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 | 6.01% | Add +1.3% | 2,044,042 | $232.90 | $476M | +26,969 | −$42M |
| GOOG - Alphabet · CL C | 5.68% | Add +1909.6% | 4,680,159 | $96.15 | $450M | +4,447,267 | −$59M |
| UNH - Unitedhealth Group | 5.06% | Reduce −4.0% | 794,763 | $505.04 | $401M | −33,199 | −$24M |
| USB - US Bancorp Del | 3.41% | Add +0.6% | 6,710,011 | $40.32 | $271M | +38,434 | −$36M |
| AMZN - Amazon | 3.40% | Reduce −9.8% | 2,384,857 | $113.00 | $269M | −258,783 | −$11M |
| TTC - TORO | 3.36% | Add +1.4% | 3,083,178 | $86.48 | $267M | +41,414 | +$36M |
| GGG - Graco | 3.25% | Add +0.3% | 4,297,629 | $59.95 | $258M | +12,541 | +$3M |
| ECL - Ecolab | 3.25% | Reduce −0.9% | 1,783,668 | $144.42 | $258M | −16,882 | −$19M |
| JNJ - Johnson & Johnson | 2.98% | Reduce −1.4% | 1,445,685 | $163.36 | $236M | −20,964 | −$24M |
| MDT - Medtronic | 2.84% | Add +8.5% | 2,785,370 | $80.75 | $225M | +217,977 | −$6M |
| HRL - Hormel Foods | 2.72% | Reduce −0.6% | 4,743,685 | $45.44 | $216M | −26,283 | −$10M |
| TECH - Bio-Techne | 2.41% | Add +2.7% | 673,620 | $284.00 | $191M | +17,690 | −$36M |
| FISV - Fiserv | 2.36% | Reduce −2.6% | 1,998,658 | $93.57 | $187M | −54,320 | +$4M |
| LFUS - Littelfuse | 2.23% | Add +3.5% | 890,836 | $198.69 | $177M | +30,324 | −$42M |
| LLY - Lilly Eli & | 2.03% | Reduce −5.0% | 498,053 | $323.35 | $161M | −26,191 | −$9M |
| FUL - Fuller H B | 1.96% | Add +1.5% | 2,588,675 | $60.10 | $156M | +38,000 | +$2M |
| QCOM - Qualcomm | 1.92% | Add +1.8% | 1,346,280 | $112.98 | $152M | +23,203 | −$17M |
| DCI - Donaldson | 1.86% | Reduce −3.2% | 3,013,809 | $49.01 | $148M | −100,198 | −$2M |
| WFC - Wells Fargo | 1.85% | Add +0.2% | 3,649,421 | $40.22 | $147M | +7,107 | +$4M |
| MSI - Motorola Solutions | 1.81% | Reduce −14.6% | 640,730 | $223.97 | $144M | −109,791 | −$14M |
| ABT - Abbott Labs | 1.76% | Reduce −0.6% | 1,438,192 | $96.76 | $139M | −9,380 | −$18M |
| FAST - Fastenal | 1.73% | Reduce −0.9% | 2,986,369 | $46.04 | $137M | −28,256 | −$13M |
| NVDA - Nvidia | 1.64% | Add +7.5% | 1,070,959 | $121.39 | $130M | +74,480 | −$21M |
| SCHW - Schwab Charles | 1.54% | Reduce −16.6% | 1,694,787 | $71.87 | $122M | −337,126 | −$7M |
| NVT - Nvent Electric | 1.47% | Reduce −3.2% | 3,692,480 | $31.61 | $117M | −121,058 | −$3M |
| SHW - Sherwin Williams | 1.47% | Reduce −0.1% | 569,613 | $204.75 | $117M | −363 | −$11M |
| HON - Honeywell Intl | 1.45% | Reduce −1.0% | 688,226 | $166.97 | $115M | −6,612 | −$6M |
| V - VISA · CL A | 1.43% | Reduce −0.3% | 637,760 | $177.65 | $113M | −1,612 | −$13M |
| CHRW - C H Robinson Worldwide | 1.32% | Reduce −6.3% | 1,084,775 | $96.31 | $104M | −73,281 | −$13M |
