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 | 7.80% | Add +1.4% | 1,996,217 | $375.39 | $749M | +26,838 | −$81M |
| NVDA - Nvidia | 6.54% | Reduce −1.4% | 5,801,914 | $108.38 | $629M | −83,078 | −$161M |
| UNH - Unitedhealth Group | 4.94% | Add +4.4% | 906,654 | $523.75 | $475M | +38,247 | +$36M |
| AMZN - Amazon | 4.75% | Add +1.4% | 2,397,617 | $190.26 | $456M | +34,129 | −$62M |
| JPM - Jpmorgan Chase & | 4.24% | Reduce −3.0% | 1,662,770 | $245.30 | $408M | −51,519 | −$3M |
| FISV - Fiserv | 3.95% | Reduce −8.2% | 1,717,557 | $220.83 | $379M | −153,852 | −$5M |
| GGG - Graco | 3.41% | Reduce −0.8% | 3,924,283 | $83.51 | $328M | −32,920 | −$6M |
| GOOG - Alphabet · CL C | 3.33% | Reduce −5.9% | 2,048,093 | $156.23 | $320M | −129,271 | −$95M |
| LLY - Eli Lilly & | 3.13% | Add +7.5% | 364,793 | $825.91 | $301M | +25,526 | +$39M |
| AAPL - Apple | 3.13% | Add +0.1% | 1,355,592 | $222.13 | $301M | +2,006 | −$38M |
| V - VISA · CL A | 3.01% | Reduce −1.3% | 824,113 | $350.46 | $289M | −11,212 | +$25M |
| TTC - TORO | 2.76% | Add +1.6% | 3,651,436 | $72.75 | $266M | +57,954 | −$22M |
| MSI - Motorola Solutions | 2.18% | Reduce −1.4% | 477,605 | $437.81 | $209M | −6,933 | −$15M |
| FAST - Fastenal | 2.17% | Reduce −0.7% | 2,689,855 | $77.55 | $209M | −19,576 | +$14M |
| ECL - Ecolab | 2.04% | Reduce −1.3% | 773,186 | $253.52 | $196M | −10,123 | +$12M |
| LNT - Alliant Energy | 2.04% | Reduce −22.2% | 3,044,638 | $64.35 | $196M | −869,329 | −$36M |
| LFUS - Littelfuse | 1.81% | Add +0.9% | 883,427 | $196.74 | $174M | +8,046 | −$32M |
| JNJ - Johnson & Johnson | 1.72% | Reduce −2.6% | 999,021 | $165.84 | $166M | −26,355 | +$17M |
| SHW - Sherwin Williams | 1.71% | Reduce −2.2% | 471,331 | $349.19 | $165M | −10,450 | +$812K |
| WFC - Wells Fargo | 1.63% | Reduce −5.4% | 2,184,792 | $71.79 | $157M | −125,760 | −$5M |
| VZ - Verizon Communications | 1.62% | Reduce −0.6% | 3,428,852 | $45.36 | $156M | −20,628 | +$18M |
| TECH - Bio-Techne | 1.62% | Reduce −0.8% | 2,651,793 | $58.63 | $155M | −21,975 | −$37M |
| WEC - WEC Energy Group | 1.58% | Add +81.9% | 1,389,081 | $108.98 | $151M | +625,323 | +$80M |
| QCOM - Qualcomm | 1.52% | Reduce −28.0% | 949,922 | $153.61 | $146M | −368,523 | −$57M |
| FUL - Fuller H B | 1.43% | Add +10.4% | 2,440,392 | $56.12 | $137M | +229,169 | −$12M |
| ABT - Abbott Labs | 1.40% | Reduce −5.6% | 1,016,988 | $132.65 | $135M | −59,927 | +$13M |
| HRL - Hormel Foods | 1.38% | Add +0.3% | 4,271,793 | $30.94 | $132M | +13,228 | −$1M |
| NVT - Nvent Electric | 1.28% | Reduce −0.4% | 2,352,460 | $52.42 | $123M | −8,995 | −$38M |
| TNC - Tennant | 1.18% | Add +0.1% | 1,421,410 | $79.75 | $113M | +1,715 | −$2M |
| ROK - Rockwell Automation | 1.13% | Reduce −0.1% | 418,461 | $258.38 | $108M | −348 | −$12M |
