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 | 8.49% | Reduce −3.8% | 4,761,351 | $174.40 | $830M | −188,297 | −$93M |
| MSFT - Microsoft | 7.35% | Add +1.5% | 1,942,391 | $370.17 | $719M | +29,495 | −$206M |
| AMZN - Amazon | 5.54% | Add +0.4% | 2,602,912 | $208.27 | $542M | +10,144 | −$56M |
| GOOG - Alphabet · CL C | 4.72% | Reduce −5.1% | 1,611,610 | $286.86 | $462M | −86,359 | −$71M |
| GGG - Graco | 3.30% | Reduce −2.3% | 3,815,684 | $84.65 | $323M | −89,898 | +$3M |
| JPM - Jpmorgan Chase & | 3.17% | Reduce −17.4% | 1,054,197 | $294.16 | $310M | −222,207 | −$101M |
| AAPL - Apple | 3.13% | Reduce −0.7% | 1,208,398 | $253.79 | $307M | −9,088 | −$24M |
| LLY - Eli Lilly & | 3.07% | Reduce −5.5% | 326,306 | $919.77 | $300M | −19,039 | −$71M |
| V - VISA · CL A | 2.60% | Add +4.8% | 840,917 | $302.24 | $254M | +38,399 | −$27M |
| TTC - TORO | 2.60% | Reduce −20.6% | 2,718,983 | $93.44 | $254M | −703,840 | −$15M |
| LFUS - Littelfuse | 2.51% | Reduce −7.0% | 724,710 | $339.35 | $246M | −54,241 | +$49M |
| NVT - Nvent Elec | 2.50% | Reduce −2.1% | 2,066,420 | $118.28 | $244M | −44,791 | +$29M |
| MSI - Motorola Solutions | 2.40% | Add +3.0% | 540,732 | $433.97 | $235M | +15,518 | +$33M |
| WEC - WEC Energy Group | 2.26% | Add +0.1% | 1,910,685 | $115.77 | $221M | +1,911 | +$20M |
| LNT - Alliant Energy | 2.12% | Reduce −2.3% | 2,889,060 | $71.76 | $207M | −67,887 | +$15M |
| ECL - Ecolab | 2.07% | Reduce −1.1% | 761,818 | $266.02 | $203M | −8,753 | +$368K |
| UNH - Unitedhealth Group | 2.05% | Reduce −10.8% | 741,083 | $270.59 | $201M | −89,452 | −$74M |
| META - Meta Platforms · CL A | 1.90% | Add +2.6% | 324,625 | $572.13 | $186M | +8,096 | −$23M |
| FAST - Fastenal | 1.86% | Reduce −16.0% | 3,922,442 | $46.40 | $182M | −745,057 | −$5M |
| VZ - Verizon Communications | 1.70% | Reduce −1.7% | 3,315,436 | $50.20 | $166M | −58,236 | +$29M |
| TSM - Taiwan Semiconductor | 1.68% | Reduce −0.1% | 486,253 | $337.95 | $164M | −294 | +$16M |
| ENTG - Entegris | 1.61% | Reduce −0.4% | 1,343,104 | $117.24 | $157M | −5,882 | +$44M |
| FUL - Fuller H B | 1.49% | Reduce −2.1% | 2,361,617 | $61.68 | $146M | −49,450 | +$2M |
| TECH - Bio-Techne | 1.47% | Reduce −0.6% | 2,750,282 | $52.26 | $144M | −17,257 | −$19M |
| JNJ - Johnson & Johnson | 1.44% | Reduce −28.2% | 577,590 | $244.44 | $141M | −226,756 | −$25M |
| CHRW - C H Robinson Worldwide In | 1.44% | Reduce −1.7% | 848,203 | $166.07 | $141M | −14,280 | +$2M |
| SHW - Sherwin Williams | 1.43% | Reduce −6.8% | 437,760 | $320.55 | $140M | −31,832 | −$12M |
| FISV - Fiserv | 1.23% | Add +31.0% | 2,152,853 | $55.80 | $120M | +509,603 | +$10M |
