Manager activity
MAIRS & POWER INC
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 5/14/2026 · full comparison · all filings
New · 22
Add · 62
Reduce · 106
Exit · 20
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Add | MICROSOFT CORP | +29,495 | +1.5% | -1.56 pp | 5/14/2026 |
| Reduce | JPMORGAN CHASE & CO | -222,207 | -17.4% | -0.79 pp | 5/14/2026 |
| Reduce | NVIDIA CORPORATION | -188,297 | -3.8% | -0.40 pp | 5/14/2026 |
| Add | WASTE MGMT INC DEL | +397,240 | +39724.0% | +0.93 pp | 5/14/2026 |
| Reduce | UNITEDHEALTH GROUP INC | -89,452 | -10.8% | -0.59 pp | 5/14/2026 |
| Reduce | ELI LILLY & CO | -19,039 | -5.5% | -0.51 pp | 5/14/2026 |
| Reduce | ALPHABET INC | -86,359 | -5.1% | -0.40 pp | 5/14/2026 |
| Reduce | SALESFORCE INC | -246,017 | -83.1% | -0.66 pp | 5/14/2026 |
| Add | AMERIPRISE FINL INC | +154,436 | +362.4% | +0.69 pp | 5/14/2026 |
| Exit | PIPER SANDLER COMPANIES | -175,861 | Exit | -0.57 pp | 5/14/2026 |
| Add | AMAZON COM INC | +10,144 | +0.4% | -0.22 pp | 5/14/2026 |
| Reduce | WELLS FARGO & CO | -363,465 | -21.0% | -0.44 pp | 5/14/2026 |
| Reduce | LITTELFUSE INC | -54,241 | -7.0% | +0.62 pp | 5/14/2026 |
| Add | PALO ALTO NETWORKS INC | +312,032 | +141.4% | +0.48 pp | 5/14/2026 |
| Reduce | ENTEGRIS INC | -5,882 | -0.4% | +0.52 pp | 5/14/2026 |
| New | PIPER SANDLER COMPANIES | +546,090 | New | +0.43 pp | 5/14/2026 |
| Reduce | KRAFT HEINZ CO | -1,356,268 | -81.1% | -0.32 pp | 5/14/2026 |
| Add | MOTOROLA SOLUTIONS INC | +15,518 | +3.0% | +0.46 pp | 5/14/2026 |
| Reduce | QUALCOMM INC | -72,253 | -13.1% | -0.28 pp | 5/14/2026 |
| Reduce | NVENT ELEC PLC | -44,791 | -2.1% | +0.43 pp | 5/14/2026 |
| Reduce | VERIZON COMMUNICATIONS INC | -58,236 | -1.7% | +0.38 pp | 5/14/2026 |
| Add | VISA INC | +38,399 | +4.8% | -0.11 pp | 5/14/2026 |
| Reduce | ROCKWELL AUTOMATION INC | -46,781 | -14.2% | -0.20 pp | 5/14/2026 |
| Reduce | TENNANT CO | -268,160 | -25.0% | -0.21 pp | 5/14/2026 |
| Reduce | JOHNSON & JOHNSON | -226,756 | -28.2% | -0.16 pp | 5/14/2026 |
| Reduce | APPLE INC | -9,088 | -0.7% | -0.05 pp | 5/14/2026 |
| Add | META PLATFORMS INC | +8,096 | +2.6% | -0.11 pp | 5/14/2026 |
| New | SPROUTS FMRS MKT INC | +292,177 | New | +0.23 pp | 5/14/2026 |
| Reduce | WORKIVA INC | -12,354 | -1.7% | -0.17 pp | 5/14/2026 |
| Add | WEC ENERGY GROUP INC | +1,911 | +0.1% | +0.32 pp | 5/14/2026 |
| Reduce | BIO-TECHNE CORP | -17,257 | -0.6% | -0.10 pp | 5/14/2026 |
