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 | 8.03% | Add +0.7% | 1,969,379 | $421.50 | $830M | +14,164 | −$11M |
| NVDA - Nvidia | 7.64% | Reduce −2.5% | 5,884,992 | $134.29 | $790M | −152,098 | +$57M |
| AMZN - Amazon | 5.02% | Add 0.0% | 2,363,488 | $219.39 | $519M | +505 | +$78M |
| UNH - Unitedhealth Group | 4.25% | Reduce −2.6% | 868,407 | $505.86 | $439M | −23,255 | −$82M |
| GOOG - Alphabet · CL C | 4.01% | Reduce −20.6% | 2,177,364 | $190.44 | $415M | −566,101 | −$44M |
| JPM - Jpmorgan Chase & | 3.98% | Reduce −0.4% | 1,714,289 | $239.71 | $411M | −6,083 | +$48M |
| FISV - Fiserv | 3.72% | Reduce −1.2% | 1,871,409 | $205.42 | $384M | −22,227 | +$44M |
| AAPL - Apple | 3.28% | Add +0.5% | 1,353,586 | $250.42 | $339M | +6,373 | +$25M |
| GGG - Graco | 3.23% | Add +0.6% | 3,957,203 | $84.29 | $334M | +25,223 | −$11M |
| TTC - TORO | 2.78% | Add +4.7% | 3,593,482 | $80.10 | $288M | +162,298 | −$10M |
| V - VISA · CL A | 2.55% | Add +5.9% | 835,325 | $316.04 | $264M | +46,522 | +$47M |
| LLY - Eli Lilly & | 2.53% | Reduce −0.8% | 339,267 | $772.00 | $262M | −2,694 | −$41M |
| LNT - Alliant Energy | 2.24% | Reduce −4.4% | 3,913,967 | $59.14 | $231M | −181,252 | −$17M |
| MSI - Motorola Solutions | 2.17% | Reduce −0.9% | 484,538 | $462.23 | $224M | −4,214 | +$4M |
| LFUS - Littelfuse | 2.00% | Add +1.7% | 875,381 | $235.65 | $206M | +14,397 | −$22M |
| QCOM - Qualcomm | 1.96% | Add +1.0% | 1,318,445 | $153.62 | $203M | +13,259 | −$19M |
| USB - US Bancorp Del | 1.95% | Reduce −7.6% | 4,206,238 | $47.83 | $201M | −346,903 | −$7M |
| FAST - Fastenal | 1.88% | Reduce −0.8% | 2,709,431 | $71.91 | $195M | −22,499 | −$279K |
| TECH - Bio-Techne | 1.86% | Reduce −0.9% | 2,673,768 | $72.03 | $193M | −23,028 | −$23M |
| ECL - Ecolab | 1.78% | Reduce −1.4% | 783,309 | $234.32 | $184M | −11,370 | −$19M |
| SHW - Sherwin Williams | 1.58% | Reduce −0.2% | 481,781 | $339.93 | $164M | −764 | −$20M |
| WFC - Wells Fargo | 1.57% | Reduce −0.5% | 2,310,552 | $70.24 | $162M | −12,679 | +$31M |
| NVT - Nvent Electric | 1.56% | Reduce −1.0% | 2,361,455 | $68.16 | $161M | −23,105 | −$7M |
| FUL - Fuller H B | 1.44% | Add +0.6% | 2,211,223 | $67.48 | $149M | +13,224 | −$25M |
| JNJ - Johnson & Johnson | 1.43% | Reduce −8.2% | 1,025,376 | $144.62 | $148M | −91,304 | −$33M |
| VZ - Verizon Communications | 1.33% | Reduce −28.0% | 3,449,480 | $39.99 | $138M | −1,339,939 | −$77M |
| HRL - Hormel Foods | 1.29% | Reduce −15.6% | 4,258,565 | $31.37 | $134M | −789,113 | −$26M |
| ABT - Abbott Labs | 1.18% | Reduce −0.8% | 1,076,915 | $113.11 | $122M | −8,514 | −$2M |
| ROK - Rockwell Automation | 1.16% | Add +1.1% | 418,809 | $285.79 | $120M | +4,461 | +$8M |
| TNC - Tennant | 1.12% | Add +6.3% | 1,419,695 | $81.53 | $116M | +83,613 | −$13M |
