Mairs and PowervsChristopher Bloomstran

Side-by-side current 13F portfolio comparison · 17 shared positions

Whale A

Mairs & Power Inc.

AUM

$10.4B

Positions

243

Shared %

5.0%

Whale B

Semper Augustus Investments Group LLC

AUM

$870M

Positions

Shared %

39.7%

Common holdings · 17

Stocks both whales currently hold — sorted by combined value

Stock	Mairs weight	Christopher weight	Mairs value	Christopher value
AAPL · Apple Inc.	3.2%	0.1%	$331M	$1M
BRK-B · Berkshire Hathaway Inc. Del	0.1%	14.4%	$12M	$125M
BRK-A · Berkshire Hathaway Inc. Del	0.0%	10.1%	$4M	$88M
NEM · Newmont Corp.	0.0%	7.6%	$499K	$66M
AXP · American Express Co.	0.6%	0.1%	$59M	$1M
DIS · Disney Walt Co.	0.3%	1.9%	$34M	$17M
TRV · The Travelers Companies Inc.	0.3%	0.6%	$33M	$6M
CMI · Cummins Inc.	0.0%	2.3%	$270K	$20M
XOM · Exxon Mobil Corp.	0.1%	0.8%	$10M	$7M
GOOGL · Alphabet Inc.	0.2%	0.0%	$16M	$219K
MRK · Merck & Co.Inc. New	0.1%	0.5%	$5M	$5M
COST · Costco Wholesale Corp.	0.0%	0.3%	$3M	$3M
GEV · Ge Aerospace	0.0%	0.3%	$2M	$3M
CVX · Chevron Corp. New	0.0%	0.1%	$3M	$974K
KO · Coca Cola Co.	0.0%	0.1%	$2M	$1M
GEV · Ge Vernova Inc.	0.0%	0.1%	$610K	$1M
SHEL · Shell Plc	0.0%	0.0%	$551K	$365K

Unique to Mairs and Power

Top 10 by value held — not in the other's portfolio

Unique to Christopher Bloomstran

Top 10 by value held — not in the other's portfolio

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★ WatchlistData from SEC EDGAR · whalstreet.com