Fund HoldingsMAIRS & POWER INC

Total Portfolio Value
$8.52B
Total Bought
$348.62M
Total Sold
$681.32M
Net Transaction
-$332.70M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
VERIZON COMMUNICATIONS INC(VZ)02,630,183+2,630,183085,2441.00%+85,244
UNITEDHEALTH GROUP INC(UNH)786,669808,787+22,118378,105407,7824.79%+29,678
ALPHABET INC(GOOG)3,463,3753,377,890-85,485418,964445,3755.23%+26,410
ALLIANT ENERGY CORP(LNT)2,717,4313,105,934+388,503142,611150,4831.77%+7,872
ELI LILLY & CO(LLY)474,821426,308-48,513222,682228,9832.69%+6,301
AUTOMATIC DATA PROCESSING IN68,68683,561+14,87515,09620,1030.24%+5,007
JPMORGAN CHASE & CO(JPM)1,648,8881,685,291+36,403239,814244,4012.87%+4,587
TEXAS INSTRS INC(TXN)109,732140,116+30,38419,75422,2800.26%+2,526
PIPER SANDLER COMPANIES039,600+39,60005,7540.07%+5,754
ISHARES TR07,643+7,64303,2820.04%+3,282
OLD NATL BANCORP IND(ONB)2,163,7022,163,702030,16231,4600.37%+1,298
QCR HOLDINGS INC(QCRH)157,420157,470+506,4597,6400.09%+1,182
ISHARES TR07,450+7,45008020.01%+802
BERKSHIRE HATHAWAY INC DEL25,81626,940+1,1248,8039,4370.11%+634
HERSHEY CO(HSY)60,54078,170+17,63015,11715,6400.18%+523
CASEYS GEN STORES INC(CASY)56,10852,268-3,84013,68414,1920.17%+508
ABBVIE INC(ABBV)49,57347,982-1,5916,6797,1520.08%+473
CATERPILLAR INC(CAT)17,65517,580-754,3444,7990.06%+455
ISHARES TR01,973+1,97304420.01%+442
CONOCOPHILLIPS(COP)024,700+24,70002,9590.03%+2,959
AMGEN INC(AMGN)07,475+7,47502,0090.02%+2,009
MGP INGREDIENTS INC NEW73,86076,948+3,0887,8508,1160.10%+267
UNION PAC CORP(UNP)06,914+6,91401,4080.02%+1,408
COMCAST CORP NEW(CCZ)05,287+5,28702340.00%+234
MURPHY OIL CORP(MUR)05,000+5,00002270.00%+227
ISHARES TR02,330+2,33002200.00%+220
CARRIER GLOBAL CORPORATION(CARR)03,960+3,96002190.00%+219
EXXON MOBIL CORP031,487+31,48703,7020.04%+3,702
EMERSON ELEC CO(EMR)83,74480,328-3,4167,5707,7570.09%+188
PHILLIPS 66(PSX)07,679+7,67909230.01%+923
HAWKINS INC(HWKN)013,320+13,32007840.01%+784
CHEVRON CORP NEW(CVX)26,21025,334-8764,1244,2720.05%+148
WEYERHAEUSER CO MTN BE(WY)051,781+51,78101,5880.02%+1,588
NEOGEN CORP(NEOG)194,909236,380+41,4714,2394,3820.05%+143
CISCO SYS INC(CSCO)020,481+20,48101,1010.01%+1,101
SCHLUMBERGER LTD(SLB)014,625+14,62508530.01%+853
WOODWARD INC(WWD)014,000+14,00001,7400.02%+1,740
MEDPACE HLDGS INC(MEDP)37,08537,091+68,9078,9810.11%+74
SHELL PLC(SHEL)013,920+13,92008960.01%+896
BRADY CORP(BRC)07,000+7,00003840.00%+384
DAKTRONICS INC(DAKT)019,000+19,00001690.00%+169
VERTEX PHARMACEUTICALS INC(VRTX)0755+75502630.00%+263
ALERUS FINL CORP(ALRS)0141,319+141,31902,5690.03%+2,569
CHUBB LIMITED
COM
02,985+2,98506210.01%+621
MOSAIC CO NEW(MOS)039,000+39,00001,3880.02%+1,388
ALPHABET INC(GOOG)30,93128,401-2,5303,7023,7170.04%+14