| JPM - Jpmorgan Chase & | 1.27% | Add +86.7% | 960,193 | $104.50 | $100M | +445,939 | +$42M |
| PFG - Principal Financial | 1.26% | Add 0.0% | 1,379,898 | $72.15 | $100M | +605 | +$7M |
| TNC - Tennant | 1.19% | Add +0.7% | 1,673,332 | $56.56 | $95M | +12,119 | −$4M |
| DIS - Disney Walt | 1.11% | Reduce −3.5% | 928,687 | $94.33 | $88M | −33,330 | −$3M |
| CRM - Salesforce | 1.10% | Add +11.8% | 604,688 | $143.84 | $87M | +63,716 | −$2M |
| SYY - Sysco | 1.09% | Reduce −13.2% | 1,221,816 | $70.71 | $86M | −186,606 | −$33M |
| TGT - Target | 1.08% | Add +0.8% | 576,633 | $148.39 | $86M | +4,840 | +$5M |
| HD - Home Depot | 1.07% | Reduce −10.0% | 307,299 | $275.94 | $85M | −34,319 | −$9M |
| ROK - Rockwell Automation | 0.94% | Add +11.5% | 346,760 | $215.11 | $75M | +35,697 | +$13M |
| MMM - 3M | 0.92% | Reduce −11.0% | 660,842 | $110.50 | $73M | −81,757 | −$23M |
| ENTG - Entegris | 0.85% | Add +10.4% | 813,055 | $83.02 | $68M | +76,402 | −$368K |
| WK - Workiva · CL A | 0.78% | Add +12.6% | 796,742 | $77.80 | $62M | +89,136 | +$15M |
| NTRS - Northern Tr | 0.69% | Add +6.8% | 636,165 | $85.56 | $54M | +40,649 | −$3M |
| DGII - Digi Intl | 0.69% | Reduce −19.3% | 1,574,060 | $34.57 | $54M | −375,653 | +$7M |
| PII - Polaris | 0.58% | Reduce 0.0% | 477,186 | $95.65 | $46M | −94 | −$2M |
| JAMF | 0.55% | Add +3.9% | 1,954,509 | $22.16 | $43M | +73,057 | −$3M |
| ONB - Old Natl Bancorp Ind | 0.54% | Hold | 2,611,595 | $16.47 | $43M | — | — |
| AXP - American Express | 0.51% | Reduce −1.7% | 298,090 | $134.91 | $40M | −5,123 | −$2M |
| GNRC - Generac | 0.50% | Add +48.5% | 221,617 | $178.14 | $39M | +72,400 | +$8M |
| UPS - United Parcel Service · CL B | 0.49% | Reduce −1.2% | 241,721 | $161.54 | $39M | −3,030 | −$6M |
| LNT - Alliant Energy | 0.49% | Reduce −5.8% | 726,317 | $52.99 | $38M | −44,428 | −$7M |
| BAX - Baxter Intl | 0.35% | Add +0.2% | 519,187 | $53.86 | $28M | +942 | −$5M |
| Sleep Number | 0.34% | Add +34.7% | 808,342 | $33.81 | $27M | +208,106 | +$9M |
| INSP - Inspire Med Sys | 0.30% | Add +0.2% | 132,007 | $177.37 | $23M | +256 | −$653K |
| PFE - Pfizer | 0.26% | Reduce −6.8% | 471,093 | $43.76 | $21M | −34,395 | −$6M |
| I3N - Chart Inds | 0.26% | Add +3.2% | 110,205 | $184.35 | $20M | +3,420 | +$2M |
| PG - Procter And Gamble | 0.24% | Reduce −5.6% | 153,355 | $126.25 | $19M | −9,014 | −$4M |
| Gentherm | 0.24% | Add +3.7% | 388,981 | $49.73 | $19M | +13,771 | −$4M |
| AAPL - Apple | 0.24% | Add +2.2% | 137,587 | $138.20 | $19M | +2,978 | +$611K |
| XEL - XCEL Energy | 0.23% | Reduce −1.2% | 281,628 | $64.00 | $18M | −3,320 | −$2M |
| CFR - Cullen Frost Bankers | 0.21% | Reduce −2.3% | 127,837 | $132.22 | $17M | −3,012 | +$2M |
