whalstreet

Bill GatesvsMairs and Power

Side-by-side current 13F portfolio comparison · 11 shared positions
Whale A
Bill Gates
Gates Foundation Trust
AUM
$35.4B
Positions
23
Shared %
78.4%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
12.4%
Common holdings · 11
Stocks both whales currently hold — sorted by combined value
StockBill weightMairs weightBill valueMairs value
BRK-B · Berkshire Hathaway Inc. Del27.6%0.1%$9.8B$12M
WM · Waste Mgmt Inc. Del18.0%0.0%$6.4B$220K
MSFT · Microsoft Corp.10.5%8.9%$3.7B$925M
CAT · Caterpillar Inc.10.3%0.1%$3.6B$11M
DE · Deere & Co.4.7%0.0%$1.7B$280K
ECL · Ecolab Inc.3.9%1.9%$1.4B$202M
WMT · Walmart Inc.2.6%0.0%$935M$2M
HRL · Hormel Foods Corp.0.1%0.9%$49M$90M
MCD · Mcdonalds Corp.0.3%0.0%$102M$5M
KHC · Kraft Heinz Co.0.2%0.4%$60M$41M
DHR · Danaher Corporation0.2%0.0%$85M$268K
Unique to Bill Gates
Top 10 by value held — not in the other's portfolio
StockWeightValue
CNI · Canadian Natl Ry Co.14.5%$5.1B
FDX · Fedex Corp.1.9%$689M
KOF · Coca-Cola Femsa Sab De Cv1.7%$589M
WCN · Waste Connections Inc.1.0%$358M
CPNG · Coupang Inc.0.6%$218M
55825T103 · Madison Square Grdn Sprt Cor0.4%$153M
SDGR · Schrodinger Inc.0.4%$125M
WST · West Pharmaceutical Svsc Inc.0.3%$122M
PCAR · Paccar Inc.0.3%$110M
BUD · Anheuser Busch Inbev Sa/Nv0.3%$109M
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
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★ WatchlistData from SEC EDGAR · whalstreet.com