whalstreet

William Von MuefflingvsMairs and Power

Side-by-side current 13F portfolio comparison · 13 shared positions
Whale A
William Von Mueffling
Cantillon Capital Management LLC
AUM
$15.1B
Positions
38
Shared %
45.0%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
16.2%
Common holdings · 13
Stocks both whales currently hold — sorted by combined value
StockWilliam weightMairs weightWilliam valueMairs value
MSFT · Microsoft Corp.2.7%8.9%$412M$925M
AVGO · Broadcom Inc.8.3%0.0%$1.3B$1M
GOOGL · Alphabet Inc.7.1%0.2%$1.1B$16M
TSM · Taiwan Semiconductor Mfg Ltd.5.6%1.4%$843M$148M
V · Visa, Inc.3.5%2.7%$519M$281M
FAST · Fastenal Co.2.5%1.8%$379M$187M
AMAT · Applied Matls Inc.3.5%0.0%$520M$3M
BLK · Blackrock Inc.2.9%0.0%$436M$203K
TMO · Thermo Fisher Scientific Inc.2.5%0.0%$378M$719K
ENTG · Entegris Inc.1.7%1.1%$254M$114M
AMT · American Tower Corp. New1.8%0.0%$278M$355K
ADBE · Adobe Inc.1.6%0.0%$248M$703K
ORCL · Oracle Corp.1.3%0.1%$189M$6M
Unique to William Von Mueffling
Top 10 by value held — not in the other's portfolio
StockWeightValue
IBKR · Interactive Brokers Group In5.0%$754M
SPGI · S&P Global Inc.4.4%$658M
ADI · Analog Devices Inc.4.0%$608M
CBRE · Cbre Group Inc.3.5%$533M
ICE · Intercontinental Exchange In3.1%$463M
CME · Cme Group Inc.2.7%$409M
FERG · Ferguson Enterprises2.7%$408M
LYV · Live Nation Entertainment In2.5%$376M
UBER · Uber Technologies Inc.2.5%$374M
AON · Aon Plc2.3%$354M
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
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
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★ WatchlistData from SEC EDGAR · whalstreet.com