| GIS - General Mls | 0.21% | Reduce −17.7% | 212,460 | $76.61 | $16M | −45,726 | −$3M |
| BMI - Badger Meter | 0.20% | Reduce −2.4% | 170,594 | $92.39 | $16M | −4,143 | +$2M |
| TRV - Travelers Companies | 0.18% | Add +7.2% | 95,202 | $153.20 | $15M | +6,386 | −$436K |
| HSY - Hershey | 0.17% | Reduce −6.3% | 62,717 | $220.47 | $14M | −4,220 | −$575K |
| GBCI - Glacier Bancorp | 0.17% | Reduce −2.3% | 270,912 | $49.13 | $13M | −6,477 | +$156K |
| CASY - Caseys Gen Stores | 0.17% | Reduce −9.1% | 65,688 | $202.52 | $13M | −6,558 | −$61K |
| WTFC - Wintrust Finl | 0.17% | Reduce −0.1% | 161,425 | $81.55 | $13M | −107 | +$217K |
| TXN - Texas Instrs | 0.16% | Add +3.9% | 81,350 | $154.78 | $13M | +3,051 | +$560K |
| AIR - AAR | 0.14% | Add +2.8% | 310,529 | $35.82 | $11M | +8,398 | −$2M |
| OSK - Oshkosh | 0.14% | Add +6.9% | 153,221 | $70.29 | $11M | +9,913 | −$1M |
| GLW - Corning | 0.13% | Reduce −0.3% | 347,071 | $29.02 | $10M | −1,216 | −$903K |
| PLXS - Plexus | 0.13% | Reduce −3.5% | 114,697 | $87.56 | $10M | −4,136 | +$715K |
| Catalent | 0.12% | Add 0.0% | 130,348 | $72.36 | $9M | +65 | −$5M |
| First Intst Bancsystem · CL A | 0.11% | Reduce −0.1% | 217,223 | $40.35 | $9M | −239 | +$478K |
| QCRH - QCR | 0.10% | Reduce −0.1% | 155,876 | $50.94 | $8M | −192 | −$486K |
| BKH - Black Hills | 0.10% | Reduce −0.1% | 116,090 | $67.73 | $8M | −95 | −$592K |
| HUBG - HUB Group · CL A | 0.10% | Reduce −12.7% | 110,009 | $68.98 | $8M | −15,998 | −$1M |
| Marcus Del | 0.10% | Reduce −7.1% | 545,680 | $13.89 | $8M | −41,735 | −$1M |
| ASB - Associated Banc | 0.09% | Add +8.4% | 372,597 | $20.08 | $7M | +28,716 | +$1M |
| EMR - Emerson Elec | 0.09% | Add +6.0% | 101,937 | $73.22 | $7M | +5,786 | −$184K |
| MGPI - Mgp Ingredients | 0.09% | Reduce −4.4% | 69,348 | $106.16 | $7M | −3,177 | +$103K |
| ABBV - Abbvie | 0.09% | Add +5.9% | 53,913 | $134.22 | $7M | +3,025 | −$558K |
| ADP - Automatic Data Processing | 0.09% | Reduce −8.4% | 30,012 | $226.18 | $7M | −2,748 | −$93K |
| PNR - Pentair | 0.08% | Add +3.2% | 163,277 | $40.63 | $7M | +5,045 | −$608K |
| MRK - Merck & | 0.08% | Add +32.2% | 75,132 | $86.12 | $6M | +18,289 | +$1M |
| Physicians Rlty Tr | 0.08% | Reduce −0.1% | 424,394 | $15.04 | $6M | −300 | −$1M |
| BRK.B - Berkshire Hathaway · CL B | 0.08% | Reduce −0.4% | 23,533 | $267.03 | $6M | −90 | −$166K |
| SPY - Spdr S&P 500 ETF Tr | 0.08% | Reduce −28.5% | 17,067 | $357.18 | $6M | −6,802 | −$3M |
| NWE - Northwestern | 0.08% | Reduce −0.1% | 121,858 | $49.28 | $6M | −126 | −$1M |
| BMY - Bristol-Myers Squibb | 0.07% | Add +17.3% | 79,677 | $71.09 | $6M | +11,738 | +$433K |
