MAIRS & POWER INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WASTE MGMT INC DEL(WM) | 1,000 | 398,240 | +397,240 | 219,710 | 91,511,570 | 0.94% | +91,291,860 |
| AMERIPRISE FINL INC(AMP) | 42,611 | 197,047 | +154,436 | 20,893,878 | 87,567,687 | 0.89% | +66,673,809 |
| LITTELFUSE INC(LFUS) | 778,951 | 724,710 | -54,241 | 197,012,287 | 245,930,339 | 2.51% | +48,918,052 |
| PALO ALTO NETWORKS INC(PANW) | 220,647 | 532,679 | +312,032 | 40,643,177 | 85,399,097 | 0.87% | +44,755,920 |
| ENTEGRIS INC(ENTG) | 1,348,986 | 1,343,104 | -5,882 | 113,652,071 | 157,465,513 | 1.61% | +43,813,442 |
| PIPER SANDLER COMPANIES(PIPR) | 0 | 546,090 | +546,090 | 0 | 41,803,190 | 0.43% | +41,803,190 |
| MOTOROLA SOLUTIONS INC(MSI) | 525,214 | 540,732 | +15,518 | 201,325,030 | 234,661,466 | 2.40% | +33,336,436 |
| NVENT ELEC PLC(NVT) | 2,111,211 | 2,066,420 | -44,791 | 215,280,150 | 244,416,234 | 2.50% | +29,136,084 |
| VERIZON COMMUNICATIONS INC(VZ) | 3,373,672 | 3,315,436 | -58,236 | 137,409,661 | 166,434,887 | 1.70% | +29,025,226 |
| SPROUTS FMRS MKT INC(SFM) | 0 | 292,177 | +292,177 | 0 | 22,535,612 | 0.23% | +22,535,612 |
| WEC ENERGY GROUP INC(WEC) | 1,908,774 | 1,910,685 | +1,911 | 201,299,306 | 221,200,002 | 2.26% | +19,900,696 |
| COGNEX CORP(CGNX) | 1,171,596 | 1,223,875 | +52,279 | 42,154,024 | 59,957,636 | 0.61% | +17,803,612 |
| TAIWAN SEMICONDUCTOR MANUFAC(TSM) | 486,547 | 486,253 | -294 | 147,856,768 | 164,329,539 | 1.68% | +16,472,771 |
| ALLIANT ENERGY CORP(LNT) | 2,956,947 | 2,889,060 | -67,887 | 192,231,124 | 207,318,946 | 2.12% | +15,087,822 |
| CASEYS GEN STORES INC(CASY) | 103,873 | 95,937 | -7,936 | 57,411,646 | 69,828,705 | 0.71% | +12,417,059 |
| INTUITIVE SURGICAL INC | 62,277 | 99,885 | +37,608 | 35,271,202 | 46,045,986 | 0.47% | +10,774,784 |
| FISERV INC(FISV) | 1,643,250 | 2,152,853 | +509,603 | 110,377,103 | 120,129,197 | 1.23% | +9,752,094 |
| VANGUARD INDEX FDS | 0 | 14,866 | +14,866 | 0 | 8,883,452 | 0.09% | +8,883,452 |
| TRAVELERS COMPANIES INC(TRV) | 113,800 | 142,414 | +28,614 | 33,008,828 | 41,539,316 | 0.42% | +8,530,488 |
| ZOETIS INC(ZTS) | 226,400 | 303,116 | +76,716 | 28,485,648 | 35,831,342 | 0.37% | +7,345,694 |
| AMBARELLA INC(AMBA) | 0 | 117,581 | +117,581 | 0 | 6,052,482 | 0.06% | +6,052,482 |
| BENTLEY SYS INC(BSY) | 82,986 | 236,158 | +153,172 | 3,167,161 | 8,293,869 | 0.08% | +5,126,708 |
