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
| GOOG - Alphabet · CL C | 6.48% | Reduce −1.0% | 230,295 | $2,793 | $643M | −2,399 | −$30M |
| MSFT - Microsoft | 6.38% | Add +2.0% | 2,054,792 | $308.31 | $634M | +39,987 | −$44M |
| UNH - Unitedhealth Group | 4.53% | Reduce −4.0% | 880,991 | $509.97 | $449M | −36,546 | −$11M |
| AMZN - Amazon | 4.02% | Add +5.9% | 122,424 | $3,260 | $399M | +6,823 | +$14M |
| USB - US Bancorp Del | 3.60% | Reduce 0.0% | 6,722,688 | $53.15 | $357M | −199 | −$20M |
| ECL - Ecolab | 3.21% | Reduce −0.4% | 1,807,055 | $176.56 | $319M | −6,405 | −$106M |
| MDT - Medtronic | 2.94% | Reduce −3.5% | 2,633,624 | $110.95 | $292M | −95,746 | +$10M |
| GGG - Graco | 2.90% | Reduce −0.2% | 4,131,668 | $69.72 | $288M | −8,657 | −$46M |
| TECH - Bio-Techne | 2.87% | Add +0.6% | 657,962 | $433.04 | $285M | +4,147 | −$53M |
| JNJ - Johnson & Johnson | 2.78% | Add +0.2% | 1,555,068 | $177.23 | $276M | +3,842 | +$10M |
| NVDA - Nvidia | 2.65% | Reduce −16.4% | 963,429 | $272.86 | $263M | −189,244 | −$76M |
| HRL - Hormel Foods | 2.61% | Add +2.5% | 5,022,430 | $51.54 | $259M | +123,445 | +$20M |
| TTC - TORO | 2.46% | Add +5.0% | 2,859,373 | $85.49 | $244M | +135,384 | −$28M |
| LFUS - Littelfuse | 2.10% | Add +4.1% | 835,547 | $249.41 | $208M | +32,923 | −$44M |
| FISV - Fiserv | 2.07% | Reduce −2.7% | 2,030,783 | $101.40 | $206M | −56,297 | −$11M |
| FAST - Fastenal | 1.94% | Reduce −2.5% | 3,238,528 | $59.40 | $192M | −82,493 | −$20M |
| MSI - Motorola Solutions | 1.89% | Reduce −0.2% | 775,708 | $242.20 | $188M | −1,666 | −$23M |
| LLY - Lilly Eli & | 1.88% | Reduce −1.7% | 651,512 | $286.37 | $187M | −11,502 | +$3M |
| QCOM - Qualcomm | 1.87% | Add +7.6% | 1,216,118 | $152.82 | $186M | +85,663 | −$21M |
| V - VISA · CL A | 1.83% | Reduce −22.6% | 821,101 | $221.77 | $182M | −239,691 | −$48M |
| WFC - Wells Fargo | 1.75% | Reduce −2.4% | 3,578,234 | $48.46 | $173M | −89,314 | −$3M |
| ABT - Abbott Labs | 1.74% | Reduce −2.4% | 1,463,229 | $118.36 | $173M | −36,370 | −$38M |
| DCI - Donaldson | 1.73% | Reduce −0.5% | 3,309,202 | $51.93 | $172M | −16,608 | −$25M |
| FUL - Fuller H B | 1.70% | Reduce −5.3% | 2,559,376 | $66.07 | $169M | −143,377 | −$50M |
| SCHW - Schwab Charles | 1.65% | Add +2.2% | 1,946,761 | $84.31 | $164M | +41,349 | +$4M |
| CHRW - C H Robinson Worldwide | 1.44% | Reduce −1.0% | 1,325,428 | $107.71 | $143M | −12,895 | −$1M |
| SHW - Sherwin Williams | 1.44% | Add +5.6% | 571,800 | $249.62 | $143M | +30,444 | −$48M |
| HON - Honeywell Intl | 1.40% | Reduce −1.3% | 713,774 | $194.58 | $139M | −9,460 | −$12M |
| MMM - 3M | 1.37% | Reduce −3.2% | 915,187 | $148.88 | $136M | −30,439 | −$32M |
