Featured 13F manager
Mairs & Power Inc.
St Paul, MN 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $10.9B
- 254 Positions
- 2026 Q2
- +11.4% QoQ
- Top 5 30.0%
Portfolio
top 5 30.0% · top 10 44.3%
- NVDA - Nvidia 8.6%
- MSFT - Microsoft 6.7%
- AMZN - Amazon 5.7%
- GOOG - Alphabet · CL C 5.5%
- LLY - Eli Lilly & 3.5%
- NVT - Nvent Elec 3.2%
- AAPL - Apple 3.0%
- JPM - Jpmorgan Chase & 2.8%
- V - VISA · CL A 2.7%
- GGG - Graco 2.6%
- LFUS - Littelfuse 2.5%
- TTC - TORO 2.4%
- Other 50.8%
AUM over time
Latest book
| NVDA - Nvidia | 8.64% | Reduce −1.1% | 4,707,792 | $200.09 | $942M | −53,559 | +$112M |
| MSFT - Microsoft | 6.68% | Add +0.4% | 1,950,737 | $373.02 | $728M | +8,346 | +$9M |
| AMZN - Amazon | 5.68% | Reduce −0.1% | 2,599,441 | $238.34 | $620M | −3,471 | +$77M |
| GOOG - Alphabet · CL C | 5.46% | Add +4.5% | 1,683,439 | $353.33 | $595M | +71,829 | +$133M |
| LLY - Eli Lilly & | 3.54% | Reduce −1.3% | 322,129 | $1,199 | $386M | −4,177 | +$86M |
| NVT - Nvent Elec | 3.19% | Reduce −0.7% | 2,052,813 | $169.61 | $348M | −13,607 | +$104M |
| AAPL - Apple | 3.02% | Reduce −5.8% | 1,138,448 | $289.36 | $329M | −69,950 | +$23M |
| JPM - Jpmorgan Chase & | 2.77% | Reduce −12.4% | 923,550 | $327.33 | $302M | −130,647 | −$8M |
| V - VISA · CL A | 2.68% | Add +1.3% | 852,050 | $343.09 | $292M | +11,133 | +$38M |
| GGG - Graco | 2.63% | Reduce −0.5% | 3,797,451 | $75.61 | $287M | −18,233 | −$36M |
| LFUS - Littelfuse | 2.52% | Reduce −16.9% | 602,104 | $455.33 | $274M | −122,606 | +$28M |
| TTC - TORO | 2.39% | Reduce −1.6% | 2,676,474 | $97.42 | $261M | −42,509 | +$7M |
| ENTG - Entegris | 2.15% | Reduce −3.1% | 1,301,640 | $179.86 | $234M | −41,464 | +$77M |
| UNH - Unitedhealth Group | 2.14% | Reduce −24.4% | 559,951 | $415.63 | $233M | −181,132 | +$32M |
| TSM - Taiwan Semiconductor | 2.09% | Reduce −2.1% | 476,245 | $477.57 | $227M | −10,008 | +$63M |
| MSI - Motorola Solutions | 2.08% | Add +0.8% | 544,876 | $415.29 | $226M | +4,144 | −$8M |
| ECL - Ecolab | 1.99% | Add +2.1% | 777,541 | $278.61 | $217M | +15,723 | +$14M |
| WEC - WEC Energy Group | 1.92% | Reduce −6.4% | 1,787,905 | $116.77 | $209M | −122,780 | −$12M |
| PANW - Palo Alto Networks | 1.88% | Add +12.6% | 599,841 | $341.02 | $205M | +67,162 | +$119M |
| LNT - Alliant Energy | 1.86% | Reduce −8.0% | 2,657,913 | $76.29 | $203M | −231,147 | −$5M |
| TECH - Bio-Techne | 1.75% | Reduce −1.8% | 2,700,698 | $70.65 | $191M | −49,584 | +$47M |
| META - Meta Platforms · CL A | 1.72% | Add +2.5% | 332,871 | $563.29 | $188M | +8,246 | +$2M |
| FAST - Fastenal | 1.71% | Reduce −1.3% | 3,870,891 | $48.03 | $186M | −51,551 | +$4M |
| SHW - Sherwin Williams | 1.39% | Add +0.6% | 440,586 | $344.32 | $152M | +2,826 | +$11M |
| CHRW - C H Robinson Worldwide In | 1.33% | Reduce −9.1% | 770,708 | $188.34 | $145M | −77,495 | +$4M |
| FUL - Fuller H B | 1.30% | Add +3.1% | 2,435,168 | $58.29 | $142M | +73,551 | −$4M |