| WFC - Wells Fargo & | 1.11% | Reduce −21.0% | 1,365,876 | $79.61 | $109M | −363,465 | −$52M |
| ROK - Rockwell Automation | 1.04% | Reduce −14.2% | 283,553 | $358.88 | $102M | −46,781 | −$27M |
| WM - Waste Mgmt Del | 0.94% | Add +39724.0% | 398,240 | $229.79 | $92M | +397,240 | +$91M |
| AMP - Ameriprise Finl | 0.89% | Add +362.4% | 197,047 | $444.40 | $88M | +154,436 | +$67M |
| PANW - Palo Alto Networks | 0.87% | Add +141.4% | 532,679 | $160.32 | $85M | +312,032 | +$45M |
| HRL - Hormel Foods | 0.79% | Reduce −9.8% | 3,417,959 | $22.65 | $77M | −371,554 | −$12M |
| ABT - Abbott Laboratories | 0.76% | Add +1.9% | 721,778 | $102.67 | $74M | +13,697 | −$15M |
| CASY - Caseys Gen Stores | 0.71% | Reduce −7.6% | 95,937 | $727.86 | $70M | −7,936 | +$12M |
| QCOM - Qualcomm | 0.63% | Reduce −13.1% | 478,055 | $128.78 | $62M | −72,253 | −$33M |
| CGNX - Cognex | 0.61% | Add +4.5% | 1,223,875 | $48.99 | $60M | +52,279 | +$18M |
| TNC - Tennant | 0.55% | Reduce −25.0% | 803,464 | $66.40 | $53M | −268,160 | −$26M |
| MMM - 3M | 0.52% | Add +0.8% | 351,848 | $145.23 | $51M | +2,701 | −$5M |
| HD - Home Depot | 0.52% | Reduce −2.3% | 153,398 | $328.89 | $50M | −3,655 | −$4M |
| HON - Honeywell Intl | 0.48% | Reduce −10.9% | 208,448 | $226.03 | $47M | −25,528 | +$1M |
| ISRG - Intuitive Surgical | 0.47% | Add +60.4% | 99,885 | $460.99 | $46M | +37,608 | +$11M |
| AXP - American Express | 0.46% | Reduce −6.7% | 148,821 | $302.48 | $45M | −10,638 | −$14M |
| TXN - Texas Instrs | 0.46% | Reduce −1.8% | 231,151 | $194.14 | $45M | −4,273 | +$4M |
| IDA - Idacorp | 0.44% | Reduce −0.4% | 301,377 | $142.97 | $43M | −1,131 | +$5M |
| WK - Workiva · CL A | 0.44% | Reduce −1.7% | 715,640 | $59.63 | $43M | −12,354 | −$20M |
| DCI - Donaldson | 0.43% | Reduce −10.9% | 499,374 | $84.87 | $42M | −61,279 | −$7M |
| PIPR - Piper Sandler Companies | 0.43% | New | 546,090 | $76.55 | $42M | +546,090 | +$42M |
| TRV - Travelers Companies | 0.42% | Add +25.1% | 142,414 | $291.68 | $42M | +28,614 | +$9M |
| MEDP - Medpace | 0.42% | Add +28.6% | 85,720 | $480.19 | $41M | +19,055 | +$4M |
| ZTS - Zoetis · CL A | 0.37% | Add +33.9% | 303,116 | $118.21 | $36M | +76,716 | +$7M |
| PG - Procter & Gamble | 0.36% | Add +12.6% | 243,410 | $144.44 | $35M | +27,144 | +$4M |
| MDT - Medtronic | 0.36% | Reduce −2.6% | 401,968 | $86.65 | $35M | −10,782 | −$5M |
| XEL - XCEL Energy | 0.33% | Add +1.5% | 402,263 | $79.44 | $32M | +5,983 | +$3M |
| USB - US Bancorp | 0.32% | Reduce −7.2% | 601,518 | $52.01 | $31M | −46,462 | −$3M |
| ADP - Automatic Data Processing | 0.26% | Add +12.3% | 124,436 | $203.18 | $25M | +13,655 | −$3M |
| SCHW - Schwab Charles | 0.24% | Reduce −9.4% | 247,732 | $93.98 | $23M | −25,625 | −$4M |
| DIS - Disney Walt | 0.24% | Reduce −19.0% | 239,846 | $96.38 | $23M | −56,337 | −$11M |
| SFM - Sprouts Fmrs Mkt | 0.23% | New | 292,177 | $77.13 | $23M | +292,177 | +$23M |
| TGT - Target | 0.21% | Reduce −13.3% | 168,879 | $121.20 | $20M | −25,879 | +$1M |
| GNRC - Generac | 0.20% | Reduce −8.1% | 99,747 | $195.33 | $19M | −8,831 | +$5M |
| CLFD - Clearfield | 0.20% | Add +0.2% | 731,733 | $26.47 | $19M | +1,545 | −$2M |
| SPY — | 0.18% | Add +0.5% | 27,180 | $650.35 | $18M | +126 | −$772K |
| GOOGL - Alphabet · CL A | 0.16% | Add +11.8% | 55,766 | $287.56 | $16M | +5,885 | +$423K |
| BMI - Badger Meter | 0.16% | Add +1.9% | 104,815 | $152.35 | $16M | +2,002 | −$2M |
| PFG - Principal Financial | 0.15% | Reduce −22.6% | 163,884 | $90.11 | $15M | −47,934 | −$4M |
| XOM - Exxon Mobil | 0.14% | Reduce −3.6% | 83,523 | $169.66 | $14M | −3,079 | +$4M |
| HSY - Hershey | 0.14% | Reduce −4.5% | 64,560 | $207.89 | $13M | −3,048 | +$1M |
| CAT - Caterpillar | 0.13% | Reduce 0.0% | 18,450 | $708.46 | $13M | −5 | +$2M |
| GLW - Corning | 0.12% | Reduce −2.3% | 88,250 | $135.97 | $12M | −2,100 | +$4M |
| BRK.B - Berkshire Hathaway · CL B | 0.12% | Reduce −3.7% | 23,929 | $479.20 | $11M | −928 | −$1M |
| KNF - Knife River | 0.11% | Add +8.5% | 134,428 | $81.65 | $11M | +10,573 | +$2M |
| ABBV - Abbvie | 0.10% | Reduce −2.5% | 45,317 | $217.49 | $10M | −1,139 | −$759K |
| AIR - AAR | 0.10% | Reduce −20.3% | 89,391 | $109.46 | $10M | −22,785 | +$498K |
| ONB - Old Natl Bancorp Ind | 0.10% | Reduce −26.6% | 433,191 | $22.10 | $10M | −156,769 | −$4M |
| CRM - Salesforce | 0.10% | Reduce −83.1% | 49,996 | $186.67 | $9M | −246,017 | −$69M |
| PLXS - Plexus | 0.09% | Hold | 45,868 | $202.54 | $9M | — | — |
| MINN — | 0.09% | Add +26.5% | 410,865 | $22.13 | $9M | +86,129 | +$2M |
| VOO - Vanguard Index Fds | 0.09% | New | 14,866 | $597.57 | $9M | +14,866 | +$9M |
| EMR - Emerson Elec | 0.09% | Reduce −3.2% | 64,752 | $131.02 | $8M | −2,164 | −$397K |
| BSY - Bentley Sys · CL B | 0.08% | Add +184.6% | 236,158 | $35.12 | $8M | +153,172 | +$5M |
| CVX - Chevron | 0.08% | Add +80.5% | 39,017 | $206.90 | $8M | +17,405 | +$5M |
| WTFC - Wintrust Finl | 0.08% | Add +23.8% | 57,744 | $138.94 | $8M | +11,111 | +$2M |
| QCRH - QCR | 0.08% | Hold | 91,002 | $85.45 | $8M | — | — |
| JBTM - Jbt Marel | 0.08% | Reduce −14.0% | 59,100 | $127.87 | $8M | −9,657 | −$3M |
| RDNT - Radnet | 0.08% | Add +39.2% | 133,116 | $55.89 | $7M | +37,468 | +$615K |
| KHC - Kraft Heinz | 0.07% | Reduce −81.1% | 316,563 | $22.49 | $7M | −1,356,268 | −$33M |
| SYY - Sysco | 0.07% | Reduce −28.3% | 99,279 | $71.33 | $7M | −39,255 | −$3M |
| ASB - Associated Banc- | 0.07% | Add +3.8% | 270,040 | $25.86 | $7M | +9,761 | +$278K |
| BKH - Black Hills | 0.07% | Add +4.4% | 98,285 | $69.41 | $7M | +4,147 | +$287K |
| SCHB - Schwab Strategic Tr | 0.07% | Hold | 261,246 | $25.10 | $7M | — | — |
| PATK - Patrick Inds | 0.07% | Add +9.2% | 57,894 | $111.07 | $6M | +4,861 | +$680K |
| MRK - Merck & | 0.06% | Reduce −3.2% | 50,348 | $120.29 | $6M | −1,651 | +$583K |
| AMBA - Ambarella | 0.06% | New | 117,581 | $51.48 | $6M | +117,581 | +$6M |
| CFR - Cullen Frost Bankers | 0.06% | Reduce −0.1% | 42,696 | $137.08 | $6M | −35 | +$442K |
| HUBG - HUB Group · CL A | 0.06% | Reduce −32.2% | 159,933 | $36.04 | $6M | −76,103 | −$4M |
| NWE — | 0.06% | Add +5.3% | 86,002 | $65.94 | $6M | +4,320 | +$399K |
| PNR - Pentair | 0.05% | Reduce −2.5% | 57,578 | $87.11 | $5M | −1,485 | −$1M |
| WWD - Woodward | 0.05% | Hold | 14,000 | $357.92 | $5M | — | — |
| OSK - Oshkosh | 0.05% | Reduce −5.4% | 33,183 | $147.21 | $5M | −1,886 | +$479K |
| GBCI - Glacier Bancorp | 0.05% | Add +9.1% | 106,200 | $44.67 | $5M | +8,846 | +$456K |
| SOLV - Solventum | 0.05% | Reduce −0.5% | 72,513 | $65.30 | $5M | −374 | −$1M |
| LTH - Life Time Group | 0.05% | Hold | 172,317 | $26.94 | $5M | — | — |
| JHX - James Hardie Inds | 0.05% | Add +165.5% | 240,761 | $18.94 | $5M | +150,088 | +$3M |
| ORCL - Oracle | 0.05% | Add +7.3% | 30,718 | $147.11 | $5M | +2,100 | −$1M |
| MCD - Mcdonalds | 0.05% | Reduce −14.2% | 14,329 | $310.81 | $4M | −2,364 | −$648K |
| TREX - TREX Inc | 0.04% | Add +28.0% | 116,022 | $36.42 | $4M | +25,370 | +$1M |
| IVV - Ishares Tr | 0.04% | Reduce −0.3% | 6,461 | $653.28 | $4M | −20 | −$218K |
| HWKN - Hawkins | 0.04% | Add +106.5% | 25,951 | $153.60 | $4M | +13,382 | +$2M |
| AMAT - Applied Matls | 0.04% | Hold | 11,327 | $341.79 | $4M | — | — |
| CTAS - Cintas | 0.04% | Add +14.4% | 22,438 | $169.14 | $4M | +2,821 | +$106K |
| GIS - General Mills | 0.04% | Reduce −10.7% | 96,924 | $37.22 | $4M | −11,553 | −$1M |
| BRK.A - Berkshire Hathaway · CL A | 0.04% | Hold | 5 | $718,140 | $4M | — | — |
| NKE - NIKE · CL B | 0.04% | Add +4.4% | 65,955 | $52.82 | $3M | +2,770 | −$542K |
| COP - Conocophillips | 0.04% | Add +0.7% | 26,028 | $132.00 | $3M | +170 | +$1M |
| PII - Polaris | 0.03% | Reduce −17.5% | 62,491 | $54.50 | $3M | −13,252 | −$1M |
| VO - Vanguard Index Fds | 0.03% | Add +424.9% | 10,997 | $287.18 | $3M | +8,902 | +$3M |
| COST - Costco Wholesale | 0.03% | Add +1.0% | 2,963 | $996.43 | $3M | +30 | +$423K |
| VEA - Vanguard Tax-Managed Fds | 0.03% | Add +782.0% | 45,237 | $64.08 | $3M | +40,108 | +$3M |
| APG - API Group | 0.02% | New | 57,969 | $40.52 | $2M | +57,969 | +$2M |
| GE - GE Aerospace | 0.02% | Reduce −3.2% | 7,525 | $283.77 | $2M | −250 | −$260K |
| PFE - Pfizer | 0.02% | Reduce −2.8% | 71,829 | $28.08 | $2M | −2,092 | +$176K |
| WMT - Walmart | 0.02% | Reduce −1.9% | 15,700 | $124.28 | $2M | −300 | +$168K |
| ALRS - Alerus Finl | 0.02% | Hold | 79,436 | $23.71 | $2M | — | — |
| KO - Coca Cola | 0.02% | Reduce −0.4% | 23,315 | $76.05 | $2M | −96 | +$136K |
| AMGN - Amgen | 0.02% | Reduce −10.1% | 4,964 | $351.85 | $2M | −560 | −$61K |
| UPS - United Parcel Svcs · CL B | 0.02% | Reduce −11.9% | 17,427 | $98.38 | $2M | −2,365 | −$249K |
| SOLS - Solstice Advanced Matls | 0.02% | New | 22,239 | $76.16 | $2M | +22,239 | +$2M |
| XYL - Xylem | 0.02% | Add +136.0% | 14,090 | $119.50 | $2M | +8,120 | +$871K |
| RTX - Raytheon | 0.02% | Reduce −5.6% | 8,562 | $192.90 | $2M | −509 | −$12K |
| LOW - Lowes Cos | 0.02% | Reduce −0.2% | 6,850 | $236.28 | $2M | −13 | −$37K |
| CSCO - Cisco Sys | 0.02% | Reduce −2.2% | 19,827 | $77.59 | $2M | −438 | −$23K |
| EFA - Ishares Tr | 0.02% | Add +29.8% | 15,702 | $97.13 | $2M | +3,609 | +$364K |
| VB - Vanguard Index Fds | 0.02% | Add +288.0% | 5,805 | $261.93 | $2M | +4,309 | +$1M |
| BMY - Bristol-Myers Squibb | 0.01% | Reduce −3.0% | 24,200 | $60.65 | $1M | −738 | +$123K |
| PEP - Pepsico | 0.01% | Reduce −1.4% | 8,978 | $155.29 | $1M | −125 | +$88K |
| SYK - Stryker | 0.01% | Reduce −1.0% | 4,155 | $328.59 | $1M | −44 | −$111K |
| WAB - Wabtec | 0.01% | Hold | 5,237 | $249.91 | $1M | — | — |
| PSX - Phillips 66 | 0.01% | Hold | 6,604 | $182.18 | $1M | — | — |
| IDXX - Idexx Labs | 0.01% | Reduce −2.4% | 2,080 | $561.89 | $1M | −51 | −$273K |
| NEE - Nextera Energy | 0.01% | Reduce −3.9% | 12,272 | $92.88 | $1M | −500 | +$114K |
| SNA - Snap On | 0.01% | Reduce −7.4% | 3,123 | $363.22 | $1M | −250 | −$28K |
| BDX - Becton Dickinson & | 0.01% | Hold | 7,119 | $157.23 | $1M | — | — |
| VWO — | 0.01% | New | 20,515 | $54.05 | $1M | +20,515 | +$1M |
| AVGO - Broadcom | 0.01% | Add +6.3% | 3,533 | $309.51 | $1M | +210 | −$57K |
| CIEN - Ciena | 0.01% | Reduce −6.7% | 2,800 | $388.23 | $1M | −200 | +$385K |
| BAC - Bank of America | 0.01% | Reduce −3.5% | 21,707 | $48.75 | $1M | −786 | −$179K |
| RSP — | 0.01% | New | 5,385 | $191.92 | $1M | +5,385 | +$1M |
| UNP - Union Pac | 0.01% | Reduce −8.8% | 4,190 | $242.62 | $1M | −402 | −$46K |
| QQQ - Invesco Qqq Tr | 0.01% | Add +13.8% | 1,760 | $577.24 | $1M | +214 | +$66K |
| CM - Canadian Imperial Bank Of | 0.01% | Hold | 10,176 | $94.75 | $964K | — | — |
| VONE - Vanguard Scottsdale Fds | 0.01% | New | 3,270 | $294.67 | $964K | +3,270 | +$964K |
| KMB - Kimberly-Clark | 0.01% | Reduce −7.0% | 9,694 | $96.47 | $935K | −725 | −$116K |