| NVT - Nvent Electric | 1.34% | Reduce −0.6% | 3,818,268 | $34.78 | $133M | −24,932 | −$13M |
| TNC - Tennant | 1.32% | Reduce −0.8% | 1,667,206 | $78.80 | $131M | −12,896 | −$5M |
| DIS - Disney Walt | 1.32% | Reduce −4.8% | 951,774 | $137.16 | $131M | −48,127 | −$24M |
| HD - Home Depot | 1.26% | Add +0.4% | 416,417 | $299.33 | $125M | +1,796 | −$47M |
| SYY - Sysco | 1.24% | Add +6.4% | 1,511,657 | $81.65 | $123M | +90,403 | +$12M |
| TGT - Target | 1.18% | Reduce −1.2% | 553,535 | $212.22 | $117M | −6,791 | −$12M |
| PFG - Principal Financial | 1.05% | Reduce −3.5% | 1,425,775 | $73.41 | $105M | −51,239 | −$2M |
| CRM - Salesforce | 0.84% | Add +62.3% | 391,941 | $212.32 | $83M | +150,424 | +$22M |
| ENTG - Entegris | 0.70% | Add +140.1% | 531,920 | $131.26 | $70M | +310,340 | +$39M |
| JPM - Jpmorgan Chase & | 0.69% | Add +107.3% | 505,206 | $136.32 | $69M | +261,525 | +$30M |
| ROK - Rockwell Automation | 0.66% | Add +57.2% | 234,328 | $280.03 | $66M | +85,255 | +$14M |
| AXP - American Express | 0.63% | Reduce −15.3% | 336,362 | $187.00 | $63M | −60,765 | −$2M |
| NTRS - Northern Tr | 0.62% | New | 525,908 | $116.45 | $61M | +525,908 | +$61M |
| JAMF | 0.59% | Add +4.1% | 1,686,077 | $34.81 | $59M | +66,727 | −$3M |
| WK - Workiva · CL A | 0.57% | Add +20.1% | 479,531 | $118.00 | $57M | +80,100 | +$4M |
| DGII - Digi Intl | 0.54% | Reduce −3.2% | 2,468,136 | $21.52 | $53M | −81,276 | −$10M |
| UPS - United Parcel Service · CL B | 0.53% | Reduce −0.9% | 243,783 | $214.46 | $52M | −2,132 | −$427K |
| PII - Polaris | 0.50% | Add +17.8% | 469,638 | $105.32 | $49M | +70,928 | +$6M |
| LNT - Alliant Energy | 0.49% | Reduce −0.1% | 773,831 | $62.48 | $48M | −1,153 | +$711K |
| ONB - Old Natl Bancorp Ind | 0.43% | Add +7.3% | 2,619,073 | $16.38 | $43M | +179,168 | −$1M |
| BAX - Baxter Intl | 0.40% | Reduce −0.4% | 514,428 | $77.54 | $40M | −2,040 | −$4M |
| INSP - Inspire Med Sys | 0.34% | Reduce −22.6% | 132,439 | $256.69 | $34M | −38,644 | −$5M |
| PFE - Pfizer | 0.31% | Reduce −20.1% | 600,252 | $51.77 | $31M | −151,046 | −$13M |
| Sleep Number | 0.28% | Add +11.8% | 553,202 | $50.71 | $28M | +58,563 | −$10M |
| Gentherm | 0.28% | Reduce −10.2% | 379,977 | $73.04 | $28M | −43,084 | −$9M |
| PG - Procter And Gamble | 0.26% | Reduce 0.0% | 169,754 | $152.80 | $26M | −84 | −$2M |
| GNRC - Generac | 0.25% | Add +0.9% | 84,583 | $297.26 | $25M | +755 | −$4M |
| AAPL - Apple | 0.24% | Add +0.6% | 138,024 | $174.61 | $24M | +837 | −$260K |
| XEL - XCEL Energy | 0.21% | Add +3.3% | 291,857 | $72.17 | $21M | +9,230 | +$2M |
| GIS - General Mls | 0.21% | Reduce −8.5% | 307,642 | $67.72 | $21M | −28,712 | −$2M |
| CFR - Cullen Frost Bankers | 0.19% | Reduce −4.9% | 136,871 | $138.41 | $19M | −6,997 | +$807K |