| Add | COGNEX CORP | +52,279 | +4.5% | +0.21 pp | 5/14/2026 |
| Reduce | TAIWAN SEMICONDUCTOR MANUFAC | -294 | -0.1% | +0.26 pp | 5/14/2026 |
| Reduce | TORO CO | -703,840 | -20.6% | 0.00 pp | 5/14/2026 |
| Reduce | ALLIANT ENERGY CORP | -67,887 | -2.3% | +0.27 pp | 5/14/2026 |
| Add | ABBOTT LABORATORIES | +13,697 | +1.9% | -0.10 pp | 5/14/2026 |
| Reduce | AMERICAN EXPRESS CO | -10,638 | -6.7% | -0.11 pp | 5/14/2026 |
| Reduce | CASEYS GEN STORES INC | -7,936 | -7.6% | +0.16 pp | 5/14/2026 |
| Reduce | HORMEL FOODS CORP | -371,554 | -9.8% | -0.07 pp | 5/14/2026 |
| Reduce | SHERWIN WILLIAMS CO | -31,832 | -6.8% | -0.03 pp | 5/14/2026 |
| Add | INTUITIVE SURGICAL INC | +37,608 | +60.4% | +0.13 pp | 5/14/2026 |
| Reduce | DISNEY WALT CO | -56,337 | -19.0% | -0.09 pp | 5/14/2026 |
| Add | FISERV INC | +509,603 | +31.0% | +0.17 pp | 5/14/2026 |
| New | VANGUARD INDEX FDS | +14,866 | New | +0.09 pp | 5/14/2026 |
| Add | TRAVELERS COMPANIES INC | +28,614 | +25.1% | +0.11 pp | 5/14/2026 |
| Add | ZOETIS INC | +76,716 | +33.9% | +0.09 pp | 5/14/2026 |
| Reduce | DONALDSON INC | -61,279 | -10.9% | -0.05 pp | 5/14/2026 |
| New | AMBARELLA INC | +117,581 | New | +0.06 pp | 5/14/2026 |
| Exit | INSPIRE MED SYS INC | -57,616 | Exit | -0.05 pp | 5/14/2026 |
| Reduce | FASTENAL CO | -745,057 | -16.0% | +0.06 pp | 5/14/2026 |
| Add | BENTLEY SYS INC | +153,172 | +184.6% | +0.05 pp | 5/14/2026 |
| Reduce | MEDTRONIC PLC | -10,782 | -2.6% | -0.03 pp | 5/14/2026 |
| Reduce | IDACORP INC | -1,131 | -0.4% | +0.07 pp | 5/14/2026 |
| Add | 3M CO | +2,701 | +0.8% | -0.02 pp | 5/14/2026 |
| Add | CHEVRON CORPORATION | +17,405 | +80.5% | +0.05 pp | 5/14/2026 |
| Reduce | GENERAC HLDGS INC | -8,831 | -8.1% | +0.06 pp | 5/14/2026 |
| Reduce | HUB GROUP INC | -76,103 | -32.2% | -0.04 pp | 5/14/2026 |
| Exit | MGP INGREDIENTS INC NEW | -173,245 | Exit | -0.04 pp | 5/14/2026 |
| Add | PROCTER & GAMBLE CO | +27,144 | +12.6% | +0.06 pp | 5/14/2026 |
| Reduce | CORNING INC | -2,100 | -2.3% | +0.05 pp | 5/14/2026 |
| Reduce | TEXAS INSTRS INC | -4,273 | -1.8% | +0.07 pp | 5/14/2026 |
| Reduce | SCHWAB CHARLES CORP | -25,625 | -9.4% | -0.02 pp | 5/14/2026 |
| Reduce | PRINCIPAL FINANCIAL GROUP IN | -47,934 | -22.6% | -0.03 pp | 5/14/2026 |
| Reduce | EXXON MOBIL CORP | -3,079 | -3.6% | +0.04 pp | 5/14/2026 |
| Add | MEDPACE HLDGS INC | +19,055 | +28.6% | +0.06 pp | 5/14/2026 |
| Reduce | HOME DEPOT INC | -3,655 | -2.3% | 0.00 pp | 5/14/2026 |
