As of Q1 2026, this manager reported 245 long-equity positions worth $9.79B in aggregate.
As of Q1 2026, Mairs & Power Growth Fund's Mairs & Power Growth Fund held 245 long-equity positions with a reported value of $9.79B.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| WM | WASTE MGMT INC DEL | Add +39724.0% | 0.94% | 398,240 | $91.51M | $229.79 | $214.84 - $248.13(45%)$218.40 -> $229.79 |
| VEA | VANGUARD TAX-MANAGED FDS | Add +782.0% | 0.03% | 45,237 | $2.9M | $64.08 | $61.68 - $70.55(27%)$63.20 -> $64.08 |
| VO | VANGUARD INDEX FDS | Add +424.9% | 0.03% | 10,997 | $3.16M | $287.18 | $69.96 - $76.77(100%)$73.16 -> $71.80 |
| AMP | AMERIPRISE FINL INC | Add +362.4% | 0.89% | 197,047 | $87.57M | $444.40 | $430.00 - $550.18(12%)$493.77 -> $444.40 |
| VB | VANGUARD INDEX FDS | Add +288.0% | 0.02% | 5,805 | $1.52M | $261.93 | $252.69 - $281.90(32%)$261.54 -> $261.92 |
| BSY | BENTLEY SYS INC | Add +184.6% | 0.08% | 236,158 | $8.29M | $35.12 | $30.96 - $40.66(43%)$38.15 -> $35.12 |
| JHX | JAMES HARDIE INDS PLC | Add +165.5% | 0.05% | 240,761 | $4.56M | $18.94 | $17.36 - $27.43(16%)$20.81 -> $18.94 |
| PATH | UIPATH INC | Add +153.2% | 0.00% | 30,700 | $340.77K | $11.10 | $9.46 - $17.94(19%)$15.88 -> $11.10 |
| PANW | PALO ALTO NETWORKS INC | Add +141.4% | 0.87% | 532,679 | $85.4M | $160.32 | $139.57 - $196.19(37%)$179.37 -> $160.32 |
| XYL | XYLEM INC | Add +136.0% | 0.02% | 14,090 | $1.68M | $119.50 | $116.05 - $146.55(11%)$137.11 -> $119.50 |
| HWKN | HAWKINS INC | Add +106.5% | 0.04% | 25,951 | $3.99M | $153.60 | $122.73 - $160.71(81%)$145.28 -> $153.60 |
| SKYT | SKYWATER TECHNOLOGY INC | Reduce -92.9% | 0.00% | 13,000 | $356.33K | $27.41 | $18.96 - $36.27(49%)$22.43 -> $27.41 |
| CRM | SALESFORCE INC | Reduce -83.1% | 0.10% | 49,996 | $9.33M | $186.67 | $174.57 - $267.83(13%)$253.62 -> $186.67 |
| KHC | KRAFT HEINZ CO | Reduce -81.1% | 0.07% | 316,563 | $7.12M | $22.49 | $21.04 - $25.20(35%)$24.39 -> $22.49 |
| CVX | CHEVRON CORPORATION | Add +80.5% | 0.08% | 39,017 | $8.07M | $206.90 | $151.25 - $214.71(88%)$155.90 -> $206.90 |
| ULTA | ULTA BEAUTY INC | Reduce -66.6% | 0.00% | 605 | $316.24K | $522.71 | $499.32 - $714.97(11%)$620.04 -> $522.71 |
| ISRG | INTUITIVE SURGICAL INC | Add +60.4% | 0.47% | 99,885 | $46.05M | $460.99 | $448.40 - $603.88(8%)$561.98 -> $460.99 |
| RDNT | RADNET INC | Add +39.2% | 0.08% | 133,116 | $7.44M | $55.89 | $55.39 - $81.21(2%)$70.95 -> $55.89 |
| ZTS | ZOETIS INC | Add +33.9% | 0.37% | 303,116 | $35.83M | $118.21 | $113.29 - $132.49(26%)$125.92 -> $118.21 |
| HUBG | HUB GROUP INC | Reduce -32.2% | 0.06% | 159,933 | $5.76M | $36.04 | $32.90 - $53.26(15%)$42.75 -> $36.04 |
| FI | FISERV INC | Add +31.0% | 1.23% | 2,152,853 | $120.13M | — | - |
| IWD | ISHARES TR | Add +30.6% | 0.01% | 2,562 | $547.42K | $213.67 | $208.66 - $226.39(28%)$212.20 -> $213.67 |
| EFA | ISHARES TR | Add +29.8% | 0.02% | 15,702 | $1.53M | $97.13 | $93.08 - $105.94(32%)$97.04 -> $97.13 |