| BMI - Badger Meter | 0.18% | Reduce −7.3% | 177,718 | $99.71 | $18M | −13,920 | −$3M |
| HSY - Hershey | 0.17% | Add +0.2% | 79,737 | $216.62 | $17M | +137 | +$2M |
| TRV - Travelers Companies | 0.17% | Reduce −7.4% | 93,619 | $182.73 | $17M | −7,490 | +$1M |
| AIR - AAR | 0.17% | Reduce −8.8% | 347,705 | $48.43 | $17M | −33,567 | +$2M |
| SPY - Spdr S&P 500 ETF Tr | 0.16% | Add +0.8% | 34,989 | $451.63 | $16M | +268 | −$689K |
| GLW - Corning | 0.16% | Reduce −75.2% | 421,905 | $36.91 | $16M | −1,280,564 | −$48M |
| WTFC - Wintrust Finl | 0.15% | Reduce −15.4% | 161,621 | $92.93 | $15M | −29,522 | −$2M |
| OSK - Oshkosh | 0.15% | Reduce −9.0% | 143,405 | $100.65 | $14M | −14,219 | −$3M |
| CASY - Caseys Gen Stores | 0.14% | Add +3.2% | 72,285 | $198.17 | $14M | +2,217 | +$497K |
| TXN - Texas Instrs | 0.14% | Add +4.6% | 78,019 | $183.48 | $14M | +3,459 | +$263K |
| GBCI - Glacier Bancorp | 0.14% | Add +3.4% | 277,537 | $50.28 | $14M | +9,241 | −$1M |
| Catalent | 0.14% | Add +9.9% | 123,970 | $110.90 | $14M | +11,128 | −$699K |
| ELAN - Elanco Animal Health | 0.11% | Reduce −39.2% | 416,032 | $26.09 | $11M | −267,920 | −$9M |
| ZBH - Zimmer Biomet | 0.11% | Reduce −45.0% | 84,409 | $127.90 | $11M | −69,165 | −$9M |
| Marcus Del | 0.10% | Add +4.7% | 587,730 | $17.70 | $10M | +26,162 | +$373K |
| PNR - Pentair | 0.10% | Reduce −3.3% | 183,948 | $54.21 | $10M | −6,234 | −$4M |
| EMR - Emerson Elec | 0.10% | Reduce −12.9% | 101,633 | $98.05 | $10M | −15,106 | −$888K |
| INTC - Intel | 0.10% | Reduce −5.8% | 201,005 | $49.56 | $10M | −12,332 | −$1M |
| PLXS - Plexus | 0.10% | Add +18.8% | 118,869 | $81.81 | $10M | +18,774 | +$127K |
| BKH - Black Hills | 0.09% | Reduce −5.0% | 120,826 | $77.02 | $9M | −6,320 | +$333K |
| HUBG - HUB Group · CL A | 0.09% | Add +11.8% | 120,187 | $77.21 | $9M | +12,686 | +$224K |
| Physicians Rlty Tr | 0.09% | Reduce −7.2% | 524,186 | $17.54 | $9M | −40,704 | −$1M |
| QCRH - QCR | 0.09% | Reduce −0.1% | 156,152 | $56.59 | $9M | −137 | +$85K |
| BRK.B - Berkshire Hathaway · CL B | 0.09% | Add +0.9% | 23,934 | $352.93 | $8M | +222 | +$1M |
| First Intst Bancsystem · CL A | 0.08% | New | 219,773 | $36.77 | $8M | +219,773 | +$8M |
| ABBV - Abbvie | 0.08% | Reduce −5.0% | 49,781 | $162.11 | $8M | −2,613 | +$976K |
| ASB - Associated Banc | 0.08% | Reduce −0.4% | 344,057 | $22.76 | $8M | −1,467 | +$26K |
| CVX - Chevron | 0.08% | Reduce −22.4% | 46,969 | $162.83 | $8M | −13,568 | +$544K |
| AZEK · CL A | 0.08% | Add +57.7% | 306,536 | $24.84 | $8M | +112,110 | −$1M |
| ADP - Automatic Data Processing | 0.08% | Add +73.1% | 33,022 | $227.55 | $8M | +13,945 | +$3M |
| NWE - Northwestern | 0.07% | Reduce −8.4% | 122,047 | $60.49 | $7M | −11,147 | −$230K |
