whalstreet

Mairs and PowervsDonald Yacktman

Side-by-side current 13F portfolio comparison · 25 shared positions
Whale A
Mairs and Power
Mairs & Power Inc.
AUM
$10.4B
Positions
243
Shared %
25.2%
Whale B
Donald Yacktman
Yacktman Asset Management LP
AUM
$7.5B
Positions
76
Shared %
39.8%
Common holdings · 25
Stocks both whales currently hold — sorted by combined value
StockMairs weightDonald weightMairs valueDonald value
MSFT · Microsoft Corp.8.9%4.9%$925M$368M
GOOG · Alphabet Inc.5.1%4.3%$533M$323M
JNJ · Johnson & Johnson1.6%4.1%$166M$305M
808513105 · Schwab Charles Corp.0.3%4.9%$27M$367M
UNH · Unitedhealth Group Inc.2.6%0.6%$274M$46M
PEP · Pepsico Inc.0.0%4.2%$1M$315M
PG · Procter And Gamble Co.0.3%3.7%$31M$279M
V · Visa, Inc.2.7%0.0%$281M$221K
COP · Conocophillips0.0%2.8%$2M$209M
WFC · Wells Fargo Co. New1.6%0.1%$161M$8M
DIS · Disney Walt Co.0.3%1.7%$34M$130M
BRK-B · Berkshire Hathaway Inc. Del0.1%2.0%$12M$151M
KO · Coca Cola Co.0.0%2.1%$2M$160M
LHX · L3harris Technologies Inc.0.0%1.9%$303K$141M
VZ · Verizon Communications Inc.1.3%0.0%$137M$1M
SYY · Sysco Corp.0.1%1.2%$10M$88M
BK · Bank New York Mellon Corp.0.0%0.6%$684K$42M
78462F103 · Spdr S&P 500 Etf Tr0.2%0.0%$18M$2M
78468R663 · Spdr Series Trust0.0%0.3%$588K$19M
CSCO · Cisco Sys Inc.0.0%0.2%$2M$16M
MA · Mastercard Inc.0.0%0.1%$356K$6M
MRSH · Marsh & Mclennan Cos Inc.0.0%0.0%$252K$3M
NTRS · Northern Tr Corp.0.0%0.0%$328K$1M
PM · Philip Morris Intl Inc.0.0%0.0%$425K$976K
MO · Altria Group Inc.0.0%0.0%$263K$277K
Unique to Mairs and Power
Top 10 by value held — not in the other's portfolio
StockWeightValue
NVDA · Nvidia Corp.8.9%$923M
AMZN · Amazon Com Inc.5.8%$598M
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
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
Unique to Donald Yacktman
Top 10 by value held — not in the other's portfolio
StockWeightValue
136385101 · Canadian Nat Res Ltd.10.7%$806M
FOXA · Fox Corp.3.9%$296M
UHAL · U Haul Holding Company3.6%$270M
RS · Reliance Inc.2.8%$211M
FANG · Diamondback Energy Inc.2.6%$199M
CTSH · Cognizant Technology Solutio2.5%$185M
NWSA · News Corp. New2.5%$184M
EOG · Eog Res Inc.2.4%$177M
INGR · Ingredion Inc.2.2%$162M
TSN · Tyson Foods Inc.2.1%$161M
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★ WatchlistData from SEC EDGAR · whalstreet.com