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 | 7.64% | Reduce −5.3% | 2,062,032 | $340.54 | $702M | −114,294 | +$75M |
| GOOG - Alphabet · CL C | 4.56% | Reduce −12.1% | 3,463,375 | $120.97 | $419M | −475,328 | +$9M |
| NVDA - Nvidia | 4.28% | Reduce −18.3% | 930,090 | $423.02 | $393M | −208,668 | +$77M |
| UNH - Unitedhealth Group | 4.11% | Add +0.9% | 786,669 | $480.64 | $378M | +7,356 | +$10M |
| GGG - Graco | 3.92% | Reduce −1.8% | 4,170,745 | $86.35 | $360M | −76,808 | +$50M |
| AMZN - Amazon | 3.86% | Reduce −0.3% | 2,724,396 | $130.36 | $355M | −8,046 | +$73M |
| TTC - TORO | 3.31% | Add +2.3% | 2,994,084 | $101.65 | $304M | +67,519 | −$21M |
| ECL - Ecolab | 3.06% | Reduce −10.9% | 1,507,934 | $186.69 | $282M | −185,285 | +$1M |
| LFUS - Littelfuse | 2.83% | Reduce −0.3% | 892,175 | $291.31 | $260M | −2,250 | +$20M |
| TECH - Bio-Techne | 2.72% | Add +1.1% | 3,059,638 | $81.63 | $250M | +33,660 | +$25M |
| MDT - Medtronic | 2.70% | Reduce 0.0% | 2,821,667 | $88.10 | $249M | −729 | +$21M |
| FISV - Fiserv | 2.69% | Reduce −2.9% | 1,963,441 | $126.15 | $248M | −58,097 | +$19M |
| JPM - Jpmorgan Chase & | 2.61% | Add +28.2% | 1,648,888 | $145.44 | $240M | +362,609 | +$72M |
| JNJ - Johnson & Johnson | 2.53% | Reduce −1.3% | 1,402,915 | $165.52 | $232M | −19,098 | +$12M |
| USB - US Bancorp Del | 2.52% | Add +2.5% | 7,025,737 | $33.04 | $232M | +174,303 | −$15M |
| LLY - Lilly Eli & | 2.42% | Reduce −13.4% | 474,821 | $468.98 | $223M | −73,617 | +$34M |
| HRL - Hormel Foods | 2.30% | Add +3.5% | 5,254,994 | $40.22 | $211M | +177,028 | +$9M |
| FAST - Fastenal | 2.09% | Add +1.4% | 3,251,334 | $58.99 | $192M | +44,655 | +$19M |
| NVT - Nvent Electric | 1.92% | Reduce −0.7% | 3,409,444 | $51.67 | $176M | −25,632 | +$29M |
| QCOM - Qualcomm | 1.85% | Add +0.4% | 1,426,477 | $119.04 | $170M | +5,326 | −$12M |
| FUL - Fuller H B | 1.83% | Reduce −0.6% | 2,349,845 | $71.51 | $168M | −13,721 | +$6M |
| MSI - Motorola Solutions | 1.71% | Reduce −7.3% | 535,290 | $293.28 | $157M | −41,935 | −$8M |
| SHW - Sherwin Williams | 1.64% | Reduce −0.2% | 567,573 | $265.52 | $151M | −1,312 | +$23M |
| V - VISA · CL A | 1.62% | Reduce −0.5% | 625,954 | $237.48 | $149M | −3,185 | +$7M |
| LNT - Alliant Energy | 1.55% | Add +149.8% | 2,717,431 | $52.48 | $143M | +1,629,634 | +$85M |
| ABT - Abbott Labs | 1.55% | Reduce −1.2% | 1,303,639 | $109.02 | $142M | −15,333 | +$9M |
| DCI - Donaldson | 1.52% | Reduce −7.9% | 2,240,555 | $62.51 | $140M | −192,388 | −$19M |
