Reported positions
Quarter-end holdings as filed
Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.
MAIRS & POWER INC
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ · methodology §13F ↗
Period
$9.8B
reported valuesum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
245
positionsALL retained default holdings for this (filer, period), including NULL-value ones
22
new stakespositions with no comparable holding in the prior quarter (kind new), 2026-03-31
20
exitspositions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
Position changes — into 2026-03-31
by shares · Δ value · filing link · how changes are classified §Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION COMposition key pos:16535 · issuer key iss:1593 | trim | −$92.7M | −188,297 | $923M | $830M | 4,949,648 | 4,761,351 | |
MICROSOFT CORP COMposition key pos:12680 · issuer key iss:1473 | add | −$206M | +29,495 | $925M | $719M | 1,912,896 | 1,942,391 | |
AMAZON COM INC COMposition key pos:15054 · issuer key iss:159 | add | −$56.4M | +10,144 | $598M | $542M | 2,592,768 | 2,602,912 | |
ALPHABET INC CAP STK CL Cposition key pos:18738 · issuer key iss:152 | trim | −$70.5M | −86,359 | $533M | $462M | 1,697,969 | 1,611,610 | |
GRACO INC COMposition key pos:14574 · issuer key iss:1034 | trim | +$2.9M | −89,898 | $320M | $323M | 3,905,582 | 3,815,684 | |
JPMORGAN CHASE & CO COMposition key pos:18958 · issuer key iss:1247 | trim | −$101M | −222,207 | $411M | $310M | 1,276,404 | 1,054,197 | |
APPLE INC COMposition key pos:14088 · issuer key iss:219 | trim | −$24.3M | −9,088 | $331M | $307M | 1,217,486 | 1,208,398 | |
ELI LILLY & CO COMposition key pos:16757 · issuer key iss:1353 | trim | −$71.0M | −19,039 | $371M | $300M | 345,345 | 326,306 | |
VISA INC COM CL Aposition key pos:13716 · issuer key iss:2278 | add | −$27.3M | +38,399 | $281M | $254M | 802,518 | 840,917 | |
TORO CO COMposition key pos:11173 · issuer key iss:2143 | trim | −$15.4M | −703,840 | $269M | $254M | 3,422,823 | 2,718,983 | |
LITTELFUSE INC COMposition key pos:12239 · issuer key iss:1363 | trim | +$48.9M | −54,241 | $197M | $246M | 778,951 | 724,710 | |
NVENT ELEC PLC SHSposition key pos:13754 · issuer key iss:2582 | trim | +$29.1M | −44,791 | $215M | $244M | 2,111,211 | 2,066,420 | |
MOTOROLA SOLUTIONS INC COM NEWposition key pos:14260 · issuer key iss:1511 | add | +$33.3M | +15,518 | $201M | $235M | 525,214 | 540,732 | |
WEC ENERGY GROUP INC COMposition key pos:16233 · issuer key iss:2297 | add | +$19.9M | +1,911 | $201M | $221M | 1,908,774 | 1,910,685 | |
ALLIANT ENERGY CORP COMposition key pos:11055 · issuer key iss:144 | trim | +$15.1M | −67,887 | $192M | $207M | 2,956,947 | 2,889,060 | |
ECOLAB INC COMposition key pos:17621 · issuer key iss:793 | trim | +$368K | −8,753 | $202M | $203M | 770,571 | 761,818 | |
UNITEDHEALTH GROUP INC COMposition key pos:17013 · issuer key iss:2218 | trim | −$73.6M | −89,452 | $274M | $201M | 830,535 | 741,083 | |
META PLATFORMS INC CL Aposition key pos:12241 · issuer key iss:891 | add | −$23.2M | +8,096 | $209M | $186M | 316,529 | 324,625 | |
FASTENAL CO COMposition key pos:16201 · issuer key iss:898 | trim | −$5.3M | −745,057 | $187M | $182M | 4,667,499 | 3,922,442 | |
VERIZON COMMUNICATIONS INC COMposition key pos:11781 · issuer key iss:2259 | trim | +$29.0M | −58,236 | $137M | $166M | 3,373,672 | 3,315,436 | |
TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADSposition key pos:18380 · issuer key iss:2080 | trim | +$16.5M | −294 | $148M | $164M | 486,547 | 486,253 | |
ENTEGRIS INC COMposition key pos:14600 · issuer key iss:829 | trim | +$43.8M | −5,882 | $114M | $157M | 1,348,986 | 1,343,104 | |
FULLER H B CO COMposition key pos:17422 · issuer key iss:969 | trim | +$2.3M | −49,450 | $143M | $146M | 2,411,067 | 2,361,617 | |
BIO-TECHNE CORP COMposition key pos:12827 · issuer key iss:378 | trim | −$19.0M | −17,257 | $163M | $144M | 2,767,539 | 2,750,282 | |
JOHNSON & JOHNSON COMposition key pos:14474 · issuer key iss:1258 | trim | −$25.3M | −226,756 | $166M | $141M | 804,346 | 577,590 | |
C H ROBINSON WORLDWIDE IN COM NEWposition key pos:14779 · issuer key iss:473 | trim | +$2.2M | −14,280 | $139M | $141M | 862,483 | 848,203 | |
SHERWIN WILLIAMS CO COMposition key pos:14643 · issuer key iss:1962 | trim | −$11.8M | −31,832 | $152M | $140M | 469,592 | 437,760 | |
FISERV INC COMposition key pos:15022 · issuer key iss:924 | add | +$9.8M | +509,603 | $110M | $120M | 1,643,250 | 2,152,853 | |
WELLS FARGO & CO COMposition key pos:12541 · issuer key iss:2317 | trim | −$52.4M | −363,465 | $161M | $109M | 1,729,341 | 1,365,876 | |
ROCKWELL AUTOMATION INC COMposition key pos:11750 · issuer key iss:1861 | trim | −$26.8M | −46,781 | $129M | $102M | 330,334 | 283,553 | |
