What Mairs & Power Bought in Q3 2024

Mairs & Power · Quarterly 13F recap as filed with the SEC.

Period: 2024-09-30 · Filed · Historical

$10.63B

Total Value

228

Holdings

0

New Buys

0

Reduced

In Q3 2024, Mairs & Power reported 228 long equity positions worth $10.63B in their Mairs & Power 13F filing.

RankTickerCompanySharesValue% PortfolioChange
1MSFTMICROSOFT CORP1955215$841.3M7.91%—
2NVDANVIDIA CORPORATION6037090$733.1M6.90%—
3UNHUNITEDHEALTH GROUP INC891662$521.3M4.90%—
4GOOGALPHABET INC2743465$458.7M4.31%—
5AMZNAMAZON COM INC2362983$440.3M4.14%—
6JPMJPMORGAN CHASE & CO.1720372$362.8M3.41%—
7GGGGRACO INC3931980$344.1M3.24%—
8FISVFISERV INC1893636$340.2M3.20%—
9AAPLAPPLE INC1347213$313.9M2.95%—
10LLYELI LILLY & CO341961$303.0M2.85%—
11TTCTORO CO3431184$297.6M2.80%—
12LNTALLIANT ENERGY CORP4095219$248.5M2.34%—
13LFUSLITTELFUSE INC860984$228.4M2.15%—
14QCOMQUALCOMM INC1305186$221.9M2.09%—
15MSIMOTOROLA SOLUTIONS INC488752$219.8M2.07%—
16VVISA INC788803$216.9M2.04%—
17TECHBIO-TECHNE CORP2696796$215.6M2.03%—
18VZVERIZON COMMUNICATIONS INC4789419$215.1M2.02%—
19USBUS BANCORP DEL4553141$208.2M1.96%—
20ECLECOLAB INC794679$202.9M1.91%—
21FASTFASTENAL CO2731930$195.1M1.84%—
22SHWSHERWIN WILLIAMS CO482545$184.2M1.73%—
23JNJJOHNSON & JOHNSON1116680$181.0M1.70%—
24MDTMEDTRONIC PLC1969468$177.3M1.67%—
25FULFULLER H B CO2197999$174.5M1.64%—
26NVTNVENT ELECTRIC PLC2384560$167.5M1.58%—
27HRLHORMEL FOODS CORP5047678$160.0M1.51%—
28WFCWELLS FARGO CO NEW2323231$131.2M1.23%—
29TNCTENNANT CO1336082$128.3M1.21%—
30ABTABBOTT LABS1085429$123.7M1.16%—
31ENTGENTEGRIS INC1043732$117.5M1.10%—
32ROKROCKWELL AUTOMATION INC414348$111.2M1.05%—
33DCIDONALDSON INC1371962$101.1M0.95%—
34CHRWC H ROBINSON WORLDWIDE INC834948$92.2M0.87%—
35HONHONEYWELL INTL INC429325$88.7M0.83%—
36SCHWSCHWAB CHARLES CORP1218283$79.0M0.74%—
37BBYBEST BUY INC746230$77.1M0.73%—
38PFGPRINCIPAL FINANCIAL GROUP IN869978$74.7M0.70%—
39TGTTARGET CORP454170$70.8M0.67%—
40PIPRPIPER SANDLER COMPANIES245828$69.8M0.66%—
41CRMSALESFORCE INC242964$66.5M0.63%—
42WKWORKIVA INC835086$66.1M0.62%—
43HDHOME DEPOT INC162972$66.0M0.62%—
44AXPAMERICAN EXPRESS CO218028$59.1M0.56%—
45SYYSYSCO CORP743076$58.0M0.55%—
46CASYCASEYS GEN STORES INC138399$52.0M0.49%—
47TXNTEXAS INSTRS INC226480$46.8M0.44%—
48DISDISNEY WALT CO337812$32.5M0.31%—
49ADPAUTOMATIC DATA PROCESSING IN108530$30.0M0.28%—
50KHCKRAFT HEINZ CO831775$29.2M0.27%—
51PGPROCTER AND GAMBLE CO168542$29.2M0.27%—
52GNRCGENERAC HLDGS INC182915$29.1M0.27%—
53MMM3M CO209277$28.6M0.27%—
54ULTAULTA BEAUTY INC73484$28.6M0.27%—
55BMIBADGER METER INC124414$27.2M0.26%—
56XELLLXCEL ENERGY INC369970$24.2M0.23%—
57HSYHERSHEY CO104994$20.1M0.19%—
58ONBOLD NATL BANCORP IND992316$18.5M0.17%—
59TRVTRAVELERS COMPANIES INC77455$18.1M0.17%—
60AZEKAZEK CO INC284710$13.3M0.13%—
61JBTMJOHN BEAN TECHNOLOGIES CORP133282$13.1M0.12%—
62AMPAMERIPRISE FINL INC27690$13.0M0.12%—
63INSPINSPIRE MED SYS INC61173$12.9M0.12%—
64HUBGHUB GROUP INC283434$12.9M0.12%—
65METAMETA PLATFORMS INC22213$12.7M0.12%—
66AIRAAR CORP188024$12.3M0.12%—
67ALTRALTAIR ENGR INC127394$12.2M0.11%—
68PLXSPLEXUS CORP88745$12.1M0.11%—
69BRK.BBerkshire Hathaway Inc. Class B25047$11.5M0.11%—
70KNFKNIFE RIVER CORP127005$11.4M0.11%—