| Envestnet | 0.07% | Reduce −0.1% | 97,901 | $74.44 | $7M | −64 | −$485K |
| Intricon | 0.06% | Reduce −38.0% | 268,845 | $23.86 | $6M | −164,657 | −$595K |
| MGPI - Mgp Ingredients | 0.06% | Reduce −0.1% | 72,570 | $85.59 | $6M | −44 | +$40K |
| EPAC - Enerpac Tool Group · CL A | 0.06% | Reduce −25.7% | 262,286 | $21.89 | $6M | −90,873 | −$1M |
| BMY - Bristol-Myers Squibb | 0.05% | Reduce −2.4% | 68,771 | $73.02 | $5M | −1,668 | +$630K |
| Activision Blizzard | 0.05% | Reduce −94.1% | 61,823 | $80.12 | $5M | −990,174 | −$65M |
| MRK - Merck & | 0.05% | Reduce −5.3% | 60,145 | $82.05 | $5M | −3,357 | +$68K |
| SCHB - Schwab Strategic Tr | 0.05% | Add +100.0% | 90,740 | $53.39 | $5M | +45,370 | −$282K |
| PRLB - Proto Labs | 0.05% | Reduce −19.6% | 91,198 | $52.90 | $5M | −22,213 | −$1M |
| VZ - Verizon Communications | 0.05% | Reduce −6.4% | 88,453 | $50.94 | $5M | −6,079 | −$406K |
| Cmc Materials | 0.05% | Reduce −75.8% | 24,253 | $185.42 | $4M | −76,036 | −$15M |
| Cambium Networks | 0.05% | Add +41.6% | 189,042 | $23.64 | $4M | +55,561 | +$1M |
| ALRS - Alerus Finl | 0.04% | Add +143.2% | 141,296 | $27.64 | $4M | +83,196 | +$2M |
| BRK.A - Berkshire Hathaway · CL A | 0.04% | Hold | 7 | $528,857 | $4M | — | — |
| GOOGL - Alphabet · CL A | 0.04% | Add +2.5% | 1,328 | $2,782 | $4M | +33 | −$58K |
| MCD - Mcdonalds | 0.04% | Reduce −1.6% | 14,251 | $247.28 | $4M | −238 | −$360K |
| XOM - Exxon Mobil | 0.04% | Reduce −9.5% | 42,648 | $82.58 | $4M | −4,477 | +$638K |
| Surmodics | 0.03% | Add +18.4% | 71,604 | $45.33 | $3M | +11,140 | +$335K |
| Cyberoptics | 0.03% | Reduce −0.2% | 76,639 | $40.58 | $3M | −167 | −$461K |
| KMB - Kimberly-Clark | 0.03% | Reduce −23.5% | 24,794 | $123.17 | $3M | −7,596 | −$2M |
| AMCR - Amcor | 0.02% | Reduce −14.9% | 212,383 | $11.33 | $2M | −37,100 | −$590K |
| UNP - Union Pac | 0.02% | Add +3.0% | 8,577 | $273.17 | $2M | +250 | +$245K |
| ORCL - Oracle | 0.02% | Add +0.1% | 27,660 | $82.72 | $2M | +18 | −$123K |
| SKYT - Skywater Technology | 0.02% | Add +47.4% | 204,511 | $10.83 | $2M | +65,758 | −$36K |
| AMGN - Amgen | 0.02% | Add +1.5% | 8,692 | $241.83 | $2M | +125 | +$175K |
| PEP - Pepsico | 0.02% | Reduce −1.0% | 12,464 | $167.36 | $2M | −125 | −$101K |
| JBTM - John Bean Technologies | 0.02% | New | 17,365 | $118.46 | $2M | +17,365 | +$2M |
| SNA - Snap On | 0.02% | Reduce −9.0% | 9,519 | $205.48 | $2M | −941 | −$297K |
| CSCO - Cisco Sys | 0.02% | Add +4.1% | 34,780 | $55.75 | $2M | +1,356 | −$179K |
| IDXX - Idexx Labs | 0.02% | Add +3.8% | 3,518 | $547.19 | $2M | +128 | −$307K |
| IVV - Ishares Tr | 0.02% | Reduce −0.2% | 4,062 | $453.72 | $2M | −10 | −$99K |