| MEDP | MEDPACE HLDGS INC | Add +28.6% | 0.42% | 85,720 | $41.16M | $480.19 | $392.35 - $628.92(37%)$571.02 -> $480.19 |
| SYY | SYSCO CORP | Reduce -28.3% | 0.07% | 99,279 | $7.08M | $71.33 | $68.19 - $91.85(13%)$72.62 -> $71.33 |
| JNJ | JOHNSON & JOHNSON | Reduce -28.2% | 1.44% | 577,590 | $141.19M | $244.44 | $200.91 - $251.71(86%)$207.35 -> $244.44 |
| TREX | TREX INC | Add +28.0% | 0.04% | 116,022 | $4.23M | $36.42 | $35.03 - $45.34(13%)$35.83 -> $36.42 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | Reduce -27.5% | 0.01% | 8,050 | $727.88K | $90.42 | $84.59 - $101.49(34%)$90.02 -> $90.42 |
| ONB | OLD NATL BANCORP IND | Reduce -26.6% | 0.10% | 433,191 | $9.57M | $22.10 | $20.80 - $26.17(24%)$22.55 -> $22.10 |
| MINN | TRUST FOR PROFESSIONAL MANAG | Add +26.5% | 0.09% | 410,865 | $9.09M | $22.13 | $21.68 - $23.08(32%)$22.56 -> $22.13 |
| TRV | TRAVELERS COMPANIES INC | Add +25.1% | 0.42% | 142,414 | $41.54M | $291.68 | $268.00 - $313.12(52%)$285.19 -> $291.68 |
| TNC | TENNANT CO | Reduce -25.0% | 0.55% | 803,464 | $53.35M | $66.40 | $60.18 - $85.91(24%)$73.96 -> $66.40 |
| WTFC | WINTRUST FINL CORP | Add +23.8% | 0.08% | 57,744 | $8.02M | $138.94 | $129.15 - $162.96(29%)$142.66 -> $138.94 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | Reduce -22.6% | 0.15% | 163,884 | $14.77M | $90.11 | $84.95 - $97.88(40%)$89.42 -> $90.11 |
| ACWX | ISHARES TR | Reduce -22.6% | 0.01% | 7,550 | $516.95K | $68.47 | $65.99 - $74.92(28%)$68.13 -> $68.47 |
| BDX | BECTON DICKINSON & CO | Reduce -21.4%1.272:1 split | 0.01% | 7,119 | $1.12M | $157.23 | $151.32 - $187.35(16%)$153.25 -> $157.23 |
| WFC | WELLS FARGO & CO | Reduce -21.0% | 1.11% | 1,365,876 | $108.74M | $79.61 | $74.03 - $97.76(24%)$95.20 -> $79.61 |
| TTC | TORO CO | Reduce -20.6% | 2.60% | 2,718,983 | $254.06M | $93.44 | $78.19 - $105.19(56%)$80.17 -> $93.44 |
| AIR | AAR CORP | Reduce -20.3% | 0.10% | 89,391 | $9.78M | $109.46 | $82.45 - $122.97(67%)$84.45 -> $109.46 |
| VTI | VANGUARD INDEX FDS | Add +19.5% | 0.01% | 1,546 | $496.27K | $321.00 | $310.40 - $344.42(31%)$336.31 -> $320.81 |
| DIS | DISNEY WALT CO | Reduce -19.0% | 0.24% | 239,846 | $23.12M | $96.38 | $92.19 - $116.03(18%)$111.85 -> $96.38 |
| PII | POLARIS INC | Reduce -17.5% | 0.03% | 62,491 | $3.41M | $54.50 | $49.91 - $74.60(19%)$66.48 -> $54.50 |
| JPM | JPMORGAN CHASE & CO | Reduce -17.4% | 3.17% | 1,054,197 | $310.1M | $294.16 | $279.10 - $337.25(26%)$325.48 -> $294.16 |
| MOS | MOSAIC CO | Reduce -16.7% | 0.01% | 20,000 | $510K | $25.50 | $23.06 - $32.25(27%)$25.02 -> $25.50 |
| MA | MASTERCARD INCORPORATED | Reduce -16.7% | 0.00% | 520 | $259.82K | $499.66 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| FAST | FASTENAL CO | Reduce -16.0% | 1.86% | 3,922,442 | $182M | $46.40 | $39.86 - $48.45(76%)$40.44 -> $46.40 |
| BA | BOEING CO | Add +14.4% | 0.01% | 2,597 | $516.88K | $199.03 | $187.72 - $254.35(17%)$227.77 -> $199.03 |
| CTAS | CINTAS CORP | Add +14.4% | 0.04% | 22,438 | $3.8M | $169.14 | $165.60 - $209.08(8%)$184.88 -> $169.14 |
