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Mairs and PowervsDavid Rolfe

Side-by-side current 13F portfolio comparison · 10 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
26.4%
Whale B
David Rolfe
Wedgewood Partners Inc.
AUM
$535M
Positions
21
Shared %
61.9%
Common holdings · 10
Stocks both whales currently hold — sorted by combined value
StockMairs weightDavid weightMairs valueDavid value
MSFT · Microsoft Corp.8.9%7.0%$925M$37M
AMZN · Amazon Com Inc.5.8%2.5%$598M$13M
AAPL · Apple Inc.3.2%7.3%$331M$39M
V · Visa, Inc.2.7%5.7%$281M$31M
META · Meta Platforms, Inc.2.0%8.5%$209M$46M
MSI · Motorola Solutions Inc.1.9%5.1%$201M$27M
TSM · Taiwan Semiconductor Mfg Ltd.1.4%10.5%$148M$56M
GOOGL · Alphabet Inc.0.2%9.6%$16M$51M
ZTS · Zoetis Inc.0.3%2.5%$28M$13M
CB · Chubb Limited0.0%3.3%$728K$18M
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
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
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
ECL · Ecolab Inc.1.9%$202M
WEC · Wec Energy Group Inc.1.9%$201M
Unique to David Rolfe
Top 10 by value held — not in the other's portfolio
StockWeightValue
BKNG · Booking Holdings Inc.5.8%$31M
TSCO · Tractor Supply Co.4.5%$24M
URI · United Rentals Inc.4.0%$21M
CDW · Cdw Corp.3.9%$21M
CPRT · Copart Inc.3.6%$19M
ODFL · Old Dominion Freight Line In3.5%$19M
SPGI · S&P Global Inc.3.3%$18M
ORLY · Oreilly Automotive Inc.3.2%$17M
EW · Edwards Lifesciences Corp.2.9%$15M
PYPL · Paypal Holdings, Inc.2.4%$13M
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★ WatchlistData from SEC EDGAR · whalstreet.com