| IDACORP INC(IDA) | 302,508 | 301,377 | -1,131 | 38,285,412 | 43,087,870 | 0.44% | +4,802,458 |
| CHEVRON CORPORATION(CVX) | 21,612 | 39,017 | +17,405 | 3,293,885 | 8,072,617 | 0.08% | +4,778,732 |
| GENERAC HLDGS INC(GNRC) | 108,578 | 99,747 | -8,831 | 14,806,782 | 19,483,582 | 0.20% | +4,676,800 |
| PROCTER & GAMBLE CO(PG) | 216,266 | 243,410 | +27,144 | 30,993,030 | 35,158,089 | 0.36% | +4,165,059 |
| CORNING INC(GLW) | 90,350 | 88,250 | -2,100 | 7,911,046 | 11,999,353 | 0.12% | +4,088,307 |
| TEXAS INSTRS INC(TXN) | 235,424 | 231,151 | -4,273 | 40,843,710 | 44,875,655 | 0.46% | +4,031,945 |
| EXXON MOBIL CORP | 86,602 | 83,523 | -3,079 | 10,421,685 | 14,170,512 | 0.14% | +3,748,827 |
| MEDPACE HLDGS INC(MEDP) | 66,665 | 85,720 | +19,055 | 37,442,397 | 41,161,887 | 0.42% | +3,719,490 |
| GRACO INC(GGG) | 3,905,582 | 3,815,684 | -89,898 | 320,140,546 | 322,997,719 | 3.30% | +2,857,173 |
| XCEL ENERGY INC(XEL) | 396,280 | 402,263 | +5,983 | 29,269,276 | 31,955,810 | 0.33% | +2,686,534 |
| JAMES HARDIE INDS PLC ORD SHS | 90,673 | 240,761 | +150,088 | 1,881,465 | 4,560,013 | 0.05% | +2,678,548 |
| VANGUARD TAX-MANAGED FDS | 5,129 | 45,237 | +40,108 | 320,409 | 2,898,847 | 0.03% | +2,578,438 |
| VANGUARD INDEX FDS | 2,095 | 10,997 | +8,902 | 608,011 | 3,158,118 | 0.03% | +2,550,107 |
| PLEXUS CORP(PLXS) | 45,868 | 45,868 | 0 | 6,742,596 | 9,290,105 | 0.09% | +2,547,509 |
| CATERPILLAR INC(CAT) | 18,455 | 18,450 | -5 | 10,572,316 | 13,071,087 | 0.13% | +2,498,771 |
| API GROUP CORP(APG) | 0 | 57,969 | +57,969 | 0 | 2,348,904 | 0.02% | +2,348,904 |
| FULLER H B CO(FUL) | 2,411,067 | 2,361,617 | -49,450 | 143,362,044 | 145,664,537 | 1.49% | +2,302,493 |
| KNIFE RIVER CORP(KNF) | 123,855 | 134,428 | +10,573 | 8,713,199 | 10,976,046 | 0.11% | +2,262,847 |
| C H ROBINSON WORLDWIDE IN(CHRW) | 862,483 | 848,203 | -14,280 | 138,652,756 | 140,861,226 | 1.44% | +2,208,470 |
| HAWKINS INC(HWKN) | 12,569 | 25,951 | +13,382 | 1,785,552 | 3,986,074 | 0.04% | +2,200,522 |
| TRUST FOR PROFESSIONAL MANAG MAIRS & PWR MINN | 324,736 | 410,865 | +86,129 | 7,322,862 | 9,090,429 | 0.09% | +1,767,567 |
| SOLSTICE ADVANCED MATLS INC(SOLS) | 0 | 22,239 | +22,239 | 0 | 1,693,722 | 0.02% | +1,693,722 |
| WINTRUST FINL CORP(WTFC) | 46,633 | 57,744 | +11,111 | 6,520,226 | 8,022,951 | 0.08% | +1,502,725 |
| HONEYWELL INTL INC(HON) | 233,976 | 208,448 | -25,528 | 45,646,291 | 47,115,501 | 0.48% | +1,469,210 |
