whalstreet

Mark HillmanvsMairs and Power

Side-by-side current 13F portfolio comparison · 30 shared positions
Whale A
Mark Hillman
Hillman Capital Management, Inc.
AUM
$159M
Positions
56
Shared %
46.9%
Whale B
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
23.4%
Common holdings · 30
Stocks both whales currently hold — sorted by combined value
StockMark weightMairs weightMark valueMairs value
MSFT · Microsoft Corp.3.2%8.9%$5M$925M
GOOG · Alphabet Inc.0.2%5.1%$360K$533M
UNH · Unitedhealth Group Inc.1.6%2.6%$3M$274M
TSM · Taiwan Semiconductor Mfg Ltd.1.8%1.4%$3M$148M
VZ · Verizon Communications Inc.1.7%1.3%$3M$137M
FISV · Fiserv Inc.1.6%1.1%$3M$110M
CRM · Salesforce Inc.1.7%0.8%$3M$78M
KHC · Kraft Heinz Co.2.7%0.4%$4M$41M
MDT · Medtronic Plc0.2%0.4%$359K$40M
USB · Us Bancorp Del1.8%0.3%$3M$35M
DIS · Disney Walt Co.1.8%0.3%$3M$34M
78462F103 · Spdr S&P 500 Etf Tr2.9%0.2%$5M$18M
GOOGL · Alphabet Inc.0.0%0.2%$2K$16M
HSY · Hershey Co.1.5%0.1%$2M$12M
XOM · Exxon Mobil Corp.0.2%0.1%$377K$10M
NKE · Nike Inc.2.7%0.0%$4M$4M
PFE · Pfizer Inc.2.7%0.0%$4M$2M
BA · Boeing Co.3.5%0.0%$6M$493K
464287200 · Ishares Tr0.4%0.0%$700K$4M
ZBH · Zimmer Biomet Holdings2.6%0.0%$4M$998K
BAX · Baxter Intl Inc.2.5%0.0%$4M$469K
UPS · United Parcel Service Inc.1.5%0.0%$2M$2M
BMY · Bristol-Myers Squibb Co.1.8%0.0%$3M$1M
BDX · Becton Dickinson & Co.1.7%0.0%$3M$1M
464287465 · Ishares Tr1.7%0.0%$3M$1M
ADBE · Adobe Inc.1.6%0.0%$3M$703K
GEV · Ge Aerospace0.3%0.0%$404K$2M
RTX · Rtx Corp.0.3%0.0%$412K$2M
TMO · Thermo Fisher Scientific Inc.0.2%0.0%$367K$719K
BLK · Blackrock Inc.0.2%0.0%$356K$203K
Unique to Mark Hillman
Top 10 by value held — not in the other's portfolio
StockWeightValue
WBD · Warner Bros Discovery Inc.3.9%$6M
ASML · Asml Holding N.V.3.7%$6M
518439104 · Lauder Estee Cos Inc.3.6%$6M
CVS · Cvs Health Corp.3.6%$6M
GSK · Gsk Plc3.5%$6M
BIIB · Biogen Inc.3.4%$5M
DD · Dupont De Nemours, Inc.3.4%$5M
BUD · Anheuser Busch Inbev Sa/Nv3.3%$5M
459506101 · International Flavors&Fragra3.2%$5M
KMX · Carmax Inc.2.7%$4M
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
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
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
META · Meta Platforms, Inc.2.0%$209M
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★ WatchlistData from SEC EDGAR · whalstreet.com