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Mairs and PowervsTorray Investment Partners LLC

Side-by-side current 13F portfolio comparison · 39 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
54.8%
Whale B
Torray Investment Partners LLC
Torray Investment Partners LLC
AUM
$682M
Positions
88
Shared %
51.8%
Common holdings · 39
Stocks both whales currently hold — sorted by combined value
StockMairs weightTorray weightMairs valueTorray value
MSFT · Microsoft Corp.8.9%4.2%$925M$29M
NVDA · Nvidia Corp.8.9%0.1%$923M$533K
AMZN · Amazon Com Inc.5.8%2.2%$598M$15M
GOOG · Alphabet Inc.5.1%0.3%$533M$2M
JPM · Jpmorgan Chase & Co.4.0%1.7%$411M$11M
LLY · Eli Lilly & Co.3.6%0.1%$371M$366K
AAPL · Apple Inc.3.2%1.8%$331M$13M
V · Visa, Inc.2.7%0.9%$281M$6M
MSI · Motorola Solutions Inc.1.9%0.0%$201M$246K
JNJ · Johnson & Johnson1.6%0.1%$166M$1M
WFC · Wells Fargo Co. New1.6%0.0%$161M$239K
TSM · Taiwan Semiconductor Mfg Ltd.1.4%1.3%$148M$9M
SHW · Sherwin Williams Co.1.5%0.5%$152M$4M
ENTG · Entegris Inc.1.1%0.3%$114M$2M
CASY · Caseys Gen Stores Inc.0.6%1.8%$57M$12M
TXN · Texas Instrs Inc.0.4%3.5%$41M$24M
AXP · American Express Co.0.6%0.1%$59M$594K
MMM · 3m Company0.5%0.0%$56M$290K
HD · Home Depot Inc.0.5%0.2%$54M$1M
HON · Honeywell Intl Inc.0.4%0.0%$46M$280K
AVGO · Broadcom Inc.0.0%4.5%$1M$31M
CVX · Chevron Corp. New0.0%4.1%$3M$28M
ABBV · Abbvie, Inc.0.1%3.0%$11M$20M
GOOGL · Alphabet Inc.0.2%2.0%$16M$13M
PSX · Phillips 660.0%3.8%$852K$26M
PFE · Pfizer Inc.0.0%3.2%$2M$22M
PEP · Pepsico Inc.0.0%3.1%$1M$21M
AMGN · Amgen Inc.0.0%2.8%$2M$19M
NEE · Nextera Energy Inc.0.0%2.7%$1M$19M
MRSH · Marsh & Mclennan Cos Inc.0.0%2.4%$252K$16M
BRK-B · Berkshire Hathaway Inc. Del0.1%0.2%$12M$1M
GEV · Ge Aerospace0.0%0.4%$2M$3M
COST · Costco Wholesale Corp.0.0%0.1%$3M$626K
RTX · Rtx Corp.0.0%0.0%$2M$326K
907818108 · Union Pac Corp.0.0%0.0%$1M$206K
922908736 · Vanguard Index Fds0.0%0.1%$336K$802K
922908769 · Vanguard Index Fds0.0%0.0%$434K$239K
DHR · Danaher Corporation0.0%0.1%$268K$355K
806857108 · Schlumberger Ltd.0.0%0.0%$211K$292K
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
GGG · Graco Inc.3.1%$320M
UNH · Unitedhealth Group Inc.2.6%$274M
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
WEC · Wec Energy Group Inc.1.9%$201M
LFUS · Littelfuse Inc.1.9%$197M
LNT · Alliant Energy Corp.1.9%$192M
FAST · Fastenal Co.1.8%$187M
Unique to Torray Investment Partners LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
RPRX · Royalty Pharma Plc4.5%$31M
CEG · Constellation Energy Corp.3.8%$26M
HPE · Hewlett Packard Enterprise C3.5%$24M
CNA · Cna Finl Corp.3.2%$22M
OKE · Oneok Inc. New3.2%$22M
48251W500 · Kkr Series D Conv 6.252.8%$19M
BX · Blackstone Inc.2.8%$19M
PLD · Prologis Inc.2.6%$18M
CMCSA · Comcast Corp. Cl A2.3%$16M
TW · Tradeweb Mkts Inc.1.3%$9M
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★ WatchlistData from SEC EDGAR · whalstreet.com