| COST - Costco Whsl | 0.02% | Add +0.1% | 3,178 | $575.83 | $2M | +4 | +$28K |
| KO - Coca Cola | 0.02% | Add +0.1% | 28,888 | $62.00 | $2M | +26 | +$82K |
| CAT - Caterpillar | 0.02% | Add +4.1% | 7,620 | $222.83 | $2M | +300 | +$185K |
| CTAS - Cintas | 0.02% | Reduce −2.7% | 3,845 | $425.49 | $2M | −105 | −$115K |
| SCHF - Schwab Strategic Tr | 0.02% | Hold | 43,000 | $36.72 | $2M | — | — |
| LOW - Lowes Cos | 0.01% | Reduce −2.0% | 7,185 | $202.23 | $1M | −150 | −$443K |
| COP - Conocophillips | 0.01% | Reduce −5.9% | 12,473 | $99.98 | $1M | −776 | +$291K |
| NSC - Norfolk Southn | 0.01% | Reduce −1.1% | 4,343 | $285.29 | $1M | −50 | −$69K |
| Allete | 0.01% | Reduce −8.7% | 18,338 | $66.96 | $1M | −1,750 | −$105K |
| BDX - Becton Dickinson & | 0.01% | Add +6.5% | 4,101 | $266.03 | $1M | +250 | +$123K |
| RTX - Raytheon Technologies | 0.01% | Reduce −2.8% | 10,755 | $99.02 | $1M | −307 | +$113K |
| QQQ - Invesco Qqq Tr | 0.01% | Reduce −0.9% | 2,832 | $362.64 | $1M | −26 | −$110K |
| VCEL - Vericel | 0.01% | Reduce −1.2% | 26,490 | $38.20 | $1M | −335 | −$42K |
| DLX - Deluxe | 0.01% | Reduce −1.1% | 29,719 | $30.25 | $899K | −317 | −$65K |
| SBUX - Starbucks | 0.01% | Add +11.3% | 9,805 | $90.97 | $892K | +995 | −$138K |
| WY - Weyerhaeuser Mtn Be | 0.01% | Hold | 22,607 | $37.91 | $857K | — | — |
| WMT - Walmart | 0.01% | Add +7.0% | 5,514 | $148.89 | $821K | +363 | +$76K |
| PAYX - Paychex | 0.01% | Reduce −25.9% | 5,730 | $136.47 | $782K | −2,000 | −$273K |
| HYLN - Hyliion | 0.01% | Hold | 172,767 | $4.43 | $765K | — | — |
| CSX - CSX Corp | 0.01% | Add +8.8% | 19,949 | $37.45 | $747K | +1,607 | +$57K |
| TMO - Thermo Fisher Scientific | 0.01% | Hold | 1,204 | $590.53 | $711K | — | — |
| WEC - WEC Energy Group | 0.01% | Add +60.2% | 7,119 | $99.87 | $711K | +2,675 | +$280K |
| AMP - Ameriprise Finl | 0.01% | Hold | 2,175 | $300.23 | $653K | — | — |
| T - At T | 0.01% | Add +4.0% | 26,518 | $23.64 | $627K | +1,031 | $— |
| HWKN - Hawkins | 0.01% | Hold | 13,320 | $45.87 | $611K | — | — |
| NKE - NIKE · CL B | 0.01% | Add +0.5% | 4,458 | $134.59 | $600K | +21 | −$140K |
| ADBE - Adobe Systems | 0.01% | Add +0.3% | 1,314 | $455.86 | $599K | +4 | −$144K |
| META - Meta Platforms · CL A | 0.01% | Reduce −10.8% | 2,608 | $222.39 | $580K | −317 | −$404K |
| BA - Boeing | 0.01% | Hold | 2,944 | $191.58 | $564K | — | — |
| TSLA - Tesla | 0.01% | Hold | 518 | $1,077 | $558K | — | — |
| XLK - Select Sector Spdr Tr | 0.01% | Hold | 3,452 | $159.04 | $549K | — | — |
| Patterson Cos | 0.01% | Reduce −8.5% | 16,930 | $32.37 | $548K | −1,572 | +$5K |
| VTI - Vanguard Index Fds | 0.01% | Reduce −0.5% | 2,400 | $227.50 | $546K | −11 | −$36K |
| CVRX — | 0.01% | Add +10.5% | 90,638 | $5.99 | $543K | +8,588 | −$460K |