| ITW | ILLINOIS TOOL WKS INC | Reduce -14.4% | 0.00% | 1,484 | $386.27K | $260.29 | $244.55 - $303.16(27%)$249.50 -> $260.29 |
| ROK | ROCKWELL AUTOMATION INC | Reduce -14.2% | 1.04% | 283,553 | $101.76M | $358.88 | $347.53 - $438.72(12%)$398.55 -> $358.88 |
| MCD | MCDONALDS CORP | Reduce -14.2% | 0.05% | 14,329 | $4.45M | $310.81 | $298.33 - $341.75(29%)$303.26 -> $310.79 |
| JBT | JBT MAREL CORPORATION | Reduce -14.1% | 0.08% | 59,100 | $7.56M | — | - |
| QQQ | INVESCO QQQ TR | Add +13.8% | 0.01% | 1,760 | $1.02M | $577.24 | $555.60 - $636.60(27%)$613.12 -> $577.18 |
| BP | BP PLC | Reduce -13.7% | 0.00% | 5,610 | $263.67K | $47.00 | $33.40 - $48.27(91%)$35.83 -> $47.00 |
| TGT | TARGET CORP | Reduce -13.3% | 0.21% | 168,879 | $20.47M | $121.20 | $97.07 - $126.00(83%)$100.51 -> $121.20 |
| QCOM | QUALCOMM INC | Reduce -13.1% | 0.63% | 478,055 | $61.56M | $128.78 | $125.78 - $184.45(5%)$172.98 -> $128.78 |
| PG | PROCTER & GAMBLE CO | Add +12.6% | 0.36% | 243,410 | $35.16M | $144.44 | $137.62 - $167.25(23%)$141.79 -> $144.44 |
| DGII | DIGI INTL INC | Reduce -12.5% | 0.00% | 7,000 | $337.4K | $48.20 | $38.90 - $51.78(72%)$43.16 -> $48.20 |
| ADP | AUTOMATIC DATA PROCESSING IN | Add +12.3% | 0.26% | 124,436 | $25.28M | $203.18 | $198.59 - $268.08(7%)$252.88 -> $203.18 |
| UPS | UNITED PARCEL SVCS INC | Reduce -11.9% | 0.02% | 17,427 | $1.71M | $98.38 | $94.06 - $122.41(15%)$101.02 -> $98.38 |
| GOOGL | ALPHABET INC | Add +11.8% | 0.16% | 55,766 | $16.04M | $287.56 | $272.11 - $349.00(20%)$315.15 -> $287.56 |
| BBY | BEST BUY INC | Reduce -11.4% | 0.00% | 5,895 | $378.46K | $64.20 | $59.88 - $73.42(32%)$69.18 -> $64.20 |
| DCI | DONALDSON INC | Reduce -10.9% | 0.43% | 499,374 | $42.38M | $84.87 | $82.01 - $112.84(9%)$89.93 -> $84.87 |
| HON | HONEYWELL INTL INC | Reduce -10.9% | 0.48% | 208,448 | $47.12M | $226.03 | $193.35 - $248.18(60%)$195.88 -> $226.03 |
| UNH | UNITEDHEALTH GROUP INC | Reduce -10.8% | 2.05% | 741,083 | $200.53M | $270.59 | $255.97 - $357.87(14%)$336.40 -> $270.59 |
| GIS | GENERAL MILLS INC | Reduce -10.7% | 0.04% | 96,924 | $3.61M | $37.22 | $35.64 - $49.59(11%)$45.72 -> $37.22 |
| NSC | NORFOLK SOUTHN CORP | Reduce -10.5% | 0.01% | 2,715 | $779.21K | $287.00 | $277.80 - $319.94(22%)$287.82 -> $287.00 |
| AMGN | AMGEN INC | Reduce -10.1% | 0.02% | 4,964 | $1.75M | $351.85 | $318.21 - $391.29(46%)$327.64 -> $351.85 |
| HRL | HORMEL FOODS CORP | Reduce -9.8% | 0.79% | 3,417,959 | $77.42M | $22.65 | $22.10 - $26.22(13%)$23.39 -> $22.65 |
| SCHW | SCHWAB CHARLES CORP | Reduce -9.4% | 0.24% | 247,732 | $23.28M | $93.98 | $90.51 - $107.50(20%)$101.57 -> $93.98 |
| GEV | GE VERNOVA INC | Reduce -9.3% | 0.01% | 846 | $738.47K | $872.90 | $617.11 - $948.38(77%)$679.55 -> $872.90 |
| PATK | PATRICK INDS INC | Add +9.2% | 0.07% | 57,894 | $6.43M | $111.07 | $105.48 - $148.50(13%)$110.43 -> $111.07 |
| GBCI | GLACIER BANCORP INC NEW | Add +9.1% | 0.05% | 106,200 | $4.74M | $44.67 | $41.87 - $53.99(23%)$44.64 -> $44.67 |
| UNP | UNION PAC CORP | Reduce -8.8% | 0.01% | 4,190 | $1.02M | $242.62 | $219.98 - $268.14(47%)$231.91 -> $242.62 |
