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
Book
| MSFT - Microsoft | 6.28% | Reduce −3.3% | 2,014,805 | $336.32 | $678M | −68,725 | +$90M |
| GOOG - Alphabet · CL C | 6.24% | Add +0.4% | 232,694 | $2,894 | $673M | +938 | +$56M |
| UNH - Unitedhealth Group | 4.27% | Reduce −1.4% | 917,537 | $502.14 | $461M | −13,223 | +$97M |
| ECL - Ecolab | 3.94% | Reduce −0.8% | 1,813,460 | $234.59 | $425M | −14,388 | +$44M |
| AMZN - Amazon | 3.57% | Add +7.9% | 115,601 | $3,334 | $385M | +8,496 | +$34M |
| USB - US Bancorp Del | 3.50% | Add +3.1% | 6,722,887 | $56.17 | $378M | +202,562 | −$10M |
| NVDA - Nvidia | 3.14% | Reduce −13.6% | 1,152,673 | $294.11 | $339M | −181,798 | +$63M |
| TECH - Bio-Techne | 3.13% | Reduce −1.3% | 653,815 | $517.34 | $338M | −8,819 | +$17M |
| GGG - Graco | 3.09% | Reduce −0.4% | 4,140,325 | $80.62 | $334M | −16,021 | +$43M |
| MDT - Medtronic | 2.62% | Reduce −0.2% | 2,729,370 | $103.45 | $282M | −6,711 | −$61M |
| TTC - TORO | 2.52% | Add +4.5% | 2,723,989 | $99.91 | $272M | +117,126 | +$18M |
| JNJ - Johnson & Johnson | 2.46% | Add +0.3% | 1,551,226 | $171.07 | $265M | +3,882 | +$15M |
| LFUS - Littelfuse | 2.34% | Add +3.7% | 802,624 | $314.68 | $253M | +28,783 | +$41M |
| HRL - Hormel Foods | 2.21% | Add +2.9% | 4,898,985 | $48.81 | $239M | +138,728 | +$44M |
| V - VISA · CL A | 2.13% | Add +0.3% | 1,060,792 | $216.71 | $230M | +3,452 | −$6M |
| FUL - Fuller H B | 2.03% | Reduce −0.2% | 2,702,753 | $81.00 | $219M | −5,783 | +$44M |
| FISV - Fiserv | 2.01% | Reduce −0.2% | 2,087,080 | $103.79 | $217M | −4,280 | −$10M |
| FAST - Fastenal | 1.97% | Reduce −2.4% | 3,321,021 | $64.06 | $213M | −81,073 | +$37M |
| MSI - Motorola Solutions | 1.96% | Reduce −4.7% | 777,374 | $271.70 | $211M | −38,350 | +$22M |
| ABT - Abbott Labs | 1.95% | Reduce −0.6% | 1,499,599 | $140.74 | $211M | −9,087 | +$33M |
| QCOM - Qualcomm | 1.91% | Reduce −0.1% | 1,130,455 | $182.87 | $207M | −1,483 | +$61M |
| DCI - Donaldson | 1.83% | Reduce −0.3% | 3,325,810 | $59.26 | $197M | −11,309 | +$6M |
| SHW - Sherwin Williams | 1.77% | Reduce −3.0% | 541,356 | $352.16 | $191M | −16,866 | +$34M |
| LLY - Lilly Eli & | 1.70% | Reduce 0.0% | 663,014 | $276.22 | $183M | −191 | +$30M |
| WFC - Wells Fargo | 1.63% | Reduce −0.4% | 3,667,548 | $47.98 | $176M | −14,189 | +$5M |
| HD - Home Depot | 1.59% | Reduce −1.8% | 414,621 | $415.01 | $172M | −7,401 | +$34M |
| MMM - 3M | 1.56% | Reduce −4.0% | 945,626 | $177.63 | $168M | −39,876 | −$5M |
| SCHW - Schwab Charles | 1.48% | Add +19.7% | 1,905,412 | $84.10 | $160M | +313,691 | +$44M |