| HON - Honeywell Intl | 1.47% | Reduce −1.4% | 651,037 | $207.50 | $135M | −9,509 | +$9M |
| WFC - Wells Fargo | 1.43% | Reduce −1.2% | 3,070,848 | $42.68 | $131M | −38,337 | +$15M |
| ENTG - Entegris | 1.36% | Add +2.5% | 1,125,182 | $110.82 | $125M | +27,638 | +$35M |
| ROK - Rockwell Automation | 1.34% | Add +8.4% | 374,691 | $329.45 | $123M | +28,902 | +$22M |
| TNC - Tennant | 1.27% | Reduce −6.0% | 1,441,384 | $81.11 | $117M | −91,332 | +$12M |
| SYY - Sysco | 1.13% | Add +1.0% | 1,399,243 | $74.20 | $104M | +14,500 | −$3M |
| PFG - Principal Financial | 0.99% | Reduce −1.3% | 1,202,659 | $75.84 | $91M | −16,076 | +$633K |
| SCHW - Schwab Charles | 0.94% | Add +0.4% | 1,531,870 | $56.68 | $87M | +6,855 | +$7M |
| WK - Workiva · CL A | 0.89% | Reduce −5.1% | 806,108 | $101.66 | $82M | −43,283 | −$5M |
| CRM - Salesforce | 0.70% | Reduce −29.6% | 303,841 | $211.26 | $64M | −127,607 | −$22M |
| TGT - Target | 0.66% | Reduce −2.1% | 459,110 | $131.90 | $61M | −10,087 | −$17M |
| CHRW - C H Robinson Worldwide | 0.65% | Reduce −12.3% | 634,264 | $94.35 | $60M | −88,872 | −$12M |
| HD - Home Depot | 0.64% | Reduce −4.9% | 190,104 | $310.64 | $59M | −9,845 | +$45K |
| PII - Polaris | 0.49% | Reduce −2.6% | 376,096 | $120.93 | $45M | −10,049 | +$3M |
| DIS - Disney Walt | 0.49% | Reduce −45.6% | 508,646 | $89.28 | $45M | −426,702 | −$48M |
| AXP - American Express | 0.48% | Reduce −3.6% | 251,725 | $174.20 | $44M | −9,390 | +$780K |
| GNRC - Generac | 0.47% | Reduce −17.9% | 287,985 | $149.13 | $43M | −62,859 | +$5M |
| DGII - Digi Intl | 0.47% | Reduce −7.3% | 1,087,358 | $39.39 | $43M | −85,401 | +$3M |
| UPS - United Parcel Service · CL B | 0.41% | Reduce −8.2% | 210,713 | $179.25 | $38M | −18,883 | −$7M |
| NTRS - Northern Tr | 0.36% | Reduce −5.8% | 445,497 | $74.14 | $33M | −27,431 | −$9M |
| MMM - 3M | 0.35% | Reduce −41.4% | 317,465 | $100.09 | $32M | −224,444 | −$25M |
| JAMF | 0.34% | Reduce −31.6% | 1,598,326 | $19.52 | $31M | −738,067 | −$14M |
| ONB - Old Natl Bancorp Ind | 0.33% | Reduce −15.6% | 2,163,702 | $13.94 | $30M | −399,893 | −$7M |
| Catalent | 0.32% | Reduce −20.6% | 683,931 | $43.36 | $30M | −177,755 | −$27M |
| AAPL - Apple | 0.32% | Reduce −2.1% | 150,723 | $193.97 | $29M | −3,186 | +$4M |
| BMI - Badger Meter | 0.24% | Reduce −8.2% | 151,633 | $147.56 | $22M | −13,600 | +$2M |
| PG - Procter And Gamble | 0.23% | Reduce −6.7% | 139,303 | $151.74 | $21M | −10,012 | −$1M |
| Gentherm | 0.22% | Reduce −2.3% | 362,601 | $56.51 | $20M | −8,719 | −$2M |