| ENTG - Entegris | 0.90% | Reduce −10.1% | 938,273 | $99.06 | $93M | −105,459 | −$25M |
| DCI - Donaldson | 0.85% | Reduce −4.5% | 1,309,975 | $67.35 | $88M | −61,987 | −$13M |
| CHRW - C H Robinson Worldwide | 0.85% | Add +2.2% | 853,541 | $103.32 | $88M | +18,593 | −$4M |
| SCHW - Schwab Charles | 0.79% | Reduce −9.9% | 1,097,556 | $74.01 | $81M | −120,727 | +$2M |
| CRM - Salesforce | 0.78% | Reduce −0.6% | 241,391 | $334.33 | $81M | −1,573 | +$14M |
| WK - Workiva · CL A | 0.78% | Reduce −12.1% | 734,030 | $109.50 | $80M | −101,056 | +$14M |
| HON - Honeywell Intl | 0.78% | Reduce −17.2% | 355,510 | $225.89 | $80M | −73,815 | −$8M |
| Piper Sandler Companies | 0.70% | Reduce −1.7% | 241,622 | $299.95 | $72M | −4,206 | +$3M |
| WEC - WEC Energy Group | 0.69% | Add +18528.2% | 763,758 | $94.04 | $72M | +759,658 | +$71M |
| BBY - Best Buy | 0.62% | Reduce 0.0% | 746,044 | $85.80 | $64M | −186 | −$13M |
| PFG - Principal Financial | 0.62% | Reduce −5.3% | 823,478 | $77.41 | $64M | −46,500 | −$11M |
| AXP - American Express | 0.61% | Reduce −3.3% | 210,790 | $296.79 | $63M | −7,238 | +$3M |
| HD - Home Depot | 0.61% | Reduce −1.3% | 160,813 | $388.99 | $63M | −2,159 | −$3M |
| MDT - Medtronic | 0.60% | Reduce −60.6% | 775,359 | $79.88 | $62M | −1,194,109 | −$115M |
| TGT - Target | 0.58% | Reduce −1.6% | 446,990 | $135.18 | $60M | −7,180 | −$10M |
| CASY - Caseys Gen Stores | 0.53% | Reduce −0.5% | 137,749 | $396.23 | $55M | −650 | +$3M |
| TXN - Texas Instrs | 0.42% | Add +1.5% | 229,811 | $187.51 | $43M | +3,331 | −$4M |
| KHC - Kraft Heinz | 0.41% | Add +66.7% | 1,386,267 | $30.71 | $43M | +554,492 | +$13M |
| DIS - Disney Walt | 0.35% | Reduce −2.7% | 328,587 | $111.35 | $37M | −9,225 | +$4M |
| ADP - Automatic Data Processing | 0.31% | Reduce −0.1% | 108,414 | $292.73 | $32M | −116 | +$2M |
| SYY - Sysco | 0.30% | Reduce −44.9% | 409,312 | $76.46 | $31M | −333,764 | −$27M |
| ULTA - Ulta Beauty | 0.30% | Reduce −2.3% | 71,782 | $434.93 | $31M | −1,702 | +$3M |
| PG - Procter And Gamble | 0.28% | Add +2.0% | 171,869 | $167.65 | $29M | +3,327 | −$378K |
| GNRC - Generac | 0.25% | Reduce −8.3% | 167,684 | $155.05 | $26M | −15,231 | −$3M |
| MMM - 3M | 0.25% | Reduce −4.2% | 200,531 | $129.09 | $26M | −8,746 | −$3M |
| BMI - Badger Meter | 0.25% | Reduce −2.0% | 121,901 | $212.12 | $26M | −2,513 | −$1M |
| XEL - XCEL Energy | 0.25% | Add +1.4% | 375,289 | $67.52 | $25M | +5,319 | +$1M |
| ONB - Old Natl Bancorp Ind | 0.20% | Reduce −4.1% | 951,362 | $21.70 | $21M | −40,954 | +$2M |
| TRV - Travelers Companies | 0.17% | Reduce −4.2% | 74,178 | $240.89 | $18M | −3,277 | −$265K |
| JBTM - John Bean Technologies | 0.16% | Reduce −2.2% | 130,382 | $127.10 | $17M | −2,900 | +$3M |
| META - Meta Platforms · CL A | 0.15% | Add +18.5% | 26,312 | $585.51 | $15M | +4,099 | +$3M |
