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Mairs and PowervsPolen Capital Management LLC

Side-by-side current 13F portfolio comparison · 32 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
46.0%
Whale B
Polen Capital Management LLC
Polen Capital Management LLC
AUM
$23.4B
Positions
231
Shared %
69.7%
Common holdings · 32
Stocks both whales currently hold — sorted by combined value
StockMairs weightPolen weightMairs valuePolen value
MSFT · Microsoft Corp.8.9%8.1%$925M$1.9B
AMZN · Amazon Com Inc.5.8%8.5%$598M$2.0B
NVDA · Nvidia Corp.8.9%4.2%$923M$994M
GOOG · Alphabet Inc.5.1%5.4%$533M$1.3B
LLY · Eli Lilly & Co.3.6%5.7%$371M$1.3B
V · Visa, Inc.2.7%5.1%$281M$1.2B
ORCL · Oracle Corp.0.1%6.0%$6M$1.4B
AVGO · Broadcom Inc.0.0%5.2%$1M$1.2B
MA · Mastercard Inc.0.0%5.2%$356K$1.2B
ZTS · Zoetis Inc.0.3%3.0%$28M$700M
IDXX · Idexx Labs Inc.0.0%2.8%$1M$650M
ABT · Abbott Labs0.9%2.1%$89M$496M
ISRG · Intuitive Surgical Inc.0.3%2.0%$35M$477M
G1151C101 · Accenture Plc Ireland0.0%2.2%$318K$505M
ADBE · Adobe Inc.0.0%2.0%$703K$471M
BSX · Boston Scientific Corp.0.0%1.6%$970K$383M
AAPL · Apple Inc.3.2%0.0%$331M$2M
UNH · Unitedhealth Group Inc.2.6%0.0%$274M$395K
TSM · Taiwan Semiconductor Mfg Ltd.1.4%0.3%$148M$61M
CRM · Salesforce Inc.0.8%0.0%$78M$684K
MDT · Medtronic Plc0.4%0.0%$40M$8M
MEDP · Medpace Hldgs Inc.0.4%0.0%$37M$391K
ADP · Automatic Data Processing In0.3%0.0%$28M$508K
GOOGL · Alphabet Inc.0.2%0.0%$16M$10M
78462F103 · Spdr S&P 500 Etf Tr0.2%0.0%$18M$5M
922908736 · Vanguard Index Fds0.0%0.1%$336K$16M
464287200 · Ishares Tr0.0%0.0%$4M$9M
464288240 · Ishares Tr0.0%0.0%$655K$9M
LTH · Life Time Group Holdings Inc.0.0%0.0%$5M$255K
922908769 · Vanguard Index Fds0.0%0.0%$434K$2M
TMO · Thermo Fisher Scientific Inc.0.0%0.0%$719K$1M
ADSK · Autodesk Inc.0.0%0.0%$237K$350K
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
JPM · Jpmorgan Chase & Co.4.0%$411M
GGG · Graco Inc.3.1%$320M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
META · Meta Platforms, Inc.2.0%$209M
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
LNT · Alliant Energy Corp.1.9%$192M
Unique to Polen Capital Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
SHOP · Shopify Inc.4.9%$1.2B
NOW · Servicenow Inc.3.7%$870M
MSCI · Msci Inc.3.3%$764M
AON · Aon Plc2.8%$652M
SBUX · Starbucks Corp.2.4%$571M
ABNB · Airbnb Inc.1.8%$411M
SNPS · Synopsys Inc.1.7%$397M
464287614 · Ishares Tr1.6%$367M
INTU · Intuit1.4%$340M
CSGP · Costar Group Inc.1.4%$329M
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★ WatchlistData from SEC EDGAR · whalstreet.com