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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These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |
| ULTA | ULTA BEAUTY INC | Reduce -66.6% | 0.00% | 605 | $316.24K | $522.71 | $499.32 - $714.97(11%)$620.04 -> $522.71 |
| HUBG | HUB GROUP INC | Reduce -32.2% | 0.06% | 159,933 | $5.76M | $36.04 | $32.90 - $53.26(15%)$42.75 -> $36.04 |
| 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 |
| 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 |
| TNC | TENNANT CO | Reduce -25.0% | 0.55% | 803,464 | $53.35M | $66.40 | $60.18 - $85.91(24%)$73.96 -> $66.40 |
| 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 |
| 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 |
| 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 | — | - |
| 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 |
| DGII | DIGI INTL INC | Reduce -12.5% | 0.00% | 7,000 | $337.4K | $48.20 | $38.90 - $51.78(72%)$43.16 -> $48.20 |
| 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 |
| 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 |
| UNP | UNION PAC CORP | Reduce -8.8% | 0.01% | 4,190 | $1.02M | $242.62 | $219.98 - $268.14(47%)$231.91 -> $242.62 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| HSY | HERSHEY CO | Reduce -4.5% | 0.14% | 64,560 | $13.42M | $207.89 | $178.65 - $239.48(48%)$182.41 -> $207.89 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 | — | - |
| AAPL | APPLE INC | Reduce -0.8% | 3.13% | 1,208,398 | $306.68M | $253.79 | $243.42 - $280.91(28%)$271.01 -> $253.79 |
| 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 |
| SOLV | SOLVENTUM CORP | Reduce -0.5% | 0.05% | 72,513 | $4.74M | $65.30 | $62.65 - $86.36(11%)$79.02 -> $65.30 |
| 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 |
| 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 |
| LOW | LOWES COS INC | Reduce -0.2% | 0.02% | 6,850 | $1.62M | $236.28 | $224.15 - $293.06(18%)$246.89 -> $236.28 |
| 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 |
| CAT | CATERPILLAR INC | Reduce -0.0% | 0.13% | 18,450 | $13.07M | $708.46 | $575.31 - $789.81(62%)$598.41 -> $708.46 |