WASTE MGMT INC DEL COMposition key pos:15801 · issuer key iss:2307 | add | +$91.3M | +397,240 | $220K | $91.5M | 1,000 | 398,240 | |
AMERIPRISE FINL INC COMposition key pos:17716 · issuer key iss:189 | add | +$66.7M | +154,436 | $20.9M | $87.6M | 42,611 | 197,047 | |
PALO ALTO NETWORKS INC COMposition key pos:15667 · issuer key iss:1670 | add | +$44.8M | +312,032 | $40.6M | $85.4M | 220,647 | 532,679 | |
HORMEL FOODS CORP COMposition key pos:11296 · issuer key iss:1125 | trim | −$12.4M | −371,554 | $89.8M | $77.4M | 3,789,513 | 3,417,959 | |
ABBOTT LABORATORIES COMposition key pos:13229 · issuer key iss:38 | add | −$14.6M | +13,697 | $88.7M | $74.1M | 708,081 | 721,778 | |
CASEYS GEN STORES INC COMposition key pos:14845 · issuer key iss:534 | trim | +$12.4M | −7,936 | $57.4M | $69.8M | 103,873 | 95,937 | |
QUALCOMM INC COMposition key pos:18448 · issuer key iss:1786 | trim | −$32.6M | −72,253 | $94.1M | $61.6M | 550,308 | 478,055 | |
COGNEX CORP COMposition key pos:18544 · issuer key iss:611 | add | +$17.8M | +52,279 | $42.2M | $60.0M | 1,171,596 | 1,223,875 | |
TENNANT CO COMposition key pos:15765 · issuer key iss:2110 | trim | −$25.6M | −268,160 | $79.0M | $53.4M | 1,071,624 | 803,464 | |
3M CO COMposition key pos:11702 · issuer key iss:2135 | add | −$4.8M | +2,701 | $55.9M | $51.1M | 349,147 | 351,848 | |
HOME DEPOT INC COMposition key pos:11561 · issuer key iss:1122 | trim | −$3.6M | −3,655 | $54.0M | $50.5M | 157,053 | 153,398 | |
HONEYWELL INTL INC COMposition key pos:14752 · issuer key iss:1123 | trim | +$1.5M | −25,528 | $45.6M | $47.1M | 233,976 | 208,448 | |
INTUITIVE SURGICAL INC COM NEWposition key pos:17712 · issuer key iss:1213 | add | +$10.8M | +37,608 | $35.3M | $46.0M | 62,277 | 99,885 | |
AMERICAN EXPRESS CO COMposition key pos:12704 · issuer key iss:168 | trim | −$14.0M | −10,638 | $59.0M | $45.0M | 159,459 | 148,821 | |
TEXAS INSTRS INC COMposition key pos:17749 · issuer key iss:2125 | trim | +$4.0M | −4,273 | $40.8M | $44.9M | 235,424 | 231,151 | |
IDACORP INC COMposition key pos:13461 · issuer key iss:1159 | trim | +$4.8M | −1,131 | $38.3M | $43.1M | 302,508 | 301,377 | |
WORKIVA INC COM CL Aposition key sid:sec:prov:04db8e230f7d6fd2ef9baff81e023a68 · issuer key cusip6:98139A | trim | −$20.1M | −12,354 | $62.8M | $42.7M | 727,994 | 715,640 | |
DONALDSON INC COMposition key pos:14863 · issuer key iss:753 | trim | −$7.3M | −61,279 | $49.7M | $42.4M | 560,653 | 499,374 | |
PIPER SANDLER COMPANIES COM NEWposition key pos:12393 · issuer key iss:1727 | new | +$41.8M | +546,090 | $0 | $41.8M | — | 546,090 | |
TRAVELERS COMPANIES INC COMposition key pos:13634 · issuer key iss:2157 | add | +$8.5M | +28,614 | $33.0M | $41.5M | 113,800 | 142,414 | |
MEDPACE HLDGS INC COMposition key pos:11525 · issuer key iss:1456 | add | +$3.7M | +19,055 | $37.4M | $41.2M | 66,665 | 85,720 | |
ZOETIS INC CL Aposition key pos:12755 · issuer key iss:2380 | add | +$7.3M | +76,716 | $28.5M | $35.8M | 226,400 | 303,116 | |
PROCTER & GAMBLE CO COMposition key pos:15878 · issuer key iss:1758 | add | +$4.2M | +27,144 | $31.0M | $35.2M | 216,266 | 243,410 | |
MEDTRONIC PLC SHSposition key pos:14280 · issuer key iss:2560 | trim | −$4.8M | −10,782 | $39.6M | $34.8M | 412,750 | 401,968 | |
XCEL ENERGY INC COMposition key pos:14473 · issuer key iss:2361 | add | +$2.7M | +5,983 | $29.3M | $32.0M | 396,280 | 402,263 | |
US BANCORP COM NEWposition key pos:16021 · issuer key iss:2187 | trim | −$3.3M | −46,462 | $34.6M | $31.3M | 647,980 | 601,518 | |
AUTOMATIC DATA PROCESSING IN COMposition key pos:11639 · issuer key iss:279 | add | −$3.2M | +13,655 | $28.5M | $25.3M | 110,781 | 124,436 | |
SCHWAB CHARLES CORP COMposition key pos:17029 · issuer key iss:1938 | trim | −$4.0M | −25,625 | $27.3M | $23.3M | 273,357 | 247,732 | |
DISNEY WALT CO COMposition key pos:18004 · issuer key iss:742 | trim | −$10.6M | −56,337 | $33.7M | $23.1M | 296,183 | 239,846 | |
SPROUTS FMRS MKT INC COMposition key pos:17753 · issuer key iss:2028 | new | +$22.5M | +292,177 | $0 | $22.5M | — | 292,177 | |
TARGET CORP COMposition key pos:17248 · issuer key iss:2089 | trim | +$1.4M | −25,879 | $19.0M | $20.5M | 194,758 | 168,879 | |
GENERAC HLDGS INC COMposition key pos:13771 · issuer key iss:995 | trim | +$4.7M | −8,831 | $14.8M | $19.5M | 108,578 | 99,747 | |
CLEARFIELD INC COMposition key pos:15296 · issuer key iss:599 | add | −$1.9M | +1,545 | $21.3M | $19.4M | 730,188 | 731,733 | |
STATE STR SPDR S&P 500 ETF T TR UNITposition key pos:12423 · issuer key iss:1897 | add | −$772K | +126 | $18.4M | $17.7M | 27,054 | 27,180 | |
ALPHABET INC CAP STK CL Aposition key pos:16029 · issuer key iss:152 | add | +$423K | +5,885 | $15.6M | $16.0M | 49,881 | 55,766 | |