| MA - Mastercard · CL A | 0.01% | Add +2.2% | 1,469 | $357.39 | $525K | +31 | +$8K |
| AMT - American Tower | 0.01% | Add +0.2% | 2,025 | $251.36 | $509K | +5 | −$82K |
| DE - Deere | 0.01% | Reduce −3.8% | 1,196 | $415.55 | $497K | −47 | +$71K |
| BAC - Bank of America | 0.00% | Reduce −10.9% | 12,044 | $41.18 | $496K | −1,472 | −$105K |
| EFA - Ishares Tr | 0.00% | Reduce −10.3% | 6,745 | $73.54 | $496K | −774 | −$96K |
| Shyft Group | 0.00% | Hold | 13,557 | $36.14 | $490K | — | — |
| AMAT - Applied Matls | 0.00% | Add +119.4% | 3,675 | $131.70 | $484K | +2,000 | +$220K |
| IBM — | 0.00% | Reduce −10.0% | 3,702 | $129.93 | $481K | −412 | −$69K |
| D - Dominion Energy | 0.00% | Add +9.9% | 5,564 | $85.01 | $473K | +500 | +$75K |
| Nuveen Minn Quality Mun Inm | 0.00% | Hold | 31,200 | $14.87 | $464K | — | — |
| NEE - Nextera Energy | 0.00% | Reduce −3.2% | 5,351 | $84.66 | $453K | −179 | −$63K |
| VIG - Vanguard Specialized Funds | 0.00% | Hold | 2,791 | $162.31 | $453K | — | — |
| ITW - Illinois Tool Wks | 0.00% | Hold | 2,151 | $209.21 | $450K | — | — |
| IWR - Ishares Tr | 0.00% | Reduce −7.2% | 5,439 | $77.96 | $424K | −425 | −$63K |
| IJR - Ishares Tr | 0.00% | Add +4.1% | 3,915 | $107.79 | $422K | +154 | −$9K |
| VNQ - Vanguard Index Fds | 0.00% | Add +1.3% | 3,813 | $108.31 | $413K | +48 | −$24K |
| PM - Philip Morris Intl | 0.00% | Reduce −8.5% | 4,323 | $93.92 | $406K | −400 | −$43K |
| PSX - Phillips 66 | 0.00% | Reduce −19.0% | 4,682 | $86.29 | $404K | −1,098 | −$15K |
| K - Kellogg | 0.00% | Add +42.4% | 6,225 | $64.42 | $401K | +1,852 | +$119K |
| MMC - Marsh & Mclennan Cos | 0.00% | Add +53.9% | 2,284 | $170.32 | $389K | +800 | +$131K |
| DHR - Danaher | 0.00% | Add +31.4% | 1,260 | $293.65 | $370K | +301 | +$54K |
| NVEC - NVE | 0.00% | Reduce −39.0% | 6,710 | $54.40 | $365K | −4,289 | −$386K |
| SONY - SONY Group | 0.00% | Add +63.3% | 3,470 | $102.59 | $356K | +1,345 | +$87K |
| Ishares Tr | 0.00% | Add +2.4% | 5,022 | $69.49 | $349K | +119 | −$17K |
| CMCSA - Comcast · CL A | 0.00% | Add +11.7% | 6,800 | $46.76 | $318K | +712 | +$12K |
| BX - Blackstone | 0.00% | Hold | 2,427 | $126.91 | $308K | — | — |
| ZTS - Zoetis · CL A | 0.00% | Reduce −9.0% | 1,550 | $188.39 | $292K | −154 | −$124K |
| MO - Altria Group | 0.00% | Add +9.0% | 5,473 | $52.26 | $286K | +452 | +$48K |
| PLUG - Plug Power | 0.00% | Hold | 10,000 | $28.60 | $286K | — | — |
| HBAN - Huntington Bancshares | 0.00% | Reduce −32.3% | 19,032 | $14.61 | $278K | −9,085 | −$156K |
| Walgreens Boots Alliance | 0.00% | Reduce −12.2% | 6,215 | $44.73 | $278K | −860 | −$91K |
| Core Laboratories | 0.00% | Reduce −4.4% | 8,685 | $31.66 | $275K | −400 | +$72K |
