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Mairs and PowervsRobert Olstein

Side-by-side current 13F portfolio comparison · 35 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
37.1%
Whale B
Robert Olstein
Olstein Capital Management, L.P.
AUM
$458M
Positions
99
Shared %
36.4%
Common holdings · 35
Stocks both whales currently hold — sorted by combined value
StockMairs weightRobert weightMairs valueRobert value
MSFT · Microsoft Corp.8.9%1.3%$925M$6M
AMZN · Amazon Com Inc.5.8%0.8%$598M$4M
GOOG · Alphabet Inc.5.1%0.5%$533M$2M
AAPL · Apple Inc.3.2%0.7%$331M$3M
V · Visa, Inc.2.7%0.8%$281M$4M
UNH · Unitedhealth Group Inc.2.6%1.4%$274M$6M
META · Meta Platforms, Inc.2.0%1.0%$209M$5M
JNJ · Johnson & Johnson1.6%1.3%$166M$6M
WFC · Wells Fargo Co. New1.6%1.1%$161M$5M
TNC · Tennant Co.0.8%0.2%$79M$1M
HON · Honeywell Intl Inc.0.4%1.3%$46M$6M
MDT · Medtronic Plc0.4%1.4%$40M$6M
TXN · Texas Instrs Inc.0.4%0.9%$41M$4M
DIS · Disney Walt Co.0.3%2.2%$34M$10M
USB · Us Bancorp Del0.3%1.2%$35M$6M
TRV · The Travelers Companies Inc.0.3%1.3%$33M$6M
TGT · Target Corp.0.2%1.2%$19M$6M
BRK-B · Berkshire Hathaway Inc. Del0.1%1.2%$12M$5M
SYY · Sysco Corp.0.1%0.9%$10M$4M
NKE · Nike Inc.0.0%1.2%$4M$6M
ZBH · Zimmer Biomet Holdings0.0%1.7%$998K$8M
GLW · Corning Inc.0.1%0.1%$8M$680K
BDX · Becton Dickinson & Co.0.0%1.5%$1M$7M
BAX · Baxter Intl Inc.0.0%1.7%$469K$8M
806857108 · Schlumberger Ltd.0.0%1.5%$211K$7M
UPS · United Parcel Service Inc.0.0%1.1%$2M$5M
CB · Chubb Limited0.0%1.4%$728K$6M
ADBE · Adobe Inc.0.0%1.3%$703K$6M
PEP · Pepsico Inc.0.0%0.9%$1M$4M
CSCO · Cisco Sys Inc.0.0%0.8%$2M$4M
TMO · Thermo Fisher Scientific Inc.0.0%0.7%$719K$3M
RTX · Rtx Corp.0.0%0.5%$2M$2M
LHX · L3harris Technologies Inc.0.0%0.6%$303K$3M
AEBI · Aebi Schmidt Hldg Ag0.0%0.3%$132K$1M
BRC · Brady Corp.0.0%0.1%$549K$609K
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
NVDA · Nvidia Corp.8.9%$923M
JPM · Jpmorgan Chase & Co.4.0%$411M
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
ECL · Ecolab Inc.1.9%$202M
MSI · Motorola Solutions Inc.1.9%$201M
WEC · Wec Energy Group Inc.1.9%$201M
LFUS · Littelfuse Inc.1.9%$197M
Unique to Robert Olstein
Top 10 by value held — not in the other's portfolio
StockWeightValue
G8060N102 · Sensata Technologies Hldg Pl2.1%$10M
AVTR · Avantor Inc.2.1%$9M
LKQ · Lkq Corp.2.0%$9M
OMC · Omnicom Group Inc.1.9%$9M
459506101 · International Flavors&Fragra1.9%$9M
VNT · Vontier Corporation1.8%$8M
FIS · Fidelity Natl Information Sv1.8%$8M
NDAQ · Nasdaq Inc.1.8%$8M
ABM · Abm Inds Inc.1.8%$8M
KFY · Korn Ferry1.6%$8M
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★ WatchlistData from SEC EDGAR · whalstreet.com