| DIS - Disney Walt | 1.43% | Reduce −0.6% | 999,901 | $154.89 | $155M | −5,867 | −$15M |
| HON - Honeywell Intl | 1.40% | Reduce −1.5% | 723,234 | $208.51 | $151M | −11,231 | −$5M |
| NVT - Nvent Electric | 1.35% | Reduce −0.4% | 3,843,200 | $38.00 | $146M | −14,626 | +$21M |
| CHRW - C H Robinson Worldwide | 1.33% | Add +2.2% | 1,338,323 | $107.63 | $144M | +29,291 | +$30M |
| TNC - Tennant | 1.26% | Add +0.2% | 1,680,102 | $81.04 | $136M | +2,956 | +$12M |
| TGT - Target | 1.20% | Reduce −0.2% | 560,326 | $231.44 | $130M | −859 | +$1M |
| SYY - Sysco | 1.03% | Add +49.5% | 1,421,254 | $78.55 | $112M | +470,276 | +$37M |
| PFG - Principal Financial | 0.99% | Reduce −11.2% | 1,477,014 | $72.33 | $107M | −186,309 | −$286K |
| Activision Blizzard | 0.65% | Reduce −5.2% | 1,051,997 | $66.53 | $70M | −57,878 | −$16M |
| AXP - American Express | 0.60% | Reduce −36.3% | 397,127 | $163.60 | $65M | −226,779 | −$40M |
| GLW - Corning | 0.59% | Reduce −0.9% | 1,702,469 | $37.23 | $63M | −15,093 | +$709K |
| DGII - Digi Intl | 0.58% | Reduce −1.2% | 2,549,412 | $24.57 | $63M | −31,326 | +$8M |
| JAMF | 0.57% | Add +5.9% | 1,619,350 | $38.01 | $62M | +90,824 | +$3M |
| CRM - Salesforce | 0.57% | New | 241,517 | $254.13 | $61M | +241,517 | +$61M |
| UPS - United Parcel Service · CL B | 0.49% | Reduce −1.5% | 245,915 | $214.34 | $53M | −3,823 | +$7M |
| WK - Workiva · CL A | 0.48% | Reduce −4.6% | 399,431 | $130.49 | $52M | −19,050 | −$7M |
| ROK - Rockwell Automation | 0.48% | Reduce −0.1% | 149,073 | $348.85 | $52M | −114 | +$8M |
| LNT - Alliant Energy | 0.44% | Reduce −0.2% | 774,984 | $61.47 | $48M | −1,911 | +$4M |
| PFE - Pfizer | 0.41% | Reduce −54.1% | 751,298 | $59.05 | $44M | −884,335 | −$26M |
| BAX - Baxter Intl | 0.41% | Reduce −10.3% | 516,468 | $85.84 | $44M | −59,496 | −$2M |
| ONB - Old Natl Bancorp Ind | 0.41% | Reduce −3.2% | 2,439,905 | $18.12 | $44M | −81,029 | +$1M |
| PII - Polaris | 0.41% | Add +50.8% | 398,710 | $109.91 | $44M | +134,243 | +$12M |
| INSP - Inspire Med Sys | 0.36% | Reduce −0.7% | 171,083 | $230.06 | $39M | −1,120 | −$744K |
| JPM - Jpmorgan Chase & | 0.36% | Add +9.7% | 243,681 | $158.35 | $39M | +21,619 | +$2M |
| Sleep Number | 0.35% | Add +50.8% | 494,639 | $76.60 | $38M | +166,570 | +$7M |
| Gentherm | 0.34% | Reduce −12.9% | 423,061 | $86.90 | $37M | −62,573 | −$3M |
| ENTG - Entegris | 0.28% | New | 221,580 | $138.58 | $31M | +221,580 | +$31M |
| GNRC - Generac | 0.27% | Reduce −2.8% | 83,828 | $351.92 | $30M | −2,426 | −$6M |
| PG - Procter And Gamble | 0.26% | Reduce −8.9% | 169,838 | $163.58 | $28M | −16,512 | +$2M |
| AAPL - Apple | 0.23% | Add +0.2% | 137,187 | $177.57 | $24M | +290 | +$5M |