BADGER METER INC COMposition key pos:13635 · issuer key iss:307 | add | −$2.0M | +2,002 | $17.9M | $16.0M | 102,813 | 104,815 | |
PRINCIPAL FINANCIAL GROUP IN COMposition key pos:11087 · issuer key iss:1757 | trim | −$3.9M | −47,934 | $18.7M | $14.8M | 211,818 | 163,884 | |
EXXON MOBIL CORP COMposition key pos:15436 · issuer key iss:879 | trim | +$3.7M | −3,079 | $10.4M | $14.2M | 86,602 | 83,523 | |
HERSHEY CO COMposition key pos:16378 · issuer key iss:1108 | trim | +$1.1M | −3,048 | $12.3M | $13.4M | 67,608 | 64,560 | |
CATERPILLAR INC COMposition key pos:14306 · issuer key iss:537 | trim | +$2.5M | −5 | $10.6M | $13.1M | 18,455 | 18,450 | |
CORNING INC COMposition key pos:17341 · issuer key iss:662 | trim | +$4.1M | −2,100 | $7.9M | $12.0M | 90,350 | 88,250 | |
BERKSHIRE HATHAWAY INC DEL CL B NEWposition key pos:12054 · issuer key iss:360 | trim | −$1.0M | −928 | $12.5M | $11.5M | 24,857 | 23,929 | |
KNIFE RIVER CORP COMMON STOCKposition key pos:15013 · issuer key iss:1291 | add | +$2.3M | +10,573 | $8.7M | $11.0M | 123,855 | 134,428 | |
ABBVIE INC COMposition key pos:16392 · issuer key iss:41 | trim | −$759K | −1,139 | $10.6M | $9.9M | 46,456 | 45,317 | |
AAR CORP COMposition key pos:11425 · issuer key iss:6 | trim | +$498K | −22,785 | $9.3M | $9.8M | 112,176 | 89,391 | |
OLD NATL BANCORP IND COMposition key pos:17608 · issuer key iss:1613 | trim | −$3.6M | −156,769 | $13.2M | $9.6M | 589,960 | 433,191 | |
SALESFORCE INC COMposition key pos:13593 · issuer key iss:1920 | trim | −$69.1M | −246,017 | $78.4M | $9.3M | 296,013 | 49,996 | |
TRUST FOR PROFESSIONAL MANAG MAIRS & PWR MINNposition key sid:sec:prov:d2dd4dcda08d5303aa8dab36f1357c9a · issuer key cusip6:89834G | add | +$1.8M | +86,129 | $7.3M | $9.1M | 324,736 | 410,865 | |
VANGUARD INDEX FDS S&P 500 ETF SHSposition key sid:sec:prov:127f0021d8310eeeecdea8298c5f12e5 · issuer key cusip6:922908 | new | +$8.9M | +14,866 | $0 | $8.9M | — | 14,866 | |
EMERSON ELEC CO COMposition key pos:17083 · issuer key iss:811 | trim | −$397K | −2,164 | $8.9M | $8.5M | 66,916 | 64,752 | |
BENTLEY SYS INC COM CL Bposition key pos:16422 · issuer key iss:358 | add | +$5.1M | +153,172 | $3.2M | $8.3M | 82,986 | 236,158 | |
CHEVRON CORPORATION COMposition key pos:12570 · issuer key iss:572 | add | +$4.8M | +17,405 | $3.3M | $8.1M | 21,612 | 39,017 | |
WINTRUST FINL CORP COMposition key pos:13858 · issuer key iss:2343 | add | +$1.5M | +11,111 | $6.5M | $8.0M | 46,633 | 57,744 | |
JBT MAREL CORPORATION COMposition key pos:11819 · issuer key iss:1257 | trim | −$2.8M | −9,657 | $10.4M | $7.6M | 68,757 | 59,100 | |
RADNET INC COMposition key pos:11987 · issuer key iss:1799 | add | +$615K | +37,468 | $6.8M | $7.4M | 95,648 | 133,116 | |
KRAFT HEINZ CO COMposition key pos:16731 · issuer key iss:1301 | trim | −$33.4M | −1,356,268 | $40.6M | $7.1M | 1,672,831 | 316,563 | |
SYSCO CORP COMposition key pos:16712 · issuer key iss:2070 | trim | −$3.1M | −39,255 | $10.2M | $7.1M | 138,534 | 99,279 | |
ASSOCIATED BANC-CORP COMposition key pos:12775 · issuer key iss:257 | add | +$278K | +9,761 | $6.7M | $7.0M | 260,279 | 270,040 | |
BLACK HILLS CORP COMposition key pos:18127 · issuer key iss:384 | add | +$287K | +4,147 | $6.5M | $6.8M | 94,138 | 98,285 | |
PATRICK INDS INC COMposition key pos:13912 · issuer key iss:1679 | add | +$680K | +4,861 | $5.8M | $6.4M | 53,033 | 57,894 | |
MERCK & CO INC COMposition key pos:18668 · issuer key iss:1461 | trim | +$583K | −1,651 | $5.5M | $6.1M | 51,999 | 50,348 | |
AMBARELLA INC SHSposition key sid:sec:prov:0339a5c20bb7c06dae4230f6939c6864 · issuer key cusip6:G037AX | new | +$6.1M | +117,581 | $0 | $6.1M | — | 117,581 | |
CULLEN FROST BANKERS INC COMposition key pos:18818 · issuer key iss:692 | trim | +$442K | −35 | $5.4M | $5.9M | 42,731 | 42,696 | |
HUB GROUP INC CL Aposition key pos:15234 · issuer key iss:1131 | trim | −$4.3M | −76,103 | $10.1M | $5.8M | 236,036 | 159,933 | |
NORTHWESTERN ENERGY GROUP IN COM NEWposition key pos:12862 · issuer key iss:1582 | add | +$399K | +4,320 | $5.3M | $5.7M | 81,682 | 86,002 | |
PENTAIR PLC SHSposition key pos:17360 · issuer key iss:2611 | trim | −$1.1M | −1,485 | $6.2M | $5.0M | 59,063 | 57,578 | |
OSHKOSH CORP COMposition key pos:14513 · issuer key iss:1640 | trim | +$479K | −1,886 | $4.4M | $4.9M | 35,069 | 33,183 | |
GLACIER BANCORP INC NEW COMposition key pos:13126 · issuer key iss:1011 | add | +$456K | +8,846 | $4.3M | $4.7M | 97,354 | 106,200 | |
SOLVENTUM CORP COM SHSposition key pos:11925 · issuer key iss:2007 | trim | −$1.0M | −374 | $5.8M | $4.7M | 72,887 | 72,513 | |
JAMES HARDIE INDS PLC ORD SHSposition key sid:sec:prov:821b9566b4b0b4263f581588850fb987 · issuer key cusip6:G4253H | add | +$2.7M | +150,088 | $1.9M | $4.6M | 90,673 | 240,761 |
80 more changes below.
