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Mairs and PowervsBill Miller

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
1.4%
Whale B
Bill Miller
Miller Value Partners, LLC
AUM
$284M
Positions
34
Shared %
7.9%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockMairs weightBill weightMairs valueBill value
VZ · Verizon Communications Inc.1.3%2.8%$137M$8M
UPS · United Parcel Service Inc.0.0%3.0%$2M$9M
BMY · Bristol-Myers Squibb Co.0.0%2.1%$1M$6M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$925M
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
Unique to Bill Miller
Top 10 by value held — not in the other's portfolio
StockWeightValue
NBR · Nabors Industries Ltd.11.5%$33M
LNC · Lincoln Natl Corp. Ind7.9%$22M
GTN · Gray Media Inc.6.8%$19M
TDAY · Usa Today Co. Inc.6.2%$18M
QUAD · Quad / Graphics Inc.6.0%$17M
BFH · Bread Financial Holdings Inc.5.3%$15M
FOSL · Fossil Group Inc.4.2%$12M
024061103 · American Axle & Mfg Hldgs In3.9%$11M
CNDT · Conduent Inc.3.8%$11M
JELD · Jeld-Wen Hldg Inc.3.6%$10M
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★ WatchlistData from SEC EDGAR · whalstreet.com