| GIS - General Mls | 0.21% | Reduce −5.6% | 336,354 | $67.38 | $23M | −20,121 | +$1M |
| BMI - Badger Meter | 0.19% | Reduce −4.3% | 191,638 | $106.56 | $20M | −8,618 | +$167K |
| ZBH - Zimmer Biomet | 0.18% | Reduce −27.5% | 153,574 | $127.04 | $20M | −58,273 | −$11M |
| ELAN - Elanco Animal Health | 0.18% | Reduce −40.2% | 683,952 | $28.38 | $19M | −460,404 | −$17M |
| Cmc Materials | 0.18% | Reduce −10.5% | 100,289 | $191.69 | $19M | −11,752 | +$5M |
| XEL - XCEL Energy | 0.18% | Add +0.1% | 282,627 | $67.70 | $19M | +184 | +$1M |
| CFR - Cullen Frost Bankers | 0.17% | Reduce −5.3% | 143,868 | $126.07 | $18M | −8,044 | +$117K |
| OSK - Oshkosh | 0.16% | Add +10.2% | 157,624 | $112.71 | $18M | +14,649 | +$3M |
| WTFC - Wintrust Finl | 0.16% | Reduce −18.6% | 191,143 | $90.82 | $17M | −43,798 | −$2M |
| SPY - Spdr S&P 500 ETF Tr | 0.15% | Add +133.9% | 34,721 | $474.96 | $16M | +19,878 | +$10M |
| TRV - Travelers Companies | 0.15% | Reduce −0.3% | 101,109 | $156.43 | $16M | −275 | +$405K |
| HSY - Hershey | 0.14% | Add +3.9% | 79,600 | $193.47 | $15M | +2,965 | +$2M |
| GBCI - Glacier Bancorp | 0.14% | Reduce −0.1% | 268,296 | $56.70 | $15M | −136 | +$354K |
| AIR - AAR | 0.14% | Reduce −0.1% | 381,272 | $39.03 | $15M | −297 | +$3M |
| Catalent | 0.13% | Reduce −5.8% | 112,842 | $128.03 | $14M | −6,964 | −$1M |
| TXN - Texas Instrs | 0.13% | Add +2.1% | 74,560 | $188.47 | $14M | +1,510 | +$11K |
| PNR - Pentair | 0.13% | Reduce −6.9% | 190,182 | $73.03 | $14M | −14,173 | −$953K |
| CASY - Caseys Gen Stores | 0.13% | Add +6.4% | 70,068 | $197.35 | $14M | +4,233 | +$1M |
| INTC - Intel | 0.10% | Reduce −2.1% | 213,337 | $51.50 | $11M | −4,541 | −$622K |
| EMR - Emerson Elec | 0.10% | Reduce −12.2% | 116,739 | $92.97 | $11M | −16,217 | −$2M |
| Physicians Rlty Tr | 0.10% | Reduce −0.2% | 564,890 | $18.83 | $11M | −914 | +$668K |
| Marcus Del | 0.09% | Reduce −0.1% | 561,568 | $17.86 | $10M | −463 | +$223K |
| PLXS - Plexus | 0.09% | Add +5.7% | 100,095 | $95.89 | $10M | +5,410 | +$1M |
| Great Western Bancorp | 0.09% | Reduce −58.1% | 272,062 | $33.96 | $9M | −377,836 | −$12M |
| HUBG - HUB Group · CL A | 0.08% | Reduce −0.1% | 107,501 | $84.24 | $9M | −75 | +$2M |
| AZEK · CL A | 0.08% | Add +75.1% | 194,426 | $46.24 | $9M | +83,400 | +$5M |
| BKH - Black Hills | 0.08% | Reduce −9.6% | 127,146 | $70.57 | $9M | −13,575 | +$141K |
| QCRH - QCR | 0.08% | Add +5.6% | 156,289 | $56.00 | $9M | +8,344 | +$1M |
| ASB - Associated Banc | 0.07% | Reduce 0.0% | 345,524 | $22.59 | $8M | −29 | +$403K |
| Envestnet | 0.07% | Reduce 0.0% | 97,965 | $79.34 | $8M | −31 | −$90K |