| CHRW - C H Robinson Worldwide | 0.92% | Add +1.4% | 865,898 | $102.40 | $89M | +12,357 | +$480K |
| USB - US Bancorp Del | 0.91% | Reduce −50.8% | 2,067,615 | $42.22 | $87M | −2,138,623 | −$114M |
| ENTG - Entegris | 0.85% | Reduce 0.0% | 938,193 | $87.48 | $82M | −80 | −$11M |
| DCI - Donaldson | 0.78% | Reduce −14.5% | 1,120,149 | $67.06 | $75M | −189,826 | −$13M |
| KHC - Kraft Heinz | 0.75% | Add +71.1% | 2,372,182 | $30.43 | $72M | +985,915 | +$30M |
| CRM - Salesforce | 0.71% | Add +5.6% | 254,855 | $268.36 | $68M | +13,464 | −$12M |
| PFG - Principal Financial | 0.70% | Reduce −3.8% | 791,944 | $84.37 | $67M | −31,534 | +$3M |
| TSM - Taiwan Semiconductor Mfg | 0.69% | New | 397,657 | $166.00 | $66M | +397,657 | +$66M |
| HON - Honeywell Intl | 0.68% | Reduce −13.1% | 308,951 | $211.75 | $65M | −46,559 | −$15M |
| Piper Sandler Companies | 0.63% | Add +1.2% | 244,607 | $247.66 | $61M | +2,985 | −$12M |
| CASY - Caseys Gen Stores | 0.61% | Reduce −2.4% | 134,486 | $434.04 | $58M | −3,263 | +$4M |
| HD - Home Depot | 0.59% | Reduce −3.8% | 154,687 | $366.49 | $57M | −6,126 | −$6M |
| WK - Workiva · CL A | 0.58% | Add +0.7% | 738,824 | $75.91 | $56M | +4,794 | −$24M |
| BBY - Best Buy | 0.58% | Add +0.7% | 751,028 | $73.61 | $55M | +4,984 | −$9M |
| AXP - American Express | 0.54% | Reduce −8.4% | 193,117 | $269.05 | $52M | −17,673 | −$11M |
| MDT - Medtronic | 0.50% | Reduce −30.6% | 538,183 | $89.86 | $48M | −237,176 | −$14M |
| TGT - Target | 0.46% | Reduce −5.3% | 423,125 | $104.36 | $44M | −23,865 | −$16M |
| TXN - Texas Instrs | 0.43% | Reduce −0.8% | 228,037 | $179.70 | $41M | −1,774 | −$2M |
| SCHW - Schwab Charles | 0.41% | Reduce −53.8% | 507,197 | $78.28 | $40M | −590,359 | −$42M |
| ADP - Automatic Data Processing | 0.34% | Reduce −0.2% | 108,160 | $305.53 | $33M | −254 | +$1M |
| DIS - Disney Walt | 0.32% | Reduce −4.2% | 314,821 | $98.70 | $31M | −13,766 | −$6M |
| MMM - 3M | 0.30% | Reduce −1.2% | 198,112 | $146.86 | $29M | −2,419 | +$3M |
| PG - Procter And Gamble | 0.29% | Reduce −6.2% | 161,279 | $170.42 | $27M | −10,590 | −$1M |
| XEL - XCEL Energy | 0.28% | Reduce −0.3% | 374,314 | $70.79 | $26M | −975 | +$1M |
| ULTA - Ulta Beauty | 0.28% | Add +0.5% | 72,148 | $366.54 | $26M | +366 | −$5M |
| CLFD - Clearfield | 0.26% | Add +103.3% | 852,220 | $29.72 | $25M | +433,014 | +$12M |
| SYY - Sysco | 0.26% | Reduce −19.7% | 328,741 | $75.04 | $25M | −80,571 | −$7M |
| BMI - Badger Meter | 0.23% | Reduce −4.9% | 115,890 | $190.25 | $22M | −6,011 | −$4M |
| GNRC - Generac | 0.20% | Reduce −8.5% | 153,397 | $126.65 | $19M | −14,287 | −$7M |
| TRV - Travelers Companies | 0.19% | Reduce −6.2% | 69,593 | $264.46 | $18M | −4,585 | +$536K |
| ONB - Old Natl Bancorp Ind | 0.19% | Reduce −11.0% | 846,566 | $21.19 | $18M | −104,796 | −$3M |