| AZEK · CL A | 0.07% | Reduce −0.1% | 324,256 | $16.62 | $5M | −470 | −$47K |
| CVX - Chevron | 0.07% | Add +12.3% | 35,869 | $143.66 | $5M | +3,925 | +$528K |
| JBTM - John Bean Technologies | 0.06% | Add +52.1% | 57,558 | $86.00 | $5M | +19,710 | +$771K |
| MEDP - Medpace | 0.06% | New | 31,455 | $157.18 | $5M | +31,455 | +$5M |
| Altair Engr · CL A | 0.06% | Add +33.9% | 110,525 | $44.22 | $5M | +27,975 | +$553K |
| INTC - Intel | 0.06% | Reduce −5.6% | 179,771 | $25.77 | $5M | −10,581 | −$2M |
| Envestnet | 0.05% | Reduce 0.0% | 97,806 | $44.40 | $4M | −39 | −$820K |
| XOM - Exxon Mobil | 0.05% | Add +9.1% | 43,759 | $87.32 | $4M | +3,649 | +$386K |
| SCHB - Schwab Strategic Tr | 0.05% | Hold | 90,740 | $41.99 | $4M | — | — |
| MCD - Mcdonalds | 0.04% | Add +6.2% | 14,551 | $230.71 | $3M | +850 | −$25K |
| ZBH - Zimmer Biomet | 0.04% | Reduce −10.7% | 31,100 | $104.57 | $3M | −3,726 | −$407K |
| ELAN - Elanco Animal Health | 0.04% | Reduce −28.8% | 259,353 | $12.41 | $3M | −105,029 | −$4M |
| ALRS - Alerus Finl | 0.04% | Reduce −0.1% | 141,199 | $22.10 | $3M | −97 | −$244K |
| CAT - Caterpillar | 0.04% | Add +148.0% | 18,095 | $164.08 | $3M | +10,800 | +$2M |
| VZ - Verizon Communications | 0.04% | Add +1.6% | 77,389 | $37.96 | $3M | +1,206 | −$928K |
| COP - Conocophillips | 0.04% | Add +140.6% | 28,466 | $102.33 | $3M | +16,637 | +$2M |
| BRK.A - Berkshire Hathaway · CL A | 0.04% | Hold | 7 | $406,429 | $3M | — | — |
| PRLB - Proto Labs | 0.04% | Reduce −6.8% | 76,835 | $36.43 | $3M | −5,568 | −$1M |
| AMCR - Amcor | 0.03% | Add +29.7% | 248,624 | $10.73 | $3M | +56,925 | +$285K |
| GOOGL - Alphabet · CL A | 0.03% | Add +1911.7% | 27,480 | $95.63 | $3M | +26,114 | −$349K |
| KMB - Kimberly-Clark | 0.03% | Reduce −10.5% | 19,414 | $112.55 | $2M | −2,272 | −$746K |
| NEOG - Neogen | 0.03% | New | 149,416 | $13.97 | $2M | +149,416 | +$2M |
| AMGN - Amgen | 0.03% | Reduce −0.6% | 8,935 | $225.41 | $2M | −58 | −$174K |
| BDX - Becton Dickinson & | 0.03% | Add +137.1% | 8,893 | $222.87 | $2M | +5,142 | +$1M |
| SNA - Snap On | 0.02% | Add +2.4% | 9,744 | $201.35 | $2M | +225 | +$86K |
| Surmodics | 0.02% | Reduce −11.8% | 63,084 | $30.40 | $2M | −8,449 | −$745K |
| MOS - Mosaic | 0.02% | New | 39,000 | $48.33 | $2M | +39,000 | +$2M |
| PEP - Pepsico | 0.02% | Reduce −7.7% | 10,928 | $163.25 | $2M | −917 | −$190K |
| ORCL - Oracle | 0.02% | Reduce −0.3% | 27,579 | $61.06 | $2M | −71 | −$248K |
| Activision Blizzard | 0.02% | Reduce −26.3% | 21,551 | $74.34 | $2M | −7,703 | −$676K |
| KO - Coca Cola | 0.02% | Add +5.3% | 28,507 | $56.02 | $2M | +1,432 | −$106K |
| UNP - Union Pac | 0.02% | Hold | 8,129 | $194.86 | $2M | — | — |