| Reduce | OLD NATL BANCORP IND | -156,769 | -26.6% | -0.03 pp | 5/14/2026 |
| Reduce | US BANCORP | -46,462 | -7.2% | -0.01 pp | 5/14/2026 |
| Add | AUTOMATIC DATA PROCESSING IN | +13,655 | +12.3% | -0.02 pp | 5/14/2026 |
| Reduce | SYSCO CORP | -39,255 | -28.3% | -0.03 pp | 5/14/2026 |
| Reduce | SKYWATER TECHNOLOGY INC | -169,131 | -92.9% | -0.03 pp | 5/14/2026 |
| Reduce | GRACO INC | -89,898 | -2.3% | +0.22 pp | 5/14/2026 |
| Reduce | JBT MAREL CORPORATION | -9,657 | -14.0% | -0.02 pp | 5/14/2026 |
| Add | XCEL ENERGY INC | +5,983 | +1.5% | +0.04 pp | 5/14/2026 |
| Add | JAMES HARDIE INDS PLC | +150,088 | +165.5% | +0.03 pp | 5/14/2026 |
| Add | VANGUARD TAX-MANAGED FDS | +40,108 | +782.0% | +0.03 pp | 5/14/2026 |
| Add | VANGUARD INDEX FDS | +8,902 | +424.9% | +0.03 pp | 5/14/2026 |
| Reduce | CATERPILLAR INC | -5 | 0.0% | +0.03 pp | 5/14/2026 |
| New | API GROUP CORP | +57,969 | New | +0.02 pp | 5/14/2026 |
| Reduce | FULLER H B CO | -49,450 | -2.1% | +0.11 pp | 5/14/2026 |
| Add | KNIFE RIVER CORP | +10,573 | +8.5% | +0.03 pp | 5/14/2026 |
| Exit | CLEARWATER ANALYTICS HLDGS I | -92,510 | Exit | -0.02 pp | 5/14/2026 |
| Reduce | C H ROBINSON WORLDWIDE IN | -14,280 | -1.7% | +0.10 pp | 5/14/2026 |
| Add | HAWKINS INC | +13,382 | +106.5% | +0.02 pp | 5/14/2026 |
| Add | BADGER METER INC | +2,002 | +1.9% | -0.01 pp | 5/14/2026 |
| Exit | GENTHERM INC | -52,946 | Exit | -0.02 pp | 5/14/2026 |
| Add | CLEARFIELD INC | +1,545 | +0.2% | -0.01 pp | 5/14/2026 |
| Add | TRUST FOR PROFESSIONAL MANAG | +86,129 | +26.5% | +0.02 pp | 5/14/2026 |
| Exit | EXACT SCIENCES CORP | -17,236 | Exit | -0.02 pp | 5/14/2026 |
| New | SOLSTICE ADVANCED MATLS INC | +22,239 | New | +0.02 pp | 5/14/2026 |
| Exit | SELECT SECTOR SPDR TR | -10,535 | Exit | -0.02 pp | 5/14/2026 |
| Exit | SELECT SECTOR SPDR TR | -20,045 | Exit | -0.01 pp | 5/14/2026 |
| Add | WINTRUST FINL CORP | +11,111 | +23.8% | +0.02 pp | 5/14/2026 |
| Reduce | HONEYWELL INTL INC | -25,528 | -10.9% | +0.04 pp | 5/14/2026 |
| Reduce | GENERAL MILLS INC | -11,553 | -10.7% | -0.01 pp | 5/14/2026 |
| Reduce | TARGET CORP | -25,879 | -13.3% | +0.03 pp | 5/14/2026 |
| Exit | SELECT SECTOR SPDR TR | -25,310 | Exit | -0.01 pp | 5/14/2026 |
| Reduce | POLARIS INC | -13,252 | -17.5% | -0.01 pp | 5/14/2026 |
| Reduce | PENTAIR PLC | -1,485 | -2.5% | -0.01 pp | 5/14/2026 |
| Add | VANGUARD INDEX FDS | +4,309 | +288.0% | +0.01 pp | 5/14/2026 |