| NWE - Northwestern | 0.07% | Reduce −5.6% | 133,194 | $57.16 | $8M | −7,939 | −$474K |
| EPAC - Enerpac Tool Group · CL A | 0.07% | Add +13.4% | 353,159 | $20.28 | $7M | +41,600 | +$703K |
| CVX - Chevron | 0.07% | Reduce −4.6% | 60,537 | $117.35 | $7M | −2,922 | +$666K |
| ABBV - Abbvie | 0.07% | Add +3.4% | 52,394 | $135.40 | $7M | +1,716 | +$2M |
| BRK.B - Berkshire Hathaway · CL B | 0.07% | Reduce −1.2% | 23,712 | $299.00 | $7M | −286 | +$540K |
| Intricon | 0.06% | Add +11.1% | 433,502 | $16.17 | $7M | +43,338 | −$75K |
| MGPI - Mgp Ingredients | 0.06% | Reduce −0.1% | 72,614 | $84.98 | $6M | −47 | +$1M |
| PRLB - Proto Labs | 0.05% | Reduce −38.2% | 113,411 | $51.35 | $6M | −70,187 | −$6M |
| SCHB - Schwab Strategic Tr | 0.05% | Hold | 45,370 | $113.00 | $5M | — | — |
| VZ - Verizon Communications | 0.05% | Add +0.2% | 94,532 | $51.96 | $5M | +151 | −$186K |
| MRK - Merck & | 0.05% | Reduce −0.8% | 63,502 | $76.64 | $5M | −526 | +$58K |
| ADP - Automatic Data Processing | 0.04% | Add +1.1% | 19,077 | $246.58 | $5M | +200 | +$930K |
| KMB - Kimberly-Clark | 0.04% | Reduce −4.4% | 32,390 | $142.91 | $5M | −1,485 | +$143K |
| BMY - Bristol-Myers Squibb | 0.04% | Reduce −8.6% | 70,439 | $62.35 | $4M | −6,666 | −$170K |
| MCD - Mcdonalds | 0.04% | Reduce −1.1% | 14,489 | $268.07 | $4M | −158 | +$353K |
| GOOGL - Alphabet · CL A | 0.03% | Add +1.3% | 1,295 | $2,897 | $4M | +17 | +$335K |
| Cyberoptics | 0.03% | Reduce −3.8% | 76,806 | $46.49 | $4M | −3,000 | +$732K |
| Cambium Networks | 0.03% | Add +38.3% | 133,481 | $25.63 | $3M | +36,967 | −$72K |
| BRK.A - Berkshire Hathaway · CL A | 0.03% | Hold | 7 | $450,714 | $3M | — | — |
| Cardiovascular Sys Del | 0.03% | Reduce −0.1% | 166,953 | $18.78 | $3M | −107 | −$2M |
| AMCR - Amcor | 0.03% | Reduce −13.3% | 249,483 | $12.01 | $3M | −38,180 | −$338K |
| Surmodics | 0.03% | Reduce −0.1% | 60,464 | $48.14 | $3M | −56 | −$454K |
| XOM - Exxon Mobil | 0.03% | Reduce −14.1% | 47,125 | $61.20 | $3M | −7,742 | −$343K |
| ORCL - Oracle | 0.02% | Add +5.9% | 27,642 | $87.22 | $2M | +1,546 | +$137K |
| SNA - Snap On | 0.02% | Reduce −2.1% | 10,460 | $215.39 | $2M | −225 | +$20K |
| SKYT - Skywater Technology | 0.02% | Add +0.2% | 138,753 | $16.22 | $2M | +288 | −$2M |
| IDXX - Idexx Labs | 0.02% | Reduce −0.4% | 3,390 | $658.41 | $2M | −14 | +$115K |
| PEP - Pepsico | 0.02% | Add +4.0% | 12,589 | $173.72 | $2M | +489 | +$367K |
| CSCO - Cisco Sys | 0.02% | Add +23.9% | 33,424 | $63.37 | $2M | +6,437 | +$649K |
| UNP - Union Pac | 0.02% | Reduce −1.2% | 8,327 | $251.95 | $2M | −100 | +$446K |