| META - Meta Platforms · CL A | 0.15% | Reduce −3.1% | 25,507 | $576.36 | $15M | −805 | −$705K |
| AMP - Ameriprise Finl | 0.14% | Reduce −1.9% | 27,633 | $484.11 | $13M | −528 | −$2M |
| BRK.B - Berkshire Hathaway · CL B | 0.14% | Reduce −5.3% | 24,604 | $532.58 | $13M | −1,389 | +$1M |
| AZEK · CL A | 0.13% | Reduce −11.4% | 252,086 | $48.89 | $12M | −32,489 | −$1M |
| JBTM - Jbt Marel | 0.13% | Reduce −24.0% | 99,128 | $122.20 | $12M | −31,254 | −$4M |
| HSY - Hershey | 0.12% | Reduce −13.4% | 67,845 | $171.03 | $12M | −10,501 | −$2M |
| KNF - Knife River | 0.12% | Add +0.1% | 127,020 | $90.21 | $11M | +85 | −$1M |
| INSP - Inspire Med Sys | 0.12% | Add +9.4% | 70,776 | $159.28 | $11M | +6,105 | −$716K |
| HUBG - HUB Group · CL A | 0.11% | Reduce −1.5% | 279,149 | $37.17 | $10M | −4,150 | −$2M |
| AIR - AAR | 0.10% | Reduce −4.2% | 180,032 | $55.99 | $10M | −7,917 | −$1M |
| MEDP - Medpace | 0.10% | Add +0.1% | 32,433 | $304.69 | $10M | +25 | −$885K |
| ABBV - Abbvie | 0.09% | Reduce −8.3% | 41,962 | $209.52 | $9M | −3,808 | +$659K |
| QCRH - QCR | 0.09% | Add +0.1% | 120,013 | $71.32 | $9M | +75 | −$1M |
| PLXS - Plexus | 0.08% | Reduce −23.7% | 62,470 | $128.13 | $8M | −19,439 | −$5M |
| BKH - Black Hills | 0.08% | Reduce −11.0% | 124,950 | $60.65 | $8M | −15,395 | −$635K |
| ASB - Associated Banc | 0.08% | Reduce −9.0% | 333,716 | $22.53 | $8M | −32,861 | −$1M |
| CFR - Cullen Frost Bankers | 0.08% | Reduce −18.4% | 59,920 | $125.20 | $8M | −13,481 | −$2M |
| WTFC - Wintrust Finl | 0.08% | Reduce −24.1% | 65,375 | $112.46 | $7M | −20,760 | −$3M |
| NWE — | 0.07% | Reduce −9.6% | 123,885 | $57.87 | $7M | −13,110 | −$155K |
| GIS - General Mls | 0.07% | Reduce −11.3% | 109,206 | $59.79 | $7M | −13,846 | −$1M |
| EMR - Emerson Elec | 0.07% | Reduce −7.5% | 59,065 | $109.64 | $6M | −4,813 | −$1M |
| GBCI - Glacier Bancorp | 0.06% | Reduce −15.2% | 128,805 | $44.22 | $6M | −23,075 | −$2M |
| SCHB - Schwab Strategic Tr | 0.06% | Hold | 261,246 | $21.53 | $6M | — | — |
| PNR - Pentair | 0.06% | Reduce −4.2% | 62,510 | $87.48 | $5M | −2,730 | −$1M |
| CAT - Caterpillar | 0.06% | Reduce −0.8% | 16,553 | $329.80 | $5M | −140 | −$596K |
| UPS - United Parcel Service · CL B | 0.06% | Reduce −24.9% | 48,467 | $109.99 | $5M | −16,062 | −$3M |
| PANW - Palo Alto Networks | 0.05% | Add +2.8% | 30,191 | $170.64 | $5M | +835 | −$190K |
| SPY - Spdr S&P 500 ETF Tr | 0.05% | Reduce −0.8% | 8,944 | $559.39 | $5M | −72 | −$281K |
| JAMF | 0.05% | Add +0.1% | 399,234 | $12.15 | $5M | +253 | −$755K |
| BRK.A - Berkshire Hathaway · CL A | 0.05% | Hold | 6 | $798,442 | $5M | — | — |
| MRK - Merck & | 0.05% | Reduce −1.4% | 53,159 | $89.76 | $5M | −741 | −$590K |
| MGPI - Mgp Ingredients | 0.05% | Add +6.0% | 161,568 | $29.38 | $5M | +9,080 | −$1M |
| MCD - Mcdonalds | 0.04% | Reduce −18.6% | 13,325 | $312.36 | $4M | −3,053 | −$585K |