| VZ - Verizon Communications | 1.28% | Reduce −0.7% | 3,291,850 | $42.34 | $139M | −23,586 | −$27M |
| WM - Waste Mgmt Del | 1.21% | Add +48.4% | 591,025 | $222.88 | $132M | +192,785 | +$40M |
| ROK - Rockwell Automation | 1.17% | Reduce −9.1% | 257,811 | $495.08 | $128M | −25,742 | +$26M |
| FISV - Fiserv | 1.03% | Add +6.5% | 2,293,029 | $49.05 | $112M | +140,176 | −$8M |
| JNJ - Johnson & Johnson | 0.99% | Reduce −26.8% | 423,010 | $253.97 | $107M | −154,580 | −$34M |
| AMP - Ameriprise Finl | 0.90% | Add +8.6% | 214,056 | $458.76 | $98M | +17,009 | +$11M |
| CGNX - Cognex | 0.87% | Add +6.9% | 1,307,856 | $72.42 | $95M | +83,981 | +$35M |
| HRL - Hormel Foods | 0.77% | Reduce −0.6% | 3,398,047 | $24.82 | $84M | −19,912 | +$7M |
| CASY - Caseys Gen Stores | 0.66% | Reduce −5.0% | 91,125 | $794.79 | $72M | −4,812 | +$3M |
| WFC - Wells Fargo & | 0.66% | Reduce −36.1% | 872,186 | $82.64 | $72M | −493,690 | −$37M |
| AJG - Gallagher Arthur J & | 0.66% | New | 311,539 | $229.57 | $72M | +311,539 | +$72M |
| ABT - Abbott Laboratories | 0.61% | Add +1.1% | 729,358 | $90.74 | $66M | +7,580 | −$8M |
| TXN - Texas Instrs | 0.59% | Reduce −5.9% | 217,453 | $298.07 | $65M | −13,698 | +$20M |
| TNC - Tennant | 0.55% | Reduce −15.1% | 681,800 | $87.54 | $60M | −121,664 | +$6M |
| ISRG - Intuitive Surgical | 0.53% | Add +46.6% | 146,459 | $397.68 | $58M | +46,574 | +$12M |
| MMM - 3M | 0.52% | Reduce −0.7% | 349,350 | $161.91 | $57M | −2,498 | +$5M |
| HD - Home Depot | 0.49% | Reduce −0.6% | 152,452 | $352.68 | $54M | −946 | +$3M |
| TRV - Travelers Companies | 0.47% | Add +9.9% | 156,482 | $330.12 | $52M | +14,068 | +$10M |
| AXP - American Express | 0.45% | Reduce −2.2% | 145,612 | $338.25 | $49M | −3,209 | +$4M |
| IDA - Idacorp | 0.43% | Add +2.9% | 309,970 | $151.30 | $47M | +8,593 | +$4M |
| MEDP - Medpace | 0.42% | Add +1.2% | 86,715 | $529.59 | $46M | +995 | +$5M |
| CME - CME Group | 0.40% | New | 195,585 | $220.83 | $43M | +195,585 | +$43M |
| DCI - Donaldson | 0.38% | Reduce −7.1% | 463,717 | $89.77 | $42M | −35,657 | −$754K |
| WK - Workiva · CL A | 0.37% | Add +15.9% | 829,491 | $48.51 | $40M | +113,851 | −$2M |
| PIPR - Piper Sandler Companies | 0.36% | Reduce −0.3% | 544,505 | $72.34 | $39M | −1,585 | −$2M |
| SFM - Sprouts Fmrs Mkt | 0.35% | Add +54.6% | 451,826 | $84.58 | $38M | +159,649 | +$16M |
| PG - Procter & Gamble | 0.33% | Add +0.8% | 245,423 | $146.64 | $36M | +2,013 | +$831K |
| USB - US Bancorp | 0.31% | Reduce −6.7% | 561,453 | $60.40 | $34M | −40,065 | +$3M |
| ZTS - Zoetis · CL A | 0.31% | Add +54.2% | 467,515 | $71.86 | $34M | +164,399 | −$2M |
| QCOM - Qualcomm | 0.30% | Reduce −62.4% | 179,832 | $184.79 | $33M | −298,223 | −$28M |
| XEL - XCEL Energy | 0.29% | Reduce −2.4% | 392,497 | $80.30 | $32M | −9,766 | −$438K |
| BSY - Bentley Sys · CL B | 0.27% | Add +310.8% | 970,114 | $29.89 | $29M | +733,956 | +$21M |