| KNF | KNIFE RIVER CORP | Add +8.5% | 0.11% | 134,428 | $10.98M | $81.65 | $66.88 - $95.29(52%)$72.74 -> $81.65 |
| BIL | SPDR SERIES TRUST | Add +8.5% | 0.01% | 6,985 | $640.11K | $91.64 | $91.38 - $91.65(96%)$91.42 -> $91.64 |
| SHEL | SHELL PLC | Add +8.4% | 0.01% | 8,132 | $756.28K | $93.00 | $68.63 - $94.90(93%)$75.44 -> $93.00 |
| BAX | BAXTER INTL INC | Reduce -8.2% | 0.00% | 22,543 | $378.72K | $16.80 | $15.73 - $22.41(16%)$19.50 -> $16.80 |
| GNRC | GENERAC HLDGS INC | Reduce -8.1% | 0.20% | 99,747 | $19.48M | $195.33 | $137.70 - $241.09(56%)$141.10 -> $195.33 |
| CASY | CASEYS GEN STORES INC | Reduce -7.6% | 0.71% | 95,937 | $69.83M | $727.86 | $551.41 - $728.54(100%)$556.26 -> $727.86 |
| SNA | SNAP ON INC | Reduce -7.4% | 0.01% | 3,123 | $1.13M | $363.22 | $342.34 - $390.13(44%)$350.95 -> $363.22 |
| ORCL | ORACLE CORP | Add +7.3% | 0.05% | 30,718 | $4.52M | $147.11 | $135.25 - $207.80(16%)$195.71 -> $147.11 |
| USB | US BANCORP | Reduce -7.2% | 0.32% | 601,518 | $31.28M | $52.01 | $50.32 - $61.19(16%)$53.93 -> $52.01 |
| LFUS | LITTELFUSE INC | Reduce -7.0% | 2.51% | 724,710 | $245.93M | $339.35 | $254.10 - $380.00(68%)$262.54 -> $339.35 |
| KMB | KIMBERLY-CLARK CORP | Reduce -7.0% | 0.01% | 9,694 | $935.18K | $96.47 | $94.54 - $111.82(11%)$101.40 -> $96.47 |
| MPC | MARATHON PETE CORP | Add +6.8% | 0.00% | 1,390 | $339.41K | $244.18 | $162.33 - $255.77(88%)$165.14 -> $244.18 |
| SHW | SHERWIN WILLIAMS CO | Reduce -6.8% | 1.43% | 437,760 | $140.32M | $320.55 | $301.58 - $377.77(25%)$327.84 -> $320.55 |
| AXP | AMERICAN EXPRESS CO | Reduce -6.7% | 0.46% | 148,821 | $45.02M | $302.48 | $290.97 - $386.26(12%)$372.73 -> $302.48 |
| CIEN | CIENA CORP | Reduce -6.7% | 0.01% | 2,800 | $1.09M | $388.23 | $216.07 - $446.89(75%)$246.06 -> $388.23 |
| AVGO | BROADCOM INC | Add +6.3% | 0.01% | 3,533 | $1.09M | $309.51 | $289.96 - $360.66(28%)$347.62 -> $309.51 |
| RTX | RTX CORPORATION | Reduce -5.6% | 0.02% | 8,562 | $1.65M | $192.90 | $182.17 - $214.50(33%)$187.25 -> $192.90 |
| LLY | ELI LILLY & CO | Reduce -5.5% | 3.07% | 326,306 | $300.13M | $919.77 | $877.11 - $1133.95(17%)$1080.36 -> $919.77 |
| OSK | OSHKOSH CORP | Reduce -5.4% | 0.05% | 33,183 | $4.88M | $147.21 | $126.25 - $180.49(39%)$132.22 -> $147.21 |
| NWE | NORTHWESTERN ENERGY GROUP IN | Add +5.3% | 0.06% | 86,002 | $5.67M | $65.94 | $63.43 - $72.21(29%)$64.75 -> $65.94 |
| GOOG | ALPHABET INC | Reduce -5.1% | 4.72% | 1,611,610 | $462.31M | $286.86 | $271.54 - $350.15(19%)$315.32 -> $286.86 |
| DE | DEERE & CO | Reduce -5.0% | 0.00% | 572 | $322.21K | $563.30 | $458.92 - $674.19(48%)$466.80 -> $563.30 |
| V | VISA INC | Add +4.8% | 2.60% | 840,917 | $254.16M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| HSY | HERSHEY CO | Reduce -4.5% | 0.14% | 64,560 | $13.42M | $207.89 | $178.65 - $239.48(48%)$182.41 -> $207.89 |
| CB | CHUBB LTD SWITZ | Add +4.5% | 0.01% | 2,439 | $794.94K | $325.93 | $296.06 - $345.67(60%)$310.06 -> $325.93 |