| SKYT - Skywater Technology | 0.02% | Reduce −0.1% | 204,256 | $7.65 | $2M | −255 | +$332K |
| CTAS - Cintas | 0.02% | Add +0.4% | 3,860 | $388.08 | $1M | +15 | +$62K |
| WY - Weyerhaeuser Mtn Be | 0.02% | Add +148.9% | 52,281 | $28.56 | $1M | +31,276 | +$797K |
| COST - Costco Whsl | 0.02% | Reduce −1.4% | 3,131 | $472.37 | $1M | −45 | −$43K |
| IVV - Ishares Tr | 0.02% | Add +1.4% | 3,751 | $358.57 | $1M | +50 | −$58K |
| LOW - Lowes Cos | 0.02% | Add +3.7% | 7,124 | $187.82 | $1M | +251 | +$137K |
| Patterson Cos | 0.01% | Add +187.2% | 48,630 | $24.02 | $1M | +31,700 | +$655K |
| IDXX - Idexx Labs | 0.01% | Reduce −2.6% | 3,503 | $325.72 | $1M | −94 | −$121K |
| WWD - Woodward | 0.01% | New | 14,000 | $80.29 | $1M | +14,000 | +$1M |
| CSCO - Cisco Sys | 0.01% | Reduce −9.4% | 27,273 | $40.00 | $1M | −2,842 | −$193K |
| Allete | 0.01% | Add +8.4% | 18,571 | $50.02 | $929K | +1,433 | −$78K |
| WMT - Walmart | 0.01% | Add +38.2% | 7,063 | $129.69 | $916K | +1,951 | +$294K |
| NSC - Norfolk Southn | 0.01% | Reduce −0.5% | 4,254 | $209.69 | $892K | −20 | −$79K |
| CVRX — | 0.01% | Hold | 90,638 | $9.33 | $846K | — | — |
| SYK - Stryker | 0.01% | New | 4,000 | $202.50 | $810K | +4,000 | +$810K |
| UFCS - United Fire Group | 0.01% | New | 28,000 | $28.71 | $804K | +28,000 | +$804K |
| IEX - IDEX | 0.01% | New | 4,000 | $199.75 | $799K | +4,000 | +$799K |
| BMO - Bank Montreal Que | 0.01% | New | 9,000 | $87.67 | $789K | +9,000 | +$789K |
| RTX - Raytheon Technologies | 0.01% | Reduce −12.6% | 9,117 | $81.83 | $746K | −1,310 | −$256K |
| PSX - Phillips 66 | 0.01% | Add +125.7% | 8,798 | $80.70 | $710K | +4,900 | +$390K |
| HBAN - Huntington Bancshares | 0.01% | Add +181.8% | 53,635 | $13.18 | $707K | +34,603 | +$478K |
| SLB - Schlumberger | 0.01% | New | 19,500 | $35.90 | $700K | +19,500 | +$700K |
| SBUX - Starbucks | 0.01% | Reduce −15.4% | 8,256 | $84.30 | $696K | −1,499 | −$49K |
| SHEL - Shell | 0.01% | New | 13,920 | $49.78 | $693K | +13,920 | +$693K |
| AMAT - Applied Matls | 0.01% | Add +123.3% | 8,151 | $81.95 | $668K | +4,500 | +$336K |
| BAC - Bank of America | 0.01% | Add +82.5% | 21,978 | $30.21 | $664K | +9,934 | +$289K |
| AWK — | 0.01% | New | 5,026 | $130.12 | $654K | +5,026 | +$654K |
| VCEL - Vericel | 0.01% | Hold | 26,490 | $23.22 | $615K | — | — |
| TMO - Thermo Fisher Scientific | 0.01% | Hold | 1,204 | $507.48 | $611K | — | — |
| RGR - Sturm Ruger & | 0.01% | New | 12,000 | $50.75 | $609K | +12,000 | +$609K |
| T - At T | 0.01% | Add +63.4% | 37,646 | $15.33 | $577K | +14,603 | +$94K |
| BP - BP PLC | 0.01% | New | 19,750 | $28.56 | $564K | +19,750 | +$564K |