| ADP - Automatic Data Processing | 0.26% | Add +2.2% | 127,173 | $223.95 | $28M | +2,737 | +$3M |
| MDT - Medtronic | 0.26% | Reduce −9.6% | 363,349 | $78.23 | $28M | −38,619 | −$6M |
| GNRC - Generac | 0.25% | Reduce −6.4% | 93,395 | $292.81 | $27M | −6,352 | +$8M |
| HON - Honeywell Aerospace | 0.20% | New | 100,041 | $221.08 | $22M | +100,041 | +$22M |
| GLW - Corning | 0.20% | Reduce −3.2% | 85,447 | $255.43 | $22M | −2,803 | +$10M |
| TGT - Target | 0.19% | Reduce −5.7% | 159,261 | $130.61 | $21M | −9,618 | +$333K |
| SCHW - Schwab Charles | 0.18% | Reduce −12.7% | 216,288 | $92.27 | $20M | −31,444 | −$3M |
| GOOGL - Alphabet · CL A | 0.18% | Reduce −2.9% | 54,128 | $357.37 | $19M | −1,638 | +$3M |
| CAT - Caterpillar | 0.18% | Reduce −1.9% | 18,102 | $1,065 | $19M | −348 | +$6M |
| DIS - Disney Walt | 0.15% | Reduce −27.6% | 173,626 | $96.25 | $17M | −66,220 | −$6M |
| CLFD - Clearfield | 0.14% | Reduce −47.4% | 385,257 | $39.79 | $15M | −346,476 | −$4M |
| BMI - Badger Meter | 0.14% | Reduce −5.1% | 99,464 | $148.38 | $15M | −5,351 | −$1M |
| PFG - Principal Financial | 0.13% | Reduce −17.5% | 135,283 | $107.78 | $15M | −28,601 | −$187K |
| AIR - AAR | 0.11% | Reduce −6.1% | 83,933 | $142.93 | $12M | −5,458 | +$2M |
| PLXS - Plexus | 0.11% | Reduce −14.4% | 39,276 | $300.67 | $12M | −6,592 | +$3M |
| BRK.B - Berkshire Hathaway · CL B | 0.11% | Reduce −1.4% | 23,590 | $500.39 | $12M | −339 | +$337K |
| ABBV - Abbvie | 0.10% | Reduce −1.4% | 44,702 | $251.64 | $11M | −615 | +$1M |
| XOM - Exxon Mobil | 0.10% | Reduce −2.1% | 81,802 | $136.72 | $11M | −1,721 | −$3M |
| AMBA - Ambarella | 0.10% | Add +7.5% | 126,353 | $85.80 | $11M | +8,772 | +$5M |
| KNF - Knife River | 0.10% | Reduce −4.5% | 128,377 | $83.65 | $11M | −6,051 | −$237K |
| HSY - Hershey | 0.10% | Reduce −5.4% | 61,044 | $175.45 | $11M | −3,516 | −$3M |
| MINN — | 0.10% | Add +14.6% | 470,668 | $22.40 | $11M | +59,803 | +$1M |
| ONB - Old Natl Bancorp Ind | 0.09% | Reduce −10.1% | 389,291 | $25.90 | $10M | −43,900 | +$509K |
| JBTM - Jbt Marel | 0.09% | Add +14.2% | 67,465 | $145.00 | $10M | +8,365 | +$2M |
| WTFC - Wintrust Finl | 0.09% | Add +1.6% | 58,659 | $160.72 | $9M | +915 | +$1M |
| EMR - Emerson Elec | 0.08% | Reduce −2.3% | 63,235 | $143.15 | $9M | −1,517 | +$568K |
| QCRH - QCR | 0.08% | Hold | 91,002 | $97.35 | $9M | — | — |
| PATK - Patrick Inds | 0.08% | Add +63.8% | 94,824 | $89.78 | $9M | +36,930 | +$2M |
| ASB - Associated Banc- | 0.08% | Hold | 270,040 | $30.77 | $8M | — | — |
| VOO - Vanguard Index Fds | 0.08% | Reduce −18.6% | 12,096 | $686.84 | $8M | −2,770 | −$575K |
| RDNT - Radnet | 0.08% | Hold | 133,116 | $61.67 | $8M | — | — |
| IVV - Ishares Tr | 0.07% | Add +64.9% | 10,654 | $748.87 | $8M | +4,193 | +$4M |
| AMAT - Applied Matls | 0.07% | Reduce −2.8% | 11,007 | $723.00 | $8M | −320 | +$4M |
