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Tom RussovsMairs and Power

Side-by-side current 13F portfolio comparison · 33 shared positions
Whale A
Tom Russo
Gardner Russo & Quinn LLC
AUM
$9.3B
Positions
87
Shared %
52.5%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
36.8%
Common holdings · 33
Stocks both whales currently hold — sorted by combined value
StockTom weightMairs weightTom valueMairs value
GOOG · Alphabet Inc.13.3%5.1%$1.2B$533M
BRK-A · Berkshire Hathaway Inc. Del12.1%0.0%$1.1B$4M
MSFT · Microsoft Corp.0.0%8.9%$2M$925M
MA · Mastercard Inc.9.8%0.0%$905M$356K
PM · Philip Morris Intl Inc.8.1%0.0%$753M$425K
AMZN · Amazon Com Inc.0.0%5.8%$240K$598M
JPM · Jpmorgan Chase & Co.1.8%4.0%$170M$411M
BRK-B · Berkshire Hathaway Inc. Del6.1%0.1%$566M$12M
AAPL · Apple Inc.0.0%3.2%$1M$331M
V · Visa, Inc.0.4%2.7%$38M$281M
JNJ · Johnson & Johnson0.0%1.6%$202K$166M
WFC · Wells Fargo Co. New0.0%1.6%$742K$161M
HRL · Hormel Foods Corp.0.0%0.9%$470K$90M
ABT · Abbott Labs0.0%0.9%$1M$89M
AXP · American Express Co.0.0%0.6%$4M$59M
DIS · Disney Walt Co.0.0%0.3%$286K$34M
XOM · Exxon Mobil Corp.0.3%0.1%$23M$10M
PG · Procter And Gamble Co.0.0%0.3%$2M$31M
GOOGL · Alphabet Inc.0.1%0.2%$5M$16M
GNRC · Generac Hldgs Inc.0.0%0.1%$307K$15M
ABBV · Abbvie, Inc.0.0%0.1%$3M$11M
JBTM · Jbt Marel Corporation0.0%0.1%$1M$10M
CAT · Caterpillar Inc.0.0%0.1%$315K$11M
MO · Altria Group Inc.0.1%0.0%$10M$263K
907818108 · Union Pac Corp.0.1%0.0%$6M$1M
COST · Costco Wholesale Corp.0.0%0.0%$4M$3M
ORCL · Oracle Corp.0.0%0.1%$677K$6M
MCD · Mcdonalds Corp.0.0%0.0%$277K$5M
CVX · Chevron Corp. New0.0%0.0%$407K$3M
WMT · Walmart Inc.0.0%0.0%$1M$2M
PEP · Pepsico Inc.0.0%0.0%$1M$1M
KO · Coca Cola Co.0.0%0.0%$954K$2M
IBM · International Business Machs0.0%0.0%$222K$1M
Unique to Tom Russo
Top 10 by value held — not in the other's portfolio
StockWeightValue
H25662182 · Compagnie Financiere Richemont8.2%$761M
N39338194 · Heineken Holding Nv7.3%$674M
641069406 · Nestle Sa Sponsored Adr6.0%$555M
NFLX · Netflix Inc.5.1%$469M
MLM · Martin Marietta Matls Inc.4.9%$452M
UBER · Uber Technologies Inc.4.5%$420M
G05320109 · Ashtead Group Plc4.5%$418M
F72027109 · Pernod Ricard2.4%$219M
DASH · Doordash Inc.2.3%$211M
CMCSA · Comcast Corp. Cl A0.7%$69M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
NVDA · Nvidia Corp.8.9%$923M
LLY · Eli Lilly & Co.3.6%$371M
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
META · Meta Platforms, Inc.2.0%$209M
ECL · Ecolab Inc.1.9%$202M
MSI · Motorola Solutions Inc.1.9%$201M
WEC · Wec Energy Group Inc.1.9%$201M
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★ WatchlistData from SEC EDGAR · whalstreet.com