 1441 2023/09/30 16.706 K $ 3.38 %
2024/06/30 VOO VANGUARD INDEX FDS 1.22% 383.100 K $ 766 2023/09/30 16.246 K $ 4.41 %
2024/06/30 GIS GENERAL MLS INC 0.67% 209.517 K $ 3312 2020/09/30 -22.620 K $ -9.76 %
2024/06/30 AVGO BROADCOM INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 JPM JPMORGAN CHASE & CO 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 TPX TEMPUR SEALY INTL INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 BKNG BOOKING HOLDINGS INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 AAPL APPLE INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 THO THOR INDS INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 AMZN AMAZON COM INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 AWI ARMSTRONG WORLD INDS INC NEW 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 GOOGL ALPHABET INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 NVDA NVIDIA CORPORATION 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 SCHW SCHWAB CHARLES CORP 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 ANET ARISTA NETWORKS INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 META META PLATFORMS INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 AXP AMERICAN EXPRESS CO 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 ADI ANALOG DEVICES INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 GOOG ALPHABET INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 FND FLOOR & DECOR HLDGS INC 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 LLY ELI LILLY & CO 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 PGR PROGRESSIVE CORP 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %
2024/06/30 MC MOELIS & CO 0.00% 0.000 $ 0 2024/03/31 0.000 $ 0.00 %