| SCHB - Schwab Strategic Tr | 0.07% | Hold | 261,246 | $28.96 | $8M | — | — |
| BKH - Black Hills | 0.07% | Hold | 98,285 | $74.40 | $7M | — | — |
| LTH - Life Time Group | 0.06% | Hold | 172,317 | $40.84 | $7M | — | — |
| CVX - Chevron | 0.06% | Add +5.5% | 41,147 | $165.76 | $7M | +2,130 | −$1M |
| MRK - Merck & | 0.06% | Add +2.3% | 51,519 | $128.50 | $7M | +1,171 | +$564K |
| CFR - Cullen Frost Bankers | 0.06% | Hold | 42,696 | $154.52 | $7M | — | — |
| ALRS - Alerus Finl | 0.06% | Add +156.1% | 203,417 | $31.10 | $6M | +123,981 | +$4M |
| JHX - James Hardie Inds | 0.06% | Reduce 0.0% | 240,716 | $26.18 | $6M | −45 | +$2M |
| SPY — | 0.06% | Reduce −69.5% | 8,279 | $746.79 | $6M | −18,901 | −$11M |
| WWD - Woodward | 0.05% | Hold | 14,000 | $425.44 | $6M | — | — |
| TREX - TREX Inc | 0.05% | Hold | 116,022 | $50.04 | $6M | — | — |
| HUBG - HUB Group · CL A | 0.05% | Reduce −18.8% | 129,879 | $43.79 | $6M | −30,054 | −$77K |
| SOLV - Solventum | 0.05% | Reduce −0.1% | 72,441 | $77.15 | $6M | −72 | +$854K |
| GBCI - Glacier Bancorp | 0.05% | Hold | 106,200 | $51.58 | $5M | — | — |
| OSK - Oshkosh | 0.05% | Hold | 33,183 | $153.48 | $5M | — | — |
| CTAS - Cintas | 0.04% | Add +21.5% | 27,262 | $170.08 | $5M | +4,824 | +$842K |
| PNR - Pentair | 0.04% | Reduce −0.9% | 57,038 | $76.66 | $4M | −540 | −$643K |
| KHC - Kraft Heinz | 0.04% | Reduce −43.6% | 178,686 | $23.62 | $4M | −137,877 | −$3M |
| PII - Polaris | 0.04% | Reduce −1.9% | 61,311 | $68.44 | $4M | −1,180 | +$790K |
| SYY - Sysco | 0.04% | Reduce −51.1% | 48,544 | $83.58 | $4M | −50,735 | −$3M |
| MCD - Mcdonalds | 0.03% | Reduce −1.7% | 14,085 | $270.30 | $4M | −244 | −$646K |
| BRK.A - Berkshire Hathaway · CL A | 0.03% | Hold | 5 | $748,850 | $4M | — | — |
| NWE — | 0.03% | Reduce −40.5% | 51,191 | $71.62 | $4M | −34,811 | −$2M |
| HWKN - Hawkins | 0.03% | Reduce −3.1% | 25,136 | $142.10 | $4M | −815 | −$414K |
| VO - Vanguard Index Fds | 0.03% | Add +257.8% | 39,348 | $80.57 | $3M | +28,351 | +$12K |
| GE - GE Aerospace | 0.03% | Hold | 7,525 | $373.73 | $3M | — | — |
| VEA - Vanguard Tax-Managed Fds | 0.03% | Reduce −13.2% | 39,279 | $71.25 | $3M | −5,958 | −$100K |
| COST - Costco Wholesale | 0.03% | Hold | 2,963 | $935.47 | $3M | — | — |
| COP - Conocophillips | 0.02% | Reduce −0.7% | 25,845 | $103.96 | $3M | −183 | −$749K |
| NKE - NIKE · CL B | 0.02% | Reduce −3.2% | 63,845 | $41.05 | $3M | −2,110 | −$863K |
| APG - API Group | 0.02% | Hold | 57,969 | $42.35 | $2M | — | — |
| GIS - General Mills | 0.02% | Reduce −27.6% | 70,157 | $34.80 | $2M | −26,767 | −$1M |
| CSCO - Cisco Sys | 0.02% | Reduce −0.5% | 19,731 | $117.46 | $2M | −96 | +$779K |
| INTC - Intel | 0.02% | Add +1.4% | 14,533 | $139.63 | $2M | +200 | +$1M |
| ORCL - Oracle | 0.02% | Reduce −55.6% | 13,643 | $146.55 | $2M | −17,075 | −$3M |
| KO - Coca Cola | 0.02% | Add +0.7% | 23,470 | $81.27 | $2M | +155 | +$134K |
