whalstreet

Mairs and PowervsTweedy Browne

Side-by-side current 13F portfolio comparison · 21 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
8.5%
Whale B
Tweedy Browne
Tweedy, Browne Co. LLC
AUM
$1.3B
Positions
93
Shared %
31.5%
Common holdings · 21
Stocks both whales currently hold — sorted by combined value
StockMairs weightTweedy weightMairs valueTweedy value
UNH · Unitedhealth Group Inc.2.6%0.1%$274M$992K
JNJ · Johnson & Johnson1.6%4.3%$166M$54M
WFC · Wells Fargo Co. New1.6%3.3%$161M$41M
VZ · Verizon Communications Inc.1.3%0.1%$137M$1M
BRK-A · Berkshire Hathaway Inc. Del0.0%8.2%$4M$103M
AXP · American Express Co.0.6%1.5%$59M$19M
GOOGL · Alphabet Inc.0.2%4.5%$16M$57M
BRK-B · Berkshire Hathaway Inc. Del0.1%3.7%$12M$47M
USB · Us Bancorp Del0.3%0.8%$35M$10M
BAC · Bank America Corp.0.0%1.4%$1M$18M
BK · Bank New York Mellon Corp.0.0%1.0%$684K$13M
NVS · Novartis Ag0.0%0.9%$205K$11M
EMR · Emerson Elec Co.0.1%0.1%$9M$1M
COP · Conocophillips0.0%0.3%$2M$4M
CSCO · Cisco Sys Inc.0.0%0.3%$2M$4M
907818108 · Union Pac Corp.0.0%0.4%$1M$5M
UPS · United Parcel Service Inc.0.0%0.1%$2M$2M
PSX · Phillips 660.0%0.2%$852K$2M
BMY · Bristol-Myers Squibb Co.0.0%0.1%$1M$2M
EPD · Enterprise Prods Partners L0.0%0.2%$276K$2M
BAX · Baxter Intl Inc.0.0%0.0%$469K$222K
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
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
TTC · Toro Co.2.6%$269M
Unique to Tweedy Browne
Top 10 by value held — not in the other's portfolio
StockWeightValue
CNH · Cnh Indl N V17.6%$222M
IONS · Ionis Pharmaceuticals Inc.13.6%$171M
KOF · Coca-Cola Femsa Sab De Cv9.1%$114M
ALV · Autoliv Inc.3.2%$40M
NVST · Envista Holdings Corporation2.9%$36M
FDX · Fedex Corp.2.1%$26M
TFC · Truist Finl Corp.2.0%$26M
904708104 · Unifirst Corp. Mass2.0%$26M
UHAL · U Haul Holding Company1.6%$21M
AZO · Autozone Inc.1.5%$19M
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★ WatchlistData from SEC EDGAR · whalstreet.com