1–100 of 210 changes
Mark-to-market only (no share change) · 55
Positions whose share count is identical in both quarters; the value changed with price, not with a decision.
Positionposition matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusip | Changethe reported share count is unchanged across the pair, so the position reads as held rather than as a buy or a sell; only builds before this release inferred a direction from the reported value instead classified_by_value · "exit" = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · "no change" = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an add or a trim (Add / New / Trim / Exit / No change) · "no prior" = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stake | Δ valuederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zero | Δ shares | Prev value | Curr value | Prev shares | Curr shares | Flags |
|---|---|---|---|---|---|---|---|---|
PLEXUS CORP COMposition key pos:13098 · issuer key iss:1733 | no change | +$2.5M | 0 | $6.7M | $9.3M | 45,868 | 45,868 | |
QCR HLDGS INC COMposition key sid:sec:prov:3c15289757d2e17755aba234409e5674 · issuer key cusip6:74727A | no change | +$196K | 0 | $7.6M | $7.8M | 91,002 | 91,002 | |
SCHWAB STRATEGIC TR US BRD MKT ETFposition key pos:16806 · issuer key iss:1940 | no change | −$295K | 0 | $6.9M | $6.6M | 261,246 | 261,246 | |
WOODWARD INC COMposition key pos:15398 · issuer key iss:2353 | no change | +$778K | 0 | $4.2M | $5.0M | 14,000 | 14,000 | |
LIFE TIME GROUP HOLDINGS INC COMMON STOCKposition key pos:17572 · issuer key iss:1349 | no change | +$62.0K | 0 | $4.6M | $4.6M | 172,317 | 172,317 | |
APPLIED MATLS INC COMposition key pos:15036 · issuer key iss:226 | no change | +$961K | 0 | $2.9M | $3.9M | 11,327 | 11,327 | |
BERKSHIRE HATHAWAY INC DEL CL Aposition key pos:11867 · issuer key iss:360 | no change | −$183K | 0 | $3.8M | $3.6M | 5 | 5 | |
ALERUS FINL CORP COMposition key sid:sec:prov:46e802dfa8a56c18543fada37cb8b777 · issuer key cusip6:01446U | no change | +$94.5K | 0 | $1.8M | $1.9M | 79,436 | 79,436 | |
WABTEC COMposition key pos:13462 · issuer key iss:2298 | no change | +$191K | 0 | $1.1M | $1.3M | 5,237 | 5,237 | |
PHILLIPS 66 COMposition key pos:12462 · issuer key iss:1714 | no change | +$351K | 0 | $852K | $1.2M | 6,604 | 6,604 | |
BECTON DICKINSON & CO COMposition key pos:16438 · issuer key iss:347 | no change | −$262K | 0 | $1.4M | $1.1M | 7,119 | 7,119 | |
CANADIAN IMPERIAL BANK OF CO COMposition key pos:14433 · issuer key iss:506 | no change | +$42.1K | 0 | $922K | $964K | 10,176 | 10,176 | |
BANK MONTREAL MEDIUM COMposition key pos:18976 · issuer key iss:324 | no change | +$37.4K | 0 | $876K | $913K | 6,746 | 6,746 | |
WEYERHAEUSER CO COM NEWposition key pos:15814 · issuer key iss:2330 | no change | +$26.7K | 0 | $856K | $882K | 36,117 | 36,117 | |
VERICEL CORP COMposition key pos:15641 · issuer key iss:2261 | no change | −$99.3K | 0 | $931K | $832K | 25,865 | 25,865 | |
OKLO INC COM CL Aposition key pos:11550 · issuer key iss:154 | no change | −$345K | 0 | $1.1M | $772K | 15,561 | 15,561 | |
IDEX CORP COMposition key pos:14332 · issuer key iss:1160 | no change | +$46.4K | 0 | $712K | $758K | 4,000 | 4,000 | |
AXOGEN INC COMposition key sid:sec:prov:fd61a14f8c16900d70648b14bc187bfb · issuer key cusip6:05463X | no change | +$8.8K | 0 | $720K | $729K | 22,000 | 22,000 | |
BANK NEW YORK MELLON CORP COMposition key pos:19023 · issuer key iss:326 | no change | +$15.0K | 0 | $684K | $698K | 5,888 | 5,888 | |
BOSTON SCIENTIFIC CORP COMposition key pos:14974 · issuer key iss:423 | no change | −$332K | 0 | $970K | $639K | 10,176 | 10,176 | |
INTEL CORP COMposition key pos:19062 · issuer key iss:1193 | no change | +$104K | 0 | $529K | $633K | 14,333 | 14,333 | |
THERMO FISHER SCIENTIFIC INC COMposition key pos:16012 · issuer key iss:2132 | no change | −$109K | 0 | $719K | $610K | 1,241 | 1,241 | |
VIASAT INC COMposition key pos:18909 · issuer key iss:2268 | no change | +$147K | 0 | $448K | $595K | 13,000 | 13,000 | |
SELECT SECTOR SPDR TR STATE STREET TECposition key pos:11738 · issuer key cusip6:81369Y | no change | −$49.5K | 0 | $644K | $594K | 4,470 | 4,470 | |
BRADY CORP CL Aposition key pos:15416 · issuer key cusip6:104674 | no change | +$20.1K | 0 | $549K | $569K | 7,000 | 7,000 | |
NEWMONT CORP COMposition key pos:14809 · issuer key iss:1563 | no change | +$42.0K | 0 | $499K | $541K | 5,000 | 5,000 | |