| AMP - Ameriprise Finl | 0.01% | Hold | 2,175 | $251.95 | $548K | — | — |
| HWKN - Hawkins | 0.01% | Hold | 13,320 | $38.96 | $519K | — | — |
| VLO - Valero Energy | 0.01% | New | 4,800 | $106.88 | $513K | +4,800 | +$513K |
| GE - GE Aerospace | 0.01% | New | 8,195 | $61.87 | $507K | +8,195 | +$507K |
| HOG - Harley Davidson | 0.01% | New | 14,458 | $34.86 | $504K | +14,458 | +$504K |
| HYLN - Hyliion | 0.01% | Hold | 172,767 | $2.87 | $496K | — | — |
| MA - Mastercard · CL A | 0.01% | Reduce −1.1% | 1,735 | $284.15 | $493K | −20 | −$61K |
| AMT - American Tower | 0.01% | Hold | 2,214 | $214.54 | $475K | — | — |
| QQQ - Invesco Qqq Tr | 0.01% | Reduce −37.9% | 1,746 | $267.47 | $467K | −1,067 | −$321K |
| NEE - Nextera Energy | 0.01% | Hold | 5,691 | $78.37 | $446K | — | — |
| CM - Canadian Imperial | 0.01% | New | 10,176 | $43.73 | $445K | +10,176 | +$445K |
| CB - Chubb | 0.01% | New | 2,324 | $182.01 | $423K | +2,324 | +$423K |
| SCHF - Schwab Strategic Tr | 0.01% | Reduce −43.8% | 15,000 | $28.13 | $422K | −11,697 | −$418K |
| BSX - Boston Scientific | 0.01% | New | 10,768 | $38.73 | $417K | +10,768 | +$417K |
| TSLA - Tesla | 0.01% | Add +200.0% | 1,554 | $265.12 | $412K | +1,036 | +$63K |
| XLK - Select Sector Spdr Tr | 0.01% | Hold | 3,452 | $118.77 | $410K | — | — |
| DE - Deere | 0.00% | Add +14.5% | 1,181 | $333.62 | $394K | +150 | +$85K |
| CSX - CSX Corp | 0.00% | Reduce −8.9% | 14,587 | $26.67 | $389K | −1,420 | −$76K |
| ITW - Illinois Tool Wks | 0.00% | Hold | 2,151 | $180.85 | $389K | — | — |
| VIG - Vanguard Specialized Funds | 0.00% | Add +19.9% | 2,791 | $135.08 | $377K | +463 | +$43K |
| Nuveen Minn Quality Mun Inm | 0.00% | Hold | 31,200 | $12.02 | $375K | — | — |
| NKE - NIKE · CL B | 0.00% | Hold | 4,501 | $83.09 | $374K | — | — |
| ADBE - Adobe Systems | 0.00% | Reduce −0.3% | 1,354 | $275.48 | $373K | −4 | −$124K |
| WEC - WEC Energy Group | 0.00% | Reduce −41.0% | 4,144 | $89.53 | $371K | −2,875 | −$335K |
| BA - Boeing | 0.00% | Hold | 2,844 | $120.96 | $344K | — | — |
| PM - Philip Morris Intl | 0.00% | Reduce −2.4% | 4,023 | $83.02 | $334K | −100 | −$73K |
| PAYX - Paychex | 0.00% | Hold | 2,730 | $112.09 | $306K | — | — |
| AXGN - Axogen | 0.00% | Hold | 25,200 | $11.90 | $300K | — | — |
| GPC - Genuine Parts | 0.00% | Hold | 1,950 | $149.23 | $291K | — | — |
| IBM — | 0.00% | Reduce −26.2% | 2,442 | $118.76 | $290K | −866 | −$177K |
| BIIB - Biogen | 0.00% | Hold | 1,025 | $267.32 | $274K | — | — |
| SO - Southern | 0.00% | Hold | 3,500 | $68.00 | $238K | — | — |
| CMI - Cummins | 0.00% | Hold | 1,164 | $203.61 | $237K | — | — |
| D - Dominion Energy | 0.00% | Reduce −32.5% | 3,377 | $69.00 | $233K | −1,625 | −$166K |