| BMO - Bank Montreal Medium | 0.01% | Hold | 6,746 | $135.34 | $913K | — | — |
| IBM — | 0.01% | Add +0.6% | 3,647 | $242.39 | $884K | +20 | −$190K |
| WY - Weyerhaeuser | 0.01% | Hold | 36,117 | $24.43 | $882K | — | — |
| VCEL - Vericel | 0.01% | Hold | 25,865 | $32.17 | $832K | — | — |
| CB - Chubb Switz | 0.01% | Add +4.5% | 2,439 | $325.93 | $795K | +105 | +$66K |
| NSC - Norfolk Southn | 0.01% | Reduce −10.5% | 2,715 | $287.00 | $779K | −320 | −$97K |
| OKLO — · CL A | 0.01% | Hold | 15,561 | $49.59 | $772K | — | — |
| IEX - IDEX | 0.01% | Hold | 4,000 | $189.55 | $758K | — | — |
| SCHF - Schwab Strategic Tr | 0.01% | Add +2.0% | 30,586 | $24.75 | $757K | +586 | +$36K |
| SHEL - Shell | 0.01% | Add +8.4% | 8,132 | $93.00 | $756K | +628 | +$205K |
| GEV - GE Vernova | 0.01% | Reduce −9.3% | 846 | $872.90 | $738K | −87 | +$129K |
| AXGN - Axogen | 0.01% | Hold | 22,000 | $33.13 | $729K | — | — |
| ZBH - Zimmer Biomet | 0.01% | Reduce −27.5% | 8,050 | $90.42 | $728K | −3,050 | −$270K |
| VGLT - Vanguard Scottsdale Fds | 0.01% | New | 12,875 | $55.38 | $713K | +12,875 | +$713K |
| BK - Bank New York Mellon | 0.01% | Hold | 5,888 | $118.63 | $698K | — | — |
| AWK — | 0.01% | Reduce −0.4% | 5,025 | $136.09 | $684K | −21 | +$25K |
| AMCR - Amcor | 0.01% | New | 17,129 | $39.75 | $681K | +17,129 | +$681K |
| BIL - Spdr Series Trust | 0.01% | Add +8.5% | 6,985 | $91.64 | $640K | +547 | +$52K |
| BSX - Boston Scientific | 0.01% | Hold | 10,176 | $62.75 | $639K | — | — |
| INTC - Intel | 0.01% | Hold | 14,333 | $44.13 | $633K | — | — |
| GLD - Spdr Gold Tr | 0.01% | New | 1,430 | $430.29 | $615K | +1,430 | +$615K |
| TMO - Thermo Fisher Scientific | 0.01% | Hold | 1,241 | $491.53 | $610K | — | — |
| VSAT - Viasat | 0.01% | Hold | 13,000 | $45.80 | $595K | — | — |
| XLK - Select Sector Spdr Tr | 0.01% | Hold | 4,470 | $132.91 | $594K | — | — |
| BRC - Brady · CL A | 0.01% | Hold | 7,000 | $81.24 | $569K | — | — |
| IWD - Ishares Tr | 0.01% | Add +30.6% | 2,562 | $213.67 | $547K | +600 | +$135K |
| NEM - Newmont | 0.01% | Hold | 5,000 | $108.25 | $541K | — | — |
| TJX - Tjx Cos | 0.01% | Hold | 3,315 | $159.70 | $529K | — | — |
| ACWX - Ishares Tr | 0.01% | Reduce −22.6% | 7,550 | $68.47 | $517K | −2,200 | −$138K |
| BA - Boeing | 0.01% | Add +14.4% | 2,597 | $199.03 | $517K | +327 | +$24K |
| MOS - Mosaic | 0.01% | Reduce −16.7% | 20,000 | $25.50 | $510K | −4,000 | −$68K |
| STT - State Street | 0.01% | New | 819 | $616.85 | $505K | +819 | +$505K |
| VTI - Vanguard Index Fds | 0.01% | Add +19.5% | 1,546 | $321.00 | $496K | +252 | +$62K |
| VIG - Vanguard Specialized Funds | 0.01% | Reduce −3.2% | 2,300 | $215.06 | $495K | −77 | −$28K |
| ADBE - Adobe | 0.00% | Hold | 2,009 | $243.08 | $488K | — | — |
