As of Q1 2026, Mairs & Power Growth Fund reported 245 long-equity positions worth $9.79B in aggregate.
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These are the positions the manager opened or added to this quarter, showing where they put more money to work. 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 |
| CVX | CHEVRON CORPORATION | Add +80.5% | 0.08% | 39,017 | $8.07M | $206.90 | $151.25 - $214.71(88%)$155.90 -> $206.90 |
| 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 |
| 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 |
| TREX | TREX INC | Add +28.0% | 0.04% | 116,022 | $4.23M | $36.42 | $35.03 - $45.34(13%)$35.83 -> $36.42 |
| 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 |
| WTFC | WINTRUST FINL CORP | Add +23.8% | 0.08% | 57,744 | $8.02M | $138.94 | $129.15 - $162.96(29%)$142.66 -> $138.94 |
| VTI | VANGUARD INDEX FDS | Add +19.5% | 0.01% | 1,546 | $496.27K | $321.00 | $310.40 - $344.42(31%)$336.31 -> $320.81 |
| 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 |
| QQQ | INVESCO QQQ TR | Add +13.8% | 0.01% | 1,760 | $1.02M | $577.24 | $555.60 - $636.60(27%)$613.12 -> $577.18 |
| PG | PROCTER & GAMBLE CO | Add +12.6% | 0.36% | 243,410 | $35.16M | $144.44 | $137.62 - $167.25(23%)$141.79 -> $144.44 |
| 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 |
| GOOGL | ALPHABET INC | Add +11.8% | 0.16% | 55,766 | $16.04M | $287.56 | $272.11 - $349.00(20%)$315.15 -> $287.56 |
| 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 |
| 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 |
| ORCL | ORACLE CORP | Add +7.3% | 0.05% | 30,718 | $4.52M | $147.11 | $135.25 - $207.80(16%)$195.71 -> $147.11 |
| MPC | MARATHON PETE CORP | Add +6.8% | 0.00% | 1,390 | $339.41K | $244.18 | $162.33 - $255.77(88%)$165.14 -> $244.18 |
| AVGO | BROADCOM INC | Add +6.3% | 0.01% | 3,533 | $1.09M | $309.51 | $289.96 - $360.66(28%)$347.62 -> $309.51 |
| 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 |
| V | VISA INC | Add +4.8% | 2.60% | 840,917 | $254.16M | $302.24 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| 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 |
| 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 |
| MSI | MOTOROLA SOLUTIONS INC | Add +3.0% | 2.40% | 540,732 | $234.66M | $433.97 | $376.50 - $490.24(51%)$381.02 -> $433.97 |
| META | META PLATFORMS INC | Add +2.6% | 1.90% | 324,625 | $185.73M | $572.13 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| 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 |
| 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 |
| 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 |
| MMM | 3M CO | Add +0.8% | 0.52% | 351,848 | $51.1M | $145.23 | $139.34 - $177.41(15%)$161.82 -> $145.23 |
| COP | CONOCOPHILLIPS | Add +0.7% | 0.04% | 26,028 | $3.44M | $132.00 | $93.13 - $135.87(91%)$96.70 -> $132.00 |
| IBM | INTERNATIONAL BUSINESS MACHS | Add +0.6% | 0.01% | 3,647 | $884K | $242.39 | $220.72 - $319.90(22%)$291.50 -> $242.39 |
| 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 |
| 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 |
| CLFD | CLEARFIELD INC | Add +0.2% | 0.20% | 731,733 | $19.37M | $26.47 | $23.76 - $33.66(27%)$29.49 -> $26.47 |
| 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 |
| MO | ALTRIA GROUP INC | Add +0.0% | 0.00% | 4,563 | $301.16K | $66.00 | $54.70 - $70.51(71%)$57.31 -> $65.99 |