| AMP - Ameriprise Finl | 0.15% | Add +1.7% | 28,161 | $532.43 | $15M | +471 | +$2M |
| AZEK · CL A | 0.13% | Reduce 0.0% | 284,575 | $47.47 | $14M | −135 | +$184K |
| HSY - Hershey | 0.13% | Reduce −25.4% | 78,346 | $169.35 | $13M | −26,648 | −$7M |
| CLFD - Clearfield | 0.13% | Add +44.5% | 419,206 | $31.00 | $13M | +129,100 | +$2M |
| KNF - Knife River | 0.12% | Reduce −0.1% | 126,935 | $101.64 | $13M | −70 | +$2M |
| PLXS - Plexus | 0.12% | Reduce −7.7% | 81,909 | $156.48 | $13M | −6,836 | +$685K |
| HUBG - HUB Group · CL A | 0.12% | Reduce 0.0% | 283,299 | $44.56 | $13M | −135 | −$258K |
| INSP - Inspire Med Sys | 0.12% | Add +5.7% | 64,671 | $185.38 | $12M | +3,498 | −$922K |
| BRK.B - Berkshire Hathaway · CL B | 0.11% | Add +3.8% | 25,993 | $453.28 | $12M | +946 | +$254K |
| AIR - AAR | 0.11% | Reduce 0.0% | 187,949 | $61.28 | $12M | −75 | −$772K |
| MEDP - Medpace | 0.10% | Add +8.9% | 32,408 | $332.23 | $11M | +2,646 | +$832K |
| WTFC - Wintrust Finl | 0.10% | Reduce 0.0% | 86,135 | $124.71 | $11M | −40 | +$1M |
| CFR - Cullen Frost Bankers | 0.10% | Reduce −0.5% | 73,401 | $134.25 | $10M | −370 | +$2M |
| QCRH - QCR | 0.09% | Reduce −0.1% | 119,938 | $80.64 | $10M | −65 | +$788K |
| ASB - Associated Banc | 0.08% | Reduce −0.6% | 366,577 | $23.90 | $9M | −2,378 | +$814K |
| BKH - Black Hills | 0.08% | Reduce −0.1% | 140,345 | $58.52 | $8M | −75 | −$369K |
| UPS - United Parcel Service · CL B | 0.08% | Reduce −20.5% | 64,529 | $126.10 | $8M | −16,615 | −$3M |
| ABBV - Abbvie | 0.08% | Reduce −2.1% | 45,770 | $177.70 | $8M | −976 | −$1M |
| EMR - Emerson Elec | 0.08% | Reduce −2.8% | 63,878 | $123.93 | $8M | −1,850 | +$728K |
| GIS - General Mls | 0.08% | Reduce −2.2% | 123,052 | $63.77 | $8M | −2,774 | −$1M |
| GBCI - Glacier Bancorp | 0.07% | Reduce 0.0% | 151,880 | $50.22 | $8M | −75 | +$683K |
| Gentherm | 0.07% | Add +1.0% | 189,628 | $39.93 | $8M | +1,810 | −$1M |
| NWE — | 0.07% | Reduce −0.1% | 136,995 | $53.46 | $7M | −80 | −$520K |
| PNR - Pentair | 0.06% | Reduce −3.5% | 65,240 | $100.64 | $7M | −2,345 | −$43K |
| CAT - Caterpillar | 0.06% | Add +0.7% | 16,693 | $362.76 | $6M | +115 | −$428K |
| MGPI - Mgp Ingredients | 0.06% | Add +13.8% | 152,488 | $39.37 | $6M | +18,510 | −$5M |
| SCHB - Schwab Strategic Tr | 0.06% | Add +200.0% | 261,246 | $22.70 | $6M | +174,164 | +$138K |
| NEOG - Neogen | 0.05% | Add +1.8% | 466,808 | $12.14 | $6M | +8,417 | −$2M |
| JAMF | 0.05% | Reduce −1.1% | 398,981 | $14.05 | $6M | −4,475 | −$1M |
| MRK - Merck & | 0.05% | Add +1.0% | 53,900 | $99.48 | $5M | +513 | −$701K |
| PANW - Palo Alto Networks | 0.05% | Add +89.0% | 29,356 | $181.96 | $5M | +13,820 | +$31K |
| SPY - Spdr S&P 500 ETF Tr | 0.05% | Reduce −4.0% | 9,016 | $586.08 | $5M | −372 | −$102K |