| Reduce | HERSHEY CO | -3,048 | -4.5% | +0.02 pp | 5/14/2026 |
| New | VANGUARD INTL EQUITY INDEX F | +20,515 | New | +0.01 pp | 5/14/2026 |
| Add | ORACLE CORP | +2,100 | +7.3% | -0.01 pp | 5/14/2026 |
| Add | TREX INC | +25,370 | +28.0% | +0.01 pp | 5/14/2026 |
| Reduce | SOLVENTUM CORP | -374 | -0.5% | -0.01 pp | 5/14/2026 |
| New | INVESCO EXCHANGE TRADED FD T | +5,385 | New | +0.01 pp | 5/14/2026 |
| Reduce | BERKSHIRE HATHAWAY INC DEL | -928 | -3.7% | 0.00 pp | 5/14/2026 |
| Add | CONOCOPHILLIPS | +170 | +0.7% | +0.01 pp | 5/14/2026 |
| Exit | CVRX INC | -142,456 | Exit | -0.01 pp | 5/14/2026 |
| New | VANGUARD SCOTTSDALE FDS | +3,270 | New | +0.01 pp | 5/14/2026 |
| Add | XYLEM INC | +8,120 | +136.0% | +0.01 pp | 5/14/2026 |
| Exit | SELECT SECTOR SPDR TR | -5,522 | Exit | -0.01 pp | 5/14/2026 |
| Reduce | ULTA BEAUTY INC | -1,205 | -66.6% | -0.01 pp | 5/14/2026 |
| Add | STATE STR SPDR S&P 500 ETF T | +126 | +0.5% | 0.00 pp | 5/14/2026 |
| Reduce | ABBVIE INC | -1,139 | -2.5% | 0.00 pp | 5/14/2026 |
| Exit | AMCOR PLC | -88,520 | Exit | -0.01 pp | 5/14/2026 |
| New | VANGUARD SCOTTSDALE FDS | +12,875 | New | +0.01 pp | 5/14/2026 |
| New | AMCOR PLC | +17,129 | New | +0.01 pp | 5/14/2026 |
| Add | PATRICK INDS INC | +4,861 | +9.2% | +0.01 pp | 5/14/2026 |
| Reduce | MCDONALDS CORP | -2,364 | -14.2% | 0.00 pp | 5/14/2026 |
| Add | RADNET INC | +37,468 | +39.2% | +0.01 pp | 5/14/2026 |
| New | SPDR GOLD TR | +1,430 | New | +0.01 pp | 5/14/2026 |
| Reduce | MERCK & CO INC | -1,651 | -3.2% | +0.01 pp | 5/14/2026 |
| Add | NIKE INC | +2,770 | +4.4% | 0.00 pp | 5/14/2026 |
| New | STATE STR SPDR S&P MIDCAP 40 | +819 | New | +0.01 pp | 5/14/2026 |
| Reduce | AAR CORP | -22,785 | -20.3% | +0.01 pp | 5/14/2026 |
| Reduce | OSHKOSH CORP | -1,886 | -5.4% | +0.01 pp | 5/14/2026 |
| Add | GLACIER BANCORP INC NEW | +8,846 | +9.1% | +0.01 pp | 5/14/2026 |
| Reduce | CULLEN FROST BANKERS INC | -35 | -0.1% | +0.01 pp | 5/14/2026 |
| Add | ALPHABET INC | +5,885 | +11.8% | +0.01 pp | 5/14/2026 |
| Add | COSTCO WHOLESALE CORPORATION | +30 | +1.0% | +0.01 pp | 5/14/2026 |
| Add | NORTHWESTERN ENERGY GROUP IN | +4,320 | +5.3% | +0.01 pp | 5/14/2026 |
| Reduce | EMERSON ELEC CO | -2,164 | -3.2% | 0.00 pp | 5/14/2026 |
| Reduce | CIENA CORP | -200 | -6.7% | 0.00 pp | 5/14/2026 |
| Reduce | ECOLAB INC | -8,753 | -1.1% | +0.12 pp | 5/14/2026 |
| Add | ISHARES TR | +3,609 | +29.8% | 0.00 pp | 5/14/2026 |