TRANE TECHNOLOGIES PLC(TT)01,179+1,17902390.00%+239
BP PLC(BP)015,600+15,60006040.01%+604
SURMODICS INC010,000+10,00003210.00%+321
MARSH & MCLENNAN COS INC(MRSH)02,172+2,17204130.00%+413
ZOETIS INC(ZTS)01,923+1,92303350.00%+335
SMITH & WESSON BRANDS INC010,000+10,00001290.00%+129
MASTERCARD INCORPORATED(MA)0901+90103570.00%+357
COSTCO WHSL CORP NEW(COST)03,450+3,45001,9490.02%+1,949
GENERAL ELECTRIC CO(GE)07,446+7,44608230.01%+823
AMERIPRISE FINL INC(AMP)02,162+2,16207130.01%+713
REGIONS FINANCIAL CORP NEW(RF)015,000+15,00002580.00%+258
STURM RUGER & CO INC012,000+12,00006250.01%+625
MONDELEZ INTL INC(MDLZ)03,409+3,40902370.00%+237
VANGUARD SPECIALIZED FUNDS04,457+4,45706930.01%+693
HUNTINGTON BANCSHARES INC(HBAN)042,621+42,62104430.01%+443
ASSOCIATED BANC CORP370,903350,878-20,0256,0206,0040.07%-16
TESLA INC(TSLA)01,554+1,55403890.00%+389
AMETEK INC01,471+1,47102170.00%+217
BOEING CO(BA)02,671+2,67105120.01%+512
SONOCO PRODS CO(SON)05,000+5,00002720.00%+272
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,712+7,71201,2640.01%+1,264
MSA SAFETY INC(MSA)01,470+1,47002320.00%+232
SCHWAB STRATEGIC TR015,000+15,00005090.01%+509
DANAHER CORPORATION(DHR)01,219+1,21903020.00%+302
PLUG POWER INC(PLUG)010,000+10,0000760.00%+76
IDEX CORP(IEX)04,000+4,00008320.01%+832
SNAP INC(SNAP)010,000+10,0000890.00%+89
CLEVELAND-CLIFFS INC NEW(CLF)026,000+26,00004060.00%+406
HARLEY DAVIDSON INC(HOG)014,350+14,35004740.01%+474
ILLINOIS TOOL WKS INC(ITW)01,624+1,62403740.00%+374
INVESCO QQQ TR02,372+2,37208500.01%+850
AMERICAN TOWER CORP NEW(AMT)02,399+2,39903950.00%+395
BOSTON SCIENTIFIC CORP(BSX)010,296+10,29605440.01%+544
AT&T INC(T)023,184+23,18403480.00%+348
CANADIAN IMPERIAL BK COMM TO(CM)010,176+10,17603930.00%+393
FORD MTR CO DEL(F)015,600+15,60001940.00%+194
NUVEEN MINN QUALITY MUN INM031,200+31,20003040.00%+304
CVRX INC0166,573+166,57302,5270.03%+2,527
NEWMONT CORP(NEM)08,000+8,00002960.00%+296
BIOGEN INC(BIIB)0950+95002440.00%+244
GENUINE PARTS CO(GPC)01,950+1,95002820.00%+282
PHILIP MORRIS INTL INC(PM)04,745+4,74504390.01%+439
BEST BUY INC(BBY)05,750+5,75003990.00%+399
LOCKHEED MARTIN CORP(LMT)01,028+1,02804200.00%+420
BANK MONTREAL QUE09,000+9,00007590.01%+759
DEERE & CO(DE)0859+85903240.00%+324
PAYCHEX INC(PAYX)04,137+4,13704770.01%+477
WEC ENERGY GROUP INC(WEC)04,352+4,35203510.00%+351
WALMART INC(WMT)06,908+6,90801,1050.01%+1,105
COLGATE PALMOLIVE CO(CL)03,001+3,00102130.00%+213
SHYFT GROUP INC010,000+10,00001500.00%+150
UNITED FIRE GROUP INC(UFCS)026,000+26,00005140.01%+514
APPLIED MATLS INC07,477+7,47701,0350.01%+1,035
BECTON DICKINSON & CO(BDX)07,907+7,90702,0440.02%+2,044
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