whalstreet

Mairs and PowervsTom Gayner

Side-by-side current 13F portfolio comparison · 47 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
45.1%
Whale B
Tom Gayner
Markel Group Inc.
AUM
$11.9B
Positions
129
Shared %
59.1%
Common holdings · 47
Stocks both whales currently hold — sorted by combined value
StockMairs weightTom weightMairs valueTom value
GOOG · Alphabet Inc.5.1%6.6%$533M$789M
MSFT · Microsoft Corp.8.9%1.7%$925M$199M
AMZN · Amazon Com Inc.5.8%3.5%$598M$423M
BRK-A · Berkshire Hathaway Inc. Del0.0%6.7%$4M$800M
BRK-B · Berkshire Hathaway Inc. Del0.1%6.1%$12M$734M
AAPL · Apple Inc.3.2%2.6%$331M$311M
V · Visa, Inc.2.7%2.5%$281M$304M
DE · Deere & Co.0.0%4.1%$280K$495M
JPM · Jpmorgan Chase & Co.4.0%0.6%$411M$74M
HD · Home Depot Inc.0.5%2.5%$54M$303M
META · Meta Platforms, Inc.2.0%1.2%$209M$142M
JNJ · Johnson & Johnson1.6%1.3%$166M$149M
UNH · Unitedhealth Group Inc.2.6%0.0%$274M$5M
ECL · Ecolab Inc.1.9%0.6%$202M$73M
CAT · Caterpillar Inc.0.1%2.0%$11M$233M
DIS · Disney Walt Co.0.3%1.6%$34M$196M
BLK · Blackrock Inc.0.0%1.8%$203K$212M
AXP · American Express Co.0.6%1.2%$59M$148M
ROK · Rockwell Automation Inc.1.2%0.5%$129M$56M
SHW · Sherwin Williams Co.1.5%0.3%$152M$30M
TXN · Texas Instrs Inc.0.4%1.2%$41M$141M
GOOGL · Alphabet Inc.0.2%1.4%$16M$164M
WFC · Wells Fargo Co. New1.6%0.1%$161M$16M
LOW · Lowes Cos Inc.0.0%1.5%$2M$174M
808513105 · Schwab Charles Corp.0.3%1.1%$27M$130M
MRSH · Marsh & Mclennan Cos Inc.0.0%1.1%$252K$132M
MA · Mastercard Inc.0.0%0.9%$356K$104M
ITW · Illinois Tool Wks Inc.0.0%0.7%$427K$85M
NSC · Norfolk Southn Corp.0.0%0.7%$876K$81M
RTX · Rtx Corp.0.0%0.4%$2M$43M
COST · Costco Wholesale Corp.0.0%0.3%$3M$39M
907818108 · Union Pac Corp.0.0%0.3%$1M$36M
TMO · Thermo Fisher Scientific Inc.0.0%0.3%$719K$33M
G1151C101 · Accenture Plc Ireland0.0%0.3%$318K$32M
CSCO · Cisco Sys Inc.0.0%0.2%$2M$28M
HSY · Hershey Co.0.1%0.1%$12M$16M
NKE · Nike Inc.0.0%0.2%$4M$24M
PM · Philip Morris Intl Inc.0.0%0.2%$425K$19M
XOM · Exxon Mobil Corp.0.1%0.1%$10M$8M
PEP · Pepsico Inc.0.0%0.1%$1M$15M
BK · Bank New York Mellon Corp.0.0%0.1%$684K$15M
AMAT · Applied Matls Inc.0.0%0.1%$3M$12M
784117103 · Sei Invts Co.0.0%0.1%$271K$14M
SYY · Sysco Corp.0.1%0.0%$10M$2M
EPD · Enterprise Prods Partners L0.0%0.1%$276K$8M
SONY · Sony Group Corp.0.0%0.1%$200K$7M
962166104 · Weyerhaeuser Co. Mtn Be0.0%0.0%$856K$428K
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
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
MSI · Motorola Solutions Inc.1.9%$201M
WEC · Wec Energy Group Inc.1.9%$201M
LFUS · Littelfuse Inc.1.9%$197M
LNT · Alliant Energy Corp.1.9%$192M
FAST · Fastenal Co.1.8%$187M
Unique to Tom Gayner
Top 10 by value held — not in the other's portfolio
StockWeightValue
BN · Brookfield Corp.4.4%$529M
ADI · Analog Devices Inc.2.7%$326M
GS · Goldman Sachs Group Inc.2.5%$304M
WSO · Watsco Inc.1.8%$212M
351858105 · Franco Nev Corp.1.5%$175M
LPLA · Lpl Finl Hldgs Inc.1.4%$168M
PGR · Progressive Corp.1.3%$149M
BX · Blackstone Inc.1.2%$141M
RLI · Rli Corp.1.1%$137M
KKR · Kkr & Co. Inc.1.1%$134M
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★ WatchlistData from SEC EDGAR · whalstreet.com