TJX COS INC NEW COMposition key pos:18816 · issuer key iss:2073 | no change | +$20.2K | 0 | $509K | $529K | 3,315 | 3,315 | |
ADOBE INC COMposition key pos:18200 · issuer key iss:72 | no change | −$215K | 0 | $703K | $488K | 2,009 | 2,009 | |
STURM RUGER & CO INC COMposition key sid:sec:prov:f695bb4262b8cb10f09d83c6a23a0d72 · issuer key cusip6:864159 | no change | +$89.3K | 0 | $392K | $481K | 12,000 | 12,000 | |
CARDINAL HEALTH INC COMposition key pos:16209 · issuer key iss:516 | no change | +$12.3K | 0 | $436K | $448K | 2,121 | 2,121 | |
NVE CORP COM NEWposition key sid:sec:prov:d15fe17772d627f5fcfdc7f42034523c · issuer key cusip6:629445 | no change | +$37.0K | 0 | $356K | $393K | 6,000 | 6,000 | |
L3HARRIS TECHNOLOGIES INC COMposition key pos:11589 · issuer key iss:1317 | no change | +$53.3K | 0 | $303K | $357K | 1,033 | 1,033 | |
AMERICAN TOWER CORP COMposition key pos:14917 · issuer key iss:181 | no change | −$6.0K | 0 | $355K | $349K | 2,020 | 2,020 | |
NORTHERN TR CORP COMposition key pos:13144 · issuer key iss:1579 | no change | +$7.2K | 0 | $328K | $335K | 2,400 | 2,400 | |
AT&T INC COMposition key pos:17343 · issuer key iss:30 | no change | +$47.0K | 0 | $281K | $328K | 11,327 | 11,327 | |
ISHARES TR IBONDS 26 TRM TSposition key pos:14560 · issuer key cusip6:46436E | no change | +$570 | 0 | $326K | $327K | 14,255 | 14,255 | |
ENTERPRISE PRODS PARTNERS L COMposition key pos:14214 · issuer key iss:831 | no change | +$49.7K | 0 | $276K | $325K | 8,600 | 8,600 | |
GILEAD SCIENCES INC COMposition key pos:11444 · issuer key iss:1008 | no change | +$37.8K | 0 | $279K | $317K | 2,275 | 2,275 | |
ISHARES TR GLOBAL TECH ETFposition key pos:11037 · issuer key iss:1231 | no change | −$16.5K | 0 | $331K | $315K | 3,150 | 3,150 | |
ISHARES GOLD TR ISHARES NEWposition key pos:12728 · issuer key iss:1230 | no change | +$24.6K | 0 | $286K | $311K | 3,525 | 3,525 | |
VANGUARD INDEX FDS GROWTH ETFposition key pos:12058 · issuer key cusip6:922908 | no change | −$35.1K | 0 | $336K | $301K | 688 | 688 | |
BANK HAWAII CORP COMposition key sid:sec:prov:6a4a3b151f87a26757c1fd2b5a9bca73 · issuer key cusip6:062540 | no change | +$23.5K | 0 | $273K | $297K | 4,000 | 4,000 | |
CUMMINS INC COMposition key pos:12244 · issuer key iss:695 | no change | +$14.6K | 0 | $270K | $284K | 528 | 528 | |
ISHARES TR S&P 500 GRWT ETFposition key pos:14621 · issuer key iss:1231 | no change | −$25.5K | 0 | $309K | $284K | 2,509 | 2,509 | |
HARLEY DAVIDSON INC COMposition key pos:14255 · issuer key iss:1081 | no change | −$3.8K | 0 | $287K | $283K | 14,000 | 14,000 | |
SLB LIMITED COM STKposition key pos:13230 · issuer key iss:1933 | no change | +$71.6K | 0 | $211K | $283K | 5,500 | 5,500 | |
SEI INVTS CO COMposition key pos:18820 · issuer key iss:1889 | no change | −$11.7K | 0 | $271K | $259K | 3,300 | 3,300 | |
UNITED FIRE GROUP INC COMposition key sid:sec:prov:0e222fbbf0fd04aff03b1e6bdd21e9aa · issuer key cusip6:910340 | no change | +$4.7K | 0 | $240K | $245K | 6,600 | 6,600 | |
VANGUARD INDEX FDS LARGE CAP ETFposition key pos:12548 · issuer key cusip6:922908 | no change | −$13.0K | 0 | $257K | $244K | 817 | 817 | |
ISHARES TR S&P 500 VAL ETFposition key pos:14782 · issuer key iss:1231 | no change | −$1.1K | 0 | $242K | $241K | 1,143 | 1,143 | |
MSA SAFETY INC COMposition key pos:11417 · issuer key iss:1396 | no change | +$5.6K | 0 | $235K | $241K | 1,470 | 1,470 | |
VANGUARD INTL EQUITY INDEX F ALLWRLD EX USposition key pos:14872 · issuer key cusip6:922042 | no change | +$4.9K | 0 | $234K | $239K | 3,178 | 3,178 | |
CLEVELAND-CLIFFS INC NEW COMposition key pos:11083 · issuer key iss:602 | no change | −$65.2K | 0 | $179K | $114K | 13,500 | 13,500 | |
AEBI SCHMIDT HLDG AG COMposition key sid:sec:prov:7f4476c95a2379b489803483c0ffbc9b · issuer key cusip6:H00501 | no change | −$30.6K | 0 | $132K | $101K | 10,401 | 10,401 | |
PLUG PWR INC COM NEWposition key pos:12925 · issuer key iss:1734 | no change | +$2.9K | 0 | $19.7K | $22.6K | 10,000 | 10,000 |
Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Changes derive from the aggregate's top-25 slices and keyable positions only; unkeyable holdings are counted in the registry, not differenced. methodology §13F ↗
Book shape
2026-03-31 · concentration · vs tracked median · tick = median- Top-25 concentration
- 73.0%below median 80.0%
- Concentration index
- 307 bpsbelow median 446 bps
- Positions with value
- 245 / 245median book 97.5 positions
Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.