| GOOGL - Alphabet · CL A | 0.05% | Reduce −10.6% | 25,891 | $189.30 | $5M | −3,077 | +$97K |
| OSK - Oshkosh | 0.05% | Reduce 0.0% | 50,260 | $95.07 | $5M | −20 | −$260K |
| MCD - Mcdonalds | 0.05% | Add +1.0% | 16,378 | $289.89 | $5M | +163 | −$190K |
| GLW - Corning | 0.04% | Reduce −7.0% | 92,270 | $47.52 | $4M | −6,916 | −$94K |
| BRK.A - Berkshire Hathaway · CL A | 0.04% | Hold | 6 | $680,920 | $4M | — | — |
| XOM - Exxon Mobil | 0.03% | Reduce −0.9% | 32,289 | $107.57 | $3M | −282 | −$345K |
| Exact Sciences | 0.03% | Add +38.2% | 60,410 | $56.19 | $3M | +16,700 | +$417K |
| PII - Polaris | 0.03% | Reduce −27.9% | 56,751 | $57.62 | $3M | −21,988 | −$3M |
| CVX - Chevron | 0.03% | Reduce −3.2% | 21,124 | $144.84 | $3M | −696 | −$154K |
| COP - Conocophillips | 0.03% | Add +10.7% | 29,374 | $99.17 | $3M | +2,836 | +$119K |
| IVV - Ishares Tr | 0.03% | Reduce −4.7% | 4,651 | $588.64 | $3M | −230 | −$78K |
| CTAS - Cintas | 0.03% | Add +2.8% | 14,920 | $182.70 | $3M | +400 | −$263K |
| COST - Costco Whsl | 0.02% | Reduce −11.6% | 2,739 | $916.27 | $3M | −358 | −$236K |
| LTH - Life Time Group | 0.02% | Add +67.0% | 111,220 | $22.12 | $2M | +44,640 | +$834K |
| SOLV - Solventum | 0.02% | Reduce −10.1% | 35,373 | $66.06 | $2M | −3,981 | −$407K |
| WWD - Woodward | 0.02% | Hold | 14,000 | $166.42 | $2M | — | — |
| ORCL - Oracle | 0.02% | Add +6.2% | 13,530 | $166.64 | $2M | +795 | +$85K |
| PFE - Pfizer | 0.02% | Reduce −23.2% | 79,302 | $26.53 | $2M | −23,900 | −$883K |
| SKYT - Skywater Technology | 0.02% | Reduce −16.3% | 141,170 | $13.80 | $2M | −27,445 | +$417K |
| SYK - Stryker | 0.02% | Hold | 5,275 | $360.05 | $2M | — | — |
| ALRS - Alerus Finl | 0.02% | Reduce −0.1% | 97,674 | $19.24 | $2M | −55 | −$357K |
| CVRX — | 0.02% | Reduce −0.1% | 144,281 | $12.67 | $2M | −80 | +$556K |
| BDX - Becton Dickinson & | 0.02% | Reduce −1.6% | 7,626 | $226.87 | $2M | −123 | −$138K |
| LOW - Lowes Cos | 0.02% | Hold | 6,880 | $246.80 | $2M | — | — |
| HWKN - Hawkins | 0.02% | Hold | 13,320 | $122.67 | $2M | — | — |
| CWAN — · CL A | 0.02% | New | 58,840 | $27.52 | $2M | +58,840 | +$2M |
| ZBH - Zimmer Biomet | 0.02% | Reduce −6.4% | 14,700 | $105.63 | $2M | −1,000 | −$142K |
| BMY - Bristol-Myers Squibb | 0.01% | Add +0.7% | 26,162 | $56.56 | $1M | +180 | +$135K |
| XLK - Select Sector Spdr Tr | 0.01% | Add +3.5% | 6,359 | $232.53 | $1M | +215 | +$92K |
| SNA - Snap On | 0.01% | Add +1.5% | 4,335 | $339.48 | $1M | +65 | +$235K |
| AMGN - Amgen | 0.01% | Reduce −5.7% | 5,607 | $260.64 | $1M | −341 | −$455K |
| VCEL - Vericel | 0.01% | Hold | 25,915 | $54.91 | $1M | — | — |
| KMB - Kimberly-Clark | 0.01% | Reduce −6.3% | 10,154 | $131.04 | $1M | −680 | −$211K |
| GE - GE Aerospace | 0.01% | Add +2.9% | 7,940 | $166.79 | $1M | +226 | −$130K |
