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
| NVDA - Nvidia | 9.78% | Reduce −4.1% | 5,576,420 | $186.58 | $1B | −236,451 | +$122M |
| MSFT - Microsoft | 9.28% | Reduce −5.0% | 1,905,547 | $517.95 | $987M | −99,261 | −$10M |
| AMZN - Amazon | 5.27% | Add +2.5% | 2,555,902 | $219.57 | $561M | +63,041 | +$14M |
| JPM - Jpmorgan Chase & | 4.04% | Reduce −9.3% | 1,361,530 | $315.43 | $429M | −139,436 | −$6M |
| GOOG - Alphabet · CL C | 4.03% | Reduce −2.2% | 1,762,588 | $243.55 | $429M | −39,239 | +$110M |
| UNH - Unitedhealth Group | 3.47% | Add +1.2% | 1,069,947 | $345.30 | $369M | +12,787 | +$40M |
| GGG - Graco | 3.14% | Reduce −1.1% | 3,934,001 | $84.96 | $334M | −42,889 | −$8M |
| AAPL - Apple | 2.83% | Add +3.5% | 1,182,743 | $254.63 | $301M | +40,175 | +$67M |
| TTC - TORO | 2.58% | Reduce −1.3% | 3,600,459 | $76.20 | $274M | −49,258 | +$16M |
| LLY - Eli Lilly & | 2.57% | Reduce −2.0% | 358,177 | $763.00 | $273M | −7,150 | −$11M |
| V - VISA · CL A | 2.54% | Reduce −0.5% | 791,147 | $341.38 | $270M | −3,849 | −$12M |
| FAST - Fastenal | 2.18% | Reduce −12.2% | 4,719,036 | $49.04 | $231M | −653,723 | +$6M |
| FISV - Fiserv | 2.12% | Add +1.0% | 1,749,931 | $128.93 | $226M | +17,310 | −$73M |
| NVT - Nvent Electric | 2.02% | Reduce −7.3% | 2,182,373 | $98.64 | $215M | −170,890 | +$43M |
| ECL - Ecolab | 2.00% | Reduce −1.5% | 777,029 | $273.86 | $213M | −11,900 | +$228K |
| LFUS - Littelfuse | 1.98% | Reduce −6.1% | 813,938 | $259.01 | $211M | −52,526 | +$14M |
| MSI - Motorola Solutions | 1.98% | Reduce −3.1% | 460,229 | $457.29 | $210M | −14,877 | +$11M |
| WEC - WEC Energy Group | 1.93% | Add +20.2% | 1,793,851 | $114.59 | $206M | +301,323 | +$50M |
| LNT - Alliant Energy | 1.90% | Reduce −1.6% | 2,993,643 | $67.41 | $202M | −48,499 | +$18M |
| META - Meta Platforms · CL A | 1.77% | Add +17.4% | 256,927 | $734.38 | $189M | +38,166 | +$27M |
| JNJ - Johnson & Johnson | 1.72% | Reduce −2.5% | 985,502 | $185.42 | $183M | −24,967 | +$28M |
| WFC - Wells Fargo | 1.71% | Reduce −0.1% | 2,172,337 | $83.82 | $182M | −2,066 | +$8M |
| SHW - Sherwin Williams | 1.51% | Add +0.7% | 464,043 | $346.26 | $161M | +3,430 | +$3M |
| TECH - Bio-Techne | 1.47% | Add +3.4% | 2,807,409 | $55.63 | $156M | +91,031 | +$16M |
| VZ - Verizon Communications | 1.41% | Add 0.0% | 3,414,075 | $43.95 | $150M | +158 | +$2M |
| ROK - Rockwell Automation | 1.35% | Reduce −0.5% | 410,777 | $349.53 | $144M | −2,145 | +$6M |
| FUL - Fuller H B | 1.34% | Reduce −1.6% | 2,408,893 | $59.28 | $143M | −39,356 | −$4M |