| RGR - Sturm Ruger & | 0.00% | Hold | 12,000 | $40.09 | $481K | — | — |
| TT - Trane Technologies | 0.00% | Reduce −4.0% | 1,097 | $416.74 | $457K | −46 | +$12K |
| CAH - Cardinal Health | 0.00% | Hold | 2,121 | $211.31 | $448K | — | — |
| HBAN - Huntington Bancshares | 0.00% | Reduce −1.7% | 27,243 | $15.65 | $426K | −460 | −$54K |
| PM - Philip Morris Intl | 0.00% | Reduce −4.2% | 2,537 | $165.34 | $419K | −112 | −$5K |
| NVEC - NVE | 0.00% | Hold | 6,000 | $65.50 | $393K | — | — |
| AMD - Advanced Micro Devices | 0.00% | Reduce −4.1% | 1,930 | $203.43 | $393K | −83 | −$38K |
| ITW - Illinois Tool Wks | 0.00% | Reduce −14.4% | 1,484 | $260.29 | $386K | −249 | −$41K |
| BAX - Baxter Intl | 0.00% | Reduce −8.2% | 22,543 | $16.80 | $379K | −2,013 | −$91K |
| BBY - Best Buy | 0.00% | Reduce −11.4% | 5,895 | $64.20 | $378K | −762 | −$67K |
| LHX - L3harris Technologies | 0.00% | Hold | 1,033 | $345.15 | $357K | — | — |
| SKYT - Skywater Technology | 0.00% | Reduce −92.9% | 13,000 | $27.41 | $356K | −169,131 | −$3M |
| AMT - American Tower | 0.00% | Hold | 2,020 | $172.58 | $349K | — | — |
| PATH - Uipath · CL A | 0.00% | Add +153.2% | 30,700 | $11.10 | $341K | +18,575 | +$142K |
| MPC - Marathon Petroleum | 0.00% | Add +6.8% | 1,390 | $244.18 | $339K | +89 | +$128K |
| DGII - Digi Intl | 0.00% | Reduce −12.5% | 7,000 | $48.20 | $337K | −1,000 | −$9K |
| NTRS - Northern Tr | 0.00% | Hold | 2,400 | $139.57 | $335K | — | — |
| T - At T | 0.00% | Hold | 11,327 | $28.99 | $328K | — | — |
| IBTG - Ishares Tr | 0.00% | Hold | 14,255 | $22.91 | $327K | — | — |
| EPD - Enterprise Prods Partners L | 0.00% | Hold | 8,600 | $37.84 | $325K | — | — |
| DE - Deere | 0.00% | Reduce −5.0% | 572 | $563.30 | $322K | −30 | +$42K |
| GILD - Gilead Sciences | 0.00% | Hold | 2,275 | $139.37 | $317K | — | — |
| ULTA - Ulta Beauty | 0.00% | Reduce −66.6% | 605 | $522.71 | $316K | −1,205 | −$779K |
| IXN - Ishares Tr | 0.00% | Hold | 3,150 | $99.93 | $315K | — | — |
| IAU - Ishares Gold Tr | 0.00% | Hold | 3,525 | $88.16 | $311K | — | — |
| MO - Altria Group | 0.00% | Add 0.0% | 4,563 | $66.00 | $301K | +2 | +$38K |
| VUG - Vanguard Index Fds | 0.00% | Hold | 688 | $436.79 | $301K | — | — |
| IJR - Ishares Tr | 0.00% | Reduce −3.4% | 2,410 | $124.31 | $300K | −85 | $— |
| BOH - Bank Hawaii | 0.00% | Hold | 4,000 | $74.25 | $297K | — | — |
| CMI - Cummins | 0.00% | Hold | 528 | $538.02 | $284K | — | — |
| IVW - Ishares Tr | 0.00% | Hold | 2,509 | $113.11 | $284K | — | — |
| HOG - Harley Davidson | 0.00% | Hold | 14,000 | $20.22 | $283K | — | — |
| SLB - Schlumberger | 0.00% | Hold | 5,500 | $51.39 | $283K | — | — |