| KO - Coca Cola | 0.01% | Add +4.9% | 20,265 | $62.26 | $1M | +950 | −$126K |
| AMAT - Applied Matls | 0.01% | Hold | 7,477 | $162.63 | $1M | — | — |
| UNP - Union Pac | 0.01% | Add +3.6% | 5,266 | $228.04 | $1M | +183 | −$52K |
| BAX - Baxter Intl | 0.01% | Reduce −15.7% | 41,123 | $29.16 | $1M | −7,644 | −$653K |
| WMT - Walmart | 0.01% | Add +2.4% | 13,253 | $90.35 | $1M | +305 | +$152K |
| PEP - Pepsico | 0.01% | Add +1.3% | 7,800 | $152.06 | $1M | +100 | −$123K |
| AMCR - Amcor | 0.01% | Reduce −2.3% | 118,090 | $9.41 | $1M | −2,800 | −$258K |
| CSCO - Cisco Sys | 0.01% | Add +2.9% | 17,889 | $59.20 | $1M | +500 | +$134K |
| WY - Weyerhaeuser Mtn Be | 0.01% | Reduce −20.7% | 36,431 | $28.15 | $1M | −9,514 | −$530K |
| IDXX - Idexx Labs | 0.01% | Reduce −4.0% | 2,402 | $413.44 | $993K | −100 | −$271K |
| BAC - Bank of America | 0.01% | Reduce −3.6% | 22,592 | $43.95 | $993K | −840 | +$63K |
| RTX - Raytheon | 0.01% | Reduce −2.3% | 8,452 | $115.72 | $978K | −200 | −$70K |
| QQQ - Invesco Qqq Tr | 0.01% | Reduce −5.1% | 1,822 | $511.23 | $931K | −97 | −$5K |
| PSX - Phillips 66 | 0.01% | Add +23.9% | 8,116 | $113.93 | $925K | +1,566 | +$64K |
| BSX - Boston Scientific | 0.01% | Hold | 10,311 | $89.32 | $921K | — | — |
| ADBE - Adobe | 0.01% | Hold | 1,950 | $444.68 | $867K | — | — |
| TMO - Thermo Fisher Scientific | 0.01% | Reduce −2.9% | 1,616 | $520.23 | $841K | −49 | −$189K |
| IEX - IDEX | 0.01% | Hold | 4,000 | $209.29 | $837K | — | — |
| DWDPEUR — | 0.01% | New | 10,699 | $76.25 | $816K | +10,699 | +$816K |
| AVGO - Broadcom | 0.01% | Reduce −1.5% | 3,250 | $231.84 | $753K | −50 | +$184K |
| VTI - Vanguard Index Fds | 0.01% | Add +207.0% | 2,585 | $289.81 | $749K | +1,743 | +$511K |
| MOS - Mosaic | 0.01% | Reduce −22.4% | 30,280 | $24.58 | $744K | −8,720 | −$300K |
| NEE - Nextera Energy | 0.01% | Hold | 10,040 | $71.69 | $720K | — | — |
| NSC - Norfolk Southn | 0.01% | Add +1.7% | 3,047 | $234.70 | $715K | +50 | −$30K |
| VIG - Vanguard Specialized Funds | 0.01% | Hold | 3,605 | $195.83 | $706K | — | — |
| IWF - Ishares Tr | 0.01% | New | 1,746 | $401.58 | $701K | +1,746 | +$701K |
| TT - Trane Technologies | 0.01% | Reduce −1.1% | 1,814 | $369.35 | $670K | −20 | −$43K |
| BMO - Bank Montreal Que | 0.01% | Reduce −12.7% | 6,846 | $97.05 | $664K | −1,000 | −$43K |
| AWK — | 0.01% | Hold | 5,333 | $124.49 | $664K | — | — |
| CB - Chubb | 0.01% | Hold | 2,343 | $276.30 | $647K | — | — |
| CM - Canadian Imperial Bk Comm | 0.01% | Hold | 10,176 | $63.23 | $643K | — | — |
| NVEC - NVE | 0.01% | Hold | 7,300 | $81.43 | $594K | — | — |
| Spdr S&P Midcap 400 ETF Tr | 0.01% | Add +24.0% | 1,035 | $569.58 | $590K | +200 | +$114K |
| HBAN - Huntington Bancshares | 0.01% | Hold | 36,128 | $16.27 | $588K | — | — |
| Ishares Tr | 0.01% | Hold | 4,280 | $131.29 | $562K | — | — |