| TARGET CORP(TGT) | 194,758 | 168,879 | -25,879 | 19,037,579 | 20,468,179 | 0.21% | +1,430,600 |
| VANGUARD INDEX FDS | 1,496 | 5,805 | +4,309 | 385,970 | 1,520,490 | 0.02% | +1,134,520 |
| HERSHEY CO(HSY) | 67,608 | 64,560 | -3,048 | 12,303,304 | 13,421,378 | 0.14% | +1,118,074 |
| VANGUARD INTL EQUITY INDEX F | 0 | 20,515 | +20,515 | 0 | 1,108,836 | 0.01% | +1,108,836 |
| TREX INC(TREX) | 90,652 | 116,022 | +25,370 | 3,180,072 | 4,225,521 | 0.04% | +1,045,449 |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 0 | 5,385 | +5,385 | 0 | 1,033,489 | 0.01% | +1,033,489 |
| CONOCOPHILLIPS(COP) | 25,858 | 26,028 | +170 | 2,420,567 | 3,435,696 | 0.04% | +1,015,129 |
| VANGUARD SCOTTSDALE FDS VNG RUS1000IDX | 0 | 3,270 | +3,270 | 0 | 963,555 | 0.01% | +963,555 |
| APPLIED MATLS INC | 11,327 | 11,327 | 0 | 2,910,926 | 3,871,455 | 0.04% | +960,529 |
| XYLEM INC(XYL) | 5,970 | 14,090 | +8,120 | 812,995 | 1,683,755 | 0.02% | +870,760 |
| WOODWARD INC(WWD) | 14,000 | 14,000 | 0 | 4,232,480 | 5,010,880 | 0.05% | +778,400 |
| VANGUARD SCOTTSDALE FDS LONG TERM TREAS | 0 | 12,875 | +12,875 | 0 | 713,018 | 0.01% | +713,018 |
| AMCOR PLC COM NEW | 0 | 17,129 | +17,129 | 0 | 680,878 | 0.01% | +680,878 |
| PATRICK INDS INC(PATK) | 53,033 | 57,894 | +4,861 | 5,750,368 | 6,430,287 | 0.07% | +679,919 |
| RADNET INC(RDNT) | 95,648 | 133,116 | +37,468 | 6,824,485 | 7,439,853 | 0.08% | +615,368 |
| SPDR GOLD TR(GLD) | 0 | 1,430 | +1,430 | 0 | 615,315 | 0.01% | +615,315 |
| MERCK & CO INC(MRK) | 51,999 | 50,348 | -1,651 | 5,473,415 | 6,056,361 | 0.06% | +582,946 |
| STATE STR SPDR S&P MIDCAP 40(MDY) | 0 | 819 | +819 | 0 | 505,203 | 0.01% | +505,203 |
| AAR CORP | 112,176 | 89,391 | -22,785 | 9,287,051 | 9,784,739 | 0.10% | +497,688 |
| OSHKOSH CORP(OSK) | 35,069 | 33,183 | -1,886 | 4,405,718 | 4,884,869 | 0.05% | +479,151 |
| GLACIER BANCORP INC NEW(GBCI) | 97,354 | 106,200 | +8,846 | 4,288,444 | 4,743,954 | 0.05% | +455,510 |
| CULLEN FROST BANKERS INC(CFR) | 42,731 | 42,696 | -35 | 5,411,027 | 5,852,768 | 0.06% | +441,741 |
| ALPHABET INC(GOOG) | 49,881 | 55,766 | +5,885 | 15,612,753 | 16,036,071 | 0.16% | +423,318 |
| COSTCO WHOLESALE CORPORATION(COST) | 2,933 | 2,963 | +30 | 2,529,243 | 2,952,422 | 0.03% | +423,179 |
| NORTHWESTERN ENERGY GROUP IN(NWE) | 81,682 | 86,002 | +4,320 | 5,271,756 | 5,670,972 | 0.06% | +399,216 |
| CIENA CORP(CIEN) | 3,000 | 2,800 | -200 | 701,610 | 1,087,044 | 0.01% | +385,434 |