| CMI - Cummins | 0.00% | Add +6.7% | 1,314 | $205.48 | $270K | +83 | +$1K |
| MKC - Mccormick & | 0.00% | Hold | 2,700 | $99.63 | $269K | — | — |
| ACN - Accenture Ireland · CLASS A | 0.00% | Reduce −39.6% | 791 | $337.55 | $267K | −519 | −$276K |
| DUK - DUKE Energy | 0.00% | Reduce −3.0% | 2,392 | $111.62 | $267K | −75 | +$8K |
| CARR - Carrier Global | 0.00% | Add +5.9% | 5,571 | $45.95 | $256K | +310 | −$29K |
| F - Ford Mtr Del | 0.00% | Hold | 15,000 | $16.93 | $254K | — | — |
| SO - Southern | 0.00% | Hold | 3,500 | $72.57 | $254K | — | — |
| VGT - Vanguard World Fds | 0.00% | Reduce −16.4% | 610 | $416.39 | $254K | −120 | −$80K |
| BSX - Boston Scientific | 0.00% | Add +11.9% | 5,337 | $44.22 | $236K | +569 | +$33K |
| VUG - Vanguard Index Fds | 0.00% | Hold | 803 | $287.67 | $231K | — | — |
| OTIS - Otis Worldwide | 0.00% | Add +7.2% | 2,984 | $77.08 | $230K | +200 | −$12K |
| MDLZ - Mondelez Intl · CL A | 0.00% | Reduce −2.5% | 3,609 | $62.90 | $227K | −93 | −$18K |
| EPD - Enterprise Prods Partners L | 0.00% | Reduce −10.4% | 8,600 | $25.81 | $222K | −1,000 | +$11K |
| BIIB - Biogen | 0.00% | Hold | 1,025 | $210.73 | $216K | — | — |
| GPC - Genuine Parts | 0.00% | Reduce −12.8% | 1,700 | $125.88 | $214K | −250 | −$59K |
| AXGN - Axogen | 0.00% | Reduce −4.6% | 26,042 | $7.95 | $207K | −1,257 | −$49K |
| NVS - Novartis AG | 0.00% | Reduce −9.0% | 2,309 | $87.92 | $203K | −227 | −$19K |
| NNDM - Nano Dimension | 0.00% | Hold | 10,000 | $3.60 | $36K | — | — |
Showing top 50 of 206 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Great Western Bancorp | 0.09% | Exit | 0 | $33.96 | $9M | −272,062 | −$9M |
| Cardiovascular Sys Del | 0.03% | Exit | 0 | $18.78 | $3M | −166,953 | −$3M |
| IPGP - Ipg Photonics | — | Exit | 0 | $172.00 | $258K | −1,500 | −$258K |
| Fleetcor Technologies | — | Exit | 0 | $223.46 | $240K | −1,074 | −$240K |
| TT - Trane Technologies | — | Exit | 0 | $201.87 | $238K | −1,179 | −$238K |
| IXN - Ishares Tr | — | Exit | 0 | $64.33 | $237K | −3,684 | −$237K |
| ADSK - Autodesk | — | Exit | 0 | $281.21 | $232K | −825 | −$232K |
| CL - Colgate Palmolive | — | Exit | 0 | $85.26 | $229K | −2,686 | −$229K |
| AME - Ametek | — | Exit | 0 | $146.84 | $216K | −1,471 | −$216K |
| AVGO - Broadcom | — | Exit | 0 | $664.62 | $216K | −325 | −$216K |
| GE - GE Aerospace | — | Exit | 0 | $94.39 | $207K | −2,193 | −$207K |
| EW - Edwards Lifesciences | — | Exit | 0 | $129.32 | $206K | −1,593 | −$206K |
| PCT - Pure Cycle | — | Exit | 0 | $14.59 | $205K | −14,047 | −$205K |
| Ishares Tr | — | Exit | 0 | $292.51 | $203K | −694 | −$203K |
| SEIC - Sei Invts | — | Exit | 0 | $60.91 | $201K | −3,300 | −$201K |
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