Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mairs & Power % | Warren Buffett % |
|---|---|---|
| APPLE INC | 3.2% | 22.0% |
| AMERICAN EXPRESS CO | 0.6% | 17.1% |
| ALPHABET INC | 5.3% | 12.6% |
| COCA COLA CO | 0.0% | 10.9% |
| BANK AMERICA CORP | 0.0% | 9.2% |
| CHEVRON CORP NEW | 0.0% | 4.7% |
| CHUBB LIMITED | 0.0% | 3.9% |
| KRAFT HEINZ CO | 0.4% | 2.6% |
Mairs & Power runs Mairs & Power Inc ($10.39B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 8 common positions, with 215 names unique to Mairs & Power's book and 18 unique to Warren Buffett's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Mairs & Power % | Warren Buffett % |
|---|---|---|
| APPLE INC | 3.2% | 22.0% |
| AMERICAN EXPRESS CO | 0.6% | 17.1% |
| ALPHABET INC | 5.3% | 12.6% |
| COCA COLA CO | 0.0% | 10.9% |
| BANK AMERICA CORP | 0.0% | 9.2% |
| CHEVRON CORP NEW | 0.0% | 4.7% |
| CHUBB LIMITED | 0.0% | 3.9% |
| KRAFT HEINZ CO | 0.4% | 2.6% |
Mairs & Power runs Mairs & Power Inc ($10.39B disclosed). Warren Buffett runs Berkshire Hathaway Inc ($299.25B disclosed). They share 8 common positions, with 215 names unique to Mairs & Power's book and 18 unique to Warren Buffett's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
