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 | 8.45% | Reduce −0.5% | 1,957,122 | $446.95 | $875M | −9,682 | +$47M |
| NVDA - Nvidia | 7.38% | Add +843.2% | 6,185,938 | $123.54 | $764M | +5,530,081 | +$172M |
| GOOG - Alphabet · CL C | 4.99% | Reduce −12.2% | 2,815,526 | $183.42 | $516M | −389,741 | +$28M |
| AMZN - Amazon | 4.39% | Reduce −3.3% | 2,350,397 | $193.25 | $454M | −79,778 | +$16M |
| UNH - Unitedhealth Group | 4.16% | Add +3.5% | 844,815 | $509.26 | $430M | +28,289 | +$26M |
| JPM - Jpmorgan Chase & | 3.37% | Add +0.4% | 1,723,515 | $202.26 | $349M | +6,969 | +$5M |
| LLY - Eli Lilly & | 3.06% | Reduce −3.9% | 350,150 | $905.38 | $317M | −14,317 | +$33M |
| TTC - TORO | 2.93% | Add 0.0% | 3,246,014 | $93.51 | $304M | +1,533 | +$6M |
| GGG - Graco | 2.88% | Reduce −0.8% | 3,761,269 | $79.28 | $298M | −30,890 | −$56M |
| FISV - Fiserv | 2.72% | Reduce −0.9% | 1,892,102 | $149.04 | $282M | −17,414 | −$23M |
| AAPL - Apple | 2.65% | Add +36.4% | 1,303,200 | $210.62 | $274M | +347,651 | +$111M |
| QCOM - Qualcomm | 2.50% | Reduce −1.0% | 1,300,270 | $199.18 | $259M | −12,484 | +$37M |
| MDT - Medtronic | 2.24% | Reduce −1.6% | 2,939,942 | $78.71 | $231M | −46,637 | −$29M |
| LFUS - Littelfuse | 2.10% | Reduce −1.0% | 848,926 | $255.59 | $217M | −8,825 | +$9M |
| USB - US Bancorp Del | 1.98% | Reduce −11.8% | 5,159,501 | $39.70 | $205M | −689,821 | −$57M |
| ECL - Ecolab | 1.92% | Reduce −15.9% | 834,391 | $238.00 | $199M | −157,173 | −$30M |
| TECH - Bio-Techne | 1.90% | Reduce −7.4% | 2,740,392 | $71.65 | $196M | −218,965 | −$12M |
| LNT - Alliant Energy | 1.88% | Add +15.4% | 3,831,399 | $50.90 | $195M | +510,031 | +$28M |
| MSI - Motorola Solutions | 1.85% | Reduce −1.2% | 494,963 | $386.05 | $191M | −5,836 | +$13M |
| VZ - Verizon Communications | 1.83% | Add +14.7% | 4,593,086 | $41.24 | $189M | +588,245 | +$21M |
| NVT - Nvent Electric | 1.79% | Reduce −8.1% | 2,416,977 | $76.61 | $185M | −213,674 | −$13M |
| V - VISA · CL A | 1.74% | Add +9.5% | 686,966 | $262.47 | $180M | +59,697 | +$5M |
| JNJ - Johnson & Johnson | 1.67% | Reduce −2.9% | 1,181,725 | $146.16 | $173M | −34,789 | −$20M |
| FUL - Fuller H B | 1.62% | Add +1.4% | 2,179,374 | $76.96 | $168M | +30,345 | −$4M |
| FAST - Fastenal | 1.62% | Reduce −1.1% | 2,663,313 | $62.84 | $167M | −28,783 | −$40M |
| HRL - Hormel Foods | 1.50% | Reduce −8.5% | 5,075,509 | $30.49 | $155M | −472,971 | −$39M |
| WFC - Wells Fargo | 1.38% | Reduce −9.8% | 2,406,731 | $59.39 | $143M | −261,576 | −$12M |
| SHW - Sherwin Williams | 1.33% | Reduce −0.2% | 459,953 | $298.43 | $137M | −1,024 | −$23M |
| HON - Honeywell Intl | 1.27% | Reduce −7.1% | 617,330 | $213.54 | $132M | −47,492 | −$5M |
| ENTG - Entegris | 1.22% | Reduce −1.6% | 932,538 | $135.40 | $126M | −14,951 | −$7M |
| TNC - Tennant | 1.14% | Add +2.1% | 1,194,609 | $98.44 | $118M | +25,000 | −$25M |
| ABT - Abbott Labs | 1.10% | Reduce −12.6% | 1,092,796 | $103.91 | $114M | −156,877 | −$28M |
| ROK - Rockwell Automation | 1.07% | Add +5.1% | 402,373 | $275.28 | $111M | +19,499 | −$777K |
| DCI - Donaldson | 1.04% | Reduce −6.4% | 1,498,820 | $71.56 | $107M | −102,211 | −$12M |
| SCHW - Schwab Charles | 0.97% | Reduce −1.4% | 1,367,378 | $73.69 | $101M | −19,578 | +$430K |
| PFG - Principal Financial | 0.92% | Reduce −1.7% | 1,207,976 | $78.45 | $95M | −20,338 | −$11M |
| SYY - Sysco | 0.78% | Reduce −11.5% | 1,124,295 | $71.39 | $80M | −145,394 | −$23M |
| TGT - Target | 0.65% | Reduce −0.7% | 455,295 | $148.04 | $67M | −3,429 | −$14M |
| CRM - Salesforce | 0.64% | Reduce −3.9% | 256,559 | $257.10 | $66M | −10,477 | −$14M |
| BBY - Best Buy | 0.61% | Add +7.5% | 744,615 | $84.29 | $63M | +51,845 | +$6M |
| Piper Sandler Companies | 0.58% | Add +1.1% | 262,302 | $230.17 | $60M | +2,947 | +$9M |
| CHRW - C H Robinson Worldwide | 0.58% | Reduce −1.9% | 678,810 | $88.12 | $60M | −13,463 | +$7M |
| WK - Workiva · CL A | 0.55% | Add +3.5% | 783,410 | $72.99 | $57M | +26,176 | −$7M |
| HD - Home Depot | 0.54% | Reduce −3.2% | 163,637 | $344.24 | $56M | −5,481 | −$9M |
| CASY - Caseys Gen Stores | 0.53% | Add +4.1% | 143,490 | $381.56 | $55M | +5,716 | +$11M |
| AXP - American Express | 0.51% | Reduce −3.0% | 227,516 | $231.55 | $53M | −7,103 | −$739K |
| TXN - Texas Instrs | 0.41% | Add +6.6% | 219,368 | $194.53 | $43M | +13,551 | +$7M |
| DIS - Disney Walt | 0.34% | Reduce −6.4% | 355,626 | $99.29 | $35M | −24,472 | −$11M |
| PG - Procter And Gamble | 0.29% | Reduce −4.3% | 181,594 | $164.92 | $30M | −8,072 | −$825K |
| PII - Polaris | 0.27% | Reduce −1.1% | 361,645 | $78.31 | $28M | −4,008 | −$8M |
| ULTA - Ulta Beauty | 0.27% | Add +12.7% | 72,994 | $385.87 | $28M | +8,228 | −$6M |
| ADP - Automatic Data Processing | 0.25% | Add +10.8% | 106,616 | $238.69 | $25M | +10,425 | +$1M |
| ONB - Old Natl Bancorp Ind | 0.24% | Hold | 1,473,316 | $17.19 | $25M | — | — |
| GNRC - Generac | 0.24% | Reduce −4.8% | 190,653 | $132.22 | $25M | −9,584 | −$50K |
| BMI - Badger Meter | 0.23% | Reduce −4.0% | 128,205 | $186.35 | $24M | −5,347 | +$2M |
| MMM - 3M | 0.21% | Reduce −2.8% | 216,632 | $102.19 | $22M | −6,326 | −$2M |
| HSY - Hershey | 0.19% | Reduce −5.4% | 107,398 | $183.83 | $20M | −6,186 | −$2M |
| XEL - XCEL Energy | 0.19% | Reduce −1.3% | 359,756 | $53.41 | $19M | −4,624 | −$371K |
| TRV - Travelers Companies | 0.16% | Add +1.8% | 79,090 | $203.34 | $16M | +1,379 | −$2M |
| UPS - United Parcel Service · CL B | 0.15% | Reduce −22.7% | 109,976 | $136.85 | $15M | −32,339 | −$6M |
| AIR - AAR | 0.13% | Reduce −11.3% | 178,119 | $72.70 | $13M | −22,627 | +$931K |
| Altair Engr · CL A | 0.12% | Reduce −5.7% | 130,908 | $98.08 | $13M | −7,880 | +$883K |
| HUBG - HUB Group · CL A | 0.12% | Reduce −1.3% | 292,839 | $43.05 | $13M | −3,830 | −$215K |
| MEDP - Medpace | 0.11% | Add +0.1% | 28,809 | $411.85 | $12M | +20 | +$230K |
| JBTM - John Bean Technologies | 0.11% | Add +9.3% | 122,627 | $94.97 | $12M | +10,480 | −$117K |
| AZEK · CL A | 0.11% | Reduce −6.4% | 262,415 | $42.13 | $11M | −17,845 | −$3M |
| META - Meta Platforms · CL A | 0.11% | Add +26.6% | 21,592 | $504.22 | $11M | +4,543 | +$3M |
| CLFD - Clearfield | 0.10% | Add +8.7% | 281,696 | $38.56 | $11M | +22,530 | +$3M |
| BRK.B - Berkshire Hathaway · CL B | 0.10% | Reduce −0.3% | 26,379 | $406.80 | $11M | −85 | −$398K |
| PLXS - Plexus | 0.10% | Add +0.4% | 99,562 | $103.18 | $10M | +375 | +$868K |
| WTFC - Wintrust Finl | 0.10% | Reduce −16.9% | 100,705 | $98.56 | $10M | −20,455 | −$3M |
| MGPI - Mgp Ingredients | 0.09% | Add +23.7% | 130,228 | $74.40 | $10M | +24,940 | +$621K |
| Gentherm | 0.09% | Reduce −3.8% | 183,998 | $49.32 | $9M | −7,344 | −$2M |
| ASB - Associated Banc | 0.09% | Reduce −11.4% | 420,295 | $21.15 | $9M | −54,220 | −$1M |
| CFR - Cullen Frost Bankers | 0.09% | Reduce −11.4% | 87,066 | $101.63 | $9M | −11,161 | −$2M |
| AMP - Ameriprise Finl | 0.09% | Add +200.6% | 20,633 | $427.19 | $9M | +13,768 | +$6M |
| INSP - Inspire Med Sys | 0.08% | Add +7.8% | 63,833 | $133.83 | $9M | +4,645 | −$4M |
| GIS - General Mls | 0.08% | Reduce −4.1% | 132,536 | $63.26 | $8M | −5,714 | −$1M |
| KNF - Knife River | 0.08% | Add +8.1% | 118,150 | $70.14 | $8M | +8,865 | −$574K |
| QCRH - QCR | 0.08% | Reduce −13.5% | 136,408 | $60.00 | $8M | −21,320 | −$1M |
| ABBV - Abbvie | 0.08% | Add +6.2% | 46,351 | $171.52 | $8M | +2,719 | +$5K |
| BKH - Black Hills | 0.07% | Add +0.1% | 140,715 | $54.38 | $8M | +85 | −$26K |
| EMR - Emerson Elec | 0.07% | Reduce −3.6% | 68,718 | $110.16 | $8M | −2,565 | −$515K |
| GBCI - Glacier Bancorp | 0.07% | Reduce −9.1% | 195,440 | $37.32 | $7M | −19,640 | −$1M |
| NWE — | 0.07% | Add +0.1% | 137,385 | $50.08 | $7M | +105 | −$111K |
| JAMF | 0.07% | Reduce −7.7% | 411,644 | $16.50 | $7M | −34,358 | −$1M |
| MRK - Merck & | 0.07% | Reduce −3.8% | 54,851 | $123.80 | $7M | −2,166 | −$733K |
| NEOG - Neogen | 0.06% | Add +13.7% | 391,857 | $15.63 | $6M | +47,364 | +$689K |
| PANW - Palo Alto Networks | 0.06% | Add +0.9% | 17,173 | $339.01 | $6M | +160 | +$988K |
| CAT - Caterpillar | 0.05% | Reduce −2.0% | 17,088 | $333.10 | $6M | −347 | −$697K |
| GOOGL - Alphabet · CL A | 0.05% | Reduce −5.1% | 30,799 | $182.15 | $6M | −1,648 | +$713K |
| PNR - Pentair | 0.05% | Reduce −20.3% | 72,900 | $76.67 | $6M | −18,512 | −$2M |
| SCHB - Schwab Strategic Tr | 0.05% | Reduce −1.6% | 87,852 | $62.87 | $6M | −1,448 | +$71K |
| OSK - Oshkosh | 0.05% | Reduce 0.0% | 50,465 | $108.20 | $5M | −20 | −$836K |
| SPY - Spdr S&P 500 ETF Tr | 0.05% | Add +60.8% | 8,893 | $544.22 | $5M | +3,362 | +$2M |
| MCD - Mcdonalds | 0.04% | Add +21.8% | 16,431 | $254.84 | $4M | +2,939 | +$383K |
| XOM - Exxon Mobil | 0.04% | Add +18.0% | 36,251 | $115.12 | $4M | +5,530 | +$602K |
| GLW - Corning | 0.04% | Reduce −14.7% | 107,055 | $38.85 | $4M | −18,405 | +$24K |
| BRK.A - Berkshire Hathaway · CL A | 0.04% | Hold | 6 | $612,241 | $4M | — | — |
| CVX - Chevron | 0.03% | Reduce −7.2% | 22,595 | $156.42 | $4M | −1,760 | −$307K |
| COST - Costco Whsl | 0.03% | Reduce −18.5% | 3,734 | $849.99 | $3M | −845 | −$181K |
| IVV - Ishares Tr | 0.03% | Reduce −7.6% | 5,760 | $547.23 | $3M | −475 | −$126K |
| PFE - Pfizer | 0.03% | Reduce −17.5% | 111,735 | $27.98 | $3M | −23,655 | −$631K |
| COP - Conocophillips | 0.03% | Add +6.0% | 26,707 | $114.38 | $3M | +1,507 | −$153K |
| CTAS - Cintas | 0.03% | Hold | 3,774 | $700.26 | $3M | — | — |
| WWD - Woodward | 0.02% | Hold | 14,000 | $174.38 | $2M | — | — |
| SOLV - Solventum | 0.02% | New | 44,492 | $52.88 | $2M | +44,492 | +$2M |
| BAX - Baxter Intl | 0.02% | Reduce −23.7% | 61,308 | $33.45 | $2M | −19,016 | −$1M |
| ALRS - Alerus Finl | 0.02% | Reduce −21.2% | 97,964 | $19.61 | $2M | −26,330 | −$792K |
| AMGN - Amgen | 0.02% | Reduce −18.3% | 5,950 | $312.45 | $2M | −1,335 | −$212K |
| ORCL - Oracle | 0.02% | Reduce −49.7% | 13,090 | $141.20 | $2M | −12,944 | −$1M |
| BDX - Becton Dickinson & | 0.02% | Hold | 7,749 | $233.71 | $2M | — | — |
| XLK - Select Sector Spdr Tr | 0.02% | Reduce −5.4% | 7,989 | $226.24 | $2M | −460 | +$48K |
| ZBH - Zimmer Biomet | 0.02% | Reduce −1.2% | 16,300 | $108.53 | $2M | −200 | −$409K |
| AMAT - Applied Matls | 0.02% | Hold | 7,477 | $235.99 | $2M | — | — |
| CVRX — | 0.02% | Add +39.8% | 139,621 | $11.99 | $2M | +39,718 | −$145K |
| KMB - Kimberly-Clark | 0.02% | Reduce −5.0% | 11,989 | $138.20 | $2M | −625 | +$25K |
| Exact Sciences | 0.02% | Add +61.2% | 38,525 | $42.25 | $2M | +14,620 | −$23K |
| AMCR - Amcor | 0.01% | Reduce −0.2% | 154,010 | $9.78 | $2M | −375 | +$38K |
| LOW - Lowes Cos | 0.01% | Reduce −2.3% | 6,728 | $220.46 | $1M | −159 | −$271K |
| KO - Coca Cola | 0.01% | Reduce −6.9% | 22,910 | $63.65 | $1M | −1,695 | −$47K |
| SYK - Stryker | 0.01% | Hold | 4,000 | $340.25 | $1M | — | — |
| PEP - Pepsico | 0.01% | Reduce −8.5% | 7,925 | $164.93 | $1M | −739 | −$209K |
| WY - Weyerhaeuser Mtn Be | 0.01% | Reduce −2.1% | 45,945 | $28.39 | $1M | −1,000 | −$381K |
| SKYT - Skywater Technology | 0.01% | Hold | 168,870 | $7.65 | $1M | — | — |
| UNP - Union Pac | 0.01% | Reduce −3.9% | 5,509 | $226.26 | $1M | −225 | −$164K |
| GE - GE Aerospace | 0.01% | Add +14.1% | 7,783 | $158.97 | $1M | +962 | +$40K |
| BMY - Bristol-Myers Squibb | 0.01% | Reduce −36.8% | 29,382 | $41.53 | $1M | −17,115 | −$1M |
| IDXX - Idexx Labs | 0.01% | Reduce −3.1% | 2,502 | $487.20 | $1M | −80 | −$175K |
| HWKN - Hawkins | 0.01% | Hold | 13,320 | $91.00 | $1M | — | — |
| VCEL - Vericel | 0.01% | Hold | 25,915 | $45.88 | $1M | — | — |
| SNA - Snap On | 0.01% | Reduce −21.1% | 4,365 | $261.39 | $1M | −1,165 | −$497K |
| MOS - Mosaic | 0.01% | Hold | 39,000 | $28.90 | $1M | — | — |
| INTC - Intel | 0.01% | Reduce −19.4% | 35,788 | $30.97 | $1M | −8,600 | −$852K |
| NTRS - Northern Tr | 0.01% | Reduce −86.3% | 12,857 | $83.98 | $1M | −81,214 | −$7M |
| ADBE - Adobe | 0.01% | Add +2.0% | 1,920 | $555.54 | $1M | +37 | +$116K |
| PSX - Phillips 66 | 0.01% | Hold | 7,400 | $141.17 | $1M | — | — |
| SHEL - Shell | 0.01% | Hold | 13,920 | $72.18 | $1M | — | — |
| TMO - Thermo Fisher Scientific | 0.01% | Add +17.5% | 1,810 | $553.00 | $1M | +269 | +$105K |
| Patterson Cos | 0.01% | Hold | 39,150 | $24.12 | $944K | — | — |
| BAC - Bank of America | 0.01% | Reduce −1.3% | 23,732 | $39.77 | $944K | −301 | +$32K |
| WMT - Walmart | 0.01% | Reduce −24.3% | 13,618 | $67.71 | $922K | −4,381 | −$161K |
| QQQ - Invesco Qqq Tr | 0.01% | Reduce −47.1% | 1,919 | $479.11 | $919K | −1,712 | −$693K |
| RTX - Raytheon | 0.01% | Add +22.0% | 9,051 | $100.39 | $909K | +1,634 | +$185K |
| CSCO - Cisco Sys | 0.01% | Reduce −3.9% | 18,308 | $47.51 | $870K | −735 | −$81K |
| IEX - IDEX | 0.01% | Hold | 4,000 | $201.20 | $805K | — | — |
| Ishares Tr | 0.01% | Hold | 6,645 | $120.98 | $804K | — | — |
| BSX - Boston Scientific | 0.01% | Reduce −1.9% | 10,269 | $77.01 | $791K | −200 | +$74K |
| BMO - Bank Montreal Que | 0.01% | Hold | 9,000 | $83.85 | $755K | — | — |
| NEE - Nextera Energy | 0.01% | Add +150.1% | 10,040 | $70.81 | $711K | +6,026 | +$454K |
| NSC - Norfolk Southn | 0.01% | Reduce −16.0% | 3,062 | $214.69 | $657K | −585 | −$272K |
| AWK — | 0.01% | Hold | 5,000 | $129.16 | $646K | — | — |
| Allete | 0.01% | Reduce −4.6% | 10,338 | $62.35 | $645K | −500 | −$2K |
| SLB - Schlumberger | 0.01% | Reduce −6.9% | 13,575 | $47.18 | $640K | −1,000 | −$158K |
| CB - Chubb | 0.01% | Reduce −23.5% | 2,309 | $255.08 | $589K | −710 | −$193K |
| SCHF - Schwab Strategic Tr | 0.01% | Hold | 15,000 | $38.42 | $576K | — | — |
| NVEC - NVE | 0.01% | Hold | 7,300 | $74.69 | $545K | — | — |
| BP - BP PLC | 0.01% | Hold | 14,850 | $36.10 | $536K | — | — |
| Spdr S&P Midcap 400 ETF Tr | 0.01% | New | 985 | $535.08 | $527K | +985 | +$527K |
| UFCS - United Fire Group | 0.00% | Hold | 24,000 | $21.49 | $516K | — | — |
| RGR - Sturm Ruger & | 0.00% | Hold | 12,000 | $41.65 | $500K | — | — |
| AVGO - Broadcom | 0.00% | Add +12.8% | 308 | $1,606 | $495K | +35 | +$132K |
| CM - Canadian Imperial | 0.00% | Hold | 10,176 | $47.54 | $484K | — | — |
| HBAN - Huntington Bancshares | 0.00% | Hold | 36,128 | $13.18 | $476K | — | — |
| VIG - Vanguard Specialized Funds | 0.00% | Reduce −11.8% | 2,607 | $182.55 | $476K | −350 | −$64K |
| BRC - Brady · CL A | 0.00% | Hold | 7,000 | $66.02 | $462K | — | — |
| VUG - Vanguard Index Fds | 0.00% | Reduce −10.0% | 1,128 | $374.01 | $422K | −125 | −$9K |
| Surmodics | 0.00% | Hold | 10,000 | $42.04 | $420K | — | — |
| BA - Boeing | 0.00% | Add +10.5% | 2,268 | $182.01 | $413K | +215 | +$17K |
| MA - Mastercard · CL A | 0.00% | Reduce −27.5% | 924 | $441.16 | $408K | −350 | −$206K |
| ITW - Illinois Tool Wks | 0.00% | Reduce −1.7% | 1,699 | $236.96 | $403K | −30 | −$61K |
| AMT - American Tower | 0.00% | Hold | 2,020 | $194.38 | $393K | — | — |
| TT - Trane Technologies | 0.00% | Reduce −1.3% | 1,129 | $328.93 | $371K | −15 | +$28K |
| LMT - Lockheed Martin | 0.00% | Reduce −13.9% | 790 | $467.10 | $369K | −128 | −$49K |
| IJR - Ishares Tr | 0.00% | Add +72.6% | 3,358 | $106.66 | $358K | +1,412 | +$143K |
| PAYX - Paychex | 0.00% | Reduce −7.5% | 3,015 | $118.56 | $357K | −245 | −$43K |
| T - At T | 0.00% | Add +0.8% | 18,533 | $19.11 | $354K | +149 | +$31K |
| DOC - Healthpeak Properties | 0.00% | Add +0.4% | 17,663 | $19.60 | $346K | +72 | +$16K |
| NEM - Newmont | 0.00% | Hold | 8,000 | $41.87 | $335K | — | — |
| WEC - WEC Energy Group | 0.00% | Add +5.0% | 4,200 | $78.46 | $330K | +200 | +$1K |
| ZTS - Zoetis · CL A | 0.00% | Reduce −0.7% | 1,900 | $173.36 | $329K | −13 | +$6K |
| NKE - NIKE · CL B | 0.00% | Reduce −9.2% | 4,274 | $75.37 | $322K | −433 | −$120K |
| CMG - Chipotle Mexican Grill | 0.00% | Add +4900.0% | 5,000 | $62.65 | $313K | +4,900 | +$23K |
| CLF - Cleveland-Cliffs | 0.00% | Reduce −23.1% | 20,000 | $15.39 | $308K | −6,000 | −$283K |
| TJX - Tjx Cos | 0.00% | Hold | 2,759 | $110.10 | $304K | — | — |
| PM - Philip Morris Intl | 0.00% | Reduce −41.2% | 2,800 | $101.33 | $284K | −1,965 | −$153K |
| MMC - Marsh & Mclennan Cos | 0.00% | Reduce −38.6% | 1,338 | $210.72 | $282K | −840 | −$167K |
| DE - Deere | 0.00% | Reduce −13.4% | 742 | $373.63 | $277K | −115 | −$75K |
| MSA - Msa Safety | 0.00% | Reduce −2.6% | 1,470 | $187.69 | $276K | −40 | −$16K |
| AMD - Advanced Micro Devices | 0.00% | Add +10.9% | 1,673 | $162.21 | $271K | +165 | −$1K |
| IXN - Ishares Tr | 0.00% | Hold | 3,150 | $82.82 | $261K | — | — |
| SON - Sonoco Prods | 0.00% | Hold | 5,000 | $50.72 | $254K | — | — |
| VTI - Vanguard Index Fds | 0.00% | Add +12.4% | 931 | $267.53 | $249K | +103 | +$34K |
| Ishares Tr | 0.00% | Hold | 932 | $262.53 | $245K | — | — |
| CARR - Carrier Global | 0.00% | Reduce −5.1% | 3,867 | $63.08 | $244K | −208 | +$7K |
| WM - Waste Mgmt Del | 0.00% | Add +11.4% | 1,114 | $213.34 | $238K | +114 | +$25K |
| HOG - Harley Davidson | 0.00% | Reduce −42.0% | 7,000 | $33.54 | $235K | −5,075 | −$293K |
| MO - Altria Group | 0.00% | Add +0.1% | 5,046 | $45.55 | $230K | +3 | +$10K |
| BOH - Bank Hawaii | 0.00% | Hold | 4,000 | $57.21 | $229K | — | — |
| LIN - Linde | 0.00% | Hold | 515 | $438.81 | $226K | — | — |
| SBUX - Starbucks | 0.00% | Reduce −8.9% | 2,899 | $77.85 | $226K | −283 | −$65K |
| MDLZ - Mondelez Intl · CL A | 0.00% | Reduce −7.6% | 3,393 | $65.44 | $222K | −278 | −$35K |
| DHR - Danaher | 0.00% | Reduce −1.3% | 884 | $249.85 | $221K | −12 | −$3K |
| EFA - Ishares Tr | 0.00% | Hold | 2,792 | $78.33 | $219K | — | — |
| GPC - Genuine Parts | 0.00% | Reduce −7.4% | 1,575 | $138.32 | $218K | −125 | −$46K |
| CMCSA - Comcast · CL A | 0.00% | Reduce −18.6% | 5,554 | $39.16 | $217K | −1,269 | −$78K |
| CL - Colgate Palmolive | 0.00% | Reduce −24.6% | 2,226 | $97.04 | $216K | −725 | −$50K |
| CAH - Cardinal Health | 0.00% | Hold | 2,197 | $98.32 | $216K | — | — |
| SEIC - Sei Invts | 0.00% | Hold | 3,300 | $64.69 | $213K | — | — |
| DGII - Digi Intl | 0.00% | Hold | 9,000 | $22.93 | $206K | — | — |
| MUR - Murphy Oil | 0.00% | Hold | 5,000 | $41.24 | $206K | — | — |
| ACN - Accenture Ireland · CLASS A | 0.00% | Hold | 671 | $303.41 | $204K | — | — |
| Smith & Wesson Brands | 0.00% | Hold | 10,000 | $14.34 | $143K | — | — |
| AXGN - Axogen | 0.00% | Hold | 17,000 | $7.24 | $123K | — | — |
| Shyft Group | 0.00% | Hold | 10,000 | $11.86 | $119K | — | — |
| Arcadium Lithium | 0.00% | Hold | 13,925 | $3.36 | $47K | — | — |
| PLUG - Plug Power | 0.00% | Hold | 10,000 | $2.33 | $23K | — | — |
Showing top 50 of 217 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Marcus Del | 0.02% | Exit | 0 | $14.26 | $2M | −169,856 | −$2M |
| Nuveen Minn Quality Mun Inm | — | Exit | 0 | $11.25 | $351K | −31,200 | −$351K |
| TSLA - Tesla | — | Exit | 0 | $175.68 | $273K | −1,554 | −$273K |
| URI - United Rentals | — | Exit | 0 | $721.74 | $249K | −345 | −$249K |
| IBM — | — | Exit | 0 | $190.69 | $213K | −1,117 | −$213K |
| ADSK - Autodesk | — | Exit | 0 | $260.00 | $208K | −800 | −$208K |
| F - Ford Mtr Del | — | Exit | 0 | $13.27 | $207K | −15,600 | −$207K |
| MPC - Marathon Petroleum | — | Exit | 0 | $202.00 | $202K | −1,000 | −$202K |
| IWR - Ishares Tr | — | Exit | 0 | $84.28 | $201K | −2,385 | −$201K |
| DAKT - Daktronics | — | Exit | 0 | $9.95 | $189K | −19,000 | −$189K |
| SNAP — · CL A | — | Exit | 0 | $11.50 | $115K | −10,000 | −$115K |
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