null-value positions: 0holdings whose <value> did not parse — retained and counted, never zero-filled · top-N share ·§: 73.0% · HHI (bps) ·§: 307integer Herfindahl–Hirschman index in basis points over disclosed position values · QoQ moves: 265
Filing history
AVAILABLE QUARTERS| Period | Source |
|---|---|
| 2026-03-31 | EDGAR ↗ |
PLANNED sector rotation · Congress overlap · signals for this filer
Complete source filings on SEC EDGAR
The complete filing on EDGAR.
The position list above is served from the published Public Filings build — every position this filer reported for the selected quarter, as it reported it. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Serving this list is M2-CONTRACT §3, amended 2026-08-02; §3.1 keeps live EDGAR for filings newer than this build.
Open MAIRS & POWER INC's 13F filings on SEC EDGAR ↗Notes on this data
Share changes
Compare consecutive quarters
Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.
Coverage
A snapshot, not current holdings
Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.
ViewPrior quarter not yet availableThis build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Reported positions — 2026-03-31
1–100 of 229 issuers · $9.8B disclosed value over 245 rows · 0 undisclosed-value rowsEvery row below carries ticker not yet mapped — stated once here rather than repeated on every row.
| KindClassification is not joined into this reported-position view. Use the changed-positions view to compare the two published quarters. | TickerThis list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names. | Issuera position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filing | WeightShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets. | Valuevalue undisclosed on the filing: retained and counted, excluded from sums, never shown as $0 | Shares | Position changeShare change is available in the separate comparison view; it is not joined into this position list. | Wt | CongressThe congressional transaction join is unavailable in this build. | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| — | NVDAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVIDIA CORPORATION NVIDIA CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $830M | 4,761,351 | — | 8.5% | — | ||||||||||||||||||||||
| — | MSFTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MICROSOFT CORP MICROSOFT CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $719M | 1,942,391 | — | 7.3% | — | ||||||||||||||||||||||
| — | AMZNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMAZON COM INC AMAZON COM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $542M | 2,602,912 | — | 5.5% | — | ||||||||||||||||||||||
| — | GOOGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) GOOGLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALPHABET INC | $478M | 1,667,376 | — | 4.9% | — | ||||||||||||||||||||||
| — | GGGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GRACO INC GRACO INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $323M | 3,815,684 | — | 3.3% | — | ||||||||||||||||||||||
| — | JPMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | JPMORGAN CHASE & CO JPMORGAN CHASE & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $310M | 1,054,197 | — | 3.2% | — | ||||||||||||||||||||||
| — | AAPLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | APPLE INC APPLE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $307M | 1,208,398 | — | 3.1% | — | ||||||||||||||||||||||
| — | LLYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ELI LILLY & CO ELI LILLY & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $300M | 326,306 | — | 3.1% | — | ||||||||||||||||||||||
| — | Vverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VISA INC VISA INC · COM CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $254M | 840,917 | — | 2.6% | — | ||||||||||||||||||||||
| — | TTCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TORO CO TORO CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $254M | 2,718,983 | — | 2.6% | — | ||||||||||||||||||||||
| — | LFUSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | LITTELFUSE INC LITTELFUSE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $246M | 724,710 | — | 2.5% | — | ||||||||||||||||||||||
| — | NVTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NVENT ELEC PLC NVENT ELEC PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $244M | 2,066,420 | — | 2.5% | — | ||||||||||||||||||||||
| — | MSIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MOTOROLA SOLUTIONS INC MOTOROLA SOLUTIONS INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $235M | 540,732 | — | 2.4% | — | ||||||||||||||||||||||
| — | WECverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WEC ENERGY GROUP INC WEC ENERGY GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $221M | 1,910,685 | — | 2.3% | — | ||||||||||||||||||||||
| — | LNTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ALLIANT ENERGY CORP ALLIANT ENERGY CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $207M | 2,889,060 | — | 2.1% | — | ||||||||||||||||||||||
| — | ECLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ECOLAB INC ECOLAB INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $203M | 761,818 | — | 2.1% | — | ||||||||||||||||||||||
| — | UNHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $201M | 741,083 | — | 2.0% | — | ||||||||||||||||||||||
| — | METAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | META PLATFORMS INC META PLATFORMS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $186M | 324,625 | — | 1.9% | — | ||||||||||||||||||||||
| — | FASTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FASTENAL CO FASTENAL CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $182M | 3,922,442 | — | 1.9% | — | ||||||||||||||||||||||
| — | VZverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | VERIZON COMMUNICATIONS INC VERIZON COMMUNICATIONS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $166M | 3,315,436 | — | 1.7% | — | ||||||||||||||||||||||
| — | TSMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TAIWAN SEMICONDUCTOR MANUFAC TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $164M | 486,253 | — | 1.7% | — | ||||||||||||||||||||||
| — | ENTGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ENTEGRIS INC ENTEGRIS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $157M | 1,343,104 | — | 1.6% | — | ||||||||||||||||||||||
| — | FULverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FULLER H B CO FULLER H B CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $146M | 2,361,617 | — | 1.5% | — | ||||||||||||||||||||||
| — | TECHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BIO-TECHNE CORP BIO-TECHNE CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $144M | 2,750,282 | — | 1.5% | — | ||||||||||||||||||||||
| — | JNJverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | JOHNSON & JOHNSON JOHNSON & JOHNSON · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $141M | 577,590 | — | 1.4% | — | ||||||||||||||||||||||
| — | CHRWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | C H ROBINSON WORLDWIDE IN C H ROBINSON WORLDWIDE IN · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $141M | 848,203 | — | 1.4% | — | ||||||||||||||||||||||
| — | SHWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SHERWIN WILLIAMS CO SHERWIN WILLIAMS CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $140M | 437,760 | — | 1.4% | — | ||||||||||||||||||||||
| — | FISVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | FISERV INC FISERV INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $120M | 2,152,853 | — | 1.2% | — | ||||||||||||||||||||||
| — | WFCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WELLS FARGO & CO WELLS FARGO & CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $109M | 1,365,876 | — | 1.1% | — | ||||||||||||||||||||||
| — | ROKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ROCKWELL AUTOMATION INC ROCKWELL AUTOMATION INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $102M | 283,553 | — | 1.0% | — | ||||||||||||||||||||||
| — | WMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WASTE MGMT INC DEL WASTE MGMT INC DEL · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $91.5M | 398,240 | — | 0.9% | — | ||||||||||||||||||||||
| — | AMPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMERIPRISE FINL INC AMERIPRISE FINL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $87.6M | 197,047 | — | 0.9% | — | ||||||||||||||||||||||
| — | PANWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PALO ALTO NETWORKS INC PALO ALTO NETWORKS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $85.4M | 532,679 | — | 0.9% | — | ||||||||||||||||||||||
| — | HRLverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HORMEL FOODS CORP HORMEL FOODS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $77.4M | 3,417,959 | — | 0.8% | — | ||||||||||||||||||||||
| — | ABTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ABBOTT LABORATORIES ABBOTT LABORATORIES · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $74.1M | 721,778 | — | 0.8% | — | ||||||||||||||||||||||
| — | CASYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CASEYS GEN STORES INC CASEYS GEN STORES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $69.8M | 95,937 | — | 0.7% | — | ||||||||||||||||||||||
| — | QCOMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | QUALCOMM INC QUALCOMM INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $61.6M | 478,055 | — | 0.6% | — | ||||||||||||||||||||||
| — | CGNXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | COGNEX CORP COGNEX CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $60.0M | 1,223,875 | — | 0.6% | — | ||||||||||||||||||||||
| — | TNCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TENNANT CO TENNANT CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $53.4M | 803,464 | — | 0.5% | — | ||||||||||||||||||||||
| — | MMMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | 3M CO 3M CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $51.1M | 351,848 | — | 0.5% | — | ||||||||||||||||||||||
| — | HDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HOME DEPOT INC HOME DEPOT INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $50.5M | 153,398 | — | 0.5% | — | ||||||||||||||||||||||
| — | HONverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HONEYWELL INTL INC HONEYWELL INTL INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $47.1M | 208,448 | — | 0.5% | — | ||||||||||||||||||||||
| — | ISRGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | INTUITIVE SURGICAL INC INTUITIVE SURGICAL INC · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $46.0M | 99,885 | — | 0.5% | — | ||||||||||||||||||||||
| — | AXPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AMERICAN EXPRESS CO AMERICAN EXPRESS CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $45.0M | 148,821 | — | 0.5% | — | ||||||||||||||||||||||
| — | TXNverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TEXAS INSTRS INC TEXAS INSTRS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $44.9M | 231,151 | — | 0.5% | — | ||||||||||||||||||||||
| — | IDAverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | IDACORP INC IDACORP INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $43.1M | 301,377 | — | 0.4% | — | ||||||||||||||||||||||
| — | — | WORKIVA INC WORKIVA INC · COM CL A CUSIP 98139A105 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $42.7M | 715,640 | — | 0.4% | — | ||||||||||||||||||||||
| — | DCIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DONALDSON INC DONALDSON INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $42.4M | 499,374 | — | 0.4% | — | ||||||||||||||||||||||
| — | PIPRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $41.8M | 546,090 | — | 0.4% | — | ||||||||||||||||||||||
| — | TRVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $41.5M | 142,414 | — | 0.4% | — | ||||||||||||||||||||||
| — | MEDPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MEDPACE HLDGS INC MEDPACE HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $41.2M | 85,720 | — | 0.4% | — | ||||||||||||||||||||||
| — | ZTSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ZOETIS INC ZOETIS INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $35.8M | 303,116 | — | 0.4% | — | ||||||||||||||||||||||
| — | PGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PROCTER & GAMBLE CO PROCTER & GAMBLE CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $35.2M | 243,410 | — | 0.4% | — | ||||||||||||||||||||||
| — | MDTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MEDTRONIC PLC MEDTRONIC PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $34.8M | 401,968 | — | 0.4% | — | ||||||||||||||||||||||
| — | XELverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | XCEL ENERGY INC XCEL ENERGY INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $32.0M | 402,263 | — | 0.3% | — | ||||||||||||||||||||||
| — | USBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | US BANCORP US BANCORP · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $31.3M | 601,518 | — | 0.3% | — | ||||||||||||||||||||||
| — | ADPverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AUTOMATIC DATA PROCESSING IN AUTOMATIC DATA PROCESSING IN · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $25.3M | 124,436 | — | 0.3% | — | ||||||||||||||||||||||
| — | SCHWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SCHWAB CHARLES CORP SCHWAB CHARLES CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $23.3M | 247,732 | — | 0.2% | — | ||||||||||||||||||||||
| — | DISverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | DISNEY WALT CO DISNEY WALT CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $23.1M | 239,846 | — | 0.2% | — | ||||||||||||||||||||||
| — | SFMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SPROUTS FMRS MKT INC SPROUTS FMRS MKT INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $22.5M | 292,177 | — | 0.2% | — | ||||||||||||||||||||||
| — | TGTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | TARGET CORP TARGET CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $20.5M | 168,879 | — | 0.2% | — | ||||||||||||||||||||||
| — | GNRCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | GENERAC HLDGS INC GENERAC HLDGS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $19.5M | 99,747 | — | 0.2% | — | ||||||||||||||||||||||
| — | CLFDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CLEARFIELD INC CLEARFIELD INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $19.4M | 731,733 | — | 0.2% | — | ||||||||||||||||||||||
| — | SPYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T · TR UNIT CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $17.7M | 27,180 | — | 0.2% | — | ||||||||||||||||||||||
| — | BMIverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BADGER METER INC BADGER METER INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $16.0M | 104,815 | — | 0.2% | — | ||||||||||||||||||||||
| — | BRK-Bverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) BRK-Averified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BERKSHIRE HATHAWAY INC DEL | $15.1M | 23,934 | — | 0.2% | — | ||||||||||||||||||||||
| — | PFGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PRINCIPAL FINANCIAL GROUP IN PRINCIPAL FINANCIAL GROUP IN · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $14.8M | 163,884 | — | 0.2% | — | ||||||||||||||||||||||
| — | — | VANGUARD INDEX FDS6 positions · 6 reported rows
| $14.6M | 34,719 | — | 0.1% | — | ||||||||||||||||||||||
| — | XOMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EXXON MOBIL CORP EXXON MOBIL CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $14.2M | 83,523 | — | 0.1% | — | ||||||||||||||||||||||
| — | HSYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HERSHEY CO HERSHEY CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $13.4M | 64,560 | — | 0.1% | — | ||||||||||||||||||||||
| — | CATverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CATERPILLAR INC CATERPILLAR INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $13.1M | 18,450 | — | 0.1% | — | ||||||||||||||||||||||
| — | GLWverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CORNING INC CORNING INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $12.0M | 88,250 | — | 0.1% | — | ||||||||||||||||||||||
| — | KNFverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KNIFE RIVER CORP KNIFE RIVER CORP · COMMON STOCK CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $11.0M | 134,428 | — | 0.1% | — | ||||||||||||||||||||||
| — | ABBVverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ABBVIE INC ABBVIE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $9.9M | 45,317 | — | 0.1% | — | ||||||||||||||||||||||
| — | AIRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | AAR CORP AAR CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $9.8M | 89,391 | — | 0.1% | — | ||||||||||||||||||||||
| — | ONBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | OLD NATL BANCORP IND OLD NATL BANCORP IND · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $9.6M | 433,191 | — | 0.1% | — | ||||||||||||||||||||||
| — | CRMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SALESFORCE INC SALESFORCE INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $9.3M | 49,996 | — | 0.1% | — | ||||||||||||||||||||||
| — | PLXSverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PLEXUS CORP PLEXUS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $9.3M | 45,868 | — | 0.1% | — | ||||||||||||||||||||||
| — | — | TRUST FOR PROFESSIONAL MANAG TRUST FOR PROFESSIONAL MANAG · MAIRS & PWR MINN CUSIP 89834G836 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $9.1M | 410,865 | — | 0.1% | — | ||||||||||||||||||||||
| — | EMRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | EMERSON ELEC CO EMERSON ELEC CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $8.5M | 64,752 | — | 0.1% | — | ||||||||||||||||||||||
| — | BSYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BENTLEY SYS INC BENTLEY SYS INC · COM CL B CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $8.3M | 236,158 | — | 0.1% | — | ||||||||||||||||||||||
| — | CVXverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CHEVRON CORPORATION CHEVRON CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $8.1M | 39,017 | — | 0.1% | — | ||||||||||||||||||||||
| — | WTFCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WINTRUST FINL CORP WINTRUST FINL CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $8.0M | 57,744 | — | 0.1% | — | ||||||||||||||||||||||
| — | — | QCR HLDGS INC QCR HLDGS INC · COM CUSIP 74727A104 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $7.8M | 91,002 | — | 0.1% | — | ||||||||||||||||||||||
| — | JBTMverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | JBT MAREL CORPORATION JBT MAREL CORPORATION · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $7.6M | 59,100 | — | 0.1% | — | ||||||||||||||||||||||
| — | RDNTverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | RADNET INC RADNET INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $7.4M | 133,116 | — | 0.1% | — | ||||||||||||||||||||||
| — | — | ISHARES TR7 positions · 7 reported rows
| $7.4M | 33,937 | — | 0.1% | — | ||||||||||||||||||||||
| — | — | SCHWAB STRATEGIC TR | $7.3M | 291,832 | — | 0.1% | — | ||||||||||||||||||||||
| — | KHCverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | KRAFT HEINZ CO KRAFT HEINZ CO · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $7.1M | 316,563 | — | 0.1% | — | ||||||||||||||||||||||
| — | SYYverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | SYSCO CORP SYSCO CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $7.1M | 99,279 | — | 0.1% | — | ||||||||||||||||||||||
| — | ASBverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | ASSOCIATED BANC-CORP ASSOCIATED BANC-CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $7.0M | 270,040 | — | 0.1% | — | ||||||||||||||||||||||
| — | BKHverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | BLACK HILLS CORP BLACK HILLS CORP · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $6.8M | 98,285 | — | 0.1% | — | ||||||||||||||||||||||
| — | PATKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PATRICK INDS INC PATRICK INDS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $6.4M | 57,894 | — | 0.1% | — | ||||||||||||||||||||||
| — | MRKverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | MERCK & CO INC MERCK & CO INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $6.1M | 50,348 | — | 0.1% | — | ||||||||||||||||||||||
| — | — | AMBARELLA INC AMBARELLA INC · SHS CUSIP G037AX101 quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $6.1M | 117,581 | — | 0.1% | — | ||||||||||||||||||||||
| — | CFRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | CULLEN FROST BANKERS INC CULLEN FROST BANKERS INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.9M | 42,696 | — | 0.1% | — | ||||||||||||||||||||||
| — | HUBGverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | HUB GROUP INC HUB GROUP INC · CL A CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.8M | 159,933 | — | 0.1% | — | ||||||||||||||||||||||
| — | NWEverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | NORTHWESTERN ENERGY GROUP IN NORTHWESTERN ENERGY GROUP IN · COM NEW CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.7M | 86,002 | — | 0.1% | — | ||||||||||||||||||||||
| — | PNRverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | PENTAIR PLC PENTAIR PLC · SHS CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.0M | 57,578 | — | 0.1% | — | ||||||||||||||||||||||
| — | WWDverified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred) | WOODWARD INC WOODWARD INC · COM CUSIP — quarter ended 2026-03-31 filed filed 2026-05-14 +44d | $5.0M | 14,000 | — | 0.1% | — |
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every row this filer reported for the quarter, as it reported it — cross-filer de-duplication is applied to issuer totals elsewhere and never deletes a row here
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).