| ECOLAB INC(ECL) | 770,571 | 761,818 | -8,753 | 202,290,331 | 202,658,747 | 2.07% | +368,416 |
| ISHARES TR | 12,093 | 15,702 | +3,609 | 1,161,243 | 1,525,203 | 0.02% | +363,960 |
| ISHARES TR MSCI USA MIN ETF | 0 | 3,884 | +3,884 | 0 | 360,010 | 0.00% | +360,010 |
| PHILLIPS 66(PSX) | 6,604 | 6,604 | 0 | 852,180 | 1,203,117 | 0.01% | +350,937 |
| BLACK HILLS CORP | 94,138 | 98,285 | +4,147 | 6,535,060 | 6,821,962 | 0.07% | +286,902 |
| WATERS CORP(WAT) | 0 | 958 | +958 | 0 | 285,590 | 0.00% | +285,590 |
| ASSOCIATED BANC-CORP | 260,279 | 270,040 | +9,761 | 6,704,787 | 6,983,234 | 0.07% | +278,447 |
| MICRON TECHNOLOGY INC(MU) | 0 | 693 | +693 | 0 | 234,123 | 0.00% | +234,123 |
| VANGUARD WORLD FD INF TECH ETF | 0 | 334 | +334 | 0 | 233,514 | 0.00% | +233,514 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 350 | +350 | 0 | 207,543 | 0.00% | +207,543 |
| MURPHY OIL CORP(MUR) | 0 | 5,000 | +5,000 | 0 | 206,250 | 0.00% | +206,250 |
| ANALOG DEVICES INC(ADI) | 0 | 648 | +648 | 0 | 206,155 | 0.00% | +206,155 |
| SHELL PLC(SHEL) | 7,504 | 8,132 | +628 | 551,394 | 756,276 | 0.01% | +204,882 |
| TIMKEN CO(TKR) | 0 | 2,000 | +2,000 | 0 | 201,140 | 0.00% | +201,140 |
| QCR HLDGS INC(QCRH) | 91,002 | 91,002 | 0 | 7,580,467 | 7,776,121 | 0.08% | +195,654 |
| WABTEC(WAB) | 5,237 | 5,237 | 0 | 1,117,838 | 1,308,779 | 0.01% | +190,941 |
| PFIZER INC(PFE) | 73,921 | 71,829 | -2,092 | 1,840,633 | 2,016,958 | 0.02% | +176,325 |
| WALMART INC(WMT) | 16,000 | 15,700 | -300 | 1,782,720 | 1,951,196 | 0.02% | +168,476 |
| VIASAT INC(VSAT) | 13,000 | 13,000 | 0 | 447,980 | 595,400 | 0.01% | +147,420 |
| UIPATH INC(PATH) | 12,125 | 30,700 | +18,575 | 198,729 | 340,770 | 0.00% | +142,041 |
| COCA COLA CO(KO) | 23,411 | 23,315 | -96 | 1,636,663 | 1,773,106 | 0.02% | +136,443 |
| ISHARES TR | 1,962 | 2,562 | +600 | 412,687 | 547,423 | 0.01% | +134,736 |
| GE VERNOVA INC(GEV) | 933 | 846 | -87 | 609,781 | 738,473 | 0.01% | +128,692 |
| MARATHON PETE CORP(MPC) | 1,301 | 1,390 | +89 | 211,582 | 339,410 | 0.00% | +127,828 |
| BRISTOL-MYERS SQUIBB CO(BMY) | 24,938 | 24,200 | -738 | 1,345,156 | 1,467,730 | 0.01% | +122,574 |
| NEXTERA ENERGY INC(NEE) | 12,772 | 12,272 | -500 | 1,025,336 | 1,139,823 | 0.01% | +114,487 |
| CINTAS CORP(CTAS) | 19,617 | 22,438 | +2,821 | 3,689,369 | 3,795,163 | 0.04% | +105,794 |
| INTEL CORP(INTC) | 14,333 | 14,333 | 0 | 528,888 | 632,515 | 0.01% | +103,627 |