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Mairs and PowervsRobert Vinall

Side-by-side current 13F portfolio comparison · 5 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
11.8%
Whale B
Robert Vinall
Rv Capital Ag
AUM
$430M
Positions
12
Shared %
25.8%
Common holdings · 5
Stocks both whales currently hold — sorted by combined value
StockMairs weightRobert weightMairs valueRobert value
MSFT · Microsoft Corp.8.9%1.3%$925M$6M
META · Meta Platforms, Inc.2.0%20.9%$209M$90M
CRM · Salesforce Inc.0.8%0.7%$78M$3M
GOOGL · Alphabet Inc.0.2%2.4%$16M$10M
DE · Deere & Co.0.0%0.5%$280K$2M
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
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
TTC · Toro Co.2.6%$269M
Unique to Robert Vinall
Top 10 by value held — not in the other's portfolio
StockWeightValue
CVNA · Carvana Co.29.8%$128M
225310101 · Credit Accep Corp. Mich13.5%$58M
IBKR · Interactive Brokers Group In11.3%$48M
WIX · Wix Com Ltd.7.6%$33M
HTHT · H World Group Ltd.6.6%$28M
YUMC · Yum China Holdings, Inc.4.9%$21M
PAYC · Paycom Software Inc.0.5%$2M
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★ WatchlistData from SEC EDGAR · whalstreet.com