| New | ISHARES TR | +3,884 | New | 0.00 pp | 5/14/2026 |
| Add | BLACK HILLS CORP | +4,147 | +4.4% | +0.01 pp | 5/14/2026 |
| New | WATERS CORP | +958 | New | 0.00 pp | 5/14/2026 |
| Add | ASSOCIATED BANC-CORP | +9,761 | +3.8% | +0.01 pp | 5/14/2026 |
| Reduce | IDEXX LABS INC | -51 | -2.4% | 0.00 pp | 5/14/2026 |
| Reduce | ZIMMER BIOMET HOLDINGS INC | -3,050 | -27.5% | 0.00 pp | 5/14/2026 |
| Reduce | GE AEROSPACE | -250 | -3.2% | 0.00 pp | 5/14/2026 |
| Reduce | UNITED PARCEL SVCS INC | -2,365 | -11.9% | 0.00 pp | 5/14/2026 |
| Exit | SELECT SECTOR SPDR TR | -5,260 | Exit | 0.00 pp | 5/14/2026 |
| Exit | AUTODESK INC | -801 | Exit | 0.00 pp | 5/14/2026 |
| New | MICRON TECHNOLOGY INC | +693 | New | 0.00 pp | 5/14/2026 |
| New | VANGUARD WORLD FD | +334 | New | 0.00 pp | 5/14/2026 |
| Reduce | ISHARES TR | -20 | -0.3% | 0.00 pp | 5/14/2026 |
| Exit | VANGUARD MUN BD FDS | -4,211 | Exit | 0.00 pp | 5/14/2026 |
| New | UNITED THERAPEUTICS CORP DEL | +350 | New | 0.00 pp | 5/14/2026 |
| Exit | REGIONS FINANCIAL CORP NEW | -7,620 | Exit | 0.00 pp | 5/14/2026 |
| Exit | EATON CORP PLC | -648 | Exit | 0.00 pp | 5/14/2026 |
| New | MURPHY OIL CORP | +5,000 | New | 0.00 pp | 5/14/2026 |
| New | ANALOG DEVICES INC | +648 | New | 0.00 pp | 5/14/2026 |
| Add | SHELL PLC | +628 | +8.4% | 0.00 pp | 5/14/2026 |
| Exit | NOVARTIS AG | -1,485 | Exit | 0.00 pp | 5/14/2026 |
| Exit | BLACKROCK INC | -190 | Exit | 0.00 pp | 5/14/2026 |
| New | TIMKEN CO | +2,000 | New | 0.00 pp | 5/14/2026 |
| Exit | SONY GROUP CORP | -7,830 | Exit | 0.00 pp | 5/14/2026 |
| Add | INTERNATIONAL BUSINESS MACHS | +20 | +0.6% | 0.00 pp | 5/14/2026 |
| Reduce | BANK AMERICA CORP | -786 | -3.5% | 0.00 pp | 5/14/2026 |
| Reduce | PFIZER INC | -2,092 | -2.8% | 0.00 pp | 5/14/2026 |
| Reduce | WALMART INC | -300 | -1.9% | 0.00 pp | 5/14/2026 |
| Add | UIPATH INC | +18,575 | +153.2% | 0.00 pp | 5/14/2026 |
| Reduce | ISHARES TR | -2,200 | -22.6% | 0.00 pp | 5/14/2026 |
| Reduce | COCA COLA CO | -96 | -0.4% | 0.00 pp | 5/14/2026 |
| Add | ISHARES TR | +600 | +30.6% | 0.00 pp | 5/14/2026 |
| Reduce | GE VERNOVA INC | -87 | -9.3% | 0.00 pp | 5/14/2026 |
| Add | MARATHON PETE CORP | +89 | +6.8% | 0.00 pp | 5/14/2026 |
| Reduce | BRISTOL-MYERS SQUIBB CO | -738 | -3.0% | 0.00 pp | 5/14/2026 |
| Reduce | KIMBERLY-CLARK CORP | -725 | -7.0% | 0.00 pp | 5/14/2026 |
| Reduce | NEXTERA ENERGY INC | -500 | -3.9% | 0.00 pp | 5/14/2026 |