| XEL - XCEL Energy | 0.22% | Add +17.9% | 328,198 | $62.17 | $20M | +49,828 | +$2M |
| TXN - Texas Instrs | 0.21% | Add +34.3% | 109,732 | $180.02 | $20M | +28,018 | +$5M |
| INSP - Inspire Med Sys | 0.19% | Reduce −51.0% | 52,615 | $324.64 | $17M | −54,698 | −$8M |
| HSY - Hershey | 0.16% | Reduce −0.8% | 60,540 | $249.70 | $15M | −505 | −$414K |
| ADP - Automatic Data Processing | 0.16% | Add +130.0% | 68,686 | $219.79 | $15M | +38,825 | +$8M |
| WTFC - Wintrust Finl | 0.16% | Add +11.1% | 203,918 | $72.62 | $15M | +20,360 | +$1M |
| TRV - Travelers Companies | 0.15% | Reduce −7.8% | 81,680 | $173.66 | $14M | −6,913 | −$1M |
| AIR - AAR | 0.15% | Reduce −5.2% | 239,427 | $57.76 | $14M | −13,030 | +$58K |
| CASY - Caseys Gen Stores | 0.15% | Add 0.0% | 56,108 | $243.88 | $14M | +15 | +$2M |
| GIS - General Mls | 0.14% | Reduce −13.1% | 162,112 | $76.70 | $12M | −24,349 | −$4M |
| CFR - Cullen Frost Bankers | 0.13% | Reduce −3.0% | 115,293 | $107.53 | $12M | −3,614 | −$128K |
| AZEK · CL A | 0.13% | Add +5.3% | 403,973 | $30.29 | $12M | +20,450 | +$3M |
| Altair Engr · CL A | 0.13% | Add +3.0% | 157,605 | $75.84 | $12M | +4,530 | +$915K |
| PFE - Pfizer | 0.13% | Reduce −12.3% | 325,182 | $36.68 | $12M | −45,648 | −$3M |
| JBTM - John Bean Technologies | 0.12% | Add +10.8% | 89,969 | $121.30 | $11M | +8,755 | +$2M |
| BAX - Baxter Intl | 0.11% | Reduce −12.4% | 221,565 | $45.56 | $10M | −31,395 | −$166K |
| PLXS - Plexus | 0.11% | Add +7.9% | 101,877 | $98.24 | $10M | +7,425 | +$793K |
| MEDP - Medpace | 0.10% | Add +4.6% | 37,085 | $240.17 | $9M | +1,635 | +$2M |
| BRK.B - Berkshire Hathaway · CL B | 0.10% | Reduce −0.1% | 25,816 | $341.00 | $9M | −21 | +$826K |
| HUBG - HUB Group · CL A | 0.09% | Reduce −3.8% | 105,913 | $80.32 | $9M | −4,200 | −$736K |
| CLFD - Clearfield | 0.09% | Add +73.2% | 176,290 | $47.35 | $8M | +74,535 | +$4M |
| MGPI - Mgp Ingredients | 0.09% | Add +4.7% | 73,860 | $106.28 | $8M | +3,345 | +$1M |
| GLW - Corning | 0.08% | Reduce −22.3% | 220,161 | $35.04 | $8M | −63,012 | −$2M |
| EMR - Emerson Elec | 0.08% | Reduce −7.8% | 83,744 | $90.39 | $8M | −7,121 | −$348K |
| BKH - Black Hills | 0.08% | Add +5.0% | 122,350 | $60.26 | $7M | +5,805 | +$19K |
| GBCI - Glacier Bancorp | 0.08% | Add 0.0% | 229,425 | $31.17 | $7M | +65 | −$2M |
| PNR - Pentair | 0.08% | Reduce −9.8% | 110,295 | $64.60 | $7M | −12,032 | +$364K |
| MRK - Merck & | 0.07% | Reduce −11.2% | 59,733 | $115.39 | $7M | −7,504 | −$261K |