| XYL - Xylem | 0.02% | Add +9.7% | 15,450 | $118.21 | $2M | +1,360 | +$143K |
| WMT - Walmart | 0.02% | Add +0.6% | 15,800 | $113.26 | $2M | +100 | −$162K |
| AMGN - Amgen | 0.02% | Reduce −0.8% | 4,924 | $362.12 | $2M | −40 | +$36K |
| EFA - Ishares Tr | 0.02% | Add +3.9% | 16,317 | $103.88 | $2M | +615 | +$170K |
| PFE - Pfizer | 0.01% | Reduce −5.8% | 67,679 | $24.08 | $2M | −4,150 | −$387K |
| RTX - Raytheon | 0.01% | Reduce −1.4% | 8,446 | $189.73 | $2M | −116 | −$49K |
| VB - Vanguard Index Fds | 0.01% | Reduce −11.9% | 5,114 | $303.14 | $2M | −691 | +$30K |
| LOW - Lowes Cos | 0.01% | Reduce −0.3% | 6,832 | $220.49 | $2M | −18 | −$112K |
| SOLS - Solstice Advanced Matls | 0.01% | Reduce −25.2% | 16,644 | $88.60 | $1M | −5,595 | −$219K |
| BMY - Bristol-Myers Squibb | 0.01% | Add +2.0% | 24,684 | $57.62 | $1M | +484 | −$45K |
| WAB - Wabtec | 0.01% | Hold | 5,237 | $269.60 | $1M | — | — |
| AVGO - Broadcom | 0.01% | Add +3.7% | 3,663 | $377.75 | $1M | +130 | +$290K |
| CIEN - Ciena | 0.01% | Hold | 2,800 | $490.56 | $1M | — | — |
| MGEE - MGE Energy | 0.01% | New | 16,508 | $81.54 | $1M | +16,508 | +$1M |
| QQQ - Invesco Qqq Tr | 0.01% | Add +0.6% | 1,770 | $736.48 | $1M | +10 | +$288K |
| GLD - Spdr Gold Tr | 0.01% | Add +145.8% | 3,515 | $368.38 | $1M | +2,085 | +$680K |
| SYK - Stryker | 0.01% | Reduce −2.0% | 4,072 | $314.84 | $1M | −83 | −$83K |
| PEP - Pepsico | 0.01% | Add +2.2% | 9,175 | $135.40 | $1M | +197 | −$152K |
| UPS - United Parcel Svcs · CL B | 0.01% | Reduce −34.0% | 11,508 | $107.50 | $1M | −5,919 | −$477K |
| SNA - Snap On | 0.01% | Reduce −3.2% | 3,023 | $402.40 | $1M | −100 | +$82K |
| BMO - Bank Montreal Medium | 0.01% | Hold | 6,746 | $176.70 | $1M | — | — |
| CM - Canadian Imperial Bank Of | 0.01% | Hold | 10,176 | $115.00 | $1M | — | — |
| VSAT - Viasat | 0.01% | Hold | 13,000 | $89.81 | $1M | — | — |
| VCEL - Vericel | 0.01% | Hold | 25,865 | $44.49 | $1M | — | — |
| PSX - Phillips 66 | 0.01% | Reduce −0.8% | 6,554 | $169.05 | $1M | −50 | −$95K |
| VONE - Vanguard Scottsdale Fds | 0.01% | Hold | 3,270 | $338.00 | $1M | — | — |
| IDXX - Idexx Labs | 0.01% | Hold | 2,080 | $526.44 | $1M | — | — |
| BDX - Becton Dickinson & | 0.01% | Hold | 7,119 | $151.33 | $1M | — | — |
| NEE - Nextera Energy | 0.01% | Reduce −1.4% | 12,097 | $87.77 | $1M | −175 | −$78K |
| BAC - Bank of America | 0.01% | Reduce −14.4% | 18,591 | $56.98 | $1M | −3,116 | +$1K |
| KMB - Kimberly-Clark | 0.01% | Reduce −1.4% | 9,556 | $109.77 | $1M | −138 | +$114K |
| VWO — | 0.01% | Reduce −15.4% | 17,355 | $59.69 | $1M | −3,160 | −$73K |
| IWP - Ishares Tr | 0.01% | New | 7,058 | $146.46 | $1M | +7,058 | +$1M |
| IBM — | 0.01% | Hold | 3,647 | $281.21 | $1M | — | — |
| AXGN - Axogen | 0.01% | Hold | 22,000 | $46.19 | $1M | — | — |
| GEV - GE Vernova | 0.01% | Hold | 846 | $1,175 | $994K | — | — |