| IVV - Ishares Tr | 0.02% | Add +3.0% | 4,072 | $476.92 | $2M | +117 | +$238K |
| AMGN - Amgen | 0.02% | Reduce −0.7% | 8,567 | $224.93 | $2M | −63 | +$92K |
| LOW - Lowes Cos | 0.02% | Add +1.4% | 7,335 | $258.49 | $2M | +100 | +$428K |
| COST - Costco Whsl | 0.02% | Add +19.5% | 3,174 | $567.74 | $2M | +518 | +$609K |
| CTAS - Cintas | 0.02% | Reduce −0.2% | 3,950 | $443.29 | $2M | −9 | +$244K |
| KO - Coca Cola | 0.02% | Reduce −2.4% | 28,862 | $59.21 | $2M | −717 | +$157K |
| ALRS - Alerus Finl | 0.02% | New | 58,100 | $29.28 | $2M | +58,100 | +$2M |
| SCHF - Schwab Strategic Tr | 0.02% | Hold | 43,000 | $38.86 | $2M | — | — |
| CAT - Caterpillar | 0.01% | Add +7.3% | 7,320 | $206.69 | $2M | +498 | +$203K |
| Allete | 0.01% | Reduce −12.6% | 20,088 | $66.36 | $1M | −2,909 | −$36K |
| NSC - Norfolk Southn | 0.01% | Add +0.5% | 4,393 | $297.75 | $1M | +20 | +$262K |
| QQQ - Invesco Qqq Tr | 0.01% | Add +127.7% | 2,858 | $397.83 | $1M | +1,603 | +$688K |
| HYLN - Hyliion | 0.01% | Add +16.4% | 172,767 | $6.20 | $1M | +24,400 | −$175K |
| PAYX - Paychex | 0.01% | Add +183.2% | 7,730 | $136.48 | $1M | +5,000 | +$748K |
| VCEL - Vericel | 0.01% | Reduce −1.4% | 26,825 | $39.29 | $1M | −375 | −$273K |
| SBUX - Starbucks | 0.01% | Add +3.7% | 8,810 | $116.91 | $1M | +311 | +$92K |
| CVRX — | 0.01% | New | 82,050 | $12.22 | $1M | +82,050 | +$1M |
| META - Meta Platforms · CL A | 0.01% | Add +3.7% | 2,925 | $336.41 | $984K | +105 | +$27K |
| BDX - Becton Dickinson & | 0.01% | Reduce −0.8% | 3,851 | $251.36 | $968K | −33 | +$13K |
| DLX - Deluxe | 0.01% | Reduce −0.2% | 30,036 | $32.09 | $964K | −59 | −$116K |
| COP - Conocophillips | 0.01% | Reduce −3.7% | 13,249 | $72.16 | $956K | −505 | +$24K |
| RTX - Raytheon Technologies | 0.01% | Add +12.0% | 11,062 | $86.06 | $952K | +1,186 | +$103K |
| WY - Weyerhaeuser Mtn Be | 0.01% | Add +0.3% | 22,607 | $41.18 | $931K | +57 | +$129K |
| TMO - Thermo Fisher Scientific | 0.01% | Add +4.7% | 1,204 | $666.94 | $803K | +54 | +$146K |
| NVEC - NVE | 0.01% | Reduce −40.5% | 10,999 | $68.28 | $751K | −7,495 | −$432K |
| WMT - Walmart | 0.01% | Reduce −1.9% | 5,151 | $144.63 | $745K | −100 | +$13K |
| ADBE - Adobe Systems | 0.01% | Hold | 1,310 | $567.18 | $743K | — | — |
| NKE - NIKE · CL B | 0.01% | Add +9.9% | 4,437 | $166.78 | $740K | +400 | +$154K |
| CSX - CSX Corp | 0.01% | Reduce −4.7% | 18,342 | $37.62 | $690K | −900 | +$118K |
| Shyft Group | 0.01% | Add +2.7% | 13,557 | $49.13 | $666K | +357 | +$164K |
| AMP - Ameriprise Finl | 0.01% | Reduce −7.9% | 2,175 | $301.61 | $656K | −187 | +$32K |
| T - At T | 0.01% | Reduce −11.3% | 25,487 | $24.60 | $627K | −3,246 | −$149K |