| SPY - Spdr S&P 500 ETF Tr | 0.07% | Add +14.7% | 15,293 | $443.28 | $7M | +1,957 | +$1M |
| ABBV - Abbvie | 0.07% | Reduce −6.3% | 49,573 | $134.73 | $7M | −3,338 | −$2M |
| NWE - Northwestern | 0.07% | Add +5.7% | 117,495 | $56.76 | $7M | +6,375 | +$240K |
| QCRH - QCR | 0.07% | Add +5.6% | 157,420 | $41.03 | $6M | +8,295 | −$89K |
| Physicians Rlty Tr | 0.07% | Add +1.6% | 433,204 | $13.99 | $6M | +6,700 | −$307K |
| OSK - Oshkosh | 0.07% | Reduce −22.3% | 69,971 | $86.59 | $6M | −20,025 | −$1M |
| ASB - Associated Banc | 0.07% | Hold | 370,903 | $16.23 | $6M | — | — |
| Marcus Del | 0.06% | Reduce −15.8% | 375,483 | $14.83 | $6M | −70,255 | −$2M |
| Sleep Number | 0.05% | Reduce −1.7% | 163,543 | $27.28 | $4M | −2,765 | −$596K |
| SCHB - Schwab Strategic Tr | 0.05% | Reduce −5.9% | 84,720 | $51.70 | $4M | −5,300 | +$73K |
| MCD - Mcdonalds | 0.05% | Reduce −1.2% | 14,671 | $298.40 | $4M | −178 | +$226K |
| CAT - Caterpillar | 0.05% | Reduce −1.5% | 17,655 | $246.05 | $4M | −265 | +$243K |
| NEOG - Neogen | 0.05% | Add +40.2% | 194,909 | $21.75 | $4M | +55,896 | +$2M |
| CVX - Chevron | 0.04% | Reduce −16.9% | 26,210 | $157.35 | $4M | −5,340 | −$1M |
| BMY - Bristol-Myers Squibb | 0.04% | Reduce −20.8% | 61,783 | $63.95 | $4M | −16,242 | −$1M |
| GOOGL - Alphabet · CL A | 0.04% | Reduce −2.5% | 30,931 | $119.70 | $4M | −809 | +$410K |
| BRK.A - Berkshire Hathaway · CL A | 0.04% | Hold | 7 | $517,810 | $4M | — | — |
| XOM - Exxon Mobil | 0.04% | Reduce −26.2% | 32,555 | $107.25 | $3M | −11,566 | −$1M |
| ORCL - Oracle | 0.04% | Reduce −3.1% | 28,455 | $119.09 | $3M | −912 | +$660K |
| Piper Sandler Companies | 0.04% | Add +157.2% | 25,698 | $129.26 | $3M | +15,705 | +$2M |
| ZBH - Zimmer Biomet | 0.04% | Reduce −14.4% | 22,655 | $145.60 | $3M | −3,826 | −$123K |
| INTC - Intel | 0.03% | Reduce −28.8% | 89,909 | $33.44 | $3M | −36,337 | −$1M |
| First Intst Bancsystem | 0.03% | Reduce −0.3% | 110,947 | $23.84 | $3M | −322 | −$678K |
| COP - Conocophillips | 0.03% | Reduce −8.2% | 24,825 | $103.61 | $3M | −2,205 | −$110K |
| CVRX — | 0.03% | Add +37.3% | 166,573 | $15.44 | $3M | +45,230 | +$1M |
| PANW - Palo Alto Networks | 0.03% | Reduce −2.6% | 9,989 | $255.51 | $3M | −271 | +$503K |
| ALRS - Alerus Finl | 0.03% | Hold | 141,199 | $17.98 | $3M | — | — |
| SNA - Snap On | 0.03% | Reduce −8.0% | 8,545 | $288.19 | $2M | −742 | +$170K |
| KMB - Kimberly-Clark | 0.02% | Reduce −5.5% | 16,286 | $138.06 | $2M | −945 | −$64K |
