← Top Holdings

TMO3M CO

CUSIP: 88579Y101

🔥 Bought by 5 superinvestors this quarter

6

Guru Owners

$59.0M

Total Value Held

406,477

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Mairs & Power	Mairs & Power	351848	$51.1M	0.52%	$145.23	Q1 2026
Jensen Investment Management	Jensen Investment Management	27629	$4.0M	0.08%	$145.23	Q1 2026
Ray Dalio	Bridgewater Associates	10372	$1.5M	0.01%	$145.23	Q1 2026
Dodge & Cox	Dodge & Cox	7676	$1.1M	0.00%	$145.23	Q1 2026
FPA Queens Road	Bragg Financial Advisors	6952	$1.0M	0.03%	$145.24	Q1 2026
Torray LLC	Torray LLC	2000	$290K	0.04%	$145.23	Q1 2026

$51.1M

0.52%

Jensen Investment Management

$4.0M

0.08%

$1.5M

0.01%

$1.1M

0.00%

FPA Queens Road

$1.0M

0.03%

$290K

0.04%

📊 Fundamentals

Market Cap$192.0B

P/E Ratio28.5x

Above market avg

Forward P/E19.0x

P/FCF34.8x

EPS (TTM)$18.13

Revenue (TTM)$45.2B

Profit Margin15.15%

Div Yield0.36%

Beta0.87

52-Week Range

$403.36

$643.99

Current: $516.62

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 28.5x trailing earnings → 19.0x forward · 15.2% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '266 owners · $59.0M

INCREASEDMairs & Power$51.1M

REDUCEDJensen Investment Management$4.0M

NEWRay Dalio$1.5M

REDUCEDFPA Queens Road$1.0M

Q4 '255 owners · $63.0M

INCREASEDMairs & Power$55.9M

REDUCEDJensen Investment Management$4.5M

REDUCEDDodge & Cox$1.2M

INCREASEDFPA Queens Road$1.1M

Q3 '255 owners · $60.5M

INCREASEDMairs & Power$53.8M

INCREASEDJensen Investment Management$4.3M

REDUCEDDodge & Cox$1.2M

REDUCEDFPA Queens Road$949K

Q2 '256 owners · $77.3M

INCREASEDMairs & Power$52.4M

REDUCEDTom Gayner$18.0M

REDUCEDJensen Investment Management$4.2M

REDUCEDDodge & Cox$1.4M

REDUCEDFPA Queens Road$933K

Q1 '256 owners · $78.9M

REDUCEDMairs & Power$29.1M

NEWJensen Investment Management$4.1M

REDUCEDDodge & Cox$1.4M

INCREASEDFPA Queens Road$905K

Q4 '246 owners · $66.2M

REDUCEDMairs & Power$25.9M

NEWFPA Queens Road$778K

NEWTorray LLC$258K

REDUCEDRay Dalio$205K

SOLDAndreas Halvorsen

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

5%analyst est. 5.4%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

12.2%current: 12.2%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

TMO: Held by 6 superinvestors · 50 congress member trades

$15,001 - $50,0002025-11-07

SELLLisa McClainR

$1,001 - $15,0002025-10-31

BUYLisa McClainR

$1,001 - $15,0002025-10-30

SELLLisa McClainR

$1,001 - $15,0002025-10-30

SELLKelly MorrisonD

$1,001 - $15,0002025-08-19

SELLKelly MorrisonD

$15,001 - $50,0002025-08-19

$1,001 - $15,0002025-08-06

$15,001 - $50,0002025-08-04

$1,001 - $15,0002025-07-30

BUYJulia LetlowR

$1,001 - $15,0002025-07-25

BUYLisa McClainR

$1,001 - $15,0002025-07-22

$1,001 - $15,0002025-07-01

$1,001 - $15,0002025-06-23

$1,001 - $15,0002025-06-20

SELLLisa McClainR

$1,001 - $15,0002025-06-10

$1,001 - $15,0002025-06-06

$15,001 - $50,0002025-05-28

$15,001 - $50,0002025-05-19

SELLRick AllenR

$15,001 - $50,0002025-05-16

BUYRob BresnahanR

$15,001 - $50,0002025-05-15

TMO Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker