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 | 7.91% | Reduce −0.1% | 1,955,215 | $430.30 | $841M | −1,907 | −$33M |
| NVDA - Nvidia | 6.90% | Reduce −2.4% | 6,037,090 | $121.44 | $733M | −148,848 | −$31M |
| UNH - Unitedhealth Group | 4.90% | Add +5.5% | 891,662 | $584.68 | $521M | +46,847 | +$91M |
| GOOG - Alphabet · CL C | 4.31% | Reduce −2.6% | 2,743,465 | $167.19 | $459M | −72,061 | −$58M |
| AMZN - Amazon | 4.14% | Add +0.5% | 2,362,983 | $186.33 | $440M | +12,586 | −$14M |
| JPM - Jpmorgan Chase & | 3.41% | Reduce −0.2% | 1,720,372 | $210.86 | $363M | −3,143 | +$14M |
| GGG - Graco | 3.24% | Add +4.5% | 3,931,980 | $87.51 | $344M | +170,711 | +$46M |
| FISV - Fiserv | 3.20% | Add +0.1% | 1,893,636 | $179.65 | $340M | +1,534 | +$58M |
| AAPL - Apple | 2.95% | Add +3.4% | 1,347,213 | $233.00 | $314M | +44,013 | +$39M |
| LLY - Eli Lilly & | 2.85% | Reduce −2.3% | 341,961 | $885.94 | $303M | −8,189 | −$14M |
| TTC - TORO | 2.80% | Add +5.7% | 3,431,184 | $86.73 | $298M | +185,170 | −$6M |
| LNT - Alliant Energy | 2.34% | Add +6.9% | 4,095,219 | $60.69 | $249M | +263,820 | +$54M |
| LFUS - Littelfuse | 2.15% | Add +1.4% | 860,984 | $265.25 | $228M | +12,058 | +$11M |
| QCOM - Qualcomm | 2.09% | Add +0.4% | 1,305,186 | $170.05 | $222M | +4,916 | −$37M |
| MSI - Motorola Solutions | 2.07% | Reduce −1.3% | 488,752 | $449.63 | $220M | −6,211 | +$29M |
| V - VISA · CL A | 2.04% | Add +14.8% | 788,803 | $274.95 | $217M | +101,837 | +$37M |
| TECH - Bio-Techne | 2.03% | Reduce −1.6% | 2,696,796 | $79.93 | $216M | −43,596 | +$19M |
| VZ - Verizon Communications | 2.02% | Add +4.3% | 4,789,419 | $44.91 | $215M | +196,333 | +$26M |
| USB - US Bancorp Del | 1.96% | Reduce −11.8% | 4,553,141 | $45.73 | $208M | −606,360 | +$3M |
| ECL - Ecolab | 1.91% | Reduce −4.8% | 794,679 | $255.33 | $203M | −39,712 | +$4M |
| FAST - Fastenal | 1.84% | Add +2.6% | 2,731,930 | $71.42 | $195M | +68,617 | +$28M |
| SHW - Sherwin Williams | 1.73% | Add +4.9% | 482,545 | $381.67 | $184M | +22,592 | +$47M |
| JNJ - Johnson & Johnson | 1.70% | Reduce −5.5% | 1,116,680 | $162.06 | $181M | −65,045 | +$8M |
| MDT - Medtronic | 1.67% | Reduce −33.0% | 1,969,468 | $90.03 | $177M | −970,474 | −$54M |
| FUL - Fuller H B | 1.64% | Add +0.9% | 2,197,999 | $79.38 | $174M | +18,625 | +$7M |
| NVT - Nvent Electric | 1.58% | Reduce −1.3% | 2,384,560 | $70.26 | $168M | −32,417 | −$18M |
| HRL - Hormel Foods | 1.51% | Reduce −0.5% | 5,047,678 | $31.70 | $160M | −27,831 | +$5M |
| WFC - Wells Fargo | 1.23% | Reduce −3.5% | 2,323,231 | $56.49 | $131M | −83,500 | −$12M |
| TNC - Tennant | 1.21% | Add +11.8% | 1,336,082 | $96.04 | $128M | +141,473 | +$11M |
| ABT - Abbott Labs | 1.16% | Reduce −0.7% | 1,085,429 | $114.01 | $124M | −7,367 | +$10M |
| ENTG - Entegris | 1.10% | Add +11.9% | 1,043,732 | $112.53 | $117M | +111,194 | −$9M |
| ROK - Rockwell Automation | 1.05% | Add +3.0% | 414,348 | $268.46 | $111M | +11,975 | +$471K |
| DCI - Donaldson | 0.95% | Reduce −8.5% | 1,371,962 | $73.70 | $101M | −126,858 | −$6M |
| CHRW - C H Robinson Worldwide | 0.87% | Add +23.0% | 834,948 | $110.37 | $92M | +156,138 | +$32M |
| HON - Honeywell Intl | 0.83% | Reduce −30.5% | 429,325 | $206.71 | $89M | −188,005 | −$43M |
| SCHW - Schwab Charles | 0.74% | Reduce −10.9% | 1,218,283 | $64.81 | $79M | −149,095 | −$22M |
| BBY - Best Buy | 0.73% | Add +0.2% | 746,230 | $103.30 | $77M | +1,615 | +$14M |
| PFG - Principal Financial | 0.70% | Reduce −28.0% | 869,978 | $85.90 | $75M | −337,998 | −$20M |
| TGT - Target | 0.67% | Reduce −0.2% | 454,170 | $155.86 | $71M | −1,125 | +$3M |
| Piper Sandler Companies | 0.66% | Reduce −6.3% | 245,828 | $283.81 | $70M | −16,474 | +$9M |
| CRM - Salesforce | 0.63% | Reduce −5.3% | 242,964 | $273.71 | $67M | −13,595 | +$540K |
| WK - Workiva · CL A | 0.62% | Add +6.6% | 835,086 | $79.12 | $66M | +51,676 | +$9M |
| HD - Home Depot | 0.62% | Reduce −0.4% | 162,972 | $405.20 | $66M | −665 | +$10M |
| AXP - American Express | 0.56% | Reduce −4.2% | 218,028 | $271.20 | $59M | −9,488 | +$6M |
| SYY - Sysco | 0.55% | Reduce −33.9% | 743,076 | $78.06 | $58M | −381,219 | −$22M |
| CASY - Caseys Gen Stores | 0.49% | Reduce −3.5% | 138,399 | $375.71 | $52M | −5,091 | −$3M |
| TXN - Texas Instrs | 0.44% | Add +3.2% | 226,480 | $206.57 | $47M | +7,112 | +$4M |
| DIS - Disney Walt | 0.31% | Reduce −5.0% | 337,812 | $96.19 | $32M | −17,814 | −$3M |
| ADP - Automatic Data Processing | 0.28% | Add +1.8% | 108,530 | $276.73 | $30M | +1,914 | +$5M |
| KHC - Kraft Heinz | 0.27% | New | 831,775 | $35.11 | $29M | +831,775 | +$29M |
| PG - Procter And Gamble | 0.27% | Reduce −7.2% | 168,542 | $173.20 | $29M | −13,052 | −$757K |
| GNRC - Generac | 0.27% | Reduce −4.1% | 182,915 | $158.88 | $29M | −7,738 | +$4M |
| MMM - 3M | 0.27% | Reduce −3.4% | 209,277 | $136.70 | $29M | −7,355 | +$6M |
| ULTA - Ulta Beauty | 0.27% | Add +0.7% | 73,484 | $389.12 | $29M | +490 | +$428K |
| BMI - Badger Meter | 0.26% | Reduce −3.0% | 124,414 | $218.41 | $27M | −3,791 | +$3M |
| XEL - XCEL Energy | 0.23% | Add +2.8% | 369,970 | $65.30 | $24M | +10,214 | +$5M |
| HSY - Hershey | 0.19% | Reduce −2.2% | 104,994 | $191.78 | $20M | −2,404 | +$393K |
| ONB - Old Natl Bancorp Ind | 0.17% | Reduce −32.6% | 992,316 | $18.66 | $19M | −481,000 | −$7M |
| TRV - Travelers Companies | 0.17% | Reduce −2.1% | 77,455 | $234.12 | $18M | −1,635 | +$2M |
| AZEK · CL A | 0.13% | Add +8.5% | 284,710 | $46.80 | $13M | +22,295 | +$2M |
| JBTM - John Bean Technologies | 0.12% | Add +8.7% | 133,282 | $98.51 | $13M | +10,655 | +$1M |
| AMP - Ameriprise Finl | 0.12% | Add +34.2% | 27,690 | $469.81 | $13M | +7,057 | +$4M |
| INSP - Inspire Med Sys | 0.12% | Reduce −4.2% | 61,173 | $211.05 | $13M | −2,660 | +$4M |
| HUBG - HUB Group · CL A | 0.12% | Reduce −3.2% | 283,434 | $45.45 | $13M | −9,405 | +$275K |
| META - Meta Platforms · CL A | 0.12% | Add +2.9% | 22,213 | $572.44 | $13M | +621 | +$2M |
| AIR - AAR | 0.12% | Add +5.6% | 188,024 | $65.36 | $12M | +9,905 | −$660K |
| Altair Engr · CL A | 0.11% | Reduce −2.7% | 127,394 | $95.51 | $12M | −3,514 | −$672K |
| PLXS - Plexus | 0.11% | Reduce −10.9% | 88,745 | $136.71 | $12M | −10,817 | +$2M |
| BRK.B - Berkshire Hathaway · CL B | 0.11% | Reduce −5.0% | 25,047 | $460.26 | $12M | −1,332 | +$797K |
| KNF - Knife River | 0.11% | Add +7.5% | 127,005 | $89.39 | $11M | +8,855 | +$3M |
| CLFD - Clearfield | 0.11% | Add +3.0% | 290,106 | $38.96 | $11M | +8,410 | +$440K |
| MGPI - Mgp Ingredients | 0.10% | Add +2.9% | 133,978 | $83.25 | $11M | +3,750 | +$1M |
| UPS - United Parcel Service · CL B | 0.10% | Reduce −26.2% | 81,144 | $136.34 | $11M | −28,832 | −$4M |
| MEDP - Medpace | 0.09% | Add +3.3% | 29,762 | $333.80 | $10M | +953 | −$2M |
| WTFC - Wintrust Finl | 0.09% | Reduce −14.4% | 86,175 | $108.53 | $9M | −14,530 | −$573K |
| GIS - General Mls | 0.09% | Reduce −5.1% | 125,826 | $73.85 | $9M | −6,710 | +$908K |
| ABBV - Abbvie | 0.09% | Add +0.9% | 46,746 | $197.48 | $9M | +395 | +$1M |
| QCRH - QCR | 0.08% | Reduce −12.0% | 120,003 | $74.03 | $9M | −16,405 | +$699K |
| Gentherm | 0.08% | Add +2.1% | 187,818 | $46.55 | $9M | +3,820 | −$332K |
| BKH - Black Hills | 0.08% | Reduce −0.2% | 140,420 | $61.12 | $9M | −295 | +$930K |
| CFR - Cullen Frost Bankers | 0.08% | Reduce −15.3% | 73,771 | $111.86 | $8M | −13,295 | −$596K |
| ASB - Associated Banc | 0.07% | Reduce −12.2% | 368,955 | $21.54 | $8M | −51,340 | −$942K |
| NWE — | 0.07% | Reduce −0.2% | 137,075 | $57.22 | $8M | −310 | +$963K |
| NEOG - Neogen | 0.07% | Add +17.0% | 458,391 | $16.81 | $8M | +66,534 | +$2M |
| EMR - Emerson Elec | 0.07% | Reduce −4.4% | 65,728 | $109.37 | $7M | −2,990 | −$381K |
| JAMF | 0.07% | Reduce −2.0% | 403,456 | $17.35 | $7M | −8,188 | +$208K |
| GBCI - Glacier Bancorp | 0.07% | Reduce −22.2% | 151,955 | $45.70 | $7M | −43,485 | −$349K |
| PNR - Pentair | 0.06% | Reduce −7.3% | 67,585 | $97.79 | $7M | −5,315 | +$1M |
| PII - Polaris | 0.06% | Reduce −78.2% | 78,739 | $83.24 | $7M | −282,906 | −$22M |
| CAT - Caterpillar | 0.06% | Reduce −3.0% | 16,578 | $391.12 | $6M | −510 | +$792K |
| MRK - Merck & | 0.06% | Reduce −2.7% | 53,387 | $113.56 | $6M | −1,464 | −$728K |
| SCHB - Schwab Strategic Tr | 0.05% | Reduce −0.9% | 87,082 | $66.52 | $6M | −770 | +$269K |
| SPY - Spdr S&P 500 ETF Tr | 0.05% | Add +5.6% | 9,388 | $573.76 | $5M | +495 | +$547K |
| PANW - Palo Alto Networks | 0.05% | Reduce −9.5% | 15,536 | $341.80 | $5M | −1,637 | −$512K |
| OSK - Oshkosh | 0.05% | Reduce −0.4% | 50,280 | $100.21 | $5M | −185 | −$422K |
| MCD - Mcdonalds | 0.05% | Reduce −1.3% | 16,215 | $304.50 | $5M | −216 | +$750K |
| GOOGL - Alphabet · CL A | 0.05% | Reduce −5.9% | 28,968 | $165.85 | $5M | −1,831 | −$806K |
| GLW - Corning | 0.04% | Reduce −7.4% | 99,186 | $45.15 | $4M | −7,869 | +$319K |
| BRK.A - Berkshire Hathaway · CL A | 0.04% | Hold | 6 | $691,180 | $4M | — | — |
| XOM - Exxon Mobil | 0.04% | Reduce −10.2% | 32,571 | $117.22 | $4M | −3,680 | −$355K |
| CVX - Chevron | 0.03% | Reduce −3.4% | 21,820 | $147.27 | $3M | −775 | −$321K |
| CTAS - Cintas | 0.03% | Add +284.7% | 14,520 | $205.88 | $3M | +10,746 | +$347K |
| PFE - Pfizer | 0.03% | Reduce −7.6% | 103,202 | $28.94 | $3M | −8,533 | −$140K |
| Exact Sciences | 0.03% | Add +13.5% | 43,710 | $68.12 | $3M | +5,185 | +$1M |
| IVV - Ishares Tr | 0.03% | Reduce −15.3% | 4,881 | $576.82 | $3M | −879 | −$337K |
| COP - Conocophillips | 0.03% | Reduce −0.6% | 26,538 | $105.28 | $3M | −169 | −$261K |
| COST - Costco Whsl | 0.03% | Reduce −17.1% | 3,097 | $886.52 | $3M | −637 | −$428K |
| SOLV - Solventum | 0.03% | Reduce −11.5% | 39,354 | $69.72 | $3M | −5,138 | +$391K |
| WWD - Woodward | 0.02% | Hold | 14,000 | $171.51 | $2M | — | — |
| ALRS - Alerus Finl | 0.02% | Reduce −0.2% | 97,729 | $22.88 | $2M | −235 | +$315K |
| ORCL - Oracle | 0.02% | Reduce −2.7% | 12,735 | $170.40 | $2M | −355 | +$322K |
| AMGN - Amgen | 0.02% | Reduce 0.0% | 5,948 | $322.21 | $2M | −2 | +$57K |
| SYK - Stryker | 0.02% | Add +31.9% | 5,275 | $361.26 | $2M | +1,275 | +$545K |
| BDX - Becton Dickinson & | 0.02% | Hold | 7,749 | $241.10 | $2M | — | — |
| LOW - Lowes Cos | 0.02% | Add +2.3% | 6,880 | $270.85 | $2M | +152 | +$380K |
| BAX - Baxter Intl | 0.02% | Reduce −20.5% | 48,767 | $37.97 | $2M | −12,541 | −$199K |
| HWKN - Hawkins | 0.02% | Hold | 13,320 | $127.47 | $2M | — | — |
| ZBH - Zimmer Biomet | 0.02% | Reduce −3.7% | 15,700 | $107.95 | $2M | −600 | −$74K |
| LTH - Life Time Group | 0.02% | New | 66,580 | $24.42 | $2M | +66,580 | +$2M |
| WY - Weyerhaeuser Mtn Be | 0.01% | Hold | 45,945 | $33.86 | $2M | — | — |
| KMB - Kimberly-Clark | 0.01% | Reduce −9.6% | 10,834 | $142.28 | $2M | −1,155 | −$115K |
| SKYT - Skywater Technology | 0.01% | Reduce −0.2% | 168,615 | $9.08 | $2M | −255 | +$239K |
| AMAT - Applied Matls | 0.01% | Hold | 7,477 | $202.05 | $2M | — | — |
| GE - GE Aerospace | 0.01% | Reduce −0.9% | 7,714 | $188.58 | $1M | −69 | +$217K |
| KO - Coca Cola | 0.01% | Reduce −15.7% | 19,315 | $71.86 | $1M | −3,595 | −$70K |
| XLK - Select Sector Spdr Tr | 0.01% | Reduce −23.1% | 6,144 | $225.77 | $1M | −1,845 | −$420K |
| AMCR - Amcor | 0.01% | Reduce −21.5% | 120,890 | $11.33 | $1M | −33,120 | −$137K |
| BMY - Bristol-Myers Squibb | 0.01% | Reduce −11.6% | 25,982 | $51.74 | $1M | −3,400 | +$124K |
| PEP - Pepsico | 0.01% | Reduce −2.8% | 7,700 | $170.05 | $1M | −225 | +$2K |
| CVRX — | 0.01% | Add +3.4% | 144,361 | $8.81 | $1M | +4,740 | −$402K |
| IDXX - Idexx Labs | 0.01% | Hold | 2,502 | $505.22 | $1M | — | — |
| UNP - Union Pac | 0.01% | Reduce −7.7% | 5,083 | $246.48 | $1M | −426 | +$6K |
| SNA - Snap On | 0.01% | Reduce −2.2% | 4,270 | $289.71 | $1M | −95 | +$96K |
| VCEL - Vericel | 0.01% | Hold | 25,915 | $42.25 | $1M | — | — |
| RTX - Raytheon | 0.01% | Reduce −4.4% | 8,652 | $121.16 | $1M | −399 | +$140K |
| WMT - Walmart | 0.01% | Reduce −4.9% | 12,948 | $80.75 | $1M | −670 | +$123K |
| MOS - Mosaic | 0.01% | Hold | 39,000 | $26.78 | $1M | — | — |
| TMO - Thermo Fisher Scientific | 0.01% | Reduce −8.0% | 1,665 | $618.57 | $1M | −145 | +$29K |
| ADBE - Adobe | 0.01% | Add +1.6% | 1,950 | $517.78 | $1M | +30 | −$57K |
| QQQ - Invesco Qqq Tr | 0.01% | Hold | 1,919 | $488.07 | $937K | — | — |
| BAC - Bank of America | 0.01% | Reduce −1.3% | 23,432 | $39.68 | $930K | −300 | −$14K |
| CSCO - Cisco Sys | 0.01% | Reduce −5.0% | 17,389 | $53.22 | $925K | −919 | +$56K |
| BSX - Boston Scientific | 0.01% | Add +0.4% | 10,311 | $83.80 | $864K | +42 | +$73K |
| PSX - Phillips 66 | 0.01% | Reduce −11.5% | 6,550 | $131.45 | $861K | −850 | −$184K |
| IEX - IDEX | 0.01% | Hold | 4,000 | $214.50 | $858K | — | — |
| NEE - Nextera Energy | 0.01% | Hold | 10,040 | $84.53 | $849K | — | — |
| AWK — | 0.01% | Add +6.7% | 5,333 | $146.24 | $780K | +333 | +$134K |
| SHEL - Shell | 0.01% | Reduce −16.6% | 11,604 | $65.95 | $765K | −2,316 | −$239K |
| NSC - Norfolk Southn | 0.01% | Reduce −2.1% | 2,997 | $248.50 | $745K | −65 | +$87K |
| VIG - Vanguard Specialized Funds | 0.01% | Add +38.3% | 3,605 | $198.06 | $714K | +998 | +$238K |
| TT - Trane Technologies | 0.01% | Add +62.4% | 1,834 | $388.73 | $713K | +705 | +$342K |
| BMO - Bank Montreal Que | 0.01% | Reduce −12.8% | 7,846 | $90.20 | $708K | −1,154 | −$47K |
| CB - Chubb | 0.01% | Add +1.5% | 2,343 | $288.39 | $676K | +34 | +$87K |
| Patterson Cos | 0.01% | Reduce −26.3% | 28,850 | $21.84 | $630K | −10,300 | −$314K |
| CM - Canadian Imperial Bk Comm | 0.01% | Hold | 10,176 | $61.34 | $624K | — | — |
| Allete | 0.01% | Reduce −6.3% | 9,688 | $64.19 | $622K | −650 | −$23K |
| SCHF - Schwab Strategic Tr | 0.01% | Hold | 15,000 | $41.12 | $617K | — | — |
| NVEC - NVE | 0.01% | Hold | 7,300 | $79.87 | $583K | — | — |
| Ishares Tr | 0.01% | Reduce −35.6% | 4,280 | $135.07 | $578K | −2,365 | −$226K |
| AVGO - Broadcom | 0.01% | Add +971.4% | 3,300 | $172.50 | $569K | +2,992 | +$75K |
| BRC - Brady · CL A | 0.01% | Hold | 7,000 | $76.63 | $536K | — | — |
| HBAN - Huntington Bancshares | 0.00% | Hold | 36,128 | $14.70 | $531K | — | — |
| LMT - Lockheed Martin | 0.00% | Add +12.4% | 888 | $584.56 | $519K | +98 | +$150K |
| RGR - Sturm Ruger & | 0.00% | Hold | 12,000 | $41.68 | $500K | — | — |
| Spdr S&P Midcap 400 ETF Tr | 0.00% | Reduce −15.2% | 835 | $569.66 | $476K | −150 | −$51K |
| MA - Mastercard · CL A | 0.00% | Add +3.0% | 952 | $493.80 | $470K | +28 | +$62K |
| AMT - American Tower | 0.00% | Hold | 2,020 | $232.56 | $470K | — | — |
| NTRS - Northern Tr | 0.00% | Reduce −61.5% | 4,955 | $90.03 | $446K | −7,902 | −$634K |
| ITW - Illinois Tool Wks | 0.00% | Hold | 1,699 | $262.07 | $445K | — | — |
| VUG - Vanguard Index Fds | 0.00% | Hold | 1,128 | $383.93 | $433K | — | — |
| WEC - WEC Energy Group | 0.00% | Reduce −2.4% | 4,100 | $96.18 | $394K | −100 | +$65K |
| VO - Vanguard Index Fds | 0.00% | Reduce −4.6% | 1,378 | $263.83 | $364K | −66 | +$14K |
| IJR - Ishares Tr | 0.00% | Reduce −10.4% | 3,008 | $116.96 | $352K | −350 | −$6K |
| INTC - Intel | 0.00% | Reduce −59.1% | 14,623 | $23.46 | $343K | −21,165 | −$765K |
| PM - Philip Morris Intl | 0.00% | Hold | 2,800 | $121.40 | $340K | — | — |
| TJX - Tjx Cos | 0.00% | Add +3.0% | 2,841 | $117.54 | $334K | +82 | +$30K |
| BA - Boeing | 0.00% | Reduce −6.3% | 2,125 | $152.04 | $323K | −143 | −$90K |
| NKE - NIKE · CL B | 0.00% | Reduce −14.8% | 3,640 | $88.40 | $322K | −634 | $— |
| CARR - Carrier Global | 0.00% | Hold | 3,867 | $80.49 | $311K | — | — |
| MMC - Marsh & Mclennan Cos | 0.00% | Add +2.7% | 1,374 | $223.09 | $307K | +36 | +$25K |
| ZTS - Zoetis · CL A | 0.00% | Reduce −18.9% | 1,540 | $195.38 | $301K | −360 | −$28K |
| T - At T | 0.00% | Reduce −27.0% | 13,533 | $22.00 | $298K | −5,000 | −$56K |
| Surmodics | 0.00% | Reduce −23.7% | 7,626 | $38.78 | $296K | −2,374 | −$125K |
| UFCS - United Fire Group | 0.00% | Reduce −41.2% | 14,108 | $20.93 | $295K | −9,892 | −$220K |
| DE - Deere | 0.00% | Reduce −5.4% | 702 | $417.33 | $293K | −40 | +$16K |
| CL - Colgate Palmolive | 0.00% | Add +20.7% | 2,686 | $103.81 | $279K | +460 | +$63K |
| AMD - Advanced Micro Devices | 0.00% | Hold | 1,673 | $164.08 | $275K | — | — |
| ACN - Accenture Ireland · CLASS A | 0.00% | Add +15.4% | 774 | $353.48 | $274K | +103 | +$70K |
| HOG - Harley Davidson | 0.00% | Hold | 7,000 | $38.53 | $270K | — | — |
| NEM - Newmont | 0.00% | Reduce −37.5% | 5,000 | $53.45 | $267K | −3,000 | −$68K |