| AMD - Advanced Micro Devices | 0.01% | Reduce −14.6% | 1,648 | $580.91 | $957K | −282 | +$565K |
| UNP - Union Pac | 0.01% | Reduce −18.5% | 3,415 | $272.00 | $929K | −775 | −$88K |
| IEX - IDEX | 0.01% | Hold | 4,000 | $226.95 | $908K | — | — |
| XLK - Select Sector Spdr Tr | 0.01% | Hold | 4,470 | $190.53 | $852K | — | — |
| BK - Bank Of Ny Mellon | 0.01% | Hold | 5,888 | $144.61 | $851K | — | — |
| SCHF - Schwab Strategic Tr | 0.01% | Hold | 30,586 | $27.70 | $847K | — | — |
| CB - Chubb | 0.01% | Add +0.7% | 2,456 | $340.74 | $837K | +17 | +$42K |
| IJH - Ishares Tr | 0.01% | New | 10,756 | $77.11 | $829K | +10,756 | +$829K |
| NSC - Norfolk Southn | 0.01% | Reduce −4.6% | 2,590 | $314.59 | $815K | −125 | +$36K |
| OKLO — · CL A | 0.01% | Hold | 15,561 | $52.33 | $814K | — | — |
| BIL - Spdr Series Trust | 0.01% | Add +23.5% | 8,627 | $91.64 | $791K | +1,642 | +$150K |
| AMCR - Amcor | 0.01% | Hold | 17,129 | $43.35 | $743K | — | — |
| IWR - Ishares Tr | 0.01% | New | 6,506 | $110.32 | $718K | +6,506 | +$718K |
| VGLT - Vanguard Scottsdale Fds | 0.01% | Hold | 12,875 | $55.18 | $710K | — | — |
| WY - Weyerhaeuser | 0.01% | Reduce −18.3% | 29,517 | $23.94 | $707K | −6,600 | −$176K |
| RSP — | 0.01% | Reduce −42.4% | 3,100 | $212.75 | $660K | −2,285 | −$374K |
| AWK — | 0.01% | Reduce −0.5% | 5,000 | $131.58 | $658K | −25 | −$26K |
| BRC - Brady · CL A | 0.01% | Hold | 7,000 | $91.57 | $641K | — | — |
| SHEL - Shell | 0.01% | Hold | 8,132 | $77.54 | $631K | — | — |
| NVEC - NVE | 0.01% | Hold | 6,000 | $104.55 | $627K | — | — |
| TMO - Thermo Fisher Scientific | 0.01% | Hold | 1,241 | $501.36 | $622K | — | — |
| IWD - Ishares Tr | 0.01% | Hold | 2,562 | $242.43 | $621K | — | — |
| ACWX - Ishares Tr | 0.01% | Hold | 7,550 | $76.11 | $575K | — | — |
| BA - Boeing | 0.01% | Add +2.0% | 2,650 | $216.47 | $574K | +53 | +$57K |
| VTI - Vanguard Index Fds | 0.01% | Add +0.1% | 1,547 | $370.02 | $572K | +1 | +$76K |
| ZBH - Zimmer Biomet | 0.01% | Reduce −17.7% | 6,625 | $86.09 | $570K | −1,425 | −$158K |
| STT - State Street | 0.01% | Reduce −2.6% | 798 | $703.45 | $561K | −21 | +$56K |
| DGII - Digi Intl | 0.00% | Hold | 7,000 | $74.95 | $525K | — | — |
| TJX - Tjx Cos | 0.00% | Add +3.0% | 3,415 | $151.50 | $517K | +100 | −$12K |
| CAH - Cardinal Health | 0.00% | Hold | 2,121 | $237.56 | $504K | — | — |
| TT - Trane Technologies | 0.00% | Reduce −8.5% | 1,004 | $491.16 | $493K | −93 | +$36K |
| MU - Micron Technology | 0.00% | Reduce −40.8% | 410 | $1,154 | $473K | −283 | +$239K |
| NEM - Newmont | 0.00% | Hold | 5,000 | $93.40 | $467K | — | — |
| HBAN - Huntington Bancshares | 0.00% | Reduce −3.9% | 26,178 | $17.73 | $464K | −1,065 | +$38K |
| PM - Philip Morris Intl | 0.00% | Hold | 2,537 | $180.91 | $459K | — | — |
| IXN - Ishares Tr | 0.00% | Hold | 3,150 | $144.61 | $456K | — | — |
| RGR - Sturm Ruger & | 0.00% | Hold | 12,000 | $37.85 | $454K | — | — |