| TSM - Taiwan Semiconductor Mfg | 1.30% | Add +10.8% | 495,265 | $279.29 | $138M | +48,439 | +$37M |
| CHRW - C H Robinson Worldwide | 1.08% | Add +0.7% | 869,738 | $132.40 | $115M | +6,188 | +$32M |
| ENTG - Entegris | 1.04% | Add +6.8% | 1,194,050 | $92.46 | $110M | +76,011 | +$20M |
| QCOM - Qualcomm | 1.02% | Reduce −30.0% | 653,933 | $166.36 | $109M | −280,228 | −$40M |
| TNC - Tennant | 1.01% | Reduce −1.7% | 1,329,688 | $81.06 | $108M | −22,970 | +$3M |
| HRL - Hormel Foods | 0.97% | Reduce −0.8% | 4,185,642 | $24.74 | $104M | −34,761 | −$24M |
| ABT - Abbott Labs | 0.91% | Reduce −19.9% | 722,884 | $133.94 | $97M | −179,057 | −$26M |
| CRM - Salesforce | 0.66% | Add +16.1% | 294,789 | $237.00 | $70M | +40,948 | +$645K |
| WK - Workiva · CL A | 0.61% | Reduce −0.1% | 757,063 | $86.08 | $65M | −756 | +$13M |
| Piper Sandler Companies | 0.60% | Reduce −25.2% | 184,606 | $346.99 | $64M | −62,228 | −$5M |
| HD - Home Depot | 0.59% | Add +0.9% | 155,551 | $405.19 | $63M | +1,378 | +$7M |
| CASY - Caseys Gen Stores | 0.58% | Reduce −5.0% | 108,232 | $565.32 | $61M | −5,684 | +$3M |
| KHC - Kraft Heinz | 0.55% | Reduce −6.3% | 2,231,175 | $26.04 | $58M | −150,718 | −$3M |
| AXP - American Express | 0.53% | Reduce −10.5% | 170,031 | $332.16 | $56M | −19,957 | −$4M |
| MMM - 3M | 0.51% | Add +0.6% | 346,453 | $155.18 | $54M | +2,087 | +$1M |
| HON - Honeywell Intl | 0.49% | Reduce −15.0% | 249,248 | $210.50 | $52M | −43,949 | −$16M |
| DCI - Donaldson | 0.47% | Reduce −27.0% | 605,439 | $81.85 | $50M | −224,066 | −$8M |
| TXN - Texas Instrs | 0.41% | Add +2.5% | 236,717 | $183.73 | $43M | +5,861 | −$4M |
| MDT - Medtronic | 0.39% | Reduce −5.4% | 430,572 | $95.23 | $41M | −24,718 | +$1M |
| IDA - Idacorp | 0.36% | Add +17.4% | 287,168 | $132.15 | $38M | +42,658 | +$10M |
| USB - US Bancorp Del | 0.35% | Reduce −28.6% | 763,737 | $48.33 | $37M | −306,424 | −$12M |
| DIS - Disney Walt | 0.34% | Add +0.7% | 313,534 | $114.50 | $36M | +2,101 | −$3M |
| MEDP - Medpace | 0.34% | Reduce −8.7% | 69,583 | $514.16 | $36M | −6,603 | +$12M |
| XEL - XCEL Energy | 0.29% | Add +2.5% | 386,008 | $80.65 | $31M | +9,577 | +$5M |
| ADP - Automatic Data Processing | 0.29% | Add +3.7% | 105,107 | $293.50 | $31M | +3,724 | −$418K |
| PG - Procter And Gamble | 0.27% | Add +20.6% | 188,436 | $153.65 | $29M | +32,150 | +$4M |
| SCHW - Schwab Charles | 0.27% | Reduce −11.2% | 299,389 | $95.47 | $29M | −37,888 | −$2M |
| CGNX - Cognex | 0.26% | Add +372.6% | 613,294 | $45.30 | $28M | +483,517 | +$24M |
| CLFD - Clearfield | 0.24% | Reduce −4.1% | 730,793 | $34.38 | $25M | −31,441 | −$8M |
| TRV - Travelers Companies | 0.23% | Add +10.2% | 88,494 | $279.22 | $25M | +8,181 | +$3M |
| PANW - Palo Alto Networks | 0.21% | Add +171.8% | 111,242 | $203.62 | $23M | +70,311 | +$14M |
| PFG - Principal Financial | 0.20% | Reduce −29.9% | 254,418 | $82.91 | $21M | −108,380 | −$8M |
| TGT - Target | 0.20% | Reduce −22.9% | 232,735 | $89.70 | $21M | −68,964 | −$9M |
| GNRC - Generac | 0.18% | Reduce −11.3% | 116,761 | $167.40 | $20M | −14,856 | +$697K |
| BMI - Badger Meter | 0.17% | Reduce −6.8% | 103,859 | $178.58 | $19M | −7,518 | −$9M |
| SPY - Spdr S&P 500 ETF Tr | 0.17% | Reduce −2.9% | 26,993 | $666.18 | $18M | −797 | +$812K |
| AMP - Ameriprise Finl | 0.16% | Add +23.9% | 34,706 | $491.25 | $17M | +6,698 | +$2M |
| ONB - Old Natl Bancorp Ind | 0.13% | Reduce −13.9% | 637,125 | $21.95 | $14M | −103,000 | −$2M |
| HSY - Hershey | 0.13% | Add +6.4% | 71,293 | $187.05 | $13M | +4,278 | +$2M |
| SYY - Sysco | 0.12% | Reduce −41.3% | 156,235 | $82.34 | $13M | −109,902 | −$7M |
| BRK.B - Berkshire Hathaway · CL B | 0.12% | Reduce −2.7% | 25,379 | $502.74 | $13M | −713 | +$84K |
| AIR - AAR | 0.11% | Reduce −18.2% | 127,702 | $89.67 | $11M | −28,374 | +$715K |
| ABBV - Abbvie | 0.10% | Add +0.7% | 47,421 | $231.54 | $11M | +348 | +$2M |
| JBTM - Jbt Marel | 0.09% | Reduce −22.1% | 70,035 | $140.45 | $10M | −19,829 | −$971K |
| KNF - Knife River | 0.09% | Add +7.1% | 122,045 | $76.87 | $9M | +8,129 | +$81K |
| EMR - Emerson Elec | 0.08% | Reduce −0.7% | 68,167 | $131.18 | $9M | −501 | −$213K |
| CAT - Caterpillar | 0.08% | Reduce −3.4% | 18,710 | $477.15 | $9M | −651 | +$1M |
| HUBG - HUB Group · CL A | 0.08% | Reduce −7.6% | 256,091 | $34.44 | $9M | −21,008 | −$444K |
| PLXS - Plexus | 0.07% | Reduce −2.9% | 54,912 | $144.69 | $8M | −1,621 | +$296K |
| QCRH - QCR | 0.07% | Reduce −10.9% | 104,791 | $75.64 | $8M | −12,833 | −$60K |
| XOM - Exxon Mobil | 0.07% | Add +103.4% | 69,913 | $112.75 | $8M | +35,540 | +$4M |
| GLW - Corning | 0.07% | Reduce −0.6% | 92,626 | $82.03 | $8M | −594 | +$3M |
| RDNT - Radnet | 0.07% | Add +68.9% | 97,483 | $76.21 | $7M | +39,752 | +$4M |
| ASB - Associated Banc | 0.07% | Reduce −8.7% | 272,016 | $25.71 | $7M | −25,919 | −$273K |
| WTFC - Wintrust Finl | 0.06% | Add +0.3% | 50,849 | $132.44 | $7M | +169 | +$451K |
| SCHB - Schwab Strategic Tr | 0.06% | Hold | 261,246 | $25.71 | $7M | — | — |
| PNR - Pentair | 0.06% | Reduce −3.5% | 60,213 | $110.76 | $7M | −2,200 | +$262K |
| GOOGL - Alphabet · CL A | 0.06% | Add +10.0% | 26,268 | $243.10 | $6M | +2,391 | +$2M |
| BKH - Black Hills | 0.06% | Reduce −10.7% | 97,649 | $61.59 | $6M | −11,749 | −$123K |
| GIS - General Mls | 0.05% | Reduce −3.2% | 115,748 | $50.42 | $6M | −3,863 | −$361K |
| PII - Polaris | 0.05% | Reduce −15.6% | 95,840 | $58.13 | $6M | −17,696 | +$956K |
| CFR - Cullen Frost Bankers | 0.05% | Add +0.2% | 43,503 | $126.77 | $6M | +75 | −$67K |
| MCD - Mcdonalds | 0.05% | Reduce −0.2% | 17,941 | $303.89 | $5M | −35 | +$200K |
| SOLV - Solventum | 0.05% | Reduce −1.0% | 73,237 | $73.00 | $5M | −763 | −$266K |
| NWE — | 0.05% | Reduce −13.5% | 89,037 | $58.61 | $5M | −13,891 | −$62K |
| MINN — | 0.05% | Add +11.2% | 229,186 | $22.26 | $5M | +23,000 | +$623K |
| Exact Sciences | 0.05% | Add +25.2% | 93,237 | $54.71 | $5M | +18,762 | +$1M |
| ORCL - Oracle | 0.05% | Add +23.4% | 17,612 | $281.24 | $5M | +3,337 | +$2M |
| INSP - Inspire Med Sys | 0.05% | Reduce −3.5% | 65,446 | $74.20 | $5M | −2,358 | −$4M |
| GBCI - Glacier Bancorp | 0.05% | Add +0.2% | 99,163 | $48.67 | $5M | +192 | +$563K |
| OSK - Oshkosh | 0.04% | Reduce −5.9% | 35,544 | $129.70 | $5M | −2,246 | +$319K |
| LTH - Life Time Group | 0.04% | Add +5.6% | 159,616 | $27.60 | $4M | +8,401 | −$181K |
| MRK - Merck & | 0.04% | Reduce −8.2% | 52,187 | $83.93 | $4M | −4,684 | −$122K |
| MGPI - Mgp Ingredients | 0.04% | Add +0.4% | 176,393 | $24.19 | $4M | +619 | −$1M |
| BRK.A - Berkshire Hathaway · CL A | 0.04% | Hold | 5 | $754,200 | $4M | — | — |
| CTAS - Cintas | 0.04% | Add +3.3% | 18,238 | $205.26 | $4M | +585 | −$191K |
| IVV - Ishares Tr | 0.04% | Reduce −90.7% | 475 | $7,865 | $4M | −4,645 | +$557K |
| CVX - Chevron | 0.03% | Add +3.4% | 22,935 | $155.29 | $4M | +752 | +$385K |
| NKE - NIKE · CL B | 0.03% | Add +1058.4% | 50,762 | $69.73 | $4M | +46,380 | +$3M |
| WWD - Woodward | 0.03% | Hold | 14,000 | $252.71 | $4M | — | — |
| SKYT - Skywater Technology | 0.03% | Add +12.7% | 184,756 | $18.66 | $3M | +20,836 | +$2M |
| TREX — | 0.03% | New | 63,338 | $51.67 | $3M | +63,338 | +$3M |
| JAMF | 0.03% | Reduce −25.4% | 298,112 | $10.70 | $3M | −101,239 | −$608K |
| COST - Costco Whsl | 0.03% | Add +1.0% | 3,221 | $925.63 | $3M | +33 | −$174K |
| COP - Conocophillips | 0.03% | Reduce −2.4% | 28,137 | $94.59 | $3M | −701 | +$74K |
| Gentherm | 0.02% | Reduce −47.0% | 75,787 | $34.06 | $3M | −67,152 | −$1M |
| HWKN - Hawkins | 0.02% | Hold | 13,420 | $182.72 | $2M | — | — |
| PATK - Patrick Inds | 0.02% | New | 23,385 | $103.43 | $2M | +23,385 | +$2M |
| GE - GE Aerospace | 0.02% | Hold | 7,825 | $300.82 | $2M | — | — |
| AMAT - Applied Matls | 0.02% | Hold | 11,327 | $204.74 | $2M | — | — |
| UPS - United Parcel Service · CL B | 0.02% | Reduce −40.3% | 25,275 | $83.53 | $2M | −17,037 | −$2M |
| ALRS - Alerus Finl | 0.02% | Reduce −11.3% | 86,823 | $22.14 | $2M | −11,044 | −$196K |
| PFE - Pfizer | 0.02% | Reduce −2.7% | 75,344 | $25.48 | $2M | −2,115 | +$42K |
| OKLO — · CL A | 0.02% | Hold | 15,971 | $111.63 | $2M | — | — |
| LOW - Lowes Cos | 0.02% | Reduce −0.2% | 6,985 | $251.31 | $2M | −15 | +$202K |
| WMT - Walmart | 0.02% | Add +3.6% | 16,767 | $103.06 | $2M | +585 | +$146K |
| CWAN — · CL A | 0.02% | Add +0.1% | 94,275 | $18.02 | $2M | +135 | −$366K |
| SYK - Stryker | 0.02% | Hold | 4,436 | $369.67 | $2M | — | — |
| AMGN - Amgen | 0.02% | Reduce −2.9% | 5,667 | $282.20 | $2M | −171 | −$31K |
| KO - Coca Cola | 0.01% | Hold | 23,611 | $66.32 | $2M | — | — |
| RTX - Raytheon | 0.01% | Hold | 9,071 | $167.33 | $2M | — | — |
| ULTA - Ulta Beauty | 0.01% | Reduce −41.2% | 2,678 | $546.75 | $1M | −1,878 | −$667K |
| CSCO - Cisco Sys | 0.01% | Add +4.3% | 20,904 | $68.42 | $1M | +863 | +$40K |
| ZBH - Zimmer Biomet | 0.01% | Reduce −2.3% | 13,955 | $98.50 | $1M | −325 | +$72K |
| IDXX - Idexx Labs | 0.01% | Reduce −3.6% | 2,144 | $638.89 | $1M | −80 | +$177K |
| KMB - Kimberly-Clark | 0.01% | Hold | 10,969 | $124.34 | $1M | — | — |
| BDX - Becton Dickinson & | 0.01% | Reduce −0.5% | 7,119 | $187.17 | $1M | −36 | +$100K |
| PEP - Pepsico | 0.01% | Reduce −1.9% | 9,351 | $140.44 | $1M | −185 | +$54K |
| AVGO - Broadcom | 0.01% | Add +22.5% | 3,920 | $329.91 | $1M | +719 | +$411K |
| BAC - Bank of America | 0.01% | Add +22.8% | 24,976 | $51.59 | $1M | +4,634 | +$326K |
| SNA - Snap On | 0.01% | Reduce −0.4% | 3,573 | $346.53 | $1M | −15 | +$122K |
| BMY - Bristol-Myers Squibb | 0.01% | Reduce −1.7% | 26,392 | $45.10 | $1M | −450 | −$52K |
| CVRX — | 0.01% | Add +0.5% | 144,956 | $8.07 | $1M | +675 | +$321K |
| EFA - Ishares Tr | 0.01% | Add +6.8% | 12,486 | $93.37 | $1M | +790 | +$120K |
| UNP - Union Pac | 0.01% | Reduce −6.1% | 4,826 | $236.37 | $1M | −315 | −$42K |
| WAB - Wabtec | 0.01% | Hold | 5,325 | $200.47 | $1M | — | — |
| IBM — | 0.01% | Reduce −1.9% | 3,703 | $282.16 | $1M | −71 | −$68K |
| MOS - Mosaic | 0.01% | Reduce −5.7% | 29,500 | $34.68 | $1M | −1,780 | −$118K |
| BSX - Boston Scientific | 0.01% | Reduce −1.0% | 10,307 | $97.63 | $1M | −102 | −$112K |
| NEE - Nextera Energy | 0.01% | Add +26.6% | 13,325 | $75.49 | $1M | +2,798 | +$275K |
| QQQ - Invesco Qqq Tr | 0.01% | Reduce −10.2% | 1,546 | $600.37 | $928K | −175 | −$21K |
| NSC - Norfolk Southn | 0.01% | Hold | 3,054 | $300.41 | $917K | — | — |
| PSX - Phillips 66 | 0.01% | Reduce −0.2% | 6,643 | $136.02 | $904K | −13 | +$110K |
| WY - Weyerhaeuser Mtn Be | 0.01% | Reduce −3.9% | 36,117 | $24.79 | $895K | −1,484 | −$71K |
| BMO - Bank Montreal Que | 0.01% | Hold | 6,746 | $130.25 | $879K | — | — |
| VCEL - Vericel | 0.01% | Reduce −0.2% | 25,865 | $31.47 | $814K | −50 | −$289K |
| CM - Canadian Imperial Bank Of | 0.01% | Hold | 10,176 | $79.89 | $813K | — | — |
| TMO - Thermo Fisher Scientific | 0.01% | Hold | 1,616 | $485.02 | $784K | — | — |
| BBY - Best Buy | 0.01% | Reduce −87.2% | 10,002 | $75.62 | $756K | −68,264 | −$4M |
| VIG - Vanguard Specialized Funds | 0.01% | Reduce −26.1% | 3,360 | $215.79 | $725K | −1,186 | −$205K |
| AMCR - Amcor | 0.01% | Reduce −17.7% | 88,520 | $8.18 | $724K | −19,037 | −$264K |
| AWK — | 0.01% | Reduce −0.7% | 5,184 | $139.19 | $722K | −37 | −$5K |
| ADBE - Adobe | 0.01% | Reduce −4.6% | 2,029 | $352.75 | $716K | −98 | −$107K |
| ACWX - Ishares Tr | 0.01% | New | 2,877 | $248.56 | $715K | +2,877 | +$715K |
| SCHF - Schwab Strategic Tr | 0.01% | Hold | 30,000 | $23.28 | $698K | — | — |
| BAX - Baxter Intl | 0.01% | Reduce −5.1% | 29,821 | $22.77 | $679K | −1,600 | −$272K |
| CB - Chubb | 0.01% | Reduce −3.0% | 2,392 | $282.25 | $675K | −74 | −$39K |
| IEX - IDEX | 0.01% | Hold | 4,000 | $162.76 | $651K | — | — |
| BK - Bank New York Mellon | 0.01% | Hold | 5,888 | $108.96 | $642K | — | — |
| Spdr S&P Midcap 400 ETF Tr | 0.01% | Add +23.0% | 1,064 | $596.10 | $634K | +199 | +$144K |
| XLK - Select Sector Spdr Tr | 0.01% | Reduce −47.4% | 2,235 | $281.89 | $630K | −2,011 | −$445K |
| GEV - GE Vernova | 0.01% | Hold | 1,000 | $614.90 | $615K | — | — |
| VO - Vanguard Index Fds | 0.01% | Reduce −49.6% | 1,128 | $543.47 | $613K | −1,110 | −$13K |
| IWD - Ishares Tr | 0.01% | New | 13,886 | $42.18 | $586K | +13,886 | +$586K |
| AMT - American Tower | 0.01% | Add +47.1% | 3,031 | $192.32 | $583K | +971 | +$128K |
| BRC - Brady · CL A | 0.01% | Hold | 7,000 | $78.03 | $546K | — | — |
| VUG - Vanguard Index Fds | 0.01% | Add +77.2% | 2,087 | $259.22 | $541K | +909 | +$25K |
| TT - Trane Technologies | 0.01% | Hold | 1,281 | $421.96 | $541K | — | — |
| SHEL - Shell | 0.01% | Hold | 7,504 | $71.53 | $537K | — | — |
| RGR - Sturm Ruger & | 0.00% | Hold | 12,000 | $43.47 | $522K | — | — |
| BA - Boeing | 0.00% | Reduce −1.6% | 2,354 | $215.83 | $508K | −39 | +$7K |
| INTC - Intel | 0.00% | Reduce −2.4% | 14,333 | $33.55 | $481K | −348 | +$152K |
| TJX - Tjx Cos | 0.00% | Add +15.7% | 3,315 | $144.54 | $479K | +451 | +$125K |
| HBAN - Huntington Bancshares | 0.00% | Hold | 27,703 | $17.27 | $478K | — | — |
| ITW - Illinois Tool Wks | 0.00% | Hold | 1,759 | $260.76 | $459K | — | — |
| CIEN - Ciena | 0.00% | Reduce −25.0% | 3,000 | $145.67 | $437K | −1,000 | +$112K |
| PM - Philip Morris Intl | 0.00% | Add +0.2% | 2,641 | $162.20 | $428K | +4 | −$52K |
| NEM - Newmont | 0.00% | Hold | 5,000 | $84.31 | $422K | — | — |
| AMD - Advanced Micro Devices | 0.00% | Add +46.4% | 2,596 | $161.79 | $420K | +823 | +$168K |
| IJR - Ishares Tr | 0.00% | Add +15.2% | 3,517 | $118.83 | $418K | +464 | +$84K |
| VB - Vanguard Index Fds | 0.00% | Reduce −17.5% | 1,294 | $308.18 | $399K | −274 | +$27K |
| AXGN - Axogen | 0.00% | Reduce −18.5% | 22,000 | $17.84 | $392K | −5,000 | +$100K |
| NVEC - NVE | 0.00% | Reduce −17.8% | 6,000 | $65.27 | $392K | −1,300 | −$146K |
| HOG - Harley Davidson | 0.00% | Hold | 14,000 | $27.90 | $391K | — | — |
| VSAT - Viasat | 0.00% | Hold | 13,000 | $29.30 | $381K | — | — |
| MA - Mastercard · CL A | 0.00% | Reduce −39.5% | 644 | $568.81 | $366K | −420 | −$232K |
| DHR - Danaher | 0.00% | Add +50.1% | 1,755 | $198.26 | $348K | +586 | +$117K |
| CAH - Cardinal Health | 0.00% | Hold | 2,121 | $156.96 | $333K | — | — |
| ACN - Accenture Ireland · CLASS A | 0.00% | Reduce −11.1% | 1,332 | $246.60 | $328K | −166 | −$119K |
| NTRS - Northern Tr | 0.00% | Hold | 2,440 | $134.60 | $328K | — | — |
| IBTG - Ishares Tr | 0.00% | Reduce −77.9% | 3,150 | $103.86 | $327K | −11,105 | $— |
| Ishares Tr | 0.00% | Reduce −20.8% | 11,000 | $29.49 | $324K | −2,886 | $— |
| T - At T | 0.00% | Hold | 11,327 | $28.24 | $320K | — | — |
| IXN - Ishares Tr | 0.00% | Add +77.2% | 5,582 | $55.93 | $312K | +2,432 | +$21K |
| VONE - Vanguard Scottsdale Fds | 0.00% | Hold | 1,031 | $300.79 | $310K | — | — |
| MO - Altria Group | 0.00% | Reduce −9.6% | 4,659 | $66.06 | $308K | −497 | +$5K |
| DGII - Digi Intl | 0.00% | Reduce −11.1% | 8,000 | $36.46 | $292K | −1,000 | −$22K |
| BIL - Spdr Series Trust | 0.00% | Add +26.8% | 3,082 | $91.75 | $283K | +651 | +$60K |
| SEIC - Sei Invts | 0.00% | Hold | 3,300 | $84.85 | $280K | — | — |
| DE - Deere | 0.00% | Reduce −2.4% | 602 | $457.26 | $275K | −15 | −$38K |
| MMC - Marsh & Mclennan Cos | 0.00% | Reduce −1.3% | 1,356 | $201.53 | $273K | −18 | −$27K |
| EPD - Enterprise Prods Partners L | 0.00% | Hold | 8,600 | $31.27 | $269K | — | — |
| BOH - Bank Hawaii | 0.00% | Hold | 4,000 | $65.64 | $263K | — | — |
| RF - Regions Financial | 0.00% | Hold | 9,740 | $26.37 | $257K | — | — |
| IAU - Ishares Gold Tr | 0.00% | Hold | 3,525 | $72.77 | $257K | — | — |
| ADSK - Autodesk | 0.00% | Hold | 801 | $317.67 | $254K | — | — |
| MSA - Msa Safety | 0.00% | Hold | 1,470 | $172.07 | $253K | — | — |
| GILD - Gilead Sciences | 0.00% | Reduce −9.0% | 2,275 | $111.00 | $253K | −226 | −$25K |
| VV - Vanguard Index Fds | 0.00% | Add +91.9% | 1,568 | $160.41 | $252K | +751 | +$18K |
| CARR - Carrier Global | 0.00% | Add +24.6% | 4,043 | $59.70 | $241K | +797 | +$4K |
| AJG - Gallagher Arthur J & | 0.00% | Hold | 760 | $309.74 | $235K | — | — |
| WM - Waste Mgmt Del | 0.00% | Reduce −3.5% | 1,050 | $220.83 | $232K | −38 | −$17K |
| VEU — | 0.00% | Hold | 3,178 | $71.37 | $227K | — | — |
| SONY - SONY Group | 0.00% | Reduce −4.2% | 7,830 | $28.79 | $225K | −345 | +$13K |
| IWF - Ishares Tr | 0.00% | Add +138.9% | 4,172 | $53.33 | $222K | +2,426 | −$519K |
| Allete | 0.00% | Reduce −23.3% | 3,288 | $66.40 | $218K | −1,000 | −$56K |
| ZTS - Zoetis · CL A | 0.00% | Hold | 1,490 | $146.32 | $218K | — | — |
| UFCS - United Fire Group | 0.00% | Reduce −26.7% | 6,600 | $30.42 | $201K | −2,400 | −$58K |
| CLF - Cleveland-Cliffs | 0.00% | Reduce −15.6% | 13,500 | $12.20 | $165K | −2,500 | +$43K |
| Himax Technologies | 0.00% | Hold | 10,550 | $8.83 | $93K | — | — |
| PLUG - Plug Power | 0.00% | Hold | 10,000 | $2.33 | $23K | — | — |
Showing top 50 of 228 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| AZEK · CL A | 0.01% | Exit | 0 | $54.33 | $1M | −23,927 | −$1M |
| DFAE - Dimensional ETF Trust | — | Exit | 0 | $28.93 | $285K | −9,850 | −$285K |
| Ishares Tr | — | Exit | 0 | $133.02 | $280K | −2,105 | −$280K |
| MGNI - Magnite | — | Exit | 0 | $24.10 | $241K | −10,000 | −$241K |
| NVS - Novartis AG | — | Exit | 0 | $120.89 | $217K | −1,795 | −$217K |
| OTIS - Otis Worldwide | — | Exit | 0 | $99.15 | $211K | −2,128 | −$211K |
| CMG - Chipotle Mexican Grill | — | Exit | 0 | $56.28 | $206K | −3,660 | −$206K |
| CL - Colgate Palmolive | — | Exit | 0 | $90.83 | $202K | −2,224 | −$202K |
| Tactile Sys Technology | — | Exit | 0 | $10.16 | $127K | −12,500 | −$127K |
| Shyft Group | — | Exit | 0 | $12.50 | $125K | −10,000 | −$125K |
| NEO - Neogenomics | — | Exit | 0 | $7.33 | $110K | −15,000 | −$110K |
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