| CGNX | COGNEX CORP | Add +4.5% | 0.61% | 1,223,875 | $59.96M | $48.99 | $36.20 - $59.88(54%)$36.93 -> $48.99 |
| BKH | BLACK HILLS CORP | Add +4.4% | 0.07% | 98,285 | $6.82M | $69.41 | $67.45 - $75.87(23%)$69.65 -> $69.41 |
| NKE | NIKE INC | Add +4.4% | 0.04% | 65,955 | $3.48M | $52.82 | $50.95 - $68.49(11%)$63.28 -> $52.82 |
| PM | PHILIP MORRIS INTL INC | Reduce -4.2% | 0.00% | 2,537 | $419.47K | $165.34 | $153.71 - $191.30(31%)$160.30 -> $165.34 |
| MMC | MARSH & MCLENNAN COS INC | Reduce -4.1% | 0.00% | 1,300 | $225.49K | — | - |
| AMD | ADVANCED MICRO DEVICES INC | Reduce -4.1% | 0.00% | 1,930 | $392.62K | $203.43 | $188.22 - $266.96(19%)$223.47 -> $203.43 |
| TT | TRANE TECHNOLOGIES PLC | Reduce -4.0% | 0.00% | 1,097 | $457.16K | $416.74 | $348.06 - $479.37(52%)$398.00 -> $416.74 |
| NEE | NEXTERA ENERGY INC | Reduce -3.9% | 0.01% | 12,272 | $1.14M | $92.88 | $78.36 - $95.91(83%)$80.93 -> $92.88 |
| NVDA | NVIDIA CORPORATION | Reduce -3.8% | 8.49% | 4,761,351 | $830.38M | $174.40 | $164.27 - $197.63(30%)$188.85 -> $174.40 |
| ACN | ACCENTURE PLC IRELAND | Add +3.8% | 0.00% | 1,229 | $243.7K | $198.29 | $187.00 - $291.09(11%)$259.95 -> $198.29 |
| ASB | ASSOCIATED BANC-CORP | Add +3.8% | 0.07% | 270,040 | $6.98M | $25.86 | $23.87 - $29.52(35%)$25.76 -> $25.86 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Reduce -3.7% | 0.12% | 23,929 | $11.47M | $479.20 | $467.21 - $512.13(27%)$496.85 -> $479.20 |
| XOM | EXXON MOBIL CORP | Reduce -3.6% | 0.14% | 83,523 | $14.17M | $169.66 | $118.27 - $176.41(88%)$122.65 -> $169.66 |
| BAC | BANK AMERICA CORP | Reduce -3.5% | 0.01% | 21,707 | $1.06M | $48.75 | $46.12 - $57.55(23%)$55.95 -> $48.75 |
| IJR | ISHARES TR | Reduce -3.4% | 0.00% | 2,410 | $299.59K | $124.31 | $119.78 - $133.52(33%)$121.37 -> $124.31 |
| VIG | VANGUARD SPECIALIZED FUNDS | Reduce -3.2% | 0.01% | 2,300 | $494.64K | $215.06 | $210.01 - $230.53(25%)$220.60 -> $215.06 |
| EMR | EMERSON ELEC CO | Reduce -3.2% | 0.09% | 64,752 | $8.48M | $131.02 | $122.64 - $165.15(20%)$135.82 -> $131.02 |
| GE | GE AEROSPACE | Reduce -3.2% | 0.02% | 7,525 | $2.14M | $283.77 | $270.79 - $348.48(17%)$320.75 -> $283.77 |
| MRK | MERCK & CO INC | Reduce -3.2% | 0.06% | 50,348 | $6.06M | $120.29 | $104.43 - $125.14(77%)$106.45 -> $120.29 |
| BMY | BRISTOL-MYERS SQUIBB CO | Reduce -3.0% | 0.01% | 24,200 | $1.47M | $60.65 | $52.06 - $62.89(79%)$53.46 -> $60.65 |
| MSI | MOTOROLA SOLUTIONS INC | Add +3.0% | 2.40% | 540,732 | $234.66M | $433.97 | $376.50 - $490.24(51%)$381.02 -> $433.97 |
| DHR | DANAHER CORP DEL | Reduce -2.9% | 0.00% | 1,135 | $215.2K | $189.60 | $181.01 - $242.80(14%)$230.40 -> $189.60 |
| PFE | PFIZER INC | Reduce -2.8% | 0.02% | 71,829 | $2.02M | $28.08 | $24.83 - $28.31(93%)$25.18 -> $28.08 |
| MDT | MEDTRONIC PLC | Reduce -2.6% | 0.36% | 401,968 | $34.83M | $86.65 | $84.92 - $105.50(8%)$96.05 -> $86.65 |
| META | META PLATFORMS INC | Add +2.6% | 1.90% | 324,625 | $185.73M | $572.13 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| PNR | PENTAIR PLC | Reduce -2.5% | 0.05% | 57,578 | $5.02M | $87.11 | $83.60 - $109.09(14%)$105.47 -> $87.11 |
