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Mairs and PowervsSamantha McLemore

Side-by-side current 13F portfolio comparison · 8 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
24.6%
Whale B
Samantha McLemore
Patient Capital Management, LLC
AUM
$2.6B
Positions
40
Shared %
26.0%
Common holdings · 8
Stocks both whales currently hold — sorted by combined value
StockMairs weightSamantha weightMairs valueSamantha value
NVDA · Nvidia Corp.8.9%4.6%$923M$119M
AMZN · Amazon Com Inc.5.8%5.0%$598M$130M
JPM · Jpmorgan Chase & Co.4.0%0.4%$411M$9M
UNH · Unitedhealth Group Inc.2.6%4.7%$274M$122M
META · Meta Platforms, Inc.2.0%3.6%$209M$94M
GOOGL · Alphabet Inc.0.2%7.0%$16M$182M
FISV · Fiserv Inc.1.1%0.7%$110M$17M
78462F103 · Spdr S&P 500 Etf Tr0.2%0.0%$18M$733K
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$925M
GOOG · Alphabet Inc.5.1%$533M
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
ECL · Ecolab Inc.1.9%$202M
MSI · Motorola Solutions Inc.1.9%$201M
Unique to Samantha McLemore
Top 10 by value held — not in the other's portfolio
StockWeightValue
C · Citigroup Inc.5.8%$151M
RPRX · Royalty Pharma Plc5.0%$129M
QXO · Qxo Inc.4.8%$125M
NCLH · Norwegian Cruise Line Hldg L4.6%$118M
BIIB · Biogen Inc.3.9%$101M
CVS · Cvs Health Corp.3.8%$98M
IAC · Iac Inc.3.6%$93M
ET · Energy Transfer L P3.4%$87M
PGEN · Precigen Inc.3.0%$78M
ILMN · Illumina Inc.2.9%$76M
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★ WatchlistData from SEC EDGAR · whalstreet.com