| GLW - Corning | 0.04% | Reduce −3.3% | 89,245 | $45.78 | $4M | −3,025 | −$299K |
| Gentherm | 0.04% | Reduce −19.8% | 151,992 | $26.74 | $4M | −37,636 | −$4M |
| OSK - Oshkosh | 0.04% | Reduce −16.4% | 42,020 | $94.08 | $4M | −8,240 | −$825K |
| NEOG - Neogen | 0.04% | Reduce −2.5% | 455,289 | $8.67 | $4M | −11,519 | −$2M |
| LTH - Life Time Group | 0.04% | Add +12.8% | 125,470 | $30.20 | $4M | +14,250 | +$1M |
| GOOGL - Alphabet · CL A | 0.04% | Reduce −8.1% | 23,787 | $154.64 | $4M | −2,104 | −$1M |
| CTAS - Cintas | 0.04% | Add +12.6% | 16,804 | $205.53 | $3M | +1,884 | +$728K |
| PII - Polaris | 0.04% | Add +48.4% | 84,215 | $40.94 | $3M | +27,464 | +$178K |
| CVX - Chevron | 0.04% | Reduce −3.9% | 20,309 | $167.29 | $3M | −815 | +$338K |
| COP - Conocophillips | 0.03% | Add +7.3% | 31,529 | $105.02 | $3M | +2,155 | +$398K |
| XOM - Exxon Mobil | 0.03% | Reduce −25.9% | 23,913 | $118.93 | $3M | −8,376 | −$629K |
| Exact Sciences | 0.03% | Add +2.1% | 61,695 | $43.29 | $3M | +1,285 | −$724K |
| SOLV - Solventum | 0.03% | Reduce −0.9% | 35,043 | $76.04 | $3M | −330 | +$328K |
| IVV - Ishares Tr | 0.03% | Reduce −0.3% | 4,636 | $561.86 | $3M | −15 | −$133K |
| WWD - Woodward | 0.03% | Hold | 14,000 | $182.49 | $3M | — | — |
| COST - Costco Whsl | 0.03% | Reduce −1.4% | 2,700 | $945.78 | $3M | −39 | +$44K |
| CWAN — · CL A | 0.03% | Add +59.8% | 94,010 | $26.80 | $3M | +35,170 | +$900K |
| ORCL - Oracle | 0.02% | Add +1.9% | 13,785 | $139.81 | $2M | +255 | −$327K |
| CGNX - Cognex | 0.02% | New | 63,359 | $29.83 | $2M | +63,359 | +$2M |
| PFE - Pfizer | 0.02% | Reduce −7.2% | 73,589 | $25.34 | $2M | −5,713 | −$239K |
| ALRS - Alerus Finl | 0.02% | Reduce 0.0% | 97,664 | $18.46 | $2M | −10 | −$76K |
| CVRX — | 0.02% | Hold | 144,281 | $12.23 | $2M | — | — |
| BDX - Becton Dickinson & | 0.02% | Reduce −5.3% | 7,220 | $229.06 | $2M | −406 | −$76K |
| SYK - Stryker | 0.02% | Reduce −16.4% | 4,411 | $372.25 | $2M | −864 | −$257K |
| ZBH - Zimmer Biomet | 0.02% | Reduce −1.7% | 14,450 | $113.18 | $2M | −250 | +$83K |
| BMY - Bristol-Myers Squibb | 0.02% | Add +1.5% | 26,560 | $60.99 | $2M | +398 | +$140K |
| LOW - Lowes Cos | 0.02% | Reduce −0.8% | 6,824 | $233.23 | $2M | −56 | −$106K |
| AMGN - Amgen | 0.02% | Reduce −11.5% | 4,961 | $311.55 | $2M | −646 | +$84K |
| KO - Coca Cola | 0.02% | Add +3.1% | 20,895 | $71.62 | $1M | +630 | +$235K |
| HWKN - Hawkins | 0.01% | Hold | 13,320 | $105.92 | $1M | — | — |
| GE - GE Aerospace | 0.01% | Reduce −13.8% | 6,847 | $200.15 | $1M | −1,093 | +$46K |
| KMB - Kimberly-Clark | 0.01% | Reduce −6.6% | 9,483 | $142.22 | $1M | −671 | +$18K |
| UNP - Union Pac | 0.01% | Add +7.1% | 5,641 | $236.24 | $1M | +375 | +$132K |
| WMT - Walmart | 0.01% | Add +13.4% | 15,033 | $87.79 | $1M | +1,780 | +$122K |
| PSX - Phillips 66 | 0.01% | Add +26.7% | 10,287 | $123.48 | $1M | +2,171 | +$346K |
| SNA - Snap On | 0.01% | Reduce −17.3% | 3,585 | $337.01 | $1M | −750 | −$263K |
| CSCO - Cisco Sys | 0.01% | Add +5.3% | 18,831 | $61.71 | $1M | +942 | +$103K |
| VCEL - Vericel | 0.01% | Hold | 25,915 | $44.62 | $1M | — | — |
| AMCR - Amcor | 0.01% | Hold | 118,090 | $9.70 | $1M | — | — |
| PEP - Pepsico | 0.01% | Reduce −3.7% | 7,510 | $149.94 | $1M | −290 | −$60K |
| AMAT - Applied Matls | 0.01% | Reduce −1.3% | 7,377 | $145.12 | $1M | −100 | −$145K |
| WY - Weyerhaeuser Mtn Be | 0.01% | Hold | 36,431 | $29.28 | $1M | — | — |
| BAX - Baxter Intl | 0.01% | Reduce −26.0% | 30,446 | $34.23 | $1M | −10,677 | −$157K |
| BSX - Boston Scientific | 0.01% | Hold | 10,311 | $100.88 | $1M | — | — |
| SKYT - Skywater Technology | 0.01% | Hold | 141,170 | $7.09 | $1M | — | — |
| IDXX - Idexx Labs | 0.01% | Reduce −4.0% | 2,306 | $419.95 | $968K | −96 | −$25K |
| EFA - Ishares Tr | 0.01% | New | 11,571 | $81.73 | $946K | +11,571 | +$946K |
| BAC - Bank of America | 0.01% | Reduce −1.1% | 22,342 | $41.73 | $932K | −250 | −$61K |
| RTX - Raytheon | 0.01% | Reduce −21.3% | 6,653 | $132.46 | $881K | −1,799 | −$97K |
| XLK - Select Sector Spdr Tr | 0.01% | Reduce −34.2% | 4,187 | $206.49 | $865K | −2,172 | −$614K |
| MOS - Mosaic | 0.01% | Hold | 30,280 | $27.01 | $818K | — | — |
| ADBE - Adobe | 0.01% | Add +5.8% | 2,063 | $383.53 | $791K | +113 | −$76K |
| QQQ - Invesco Qqq Tr | 0.01% | Reduce −11.5% | 1,612 | $468.92 | $756K | −210 | −$176K |
| AWK — | 0.01% | Reduce −4.2% | 5,109 | $147.52 | $754K | −224 | +$90K |
| DWDPEUR — | 0.01% | Reduce −5.8% | 10,081 | $74.68 | $753K | −618 | −$63K |
| NSC - Norfolk Southn | 0.01% | Add +4.1% | 3,172 | $236.85 | $751K | +125 | +$36K |
| IEX - IDEX | 0.01% | Hold | 4,000 | $180.97 | $724K | — | — |
| VTI - Vanguard Index Fds | 0.01% | Hold | 2,585 | $274.84 | $710K | — | — |
| CB - Chubb | 0.01% | Hold | 2,343 | $301.99 | $708K | — | — |
| BMO - Bank Montreal Que | 0.01% | Hold | 6,846 | $95.51 | $654K | — | — |
| TMO - Thermo Fisher Scientific | 0.01% | Reduce −19.2% | 1,306 | $497.60 | $650K | −310 | −$191K |
| IWF - Ishares Tr | 0.01% | Hold | 1,746 | $361.09 | $630K | — | — |
| SCHF - Schwab Strategic Tr | 0.01% | Hold | 30,000 | $19.78 | $593K | — | — |
| Ishares Tr | 0.01% | Hold | 4,280 | $134.29 | $575K | — | — |
| CM - Canadian Imperial Bk Comm | 0.01% | Hold | 10,176 | $56.30 | $573K | — | — |
| AVGO - Broadcom | 0.01% | Add +4.0% | 3,380 | $167.43 | $566K | +130 | −$188K |
| CTVA - Corteva | 0.01% | Reduce −5.1% | 8,949 | $62.93 | $563K | −481 | +$26K |
| VIG - Vanguard Specialized Funds | 0.01% | Reduce −20.1% | 2,882 | $193.99 | $559K | −723 | −$147K |
| MA - Mastercard · CL A | 0.01% | Hold | 1,014 | $548.15 | $556K | — | — |
| SHEL - Shell | 0.01% | Hold | 7,504 | $73.28 | $550K | — | — |
| VO - Vanguard Index Fds | 0.01% | Add +47.9% | 2,038 | $258.62 | $527K | +660 | +$163K |
| HBAN - Huntington Bancshares | 0.01% | Reduce −4.2% | 34,603 | $15.01 | $519K | −1,525 | −$68K |
| BRC - Brady · CL A | 0.01% | Hold | 7,000 | $70.64 | $494K | — | — |
| RGR - Sturm Ruger & | 0.00% | Hold | 12,000 | $39.29 | $471K | — | — |
| NVEC - NVE | 0.00% | Hold | 7,300 | $63.74 | $465K | — | — |
| VUG - Vanguard Index Fds | 0.00% | Add +10.6% | 1,248 | $370.82 | $463K | +120 | $— |
| AMT - American Tower | 0.00% | Hold | 2,020 | $217.60 | $440K | — | — |
| TT - Trane Technologies | 0.00% | Reduce −29.4% | 1,281 | $336.92 | $432K | −533 | −$238K |
| ITW - Illinois Tool Wks | 0.00% | Hold | 1,699 | $248.01 | $421K | — | — |
| BA - Boeing | 0.00% | Add +7.5% | 2,453 | $170.58 | $418K | +171 | +$14K |
| PM - Philip Morris Intl | 0.00% | Reduce −15.4% | 2,600 | $158.73 | $413K | −474 | +$43K |
| DOW - DOW Inc | 0.00% | Reduce −7.0% | 10,801 | $34.92 | $377K | −818 | −$89K |
| UFCS - United Fire Group | 0.00% | Reduce −14.2% | 12,108 | $29.46 | $357K | −2,000 | −$45K |
| BP - BP PLC | 0.00% | Hold | 10,540 | $33.79 | $356K | — | — |
| MMC - Marsh & Mclennan Cos | 0.00% | Add +5.5% | 1,449 | $244.03 | $354K | +75 | +$62K |
| TJX - Tjx Cos | 0.00% | Hold | 2,841 | $121.80 | $346K | — | — |
| OKLO — · CL A | 0.00% | Add +10.8% | 15,971 | $21.63 | $345K | +1,561 | +$40K |
| IBM — | 0.00% | Add +23.5% | 1,379 | $248.66 | $343K | +262 | +$97K |
| Allete | 0.00% | Reduce −27.0% | 4,938 | $65.70 | $324K | −1,830 | −$114K |
| DFAE - Dimensional ETF Trust | 0.00% | Hold | 12,527 | $25.89 | $324K | — | — |
| T - At T | 0.00% | Reduce −12.1% | 11,291 | $28.28 | $319K | −1,552 | +$27K |
| AXGN - Axogen | 0.00% | Hold | 17,000 | $18.50 | $315K | — | — |
| ACN - Accenture Ireland · CLASS A | 0.00% | Add +13.4% | 1,007 | $312.04 | $314K | +119 | +$2K |
| NEE - Nextera Energy | 0.00% | Reduce −56.2% | 4,394 | $70.89 | $311K | −5,646 | −$408K |
| MO - Altria Group | 0.00% | Add +0.1% | 5,054 | $60.02 | $303K | +3 | +$39K |
| INTC - Intel | 0.00% | Reduce −5.9% | 13,286 | $22.71 | $302K | −831 | +$19K |
| DE - Deere | 0.00% | Reduce −8.9% | 617 | $469.35 | $290K | −60 | +$3K |
| Patterson Cos | 0.00% | Reduce −46.6% | 9,150 | $31.24 | $286K | −8,000 | −$243K |
| AJG - Gallagher Arthur J & | 0.00% | Reduce −55.0% | 800 | $345.24 | $276K | −976 | −$228K |
| BOH - Bank Hawaii | 0.00% | Hold | 4,000 | $68.97 | $276K | — | — |
| VONE - Vanguard Scottsdale Fds | 0.00% | Reduce −28.3% | 1,031 | $253.86 | $262K | −406 | −$122K |
| WM - Waste Mgmt Del | 0.00% | Add +8.7% | 1,128 | $231.51 | $261K | +90 | +$52K |
| SEIC - Sei Invts | 0.00% | Hold | 3,300 | $77.63 | $256K | — | — |
| DGII - Digi Intl | 0.00% | Hold | 9,000 | $27.83 | $250K | — | — |
| IXN - Ishares Tr | 0.00% | Hold | 3,150 | $75.74 | $239K | — | — |
| NKE - NIKE · CL B | 0.00% | Add +7.6% | 3,703 | $63.48 | $235K | +263 | −$25K |
| Surmodics | 0.00% | Hold | 7,626 | $30.53 | $233K | — | — |
| SLB - Schlumberger | 0.00% | Hold | 5,500 | $41.80 | $230K | — | — |
| RF - Regions Financial | 0.00% | Add +8.3% | 10,545 | $21.73 | $229K | +805 | $— |
| OTIS - Otis Worldwide | 0.00% | Reduce −6.7% | 2,204 | $103.20 | $227K | −159 | +$9K |
| ZTS - Zoetis · CL A | 0.00% | Reduce −12.7% | 1,344 | $164.65 | $221K | −196 | −$30K |
| MSA - Msa Safety | 0.00% | Add +1.4% | 1,490 | $146.69 | $219K | +20 | −$25K |
| GEV - GE Vernova | 0.00% | Reduce −28.1% | 713 | $305.28 | $218K | −278 | −$108K |
| NTRS - Northern Tr | 0.00% | Reduce −4.5% | 2,140 | $98.65 | $211K | −100 | −$18K |
| VV - Vanguard Index Fds | 0.00% | Hold | 821 | $257.03 | $211K | — | — |
| ADSK - Autodesk | 0.00% | Hold | 800 | $261.80 | $209K | — | — |
| AMD - Advanced Micro Devices | 0.00% | Reduce −4.5% | 2,038 | $102.74 | $209K | −95 | −$48K |
| CARR - Carrier Global | 0.00% | Reduce −16.1% | 3,246 | $63.40 | $206K | −621 | −$58K |
| IJR - Ishares Tr | 0.00% | Reduce −35.3% | 1,946 | $104.57 | $203K | −1,062 | −$143K |
| CLF - Cleveland-Cliffs | 0.00% | Hold | 16,000 | $8.22 | $132K | — | — |
| Shyft Group | 0.00% | Hold | 10,000 | $8.09 | $81K | — | — |
| PLUG - Plug Power | 0.00% | Hold | 10,000 | $1.35 | $14K | — | — |
Showing top 50 of 216 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Spdr S&P Midcap 400 ETF Tr | 0.01% | Exit | 0 | $570.05 | $590K | −1,035 | −$590K |
| Altair Engr · CL A | — | Exit | 0 | $109.00 | $483K | −4,431 | −$483K |
| RSG - Republic Svcs | — | Exit | 0 | $200.95 | $422K | −2,100 | −$422K |
| TSLA - Tesla | — | Exit | 0 | $404.23 | $401K | −992 | −$401K |
| AVY - Avery Dennison | — | Exit | 0 | $187.00 | $374K | −2,000 | −$374K |
| APD - Air Prods & Chems | — | Exit | 0 | $290.21 | $341K | −1,175 | −$341K |
| TTD - The Trade Desk · CL A | — | Exit | 0 | $117.54 | $327K | −2,782 | −$327K |
| BR - Broadridge | — | Exit | 0 | $225.93 | $305K | −1,350 | −$305K |
| CL - Colgate Palmolive | — | Exit | 0 | $90.84 | $244K | −2,686 | −$244K |
| LMT - Lockheed Martin | — | Exit | 0 | $485.09 | $244K | −503 | −$244K |
| ROST - Ross Stores | — | Exit | 0 | $151.35 | $229K | −1,513 | −$229K |
| CMG - Chipotle Mexican Grill | — | Exit | 0 | $60.38 | $221K | −3,660 | −$221K |
| HPQ - HP | — | Exit | 0 | $32.61 | $215K | −6,593 | −$215K |
| HOG - Harley Davidson | — | Exit | 0 | $30.14 | $211K | −7,000 | −$211K |
| CMCSA - Comcast · CL A | — | Exit | 0 | $37.46 | $202K | −5,392 | −$202K |
| Arcadium Lithium | — | Exit | 0 | $5.10 | $71K | −13,925 | −$71K |
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