| SKYT - Skywater Technology | 0.00% | Hold | 13,000 | $34.82 | $453K | — | — |
| BSX - Boston Scientific | 0.00% | Reduce −2.6% | 9,914 | $42.68 | $423K | −262 | −$215K |
| BBY - Best Buy | 0.00% | Reduce −6.7% | 5,500 | $75.88 | $417K | −395 | +$39K |
| NTRS - Northern Tr | 0.00% | Hold | 2,400 | $173.84 | $417K | — | — |
| CRM - Salesforce | 0.00% | Reduce −94.7% | 2,656 | $156.66 | $416K | −47,340 | −$9M |
| ITW - Illinois Tool Wks | 0.00% | Add +3.4% | 1,534 | $270.47 | $415K | +50 | +$29K |
| ADBE - Adobe | 0.00% | Reduce −2.0% | 1,969 | $205.02 | $404K | −40 | −$85K |
| VIG - Vanguard Specialized Funds | 0.00% | Reduce −26.5% | 1,690 | $236.62 | $400K | −610 | −$95K |
| CMI - Cummins | 0.00% | Hold | 528 | $713.21 | $377K | — | — |
| USMV - Ishares Tr | 0.00% | Reduce −1.5% | 3,826 | $96.42 | $369K | −58 | +$9K |
| WAT - Waters | 0.00% | Add +0.1% | 959 | $375.04 | $360K | +1 | +$74K |
| IJR - Ishares Tr | 0.00% | Hold | 2,410 | $148.31 | $357K | — | — |
| VUG - Vanguard Index Fds | 0.00% | Add +500.0% | 4,128 | $86.14 | $356K | +3,440 | +$55K |
| MPC - Marathon Petroleum | 0.00% | Hold | 1,390 | $255.67 | $355K | — | — |
| DE - Deere | 0.00% | Reduce −2.6% | 557 | $634.33 | $353K | −15 | +$31K |
| UFCS - United Fire Group | 0.00% | Hold | 6,600 | $52.44 | $346K | — | — |
| IVW - Ishares Tr | 0.00% | Hold | 2,509 | $137.53 | $345K | — | — |
| HOG - Harley Davidson | 0.00% | Hold | 14,000 | $24.46 | $342K | — | — |
| MOS - Mosaic | 0.00% | Reduce −20.0% | 16,000 | $21.19 | $339K | −4,000 | −$171K |
| AMT - American Tower | 0.00% | Hold | 2,020 | $163.57 | $330K | — | — |
| MO - Altria Group | 0.00% | Add +0.1% | 4,566 | $71.95 | $329K | +3 | +$27K |
| BOH - Bank Hawaii | 0.00% | Hold | 4,000 | $81.49 | $326K | — | — |
| VGT - Vanguard World Fd | 0.00% | Add +705.4% | 2,690 | $119.51 | $321K | +2,356 | +$88K |
| EPD - Enterprise Prods Partners L | 0.00% | Hold | 8,600 | $36.76 | $316K | — | — |
| LHX - L3harris Technologies | 0.00% | Hold | 1,033 | $290.59 | $300K | — | — |
| TKR - Timken | 0.00% | Hold | 2,000 | $145.32 | $291K | — | — |
| GILD - Gilead Sciences | 0.00% | Hold | 2,275 | $126.34 | $287K | — | — |
| VV - Vanguard Index Fds | 0.00% | Hold | 817 | $343.91 | $281K | — | — |
| BAX - Baxter Intl | 0.00% | Reduce −44.4% | 12,532 | $21.32 | $267K | −10,011 | −$112K |
| IAU - Ishares Gold Tr | 0.00% | Hold | 3,525 | $75.51 | $266K | — | — |
| VEU — | 0.00% | Hold | 3,178 | $83.75 | $266K | — | — |
| IVE - Ishares Tr | 0.00% | Hold | 1,143 | $227.06 | $260K | — | — |
| MSA - Msa Safety | 0.00% | Hold | 1,470 | $174.58 | $257K | — | — |
| SLB - Schlumberger | 0.00% | Hold | 5,500 | $46.49 | $256K | — | — |
| T - At T | 0.00% | Hold | 11,327 | $20.70 | $234K | — | — |
| DHR - Danaher Del | 0.00% | Add +0.6% | 1,142 | $190.48 | $218K | +7 | +$2K |
| BP - BP PLC | 0.00% | Hold | 5,610 | $36.95 | $207K | — | — |