| BAC - Bank of America | 0.01% | Add +1.2% | 13,516 | $44.47 | $601K | +161 | +$34K |
| XLK - Select Sector Spdr Tr | 0.01% | Hold | 3,452 | $173.81 | $600K | — | — |
| BA - Boeing | 0.01% | Reduce −16.5% | 2,944 | $201.43 | $593K | −581 | −$182K |
| EFA - Ishares Tr | 0.01% | Add +143.2% | 7,519 | $78.73 | $592K | +4,427 | +$351K |
| AMT - American Tower | 0.01% | Hold | 2,020 | $292.57 | $591K | — | — |
| VTI - Vanguard Index Fds | 0.01% | Reduce −3.7% | 2,411 | $241.39 | $582K | −93 | +$26K |
| IBM — | 0.01% | Reduce −22.9% | 4,114 | $133.69 | $550K | −1,221 | −$191K |
| TSLA - Tesla | 0.01% | Hold | 518 | $1,056 | $547K | — | — |
| ACN - Accenture Ireland · CLASS A | 0.01% | Hold | 1,310 | $414.50 | $543K | — | — |
| Patterson Cos | 0.01% | Reduce −88.1% | 18,502 | $29.35 | $543K | −137,063 | −$4M |
| ITW - Illinois Tool Wks | 0.00% | Add +19.6% | 2,151 | $246.86 | $531K | +352 | +$159K |
| HWKN - Hawkins | 0.00% | Hold | 13,320 | $39.41 | $525K | — | — |
| MA - Mastercard · CL A | 0.00% | Hold | 1,438 | $359.53 | $517K | — | — |
| NEE - Nextera Energy | 0.00% | Add +91.5% | 5,530 | $93.31 | $516K | +2,642 | +$289K |
| IWR - Ishares Tr | 0.00% | Add +75.1% | 5,864 | $83.05 | $487K | +2,516 | +$225K |
| VIG - Vanguard Specialized Funds | 0.00% | Hold | 2,791 | $171.62 | $479K | — | — |
| Nuveen Minn Quality Mun Inm | 0.00% | Hold | 31,200 | $15.03 | $469K | — | — |
| PM - Philip Morris Intl | 0.00% | Reduce −2.1% | 4,723 | $95.07 | $449K | −100 | −$8K |
| HBAN - Huntington Bancshares | 0.00% | Hold | 28,117 | $15.44 | $434K | — | — |
| WEC - WEC Energy Group | 0.00% | Reduce −39.3% | 4,444 | $96.98 | $431K | −2,875 | −$215K |
| DE - Deere | 0.00% | Add +36.1% | 1,243 | $342.72 | $426K | +330 | +$120K |
| PSX - Phillips 66 | 0.00% | Reduce −2.1% | 5,780 | $72.49 | $419K | −121 | +$6K |
| ZTS - Zoetis · CL A | 0.00% | Add +5.4% | 1,704 | $244.13 | $416K | +87 | +$102K |
| D - Dominion Energy | 0.00% | Add +9.3% | 5,064 | $78.59 | $398K | +432 | +$60K |
| Walgreens Boots Alliance | 0.00% | Reduce −2.1% | 7,075 | $52.16 | $369K | −150 | +$29K |
| VGT - Vanguard World Fds | 0.00% | Reduce −6.4% | 730 | $457.53 | $334K | −50 | +$21K |
| DHR - Danaher | 0.00% | Add +4.1% | 959 | $329.51 | $316K | +38 | +$36K |
| BX - Blackstone | 0.00% | Reduce −40.8% | 2,427 | $129.38 | $314K | −1,673 | −$163K |
| F - Ford Mtr Del | 0.00% | Reduce −21.1% | 15,000 | $20.80 | $312K | −4,000 | +$43K |
| CMCSA - Comcast · CL A | 0.00% | Add +8.8% | 6,088 | $50.26 | $306K | +491 | −$7K |
| CARR - Carrier Global | 0.00% | Reduce −7.7% | 5,261 | $54.17 | $285K | −439 | −$10K |
