whalstreet

John RogersvsMairs and Power

Side-by-side current 13F portfolio comparison · 26 shared positions
Whale A
John Rogers
Ariel Investments, LLC
AUM
$9.3B
Positions
108
Shared %
10.5%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
19.8%
Common holdings · 26
Stocks both whales currently hold — sorted by combined value
StockJohn weightMairs weightJohn valueMairs value
MSFT · Microsoft Corp.0.9%8.9%$83M$925M
NVT · Nvent Electric Plc0.7%2.1%$63M$215M
LFUS · Littelfuse Inc.0.6%1.9%$56M$197M
GNRC · Generac Hldgs Inc.2.1%0.1%$194M$15M
MSI · Motorola Solutions Inc.0.0%1.9%$289K$201M
JNJ · Johnson & Johnson0.1%1.6%$9M$166M
NTRS · Northern Tr Corp.1.8%0.0%$171M$328K
TSM · Taiwan Semiconductor Mfg Ltd.0.0%1.4%$3M$148M
FISV · Fiserv Inc.0.2%1.1%$22M$110M
DIS · Disney Walt Co.0.7%0.3%$63M$34M
808513105 · Schwab Charles Corp.0.4%0.3%$34M$27M
INTC · Intel Corp.0.6%0.0%$56M$529K
806857108 · Schlumberger Ltd.0.5%0.0%$49M$211K
BMY · Bristol-Myers Squibb Co.0.4%0.0%$40M$1M
T · At & T, Inc. New0.3%0.0%$30M$281K
BAC · Bank America Corp.0.3%0.0%$28M$1M
GILD · Gilead Sciences Inc.0.3%0.0%$25M$279K
MGPI · Mgp Ingredients Inc. New0.2%0.0%$15M$4M
SNA · Snap On Inc.0.1%0.0%$11M$1M
CVX · Chevron Corp. New0.1%0.0%$6M$3M
ORCL · Oracle Corp.0.0%0.1%$3M$6M
MOS · The Mosaic Company0.0%0.0%$4M$578K
921943858 · Vanguard Tax-Managed Fds0.0%0.0%$2M$320K
ZBH · Zimmer Biomet Holdings0.0%0.0%$290K$998K
BRC · Brady Corp.0.0%0.0%$235K$549K
464287598 · Ishares Tr0.0%0.0%$141K$413K
Unique to John Rogers
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSGE · Madison Square Garden Entmt4.0%$371M
AMG · Affiliated Managers Group In3.7%$341M
NCLH · Norwegian Cruise Line Hldg L3.5%$320M
SPHR · Sphere Entertainment Co.3.3%$301M
JLL · Jones Lang Lasalle Inc.3.2%$301M
OSW · Onespaworld Holdings Limited3.1%$291M
CRL · Charles Riv Labs Intl Inc.3.1%$285M
NVST · Envista Holdings Corporation2.8%$260M
LAZ · Lazard Inc.2.8%$257M
PBH · Prestige Consmr Healthcare I2.7%$253M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
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
TTC · Toro Co.2.6%$269M
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com