| SCHF - Schwab Strategic Tr | 0.01% | Add +100.0% | 30,000 | $18.50 | $555K | +15,000 | −$62K |
| CTVA - Corteva | 0.01% | New | 9,430 | $56.96 | $537K | +9,430 | +$537K |
| MA - Mastercard · CL A | 0.01% | Add +6.5% | 1,014 | $526.60 | $534K | +62 | +$64K |
| Patterson Cos | 0.01% | Reduce −40.6% | 17,150 | $30.86 | $529K | −11,700 | −$101K |
| BRC - Brady · CL A | 0.01% | Hold | 7,000 | $73.85 | $517K | — | — |
| AJG - Gallagher Arthur J & | 0.00% | Add +18.4% | 1,776 | $283.85 | $504K | +276 | +$82K |
| Altair Engr · CL A | 0.00% | Reduce −96.5% | 4,431 | $109.11 | $483K | −122,963 | −$12M |
| SHEL - Shell | 0.00% | Reduce −35.3% | 7,504 | $62.65 | $470K | −4,100 | −$295K |
| VUG - Vanguard Index Fds | 0.00% | Hold | 1,128 | $410.44 | $463K | — | — |
| Allete | 0.00% | Reduce −30.1% | 6,768 | $64.80 | $439K | −2,920 | −$183K |
| ITW - Illinois Tool Wks | 0.00% | Hold | 1,699 | $253.56 | $431K | — | — |
| RGR - Sturm Ruger & | 0.00% | Hold | 12,000 | $35.37 | $424K | — | — |
| RSG - Republic Svcs | 0.00% | Hold | 2,100 | $201.18 | $422K | — | — |
| BA - Boeing | 0.00% | Add +7.4% | 2,282 | $177.03 | $404K | +157 | +$81K |
| UFCS - United Fire Group | 0.00% | Hold | 14,108 | $28.45 | $401K | — | — |
| VONE - Vanguard Scottsdale Fds | 0.00% | Reduce −27.9% | 1,437 | $266.72 | $383K | −556 | −$135K |
| AVY - Avery Dennison | 0.00% | Hold | 2,000 | $187.13 | $374K | — | — |
| AMT - American Tower | 0.00% | Hold | 2,020 | $183.41 | $370K | — | — |
| PM - Philip Morris Intl | 0.00% | Add +9.8% | 3,074 | $120.35 | $370K | +274 | +$30K |
| VO - Vanguard Index Fds | 0.00% | Hold | 1,378 | $264.13 | $364K | — | — |
| IJR - Ishares Tr | 0.00% | Hold | 3,008 | $115.22 | $347K | — | — |
| TJX - Tjx Cos | 0.00% | Hold | 2,841 | $120.81 | $343K | — | — |
| APD - Air Prods & Chems | 0.00% | Reduce −6.0% | 1,175 | $290.04 | $341K | −75 | −$31K |
| GEV - GE Vernova | 0.00% | Add +4.1% | 991 | $328.93 | $326K | +39 | +$83K |
| ACN - Accenture Ireland · CLASS A | 0.00% | Add +14.7% | 888 | $351.79 | $312K | +114 | +$39K |
| BP - BP PLC | 0.00% | Add +62.2% | 10,540 | $29.56 | $312K | +4,040 | +$108K |
| OKLO — · CL A | 0.00% | Add +2.9% | 14,410 | $21.23 | $306K | +410 | +$193K |
| BR - Broadridge | 0.00% | Hold | 1,350 | $226.09 | $305K | — | — |
| Surmodics | 0.00% | Hold | 7,626 | $39.60 | $302K | — | — |
| T - At T | 0.00% | Reduce −5.1% | 12,843 | $22.77 | $292K | −690 | −$5K |
| MMC - Marsh & Mclennan Cos | 0.00% | Hold | 1,374 | $212.41 | $292K | — | — |
| DE - Deere | 0.00% | Reduce −3.6% | 677 | $423.70 | $287K | −25 | −$6K |
| BOH - Bank Hawaii | 0.00% | Hold | 4,000 | $71.24 | $285K | — | — |
| INTC - Intel | 0.00% | Reduce −3.5% | 14,117 | $20.05 | $283K | −506 | −$60K |
| AXGN - Axogen | 0.00% | Hold | 17,000 | $16.48 | $280K | — | — |