| Exact Sciences | 0.02% | Hold | 23,800 | $93.90 | $2M | — | — |
| AMCR - Amcor | 0.02% | Reduce −3.2% | 217,684 | $9.98 | $2M | −7,100 | −$386K |
| BDX - Becton Dickinson & | 0.02% | Reduce −9.3% | 8,041 | $264.01 | $2M | −822 | −$71K |
| SKYT - Skywater Technology | 0.02% | Add +10.1% | 225,150 | $9.42 | $2M | +20,700 | −$206K |
| VZ - Verizon Communications | 0.02% | Reduce −25.8% | 53,919 | $37.19 | $2M | −18,782 | −$822K |
| CTAS - Cintas | 0.02% | Reduce −3.6% | 4,000 | $497.08 | $2M | −150 | +$68K |
| COST - Costco Whsl | 0.02% | Add +0.6% | 3,625 | $538.38 | $2M | +21 | +$161K |
| PEP - Pepsico | 0.02% | Reduce −2.1% | 9,833 | $185.22 | $2M | −214 | −$10K |
| KO - Coca Cola | 0.02% | Reduce −12.7% | 28,176 | $60.22 | $2M | −4,108 | −$306K |
| AMGN - Amgen | 0.02% | Reduce −12.8% | 7,637 | $222.02 | $2M | −1,117 | −$421K |
| WWD - Woodward | 0.02% | Hold | 14,000 | $118.91 | $2M | — | — |
| LOW - Lowes Cos | 0.02% | Hold | 7,124 | $225.70 | $2M | — | — |
| IVV - Ishares Tr | 0.02% | Reduce −8.3% | 3,441 | $445.72 | $2M | −310 | −$8K |
| ELAN - Elanco Animal Health | 0.02% | Reduce −29.3% | 151,873 | $10.06 | $2M | −62,853 | −$491K |
| Patterson Cos | 0.02% | Reduce −10.0% | 43,355 | $33.26 | $1M | −4,825 | +$152K |
| WY - Weyerhaeuser Mtn Be | 0.02% | Reduce −19.0% | 43,031 | $33.51 | $1M | −10,101 | −$159K |
| IDXX - Idexx Labs | 0.02% | Hold | 2,828 | $502.23 | $1M | — | — |
| MOS - Mosaic | 0.01% | Hold | 39,000 | $35.00 | $1M | — | — |
| XLK - Select Sector Spdr Tr | 0.01% | Hold | 7,409 | $173.86 | $1M | — | — |
| SYK - Stryker | 0.01% | Reduce −6.9% | 4,075 | $305.09 | $1M | −300 | −$6K |
| WMT - Walmart | 0.01% | Reduce −0.7% | 7,457 | $157.18 | $1M | −50 | +$65K |
| UNP - Union Pac | 0.01% | Reduce −34.3% | 5,629 | $204.62 | $1M | −2,934 | −$572K |
| AMAT - Applied Matls | 0.01% | Add +0.2% | 7,691 | $144.54 | $1M | +16 | +$169K |
| ADBE - Adobe Systems | 0.01% | Hold | 2,217 | $488.99 | $1M | — | — |
| CSCO - Cisco Sys | 0.01% | Reduce −3.9% | 19,626 | $51.74 | $1M | −805 | −$53K |
| VCEL - Vericel | 0.01% | Reduce −0.2% | 25,915 | $37.57 | $974K | −50 | +$212K |
| Allete | 0.01% | Reduce −10.5% | 16,254 | $57.97 | $942K | −1,900 | −$226K |
| RTX - Raytheon Technologies | 0.01% | Reduce −3.3% | 9,580 | $97.96 | $938K | −322 | −$31K |
| NSC - Norfolk Southn | 0.01% | Reduce −8.7% | 4,017 | $226.76 | $911K | −384 | −$22K |
| TMO - Thermo Fisher Scientific | 0.01% | Add +0.2% | 1,742 | $521.75 | $909K | +3 | −$93K |