| Reduce | STRYKER CORPORATION | -44 | -1.0% | 0.00 pp | 5/14/2026 |
| Add | CINTAS CORP | +2,821 | +14.4% | 0.00 pp | 5/14/2026 |
| New | SNAP INC | +22,525 | New | 0.00 pp | 5/14/2026 |
| Reduce | NORFOLK SOUTHN CORP | -320 | -10.5% | 0.00 pp | 5/14/2026 |
| Reduce | MASTERCARD INCORPORATED | -104 | -16.7% | 0.00 pp | 5/14/2026 |
| Reduce | BAXTER INTL INC | -2,013 | -8.2% | 0.00 pp | 5/14/2026 |
| Reduce | PEPSICO INC | -125 | -1.4% | 0.00 pp | 5/14/2026 |
| Add | ACCENTURE PLC IRELAND | +45 | +3.8% | 0.00 pp | 5/14/2026 |
| Reduce | MOSAIC CO | -4,000 | -16.7% | 0.00 pp | 5/14/2026 |
| Reduce | BEST BUY INC | -762 | -11.4% | 0.00 pp | 5/14/2026 |
| Add | CHUBB LTD SWITZ | +105 | +4.5% | 0.00 pp | 5/14/2026 |
| Add | INVESCO QQQ TR | +214 | +13.8% | 0.00 pp | 5/14/2026 |
| Add | VANGUARD INDEX FDS | +252 | +19.5% | 0.00 pp | 5/14/2026 |
| Reduce | AMGEN INC | -560 | -10.1% | 0.00 pp | 5/14/2026 |
| Add | BROADCOM INC | +210 | +6.3% | 0.00 pp | 5/14/2026 |
| Reduce | HUNTINGTON BANCSHARES INC | -460 | -1.7% | 0.00 pp | 5/14/2026 |
| Reduce | DANAHER CORP DEL | -34 | -2.9% | 0.00 pp | 5/14/2026 |
| Add | SPDR SERIES TRUST | +547 | +8.5% | 0.00 pp | 5/14/2026 |
| Reduce | UNION PAC CORP | -402 | -8.8% | 0.00 pp | 5/14/2026 |
| Reduce | DEERE & CO | -30 | -5.0% | 0.00 pp | 5/14/2026 |
| Reduce | ILLINOIS TOOL WKS INC | -249 | -14.4% | 0.00 pp | 5/14/2026 |
| Reduce | ADVANCED MICRO DEVICES INC | -83 | -4.1% | 0.00 pp | 5/14/2026 |
| Add | ALTRIA GROUP INC | +2 | 0.0% | 0.00 pp | 5/14/2026 |
| Reduce | BP PLC | -890 | -13.7% | 0.00 pp | 5/14/2026 |
| Reduce | LOWES COS INC | -13 | -0.2% | 0.00 pp | 5/14/2026 |
| Add | SCHWAB STRATEGIC TR | +586 | +2.0% | 0.00 pp | 5/14/2026 |
| Reduce | SNAP ON INC | -250 | -7.4% | 0.00 pp | 5/14/2026 |
| Reduce | VANGUARD SPECIALIZED FUNDS | -77 | -3.2% | 0.00 pp | 5/14/2026 |
| Reduce | MARSH & MCLENNAN COS INC | -56 | -4.1% | 0.00 pp | 5/14/2026 |
| Reduce | AMERICAN WTR WKS CO INC NEW | -21 | -0.4% | 0.00 pp | 5/14/2026 |
| Add | BOEING CO | +327 | +14.4% | 0.00 pp | 5/14/2026 |
| Reduce | CISCO SYS INC | -438 | -2.2% | 0.00 pp | 5/14/2026 |
| Reduce | TRANE TECHNOLOGIES PLC | -46 | -4.0% | 0.00 pp | 5/14/2026 |
| Reduce | RTX CORPORATION | -509 | -5.6% | 0.00 pp | 5/14/2026 |
| Reduce | DIGI INTL INC | -1,000 | -12.5% | 0.00 pp | 5/14/2026 |
| Reduce | PHILIP MORRIS INTL INC | -112 | -4.2% | 0.00 pp | 5/14/2026 |
| Reduce | ISHARES TR | -85 | -3.4% | 0.00 pp | 5/14/2026 |