| ABBV | ABBVIE INC | Reduce -2.5% | 0.10% | 45,317 | $9.86M | $217.49 | $201.80 - $237.11(44%)$229.31 -> $217.49 |
| IDXX | IDEXX LABS INC | Reduce -2.4% | 0.01% | 2,080 | $1.17M | $561.89 | $548.51 - $726.41(8%)$669.99 -> $561.89 |
| HD | HOME DEPOT INC | Reduce -2.3% | 0.52% | 153,398 | $50.45M | $328.89 | $320.26 - $397.63(11%)$345.82 -> $328.89 |
| GLW | CORNING INC | Reduce -2.3% | 0.12% | 88,250 | $12M | $135.97 | $83.95 - $162.10(67%)$90.67 -> $135.97 |
| GGG | GRACO INC | Reduce -2.3% | 3.30% | 3,815,684 | $323M | $84.65 | $81.68 - $95.69(21%)$82.64 -> $84.65 |
| LNT | ALLIANT ENERGY CORP | Reduce -2.3% | 2.12% | 2,889,060 | $207.32M | $71.76 | $63.87 - $73.41(83%)$65.59 -> $71.76 |
| CSCO | CISCO SYS INC | Reduce -2.2% | 0.02% | 19,827 | $1.54M | $77.59 | $72.80 - $88.19(31%)$76.04 -> $77.59 |
| NVT | NVENT ELEC PLC | Reduce -2.1% | 2.50% | 2,066,420 | $244.42M | $118.28 | $102.00 - $129.94(58%)$106.82 -> $118.28 |
| FUL | FULLER H B CO | Reduce -2.0% | 1.49% | 2,361,617 | $145.66M | $61.68 | $48.71 - $68.63(65%)$60.34 -> $61.68 |
| BMI | BADGER METER INC | Add +1.9% | 0.16% | 104,815 | $15.97M | $152.35 | $139.14 - $182.23(31%)$176.39 -> $152.35 |
| SCHF | SCHWAB STRATEGIC TR | Add +1.9% | 0.01% | 30,586 | $757K | $24.75 | $23.86 - $27.17(27%)$24.36 -> $24.75 |
| ABT | ABBOTT LABORATORIES | Add +1.9% | 0.76% | 721,778 | $74.11M | $102.67 | $100.88 - $129.46(6%)$124.19 -> $102.67 |
| WMT | WALMART INC | Reduce -1.9% | 0.02% | 15,700 | $1.95M | $124.28 | $109.81 - $134.69(58%)$112.76 -> $124.28 |
| TXN | TEXAS INSTRS INC | Reduce -1.8% | 0.46% | 231,151 | $44.88M | $194.14 | $174.91 - $231.32(34%)$177.52 -> $194.14 |
| VZ | VERIZON COMMUNICATIONS INC | Reduce -1.7% | 1.70% | 3,315,436 | $166.43M | $50.20 | $38.68 - $51.68(89%)$40.52 -> $50.20 |
| WK | WORKIVA INC | Reduce -1.7% | 0.44% | 715,640 | $42.67M | $59.63 | $56.06 - $92.19(10%)$82.97 -> $59.63 |
| CHRW | C H ROBINSON WORLDWIDE IN | Reduce -1.7% | 1.44% | 848,203 | $140.86M | $166.07 | $149.36 - $203.34(31%)$163.72 -> $166.07 |
| HBAN | HUNTINGTON BANCSHARES INC | Reduce -1.7% | 0.00% | 27,243 | $426.35K | $15.65 | $14.89 - $19.46(17%)$17.48 -> $15.65 |
| MSFT | MICROSOFT CORP | Add +1.5% | 7.35% | 1,942,391 | $719.01M | $370.17 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| XEL | XCEL ENERGY INC | Add +1.5% | 0.33% | 402,263 | $31.96M | $79.44 | $72.74 - $84.23(58%)$74.68 -> $79.44 |
| PEP | PEPSICO INC | Reduce -1.4% | 0.01% | 8,978 | $1.39M | $155.29 | $136.01 - $171.48(54%)$142.23 -> $155.29 |
| ECL | ECOLAB INC | Reduce -1.1% | 2.07% | 761,818 | $202.66M | $266.02 | $252.66 - $309.27(24%)$262.64 -> $266.02 |
| SYK | STRYKER CORPORATION | Reduce -1.1% | 0.01% | 4,155 | $1.37M | $328.59 | $319.32 - $389.33(13%)$348.18 -> $328.59 |
| COST | COSTCO WHOLESALE CORPORATION | Add +1.0% | 0.03% | 2,963 | $2.95M | $996.43 | $852.50 - $1028.44(82%)$854.50 -> $996.43 |