| QQQ - Invesco Qqq Tr | 0.01% | Reduce −0.7% | 2,390 | $369.42 | $883K | −16 | +$111K |
| IEX - IDEX | 0.01% | Hold | 4,000 | $215.26 | $861K | — | — |
| SHEL - Shell | 0.01% | Hold | 13,920 | $60.38 | $840K | — | — |
| GE - GE Aerospace | 0.01% | Reduce −5.2% | 7,530 | $109.85 | $827K | −416 | +$68K |
| BMO - Bank Montreal Que | 0.01% | Hold | 9,000 | $90.31 | $813K | — | — |
| BAC - Bank of America | 0.01% | Add +14.2% | 28,183 | $28.69 | $809K | +3,500 | +$103K |
| AWK — | 0.01% | Hold | 5,440 | $142.75 | $777K | — | — |
| SLB - Schlumberger | 0.01% | Reduce −16.7% | 15,646 | $49.12 | $769K | −3,129 | −$153K |
| PSX - Phillips 66 | 0.01% | Reduce −15.0% | 7,989 | $95.38 | $762K | −1,405 | −$190K |
| NVEC - NVE | 0.01% | Hold | 7,500 | $97.44 | $731K | — | — |
| META - Meta Platforms · CL A | 0.01% | Reduce −3.4% | 2,525 | $286.98 | $725K | −90 | +$170K |
| AMP - Ameriprise Finl | 0.01% | Add +0.2% | 2,162 | $332.16 | $718K | +4 | +$57K |
| VIG - Vanguard Specialized Funds | 0.01% | Add +20.9% | 4,341 | $162.43 | $705K | +750 | +$152K |
| SBUX - Starbucks | 0.01% | Reduce −4.8% | 6,919 | $99.06 | $685K | −348 | −$71K |
| RGR - Sturm Ruger & | 0.01% | Hold | 12,000 | $52.96 | $636K | — | — |
| HWKN - Hawkins | 0.01% | Hold | 13,320 | $47.69 | $635K | — | — |
| BP - BP PLC | 0.01% | Hold | 16,850 | $35.29 | $595K | — | — |
| CB - Chubb | 0.01% | Add +1.2% | 3,070 | $192.56 | $591K | +36 | +$2K |
| UFCS - United Fire Group | 0.01% | Reduce −7.1% | 26,000 | $22.66 | $589K | −2,000 | −$154K |
| BSX - Boston Scientific | 0.01% | Add +0.3% | 10,796 | $54.09 | $584K | +28 | +$45K |
| NKE - NIKE · CL B | 0.01% | Add +1.0% | 4,999 | $110.37 | $552K | +50 | −$55K |
| PAYX - Paychex | 0.01% | Reduce −1.9% | 4,807 | $111.87 | $538K | −93 | −$24K |
| SCHF - Schwab Strategic Tr | 0.01% | Hold | 15,000 | $35.65 | $535K | — | — |
| BA - Boeing | 0.01% | Reduce −1.5% | 2,528 | $211.16 | $534K | −38 | −$11K |
| VUG - Vanguard Index Fds | 0.01% | Reduce −51.2% | 1,793 | $282.96 | $507K | −1,881 | −$409K |
| HOG - Harley Davidson | 0.01% | Reduce −0.7% | 14,350 | $35.21 | $505K | −108 | −$44K |
| PM - Philip Morris Intl | 0.01% | Reduce −11.7% | 5,018 | $97.62 | $490K | −665 | −$63K |
| LMT - Lockheed Martin | 0.01% | Hold | 1,028 | $460.38 | $473K | — | — |
| HBAN - Huntington Bancshares | 0.00% | Reduce −19.0% | 42,621 | $10.78 | $459K | −10,000 | −$130K |
| BBY - Best Buy | 0.00% | Reduce −22.0% | 5,500 | $81.95 | $451K | −1,550 | −$101K |
| AVGO - Broadcom | 0.00% | Add +2.8% | 519 | $867.43 | $450K | +14 | +$126K |