| EPD - Enterprise Prods Partners L | 0.00% | Add +11.6% | 9,600 | $23.75 | $228K | +1,000 | +$18K |
| IJR - Ishares Tr | 0.00% | Reduce −28.2% | 2,588 | $87.33 | $226K | −1,015 | −$107K |
| META - Meta Platforms · CL A | 0.00% | Reduce −36.2% | 1,665 | $135.74 | $226K | −943 | −$195K |
| DHR - Danaher | 0.00% | Hold | 871 | $258.32 | $225K | — | — |
| SONY - SONY Group | 0.00% | Hold | 3,470 | $63.98 | $222K | — | — |
| MMC - Marsh & Mclennan Cos | 0.00% | Hold | 1,436 | $149.03 | $214K | — | — |
| PLUG - Plug Power | 0.00% | Hold | 10,000 | $21.00 | $210K | — | — |
| ACN - Accenture Ireland · CLASS A | 0.00% | Reduce −3.5% | 791 | $257.90 | $204K | −29 | −$24K |
| Shyft Group | 0.00% | Reduce −23.1% | 10,000 | $20.40 | $204K | −3,000 | −$38K |
| VTI - Vanguard Index Fds | 0.00% | Reduce −9.6% | 1,136 | $179.58 | $204K | −120 | −$33K |
| MO - Altria Group | 0.00% | Reduce −8.2% | 5,027 | $40.38 | $203K | −448 | −$26K |
| F - Ford Mtr Del | 0.00% | Hold | 15,000 | $11.20 | $168K | — | — |
| Superior Inds Intl | 0.00% | Hold | 12,500 | $3.04 | $38K | — | — |
| NNDM - Nano Dimension | 0.00% | Hold | 10,000 | $2.40 | $24K | — | — |
Showing top 50 of 202 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Cyberoptics | 0.03% | Exit | 0 | $34.94 | $3M | −76,639 | −$3M |
| Cmc Materials | 0.03% | Exit | 0 | $174.50 | $2M | −12,000 | −$2M |
| Cambium Networks | 0.02% | Exit | 0 | $14.65 | $2M | −126,339 | −$2M |
| EPAC - Enerpac Tool Group · CL A | 0.01% | Exit | 0 | $19.03 | $1M | −56,606 | −$1M |
| EFA - Ishares Tr | — | Exit | 0 | $62.57 | $372K | −5,945 | −$372K |
| K - Kellogg | — | Exit | 0 | $71.35 | $319K | −4,471 | −$319K |
| VNQ - Vanguard Index Fds | — | Exit | 0 | $91.10 | $260K | −2,854 | −$260K |
| Otter Tail | — | Exit | 0 | $67.11 | $255K | −3,800 | −$255K |
| Walgreens Boots Alliance | — | Exit | 0 | $37.91 | $247K | −6,515 | −$247K |
| DUK - DUKE Energy | — | Exit | 0 | $107.30 | $244K | −2,274 | −$244K |
| Ishares Tr | — | Exit | 0 | $58.93 | $232K | −3,937 | −$232K |
| MKC - Mccormick & | — | Exit | 0 | $83.33 | $225K | −2,700 | −$225K |
| MDLZ - Mondelez Intl · CL A | — | Exit | 0 | $62.07 | $224K | −3,609 | −$224K |
| ZTS - Zoetis · CL A | — | Exit | 0 | $171.52 | $224K | −1,306 | −$224K |
| LMT - Lockheed Martin | — | Exit | 0 | $429.13 | $218K | −508 | −$218K |
| CMCSA - Comcast · CL A | — | Exit | 0 | $39.24 | $216K | −5,504 | −$216K |
| MPC - Marathon Petroleum | — | Exit | 0 | $82.40 | $206K | −2,500 | −$206K |
| HPQ - HP | — | Exit | 0 | $32.73 | $202K | −6,171 | −$202K |
| CX - Cemex Sab De Cv | — | Exit | 0 | $3.94 | $67K | −17,000 | −$67K |
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