| PIPR | PIPER SANDLER COMPANIES | New | 0.43% | 546,090 | $41.8M | $76.55 | $68.70 - $95.06(30%)$87.49 -> $76.55 |
| SFM | SPROUTS FMRS MKT INC | New | 0.23% | 292,177 | $22.54M | $77.13 | $64.75 - $85.58(59%)$80.64 -> $77.13 |
| VOO | VANGUARD INDEX FDS | New | 0.09% | 14,866 | $8.88M | $597.57 | $578.46 - $641.81(30%)$628.30 -> $597.55 |
| AMBA | AMBARELLA INC | New | 0.06% | 117,581 | $6.05M | $51.48 | $48.30 - $81.35(10%)$75.16 -> $51.48 |
| APG | API GROUP CORP | New | 0.02% | 57,969 | $2.35M | $40.52 | $38.26 - $46.89(26%)$38.97 -> $40.52 |
| SOLS | SOLSTICE ADVANCED MATLS INC | New | 0.02% | 22,239 | $1.69M | $76.16 | $48.23 - $84.44(77%)$49.28 -> $76.16 |
| VWO | VANGUARD INTL EQUITY INDEX F | New | 0.01% | 20,515 | $1.11M | $54.05 | $52.20 - $59.09(27%)$54.93 -> $54.05 |
| RSP | INVESCO EXCHANGE TRADED FD T | New | 0.01% | 5,385 | $1.03M | $191.92 | $187.36 - $205.24(26%)$192.86 -> $191.92 |
| VONE | VANGUARD SCOTTSDALE FDS | New | 0.01% | 3,270 | $963.56K | $294.67 | $285.56 - $316.38(30%)$309.84 -> $295.12 |
| VGLT | VANGUARD SCOTTSDALE FDS | New | 0.01% | 12,875 | $713.02K | $55.38 | $54.54 - $57.90(25%)$55.69 -> $55.36 |
| AMCR | AMCOR PLC | New | 0.01% | 17,129 | $680.88K | $39.75 | $37.95 - $50.94(14%)$42.05 -> $39.75 |
| GLD | SPDR GOLD TR | New | 0.01% | 1,430 | $615.32K | $430.29 | $396.25 - $509.70(30%)$398.28 -> $430.29 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | New | 0.01% | 819 | $505.2K | $616.85 | $597.03 - $662.65(30%)$611.31 -> $616.76 |
| USMV | ISHARES TR | New | 0.00% | 3,884 | $360.01K | $92.69 | $91.02 - $98.07(24%)$93.65 -> $92.74 |
| WAT | WATERS CORP | New | 0.00% | 958 | $285.59K | $298.11 | $282.77 - $408.67(12%)$381.96 -> $297.80 |
| MU | MICRON TECHNOLOGY INC | New | 0.00% | 693 | $234.12K | $337.84 | $294.86 - $471.34(24%)$315.42 -> $337.84 |
| VGT | VANGUARD WORLD FD | New | 0.00% | 334 | $233.51K | $699.14 | $83.09 - $97.29(100%)$94.50 -> $87.22 |
| UTHR | UNITED THERAPEUTICS CORP DEL | New | 0.00% | 350 | $207.54K | $592.98 | $455.63 - $607.89(90%)$496.72 -> $592.98 |
| MUR | MURPHY OIL CORP | New | 0.00% | 5,000 | $206.25K | $41.25 | $28.70 - $42.91(88%)$32.49 -> $41.25 |
| ADI | ANALOG DEVICES INC | New | 0.00% | 648 | $206.16K | $318.14 | $270.46 - $363.20(51%)$273.74 -> $318.14 |
| TKR | TIMKEN CO | New | 0.00% | 2,000 | $201.14K | $100.57 | $84.20 - $111.39(60%)$86.29 -> $100.57 |
| SNAP | SNAP INC | New | 0.00% | 22,525 | $103.62K | $4.60 | $3.81 - $9.07(15%)$8.13 -> $4.60 |
| AMCR | AMCOR PLC | Sold | — | 0 | $0 | — | - |
| ADSK | AUTODESK INC | Sold | — | 0 | $0 | — | - |
| BLK | BLACKROCK INC | Sold | — | 0 | $0 | — | - |
| CWAN | CLEARWATER ANALYTICS HLDGS I | Sold | — | 0 | $0 | — | - |
| CVRX | CVRX INC | Sold | — | 0 | $0 | — | - |
| ETN | EATON CORP PLC | Sold | — | 0 | $0 | — | - |
| EXAS | EXACT SCIENCES CORP | Sold | — | 0 | $0 | — | - |
| THRM | GENTHERM INC | Sold | — | 0 | $0 | — | - |
| INSP | INSPIRE MED SYS INC | Sold | — | 0 | $0 | — | - |
| MGPI | MGP INGREDIENTS INC NEW | Sold | — | 0 | $0 | — | - |