| CM - Canadian Imperial | 0.00% | Hold | 10,176 | $42.68 | $434K | — | — |
| AMT - American Tower | 0.00% | Add +0.4% | 2,223 | $193.94 | $431K | +9 | −$21K |
| URI - United Rentals | 0.00% | Add +26.7% | 950 | $445.37 | $423K | +200 | +$126K |
| WEC - WEC Energy Group | 0.00% | Reduce −32.2% | 4,714 | $88.24 | $416K | −2,242 | −$243K |
| MMC - Marsh & Mclennan Cos | 0.00% | Add +1.5% | 2,172 | $188.08 | $409K | +32 | +$52K |
| TSLA - Tesla | 0.00% | Reduce −5.5% | 1,554 | $261.77 | $407K | −90 | +$66K |
| ITW - Illinois Tool Wks | 0.00% | Hold | 1,624 | $250.16 | $406K | — | — |
| T - At T | 0.00% | Reduce −3.5% | 24,416 | $15.95 | $389K | −882 | −$98K |
| DE - Deere | 0.00% | Reduce −8.3% | 932 | $405.19 | $378K | −84 | −$42K |
| NEE - Nextera Energy | 0.00% | Reduce −37.0% | 5,012 | $74.20 | $372K | −2,945 | −$241K |
| MA - Mastercard · CL A | 0.00% | Reduce −12.9% | 911 | $393.30 | $358K | −135 | −$22K |
| Nuveen Minn Quality Mun Inm | 0.00% | Hold | 31,200 | $11.18 | $349K | — | — |
| ACN - Accenture Ireland · CLASS A | 0.00% | Reduce −8.8% | 1,123 | $308.58 | $347K | −108 | −$5K |
| AMD - Advanced Micro Devices | 0.00% | Hold | 3,000 | $113.91 | $342K | — | — |
| NEM - Newmont | 0.00% | Hold | 8,000 | $42.66 | $341K | — | — |
| BRC - Brady · CL A | 0.00% | Hold | 7,000 | $47.57 | $333K | — | — |
| ZTS - Zoetis · CL A | 0.00% | Hold | 1,923 | $172.21 | $331K | — | — |
| DHR - Danaher | 0.00% | Add +0.4% | 1,376 | $240.00 | $330K | +5 | −$15K |
| GPC - Genuine Parts | 0.00% | Hold | 1,950 | $169.23 | $330K | — | — |
| EPD - Enterprise Prods Partners L | 0.00% | Hold | 12,310 | $26.35 | $324K | — | — |
| MO - Altria Group | 0.00% | Add 0.0% | 7,064 | $45.30 | $320K | +2 | +$5K |
| Surmodics | 0.00% | Hold | 10,000 | $31.31 | $313K | — | — |
| SON - Sonoco Prods | 0.00% | Hold | 5,000 | $59.02 | $295K | — | — |
| BIIB - Biogen | 0.00% | Hold | 1,025 | $284.85 | $292K | — | — |
| CL - Colgate Palmolive | 0.00% | Reduce −7.8% | 3,651 | $77.04 | $281K | −310 | −$16K |
| EW - Edwards Lifesciences | 0.00% | Reduce −16.0% | 2,938 | $94.33 | $277K | −560 | −$12K |
| RF - Regions Financial | 0.00% | Hold | 15,000 | $17.82 | $267K | — | — |
| Activision Blizzard | 0.00% | Reduce −24.9% | 3,152 | $84.30 | $266K | −1,043 | −$93K |
| CMI - Cummins | 0.00% | Hold | 1,042 | $245.16 | $255K | — | — |
| MDLZ - Mondelez Intl · CL A | 0.00% | Reduce −2.8% | 3,409 | $72.94 | $249K | −100 | +$4K |
| AME - Ametek | 0.00% | Hold | 1,471 | $161.88 | $238K | — | — |
