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Guy SpiervsMairs and Power

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Guy Spier
Aquamarine Zurich Ag
AUM
$135M
Positions
7
Shared %
79.8%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
0.7%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockGuy weightMairs weightGuy valueMairs value
AXP · American Express Co.14.5%0.6%$20M$59M
BRK-B · Berkshire Hathaway Inc. Del34.6%0.1%$47M$12M
BRK-A · Berkshire Hathaway Inc. Del15.9%0.0%$22M$4M
MA · Mastercard Inc.14.8%0.0%$20M$356K
Unique to Guy Spier
Top 10 by value held — not in the other's portfolio
StockWeightValue
MCO · Moodys Corp.8.7%$12M
RACE · Ferrari N V7.4%$10M
DJCO · Daily Journal Corp.4.1%$6M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$925M
NVDA · Nvidia Corp.8.9%$923M
AMZN · Amazon Com Inc.5.8%$598M
GOOG · Alphabet Inc.5.1%$533M
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
AAPL · Apple Inc.3.2%$331M
GGG · Graco Inc.3.1%$320M
V · Visa, Inc.2.7%$281M
UNH · Unitedhealth Group Inc.2.6%$274M
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★ WatchlistData from SEC EDGAR · whalstreet.com