| PLUG - Plug Power | 0.00% | Hold | 10,000 | $28.20 | $282K | — | — |
| GPC - Genuine Parts | 0.00% | Hold | 1,950 | $140.00 | $273K | — | — |
| CMI - Cummins | 0.00% | Add +32.7% | 1,231 | $218.52 | $269K | +303 | +$61K |
| SONY - SONY Group | 0.00% | Hold | 2,125 | $126.59 | $269K | — | — |
| AMAT - Applied Matls | 0.00% | Reduce −69.4% | 1,675 | $157.61 | $264K | −3,802 | −$441K |
| MKC - Mccormick & | 0.00% | Hold | 2,700 | $96.67 | $261K | — | — |
| DUK - DUKE Energy | 0.00% | Reduce −4.2% | 2,467 | $104.99 | $259K | −107 | +$8K |
| IPGP - Ipg Photonics | 0.00% | Hold | 1,500 | $172.00 | $258K | — | — |
| VUG - Vanguard Index Fds | 0.00% | Hold | 803 | $321.30 | $258K | — | — |
| AXGN - Axogen | 0.00% | Hold | 27,299 | $9.38 | $256K | — | — |
| BIIB - Biogen | 0.00% | Hold | 1,025 | $240.00 | $246K | — | — |
| MDLZ - Mondelez Intl · CL A | 0.00% | Reduce −17.2% | 3,702 | $66.18 | $245K | −769 | −$15K |
| OTIS - Otis Worldwide | 0.00% | Hold | 2,784 | $86.93 | $242K | — | — |
| Fleetcor Technologies | 0.00% | Add +7.4% | 1,074 | $223.46 | $240K | +74 | −$21K |
| SO - Southern | 0.00% | Reduce −15.8% | 3,500 | $68.57 | $240K | −658 | −$18K |
| MO - Altria Group | 0.00% | Add 0.0% | 5,021 | $47.40 | $238K | +2 | +$10K |
| TT - Trane Technologies | 0.00% | Hold | 1,179 | $201.87 | $238K | — | — |
| IXN - Ishares Tr | 0.00% | Hold | 3,684 | $64.33 | $237K | — | — |
| ADSK - Autodesk | 0.00% | Hold | 825 | $281.21 | $232K | — | — |
| AME - Ametek | 0.00% | Reduce −39.0% | 1,471 | $146.84 | $216K | −940 | −$83K |
| EPD - Enterprise Prods Partners L | 0.00% | Hold | 9,600 | $21.98 | $211K | — | — |
| GE - GE Aerospace | 0.00% | Reduce −6.1% | 2,193 | $94.39 | $207K | −143 | −$34K |
| PCT - Pure Cycle | 0.00% | Add +18.5% | 14,047 | $14.59 | $205K | +2,192 | +$47K |
| BSX - Boston Scientific | 0.00% | Hold | 4,768 | $42.58 | $203K | — | — |
| Core Laboratories | 0.00% | Hold | 9,085 | $22.34 | $203K | — | — |
Showing top 50 of 206 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Coresite Rlty | 1.47% | Exit | 0 | $138.54 | $146M | −1,057,458 | −$146M |
| Microvast | 0.01% | Exit | 0 | $8.22 | $576K | −70,100 | −$576K |
| EXC - Exelon | — | Exit | 0 | $48.26 | $303K | −6,278 | −$303K |
| XYZ - Block · CL A | — | Exit | 0 | $240.00 | $240K | −1,000 | −$240K |
| Mdu Res Group | — | Exit | 0 | $29.62 | $235K | −7,933 | −$235K |
| BP - BP PLC | — | Exit | 0 | $27.37 | $206K | −7,526 | −$206K |
| Reata Pharmaceuticals · CL A | — | Exit | 0 | $100.50 | $201K | −2,000 | −$201K |
| XYL - Xylem | — | Exit | 0 | $123.46 | $200K | −1,620 | −$200K |
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