| F - Ford Mtr Del | 0.00% | Hold | 15,600 | $15.13 | $236K | — | — |
| VOT - Vanguard Index Fds | 0.00% | Hold | 1,110 | $205.77 | $228K | — | — |
| TT - Trane Technologies | 0.00% | Hold | 1,179 | $191.26 | $225K | — | — |
| Otter Tail | 0.00% | Hold | 2,800 | $78.96 | $221K | — | — |
| Shyft Group | 0.00% | Hold | 10,000 | $22.06 | $221K | — | — |
| SO - Southern | 0.00% | Reduce −41.5% | 2,960 | $70.25 | $208K | −2,100 | −$144K |
| OTIS - Otis Worldwide | 0.00% | Reduce −8.1% | 2,276 | $89.01 | $203K | −200 | −$6K |
| VLO - Valero Energy | 0.00% | Reduce −58.0% | 1,725 | $117.30 | $202K | −2,380 | −$371K |
| AXGN - Axogen | 0.00% | Hold | 22,000 | $9.13 | $201K | — | — |
| BCS - Barclays | 0.00% | Hold | 20,000 | $7.86 | $157K | — | — |
| Smith & Wesson Brands | 0.00% | Hold | 10,000 | $13.04 | $130K | — | — |
| DAKT - Daktronics | 0.00% | Reduce −17.4% | 19,000 | $6.40 | $122K | −4,000 | −$9K |
| PLUG - Plug Power | 0.00% | Hold | 10,000 | $10.39 | $104K | — | — |
Showing top 50 of 217 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Envestnet | 0.03% | Exit | 0 | $58.67 | $3M | −49,786 | −$3M |
| EXC - Exelon | — | Exit | 0 | $41.90 | $372K | −8,878 | −$372K |
| VTV - Vanguard Index Fds | — | Exit | 0 | $138.24 | $368K | −2,662 | −$368K |
| VO - Vanguard Index Fds | — | Exit | 0 | $210.60 | $314K | −1,491 | −$314K |
| FDX - Fedex | — | Exit | 0 | $228.57 | $312K | −1,365 | −$312K |
| I3N - Chart Inds | — | Exit | 0 | $125.26 | $305K | −2,435 | −$305K |
| IBM — | — | Exit | 0 | $130.90 | $283K | −2,162 | −$283K |
| ADI - Analog Devices | — | Exit | 0 | $197.57 | $277K | −1,402 | −$277K |
| CMCSA - Comcast · CL A | — | Exit | 0 | $37.84 | $265K | −7,003 | −$265K |
| Mdu Res Group | — | Exit | 0 | $30.51 | $238K | −7,800 | −$238K |
| IJR - Ishares Tr | — | Exit | 0 | $96.58 | $237K | −2,454 | −$237K |
| VGT - Vanguard World Fds | — | Exit | 0 | $385.74 | $211K | −547 | −$211K |
| NVS - Novartis AG | — | Exit | 0 | $92.11 | $210K | −2,280 | −$210K |
| BOH - Bank Hawaii | — | Exit | 0 | $52.00 | $208K | −4,000 | −$208K |
| AEP - American Elec Pwr | — | Exit | 0 | $90.83 | $206K | −2,268 | −$206K |
| DUK - DUKE Energy | — | Exit | 0 | $96.25 | $203K | −2,109 | −$203K |
| IJH - Ishares Tr | — | Exit | 0 | $249.69 | $202K | −809 | −$202K |
| Polymet Mng | — | Exit | 0 | $2.15 | $116K | −54,000 | −$116K |
| LUMN - Lumen Technologies | — | Exit | 0 | $2.65 | $53K | −20,000 | −$53K |
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