| SEIC - Sei Invts | 0.00% | Hold | 3,300 | $82.48 | $272K | — | — |
| DGII - Digi Intl | 0.00% | Hold | 9,000 | $30.23 | $272K | — | — |
| IXN - Ishares Tr | 0.00% | Hold | 3,150 | $84.75 | $267K | — | — |
| MO - Altria Group | 0.00% | Add +0.1% | 5,051 | $52.29 | $264K | +3 | +$6K |
| CARR - Carrier Global | 0.00% | Hold | 3,867 | $68.26 | $264K | — | — |
| NKE - NIKE · CL B | 0.00% | Reduce −5.5% | 3,440 | $75.67 | $260K | −200 | −$61K |
| AMD - Advanced Micro Devices | 0.00% | Add +27.5% | 2,133 | $120.79 | $258K | +460 | −$17K |
| ZTS - Zoetis · CL A | 0.00% | Hold | 1,540 | $162.93 | $251K | — | — |
| IBM — | 0.00% | Add +9.8% | 1,117 | $219.83 | $246K | +100 | +$21K |
| LMT - Lockheed Martin | 0.00% | Reduce −43.4% | 503 | $485.94 | $244K | −385 | −$275K |
| CL - Colgate Palmolive | 0.00% | Hold | 2,686 | $90.91 | $244K | — | — |
| MSA - Msa Safety | 0.00% | Hold | 1,470 | $165.77 | $244K | — | — |
| ADSK - Autodesk | 0.00% | Hold | 800 | $295.57 | $236K | — | — |
| NTRS - Northern Tr | 0.00% | Reduce −54.8% | 2,240 | $102.50 | $230K | −2,715 | −$216K |
| RF - Regions Financial | 0.00% | Hold | 9,740 | $23.52 | $229K | — | — |
| ROST - Ross Stores | 0.00% | Hold | 1,513 | $151.27 | $229K | — | — |
| VV - Vanguard Index Fds | 0.00% | Reduce −0.7% | 821 | $269.70 | $221K | −6 | +$4K |
| CMG - Chipotle Mexican Grill | 0.00% | Hold | 3,660 | $60.30 | $221K | — | — |
| OTIS - Otis Worldwide | 0.00% | Add +22.6% | 2,363 | $92.61 | $219K | +435 | +$18K |
| HPQ - HP | 0.00% | Add +10.7% | 6,593 | $32.63 | $215K | +639 | +$2K |
| HOG - Harley Davidson | 0.00% | Hold | 7,000 | $30.13 | $211K | — | — |
| SLB - Schlumberger | 0.00% | Hold | 5,500 | $38.34 | $211K | — | — |
| WM - Waste Mgmt Del | 0.00% | Hold | 1,038 | $201.79 | $209K | — | — |
| CMCSA - Comcast · CL A | 0.00% | Hold | 5,392 | $37.53 | $202K | — | — |
| CLF - Cleveland-Cliffs | 0.00% | Reduce −15.8% | 16,000 | $9.40 | $150K | −3,000 | −$92K |
| Shyft Group | 0.00% | Hold | 10,000 | $11.74 | $117K | — | — |
| Arcadium Lithium | 0.00% | Hold | 13,925 | $5.13 | $71K | — | — |
| PLUG - Plug Power | 0.00% | Hold | 10,000 | $2.13 | $21K | — | — |
Showing top 50 of 225 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NEM - Newmont | — | Exit | 0 | $53.40 | $267K | −5,000 | −$267K |
| CAH - Cardinal Health | — | Exit | 0 | $110.61 | $243K | −2,197 | −$243K |
| EFA - Ishares Tr | — | Exit | 0 | $83.45 | $233K | −2,792 | −$233K |
| MDLZ - Mondelez Intl · CL A | — | Exit | 0 | $73.56 | $229K | −3,113 | −$229K |
| GPC - Genuine Parts | — | Exit | 0 | $139.68 | $220K | −1,575 | −$220K |
| DHR - Danaher | — | Exit | 0 | $277.56 | $209K | −753 | −$209K |
| Ishares Tr | — | Exit | 0 | $284.52 | $204K | −717 | −$204K |
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