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Mairs and PowervsRichard Pzena

Side-by-side current 13F portfolio comparison · 28 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
19.0%
Whale B
Richard Pzena
Pzena Investment Management LLC
AUM
$30.8B
Positions
158
Shared %
16.9%
Common holdings · 28
Stocks both whales currently hold — sorted by combined value
StockMairs weightRichard weightMairs valueRichard value
BAX · Baxter Intl Inc.0.0%3.5%$469K$1.1B
BMY · Bristol-Myers Squibb Co.0.0%3.4%$1M$1.0B
MSFT · Microsoft Corp.8.9%0.0%$925M$282K
WFC · Wells Fargo Co. New1.6%2.3%$161M$698M
JPM · Jpmorgan Chase & Co.4.0%0.3%$411M$99M
G1151C101 · Accenture Plc Ireland0.0%1.5%$318K$477M
BAC · Bank America Corp.0.0%1.0%$1M$313M
MDT · Medtronic Plc0.4%0.9%$40M$274M
SHEL · Shell Plc0.0%1.0%$551K$297M
JNJ · Johnson & Johnson1.6%0.2%$166M$50M
PFE · Pfizer Inc.0.0%0.5%$2M$166M
TSM · Taiwan Semiconductor Mfg Ltd.1.4%0.0%$148M$6M
XOM · Exxon Mobil Corp.0.1%0.3%$10M$105M
CSCO · Cisco Sys Inc.0.0%0.3%$2M$102M
929740108 · Wabtec0.0%0.3%$1M$92M
ONB · Old Natl Bancorp Ind0.1%0.2%$13M$60M
OSK · Oshkosh Corp.0.0%0.2%$4M$65M
GOOGL · Alphabet Inc.0.2%0.2%$16M$49M
TGT · Target Corp.0.2%0.1%$19M$45M
ASB · Associated Banc Corp.0.1%0.2%$7M$50M
RF · Regions Financial Corp. New0.0%0.2%$207K$48M
DIS · Disney Walt Co.0.3%0.0%$34M$9M
AEBI · Aebi Schmidt Hldg Ag0.0%0.1%$132K$40M
SOLV · Solventum Corp.0.1%0.1%$6M$29M
MRK · Merck & Co.Inc. New0.1%0.0%$5M$302K
GEV · Ge Aerospace0.0%0.0%$2M$209K
ADBE · Adobe Inc.0.0%0.0%$703K$246K
ADSK · Autodesk Inc.0.0%0.0%$237K$244K
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
NVDA · Nvidia Corp.8.9%$923M
AMZN · Amazon Com Inc.5.8%$598M
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
UNH · Unitedhealth Group Inc.2.6%$274M
TTC · Toro Co.2.6%$269M
NVT · Nvent Electric Plc2.1%$215M
Unique to Richard Pzena
Top 10 by value held — not in the other's portfolio
StockWeightValue
MGA · Magna Intl Inc.6.4%$2.0B
CTSH · Cognizant Technology Solutio4.0%$1.2B
TSN · Tyson Foods Inc.3.6%$1.1B
CVS · Cvs Health Corp.3.2%$989M
HUM · Humana Inc.3.1%$949M
C · Citigroup Inc.3.0%$927M
SWKS · Skyworks Solutions Inc.2.8%$863M
COF · Capital One Financial2.7%$836M
DOX · Amdocs Ltd.2.7%$828M
DG · Dollar Gen Corp. New2.7%$819M
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★ WatchlistData from SEC EDGAR · whalstreet.com