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Warren BuffettvsMairs and Power

Side-by-side current 13F portfolio comparison · 12 shared positions
Whale A
Warren Buffett
Berkshire Hathaway Inc.
AUM
$274.2B
Positions
42
Shared %
82.4%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
15.5%
Common holdings · 12
Stocks both whales currently hold — sorted by combined value
StockWarren weightMairs weightWarren valueMairs value
AAPL · Apple Inc.22.6%3.2%$62.0B$331M
AXP · American Express Co.20.5%0.6%$56.1B$59M
BAC · Bank America Corp.10.4%0.0%$28.5B$1M
KO · Coca Cola Co.10.2%0.0%$28.0B$2M
CVX · Chevron Corp. New7.2%0.0%$19.8B$3M
CB · Chubb Limited3.9%0.0%$10.7B$728K
KHC · Kraft Heinz Co.2.9%0.4%$7.9B$41M
GOOGL · Alphabet Inc.2.0%0.2%$5.6B$16M
V · Visa, Inc.1.1%2.7%$2.9B$281M
MA · Mastercard Inc.0.8%0.0%$2.3B$356K
UNH · Unitedhealth Group Inc.0.6%2.6%$1.7B$274M
AMZN · Amazon Com Inc.0.2%5.8%$525M$598M
Unique to Warren Buffett
Top 10 by value held — not in the other's portfolio
StockWeightValue
MCO · Moodys Corp.4.6%$12.6B
674599105 · Occidental Pete Corp.4.0%$10.9B
DVA · Davita Inc.1.3%$3.6B
KR · Kroger Co.1.1%$3.1B
SIRI · Sirius Xm Holdings Inc.0.9%$2.5B
VRSN · Verisign Inc.0.8%$2.2B
STZ · Constellation Brands Inc.0.7%$1.8B
COF · Capital One Financial0.6%$1.7B
DPZ · Dominos Pizza Inc.0.5%$1.4B
ALLY · Ally Finl Inc.0.5%$1.3B
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
GOOG · Alphabet Inc.5.1%$533M
JPM · Jpmorgan Chase & Co.4.0%$411M
LLY · Eli Lilly & Co.3.6%$371M
GGG · Graco Inc.3.1%$320M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
META · Meta Platforms, Inc.2.0%$209M
ECL · Ecolab Inc.1.9%$202M
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★ WatchlistData from SEC EDGAR · whalstreet.com