| MSA - Msa Safety | 0.00% | Hold | 1,470 | $177.34 | $261K | — | — |
| IXN - Ishares Tr | 0.00% | Hold | 3,150 | $82.53 | $260K | — | — |
| MO - Altria Group | 0.00% | Add 0.0% | 5,048 | $51.04 | $258K | +2 | +$28K |
| BOH - Bank Hawaii | 0.00% | Hold | 4,000 | $62.77 | $251K | — | — |
| DGII - Digi Intl | 0.00% | Hold | 9,000 | $27.53 | $248K | — | — |
| CAH - Cardinal Health | 0.00% | Hold | 2,197 | $110.52 | $243K | — | — |
| GEV - GE Vernova | 0.00% | Reduce −51.0% | 952 | $254.98 | $243K | −990 | −$90K |
| CLF - Cleveland-Cliffs | 0.00% | Reduce −5.0% | 19,000 | $12.77 | $243K | −1,000 | −$65K |
| VTI - Vanguard Index Fds | 0.00% | Reduce −9.6% | 842 | $283.18 | $238K | −89 | −$11K |
| AXGN - Axogen | 0.00% | Hold | 17,000 | $14.02 | $238K | — | — |
| EFA - Ishares Tr | 0.00% | Hold | 2,792 | $83.63 | $233K | — | — |
| SLB - Schlumberger | 0.00% | Reduce −59.5% | 5,500 | $41.95 | $231K | −8,075 | −$410K |
| MDLZ - Mondelez Intl · CL A | 0.00% | Reduce −8.3% | 3,113 | $73.67 | $229K | −280 | +$7K |
| SEIC - Sei Invts | 0.00% | Hold | 3,300 | $69.19 | $228K | — | — |
| RF - Regions Financial | 0.00% | Reduce −3.7% | 9,740 | $23.33 | $227K | −375 | +$25K |
| CMCSA - Comcast · CL A | 0.00% | Reduce −2.9% | 5,392 | $41.77 | $225K | −162 | +$8K |
| GPC - Genuine Parts | 0.00% | Hold | 1,575 | $139.68 | $220K | — | — |
| VV - Vanguard Index Fds | 0.00% | Hold | 827 | $263.29 | $218K | — | — |
| WM - Waste Mgmt Del | 0.00% | Reduce −6.8% | 1,038 | $207.60 | $215K | −76 | −$22K |
| HPQ - HP | 0.00% | Add +2.4% | 5,954 | $35.87 | $214K | +140 | +$10K |
| CMG - Chipotle Mexican Grill | 0.00% | Reduce −26.8% | 3,660 | $57.62 | $211K | −1,340 | −$102K |
| DHR - Danaher | 0.00% | Reduce −14.8% | 753 | $278.02 | $209K | −131 | −$12K |
| BP - BP PLC | 0.00% | Reduce −56.2% | 6,500 | $31.39 | $204K | −8,350 | −$332K |
| Ishares Tr | 0.00% | Reduce −23.1% | 717 | $284.00 | $204K | −215 | −$41K |
| Shyft Group | 0.00% | Hold | 10,000 | $12.55 | $126K | — | — |
| Arcadium Lithium | 0.00% | Hold | 13,925 | $2.85 | $40K | — | — |
| PLUG - Plug Power | 0.00% | Hold | 10,000 | $2.26 | $23K | — | — |
Showing top 50 of 217 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PAYX - Paychex | — | Exit | 0 | $118.41 | $357K | −3,015 | −$357K |
| DOC - Healthpeak Properties | — | Exit | 0 | $19.59 | $346K | −17,663 | −$346K |
| SON - Sonoco Prods | — | Exit | 0 | $50.80 | $254K | −5,000 | −$254K |
| LIN - Linde | — | Exit | 0 | $438.83 | $226K | −515 | −$226K |
| SBUX - Starbucks | — | Exit | 0 | $77.96 | $226K | −2,899 | −$226K |
| MUR - Murphy Oil | — | Exit | 0 | $41.20 | $206K | −5,000 | −$206K |
| Smith & Wesson Brands | — | Exit | 0 | $14.30 | $143K | −10,000 | −$143K |
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