| NVS | NOVARTIS AG | Sold | — | 0 | $0 | — | - |
| PIPR | PIPER SANDLER COMPANIES | Sold | — | 0 | $0 | — | - |
| RF | REGIONS FINANCIAL CORP NEW | Sold | — | 0 | $0 | — | - |
| XLB | SELECT SECTOR SPDR TR | Sold | — | 0 | $0 | — | - |
| XLV | SELECT SECTOR SPDR TR | Sold | — | 0 | $0 | — | - |
| XLP | SELECT SECTOR SPDR TR | Sold | — | 0 | $0 | — | - |
| XLF | SELECT SECTOR SPDR TR | Sold | — | 0 | $0 | — | - |
| XLI | SELECT SECTOR SPDR TR | Sold | — | 0 | $0 | — | - |
| SONY | SONY GROUP CORP | Sold | — | 0 | $0 | — | - |
| VTEB | VANGUARD MUN BD FDS | Sold | — | 0 | $0 | — | - |
| MMM | 3M CO | Add +0.8% | 0.52% | 351,848 | $51.1M | $145.23 | $139.34 - $177.41(15%)$161.82 -> $145.23 |
| AAPL | APPLE INC | Reduce -0.8% | 3.13% | 1,208,398 | $306.68M | $253.79 | $243.42 - $280.91(28%)$271.01 -> $253.79 |
| COP | CONOCOPHILLIPS | Add +0.7% | 0.04% | 26,028 | $3.44M | $132.00 | $93.13 - $135.87(91%)$96.70 -> $132.00 |
| TECH | BIO-TECHNE CORP | Reduce -0.6% | 1.47% | 2,750,282 | $143.73M | $52.26 | $48.25 - $72.16(17%)$59.65 -> $52.26 |
| IBM | INTERNATIONAL BUSINESS MACHS | Add +0.6% | 0.01% | 3,647 | $884K | $242.39 | $220.72 - $319.90(22%)$291.50 -> $242.39 |
| SOLV | SOLVENTUM CORP | Reduce -0.5% | 0.05% | 72,513 | $4.74M | $65.30 | $62.65 - $86.36(11%)$79.02 -> $65.30 |
| SPY | STATE STR SPDR S&P 500 ETF T | Add +0.5% | 0.18% | 27,180 | $17.68M | $650.35 | $629.28 - $697.84(31%)$683.17 -> $650.34 |
| ENTG | ENTEGRIS INC | Reduce -0.4% | 1.61% | 1,343,104 | $157.47M | $117.24 | $85.36 - $142.50(56%)$89.56 -> $117.24 |
| AWK | AMERICAN WTR WKS CO INC NEW | Reduce -0.4% | 0.01% | 5,025 | $683.85K | $136.09 | $121.28 - $141.21(74%)$130.32 -> $136.09 |
| KO | COCA COLA CO | Reduce -0.4% | 0.02% | 23,315 | $1.77M | $76.05 | $67.27 - $82.00(60%)$69.12 -> $76.05 |
| AMZN | AMAZON COM INC | Add +0.4% | 5.54% | 2,602,912 | $542.11M | $208.27 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| IDA | IDACORP INC | Reduce -0.4% | 0.44% | 301,377 | $43.09M | $142.97 | $124.81 - $145.94(86%)$127.30 -> $142.97 |
| IVV | ISHARES TR | Reduce -0.3% | 0.04% | 6,461 | $4.22M | $653.28 | $632.14 - $700.97(31%)$686.19 -> $653.21 |
| CLFD | CLEARFIELD INC | Add +0.2% | 0.20% | 731,733 | $19.37M | $26.47 | $23.76 - $33.66(27%)$29.49 -> $26.47 |
| LOW | LOWES COS INC | Reduce -0.2% | 0.02% | 6,850 | $1.62M | $236.28 | $224.15 - $293.06(18%)$246.89 -> $236.28 |
| WEC | WEC ENERGY GROUP INC | Add +0.1% | 2.26% | 1,910,685 | $221.2M | $115.77 | $104.00 - $118.53(81%)$106.47 -> $115.77 |
| CFR | CULLEN FROST BANKERS INC | Reduce -0.1% | 0.06% | 42,696 | $5.85M | $137.08 | $125.03 - $148.97(50%)$128.17 -> $137.08 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | Reduce -0.1% | 1.68% | 486,253 | $164.33M | $337.95 | $311.70 - $390.21(33%)$319.61 -> $337.95 |
| MO | ALTRIA GROUP INC | Add +0.0% | 0.00% | 4,563 | $301.16K | $66.00 | $54.70 - $70.51(71%)$57.31 -> $65.99 |
| CAT | CATERPILLAR INC | Reduce -0.0% | 0.13% | 18,450 | $13.07M | $708.46 | $575.31 - $789.81(62%)$598.41 -> $708.46 |