| MA - Mastercard · CL A | 0.00% | Reduce −24.0% | 395 | $513.60 | $203K | −125 | −$57K |
| ADI - Analog Devices | 0.00% | Reduce −21.5% | 509 | $397.17 | $202K | −139 | −$4K |
| MMC - Marsh & Mclennan Cos | 0.00% | Reduce −7.7% | 1,200 | $166.67 | $200K | −100 | −$25K |
| AEBI - Aebi Schmidt AG | 0.00% | Hold | 10,401 | $12.55 | $131K | — | — |
| CLF - Cleveland-Cliffs | 0.00% | Hold | 13,500 | $9.39 | $127K | — | — |
| SNAP — · CL A | 0.00% | Hold | 22,525 | $4.44 | $100K | — | — |
| PLUG - Plug Pwr | 0.00% | Hold | 10,000 | $2.71 | $27K | — | — |
Showing top 50 of 244 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| HON - Honeywell Intl | 0.48% | Exit | 0 | $226.03 | $47M | −208,448 | −$47M |
| PATH - Uipath · CL A | — | Exit | 0 | $11.11 | $341K | −30,700 | −$341K |
| IBTG - Ishares Tr | — | Exit | 0 | $22.94 | $327K | −14,255 | −$327K |
| ULTA - Ulta Beauty | — | Exit | 0 | $522.31 | $316K | −605 | −$316K |
| SEIC - Sei Invts | — | Exit | 0 | $78.48 | $259K | −3,300 | −$259K |
| ACN - Accenture Ireland · CLASS A | — | Exit | 0 | $198.54 | $244K | −1,229 | −$244K |
| UTHR - United Therapeutics | — | Exit | 0 | $594.29 | $208K | −350 | −$208K |
| MUR - Murphy Oil | — | Exit | 0 | $41.20 | $206K | −5,000 | −$206K |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 254 | $10.9B | +11.4% | 13F-HR | 8/14/2026 | 000117266126003496 |
| 2026 Q1 | 245 | $9.8B | −5.8% | 13F-HR | 5/14/2026 | 000117266126001819 |
| 2025 Q4 | 243 | $10.4B | −2.3% | 13F-HR | 2/17/2026 | 000117266126001057 |
| 2025 Q3 | 248 | $10.6B | +5.0% | 13F-HR | 11/14/2025 | 000117266125004985 |
| 2025 Q2 | 235 | $10.1B | +5.4% | 13F-HR | 8/14/2025 | 000117266125003391 |
| 2025 Q1 | 221 | $9.6B | −7.0% | 13F-HR | 5/15/2025 | 000117266125002089 |
| 2024 Q4 | 229 | $10.3B | −2.8% | 13F-HR | 2/14/2025 | 000117266125000936 |
| 2024 Q3 | 228 | $10.6B | +2.7% | 13F-HR | 11/14/2024 | 000117266124004776 |
| 2024 Q2 | 222 | $10.3B | +0.2% | 13F-HR | 8/14/2024 | 000117266124003458 |
| 2024 Q1 | 226 | $10.3B | +8.8% | 13F-HR | 5/15/2024 | 000117266124002334 |
| 2023 Q4 | 231 | $9.5B | +11.4% | 13F-HR | 2/14/2024 | 000117266124001540 |
| 2023 Q3 | 214 | $8.5B | −7.3% | 13F-HR | 11/14/2023 | 000117266123003911 |
| 2023 Q2 | 226 | $9.2B | +6.1% | 13F-HR | 8/14/2023 | 000117266123003105 |
| 2023 Q1 | 236 | $8.7B | +4.3% | 13F-HR | 5/15/2023 | 000117266123002191 |
| 2022 Q4 | 227 | $8.3B | +4.8% | 13F-HR | 2/14/2023 | 000117266123001162 |
| 2022 Q3 | 221 | $7.9B | −5.0% | 13F-HR | 11/14/2022 | 000117266122002437 |
| 2022 Q2 | 202 | $8.3B | −15.9% | 13F-HR | 8/15/2022 | 000117266122001872 |
| 2022 Q1 | 216 | $9.9B | −8.1% | 13F-HR | 5/16/2022 | 000117266122001407 |
| 2021 Q4 | 218 | $10.8B | +8.0% | 13F-HR | 2/14/2022 | 000117266122000530 |
| 2021 Q3 | 210 | $10B | — | 13F-HR | 11/15/2021 | 000117266121002287 |
About
MAIRS & POWER INC
20 processed 13Fs on this site · 2021 Q3–2026 Q2