| BP - BP PLC | 0.00% | Reduce −13.7% | 5,610 | $47.00 | $264K | −890 | +$38K |
| MA - Mastercard · CL A | 0.00% | Reduce −16.7% | 520 | $499.66 | $260K | −104 | −$96K |
| SEIC - Sei Invts | 0.00% | Hold | 3,300 | $78.47 | $259K | — | — |
| UFCS - United Fire Group | 0.00% | Hold | 6,600 | $37.06 | $245K | — | — |
| VV - Vanguard Index Fds | 0.00% | Hold | 817 | $298.85 | $244K | — | — |
| ACN - Accenture Ireland · CLASS A | 0.00% | Add +3.8% | 1,229 | $198.29 | $244K | +45 | −$74K |
| IVE - Ishares Tr | 0.00% | Hold | 1,143 | $211.15 | $241K | — | — |
| MSA - Msa Safety | 0.00% | Hold | 1,470 | $163.95 | $241K | — | — |
| VEU — | 0.00% | Hold | 3,178 | $75.10 | $239K | — | — |
| MMC - Marsh & Mclennan Cos | 0.00% | Reduce −4.1% | 1,300 | $173.45 | $225K | −56 | −$26K |
| DHR - Danaher Del | 0.00% | Reduce −2.9% | 1,135 | $189.60 | $215K | −34 | −$52K |
| CLF - Cleveland-Cliffs | 0.00% | Hold | 13,500 | $8.45 | $114K | — | — |
| AEBI - Aebi Schmidt AG | 0.00% | Hold | 10,401 | $9.71 | $101K | — | — |
| PLUG - Plug Pwr | 0.00% | Hold | 10,000 | $2.26 | $23K | — | — |
Showing top 50 of 236 by value
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Piper Sandler Companies | 0.57% | Exit | 0 | $339.71 | $60M | −175,861 | −$60M |
| INSP - Inspire Med Sys | 0.05% | Exit | 0 | $92.23 | $5M | −57,616 | −$5M |
| MGPI - Mgp Ingredients | 0.04% | Exit | 0 | $24.30 | $4M | −173,245 | −$4M |
| CWAN — · CL A | 0.02% | Exit | 0 | $24.12 | $2M | −92,510 | −$2M |
| Gentherm | 0.02% | Exit | 0 | $36.38 | $2M | −52,946 | −$2M |
| Exact Sciences | 0.02% | Exit | 0 | $101.53 | $2M | −17,236 | −$2M |
| XLI - Select Sector Spdr Tr | 0.02% | Exit | 0 | $155.10 | $2M | −10,535 | −$2M |
| Select Sector Spdr Tr | 0.01% | Exit | 0 | $77.68 | $2M | −20,045 | −$2M |
| XLF - Select Sector Spdr Tr | 0.01% | Exit | 0 | $54.76 | $1M | −25,310 | −$1M |
| CVRX — | 0.01% | Exit | 0 | $7.10 | $1M | −142,456 | −$1M |
| Select Sector Spdr Tr | 0.01% | Exit | 0 | $154.84 | $855K | −5,522 | −$855K |
| AMCR - Amcor | 0.01% | Exit | 0 | $8.34 | $738K | −88,520 | −$738K |
| Select Sector Spdr Tr | — | Exit | 0 | $45.44 | $239K | −5,260 | −$239K |
| ADSK - Autodesk | — | Exit | 0 | $295.88 | $237K | −801 | −$237K |
| VTEB - Vanguard Mun Bd Fds | — | Exit | 0 | $50.34 | $212K | −4,211 | −$212K |
| RF - Regions Financial | — | Exit | 0 | $27.17 | $207K | −7,620 | −$207K |
| ETN - Eaton | — | Exit | 0 | $317.90 | $206K | −648 | −$206K |
| NVS - Novartis AG | — | Exit | 0 | $138.05 | $205K | −1,485 | −$205K |
| BLK - Blackrock | — | Exit | 0 | $1,068 | $203K | −190 | −$203K |
| SONY - SONY Group | — | Exit | 0 | $25.54 | $200K | −7,830 | −$200K |
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