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Mairs and PowervsHarry Burn

Side-by-side current 13F portfolio comparison · 14 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
9.3%
Whale B
Harry Burn
Sound Shore Management Inc. /Ct/
AUM
$3.0B
Positions
40
Shared %
34.8%
Common holdings · 14
Stocks both whales currently hold — sorted by combined value
StockMairs weightHarry weightMairs valueHarry value
AMZN · Amazon Com Inc.5.8%2.6%$598M$79M
WFC · Wells Fargo Co. New1.6%2.4%$161M$72M
QCOM · Qualcomm Inc.0.9%1.8%$94M$55M
DIS · Disney Walt Co.0.3%3.1%$34M$94M
MDT · Medtronic Plc0.4%2.4%$40M$72M
BRK-B · Berkshire Hathaway Inc. Del0.1%3.2%$12M$96M
BAC · Bank America Corp.0.0%3.4%$1M$101M
ZBH · Zimmer Biomet Holdings0.0%3.2%$998K$95M
GOOGL · Alphabet Inc.0.2%2.5%$16M$74M
PFE · Pfizer Inc.0.0%2.7%$2M$81M
BP · Bp Plc0.0%2.6%$226K$79M
UPS · United Parcel Service Inc.0.0%2.4%$2M$72M
BA · Boeing Co.0.0%2.4%$493K$71M
CVX · Chevron Corp. New0.0%0.1%$3M$2M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSFT · Microsoft Corp.8.9%$925M
NVDA · Nvidia Corp.8.9%$923M
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 Harry Burn
Top 10 by value held — not in the other's portfolio
StockWeightValue
TEVA · Teva Pharmaceutical Inds Ltd.3.9%$117M
REGN · Regeneron Pharmaceuticals3.9%$117M
MRVL · Marvell Technology Inc.3.8%$114M
C · Citigroup Inc.2.9%$88M
GEHC · Ge Healthcare Technologies I2.8%$85M
CSX · Csx Corp.2.8%$82M
NXPI · Nxp Semiconductors N V2.7%$81M
744573106 · Public Svc Enterprise Grp In2.7%$80M
EQT · Eqt Corp.2.6%$79M
GM · General Motors Company2.6%$77M
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★ WatchlistData from SEC EDGAR · whalstreet.com