71CLFDCLEARFIELD INC290106$11.3M0.11%—
72MGPIMGP INGREDIENTS INC NEW133978$11.2M0.10%—
73UPSUNITED PARCEL SERVICE INC81144$11.1M0.10%—
74MEDPMEDPACE HLDGS INC29762$9.9M0.09%—
75WTFCNWINTRUST FINL CORP86175$9.4M0.09%—
76GISGENERAL MLS INC125826$9.3M0.09%—
77ABBVABBVIE INC46746$9.2M0.09%—
78QCRHQCR HOLDINGS INC120003$8.9M0.08%—
79THRMGENTHERM INC187818$8.7M0.08%—
80BKHBLACK HILLS CORP140420$8.6M0.08%—
81CFR-PBCULLEN FROST BANKERS INC73771$8.3M0.08%—
82ASBAASSOCIATED BANC CORP368955$7.9M0.07%—
83NWENORTHWESTERN ENERGY GROUP IN137075$7.8M0.07%—
84NEOGNEOGEN CORP458391$7.7M0.07%—
85EMREMERSON ELEC CO65728$7.2M0.07%—
86JAMFJAMF HLDG CORP403456$7.0M0.07%—
87GBCIGLACIER BANCORP INC NEW151955$6.9M0.07%—
88PNRPENTAIR PLC67585$6.6M0.06%—
89PIIPOLARIS INC78739$6.6M0.06%—
90CATCATERPILLAR INC16578$6.5M0.06%—
91MRKMERCK & CO INC53387$6.1M0.06%—
92SCHBSCHWAB STRATEGIC TR87082$5.8M0.05%—
93SPYSPDR S&P 500 ETF9388$5.4M0.05%—
94PANWPALO ALTO NETWORKS INC15536$5.3M0.05%—
95OSKOSHKOSH CORP50280$5.0M0.05%—
96MCDMCDONALDS CORP16215$4.9M0.05%—
97GOOGLALPHABET INC28968$4.8M0.05%—
98GLWCORNING INC99186$4.5M0.04%—
99BRK.ABerkshire Hathaway Inc. Class A6$4.1M0.04%—
100XOMEXXON MOBIL CORP32571$3.8M0.04%—
101CVXCHEVRON CORP NEW21820$3.2M0.03%—
102CTASCINTAS CORP14520$3.0M0.03%—
103PFEPFIZER INC103202$3.0M0.03%—
104EXASEXACT SCIENCES CORP43710$3.0M0.03%—
105IVViShares Core S&P 500 ETF4881$2.8M0.03%—
106COPCONOCOPHILLIPS26538$2.8M0.03%—
107COSTCOSTCO WHSL CORP NEW3097$2.7M0.03%—
108SOLVSOLVENTUM CORP39354$2.7M0.03%—
109WWDWOODWARD INC14000$2.4M0.02%—
110ALRSALERUS FINL CORP97729$2.2M0.02%—
111ORCLORACLE CORP12735$2.2M0.02%—
112AMGNAMGEN INC5948$1.9M0.02%—
113SYKSTRYKER CORPORATION5275$1.9M0.02%—
114BDXBECTON DICKINSON & CO7749$1.9M0.02%—
115LOWLOWES COS INC6880$1.9M0.02%—
116BAXBAXTER INTL INC48767$1.9M0.02%—
117HWKNHAWKINS INC13320$1.7M0.02%—
118ZBHZIMMER BIOMET HOLDINGS INC15700$1.7M0.02%—
119LTHLIFE TIME GROUP HOLDINGS INC66580$1.6M0.02%—
120WYWEYERHAEUSER CO MTN BE45945$1.6M0.01%—
121KMBKIMBERLY-CLARK CORP10834$1.5M0.01%—
122SKYTSKYWATER TECHNOLOGY INC168615$1.5M0.01%—
123AMATAPPLIED MATLS INC7477$1.5M0.01%—
124GEGE AEROSPACE7714$1.5M0.01%—
125KOCOCA COLA CO19315$1.4M0.01%—
126XLKTechnology Select Sector SPDR6144$1.4M0.01%—
127AMCRAMCOR PLC120890$1.4M0.01%—
128BMYBristol-Myers Squibb25982$1.3M0.01%—
129PEPPEPSICO INC7700$1.3M0.01%—
130CVRXCVRX INC144361$1.3M0.01%—
131IDXXIDEXX LABS INC2502$1.3M0.01%—
132UNPUNION PAC CORP5083$1.3M0.01%—
133SNASNAP ON INC4270$1.2M0.01%—
134VCELVERICEL CORP25915$1.1M0.01%—
135RTXRTX CORPORATION8652$1.0M0.01%—
136WMTWALMART INC12948$1.0M0.01%—
137MOSMOSAIC CO NEW39000$1.0M0.01%—
138TMOTHERMO FISHER SCIENTIFIC INC1665$1.0M0.01%—
139ADBEADOBE INC1950$1.0M0.01%—
140QQQInvesco QQQ Trust (Nasdaq-100)1919$937K0.01%—
141BACBANK AMERICA CORP23432$930K0.01%—
142CSCOCISCO SYS INC17389$925K0.01%—
143BSXBOSTON SCIENTIFIC CORP10311$864K0.01%—
144PSXPHILLIPS 666550$861K0.01%—
145IEXIDEX Corp4000$858K0.01%—
146NEE-PSNEXTERA ENERGY INC10040$849K0.01%—
147AWKAmerican Water Works5333$780K0.01%—
148SHELSHELL PLC11604$765K0.01%—
149NSCNORFOLK SOUTHN CORP2997$745K0.01%—
150VIGVanguard Dividend Appreciation ETF3605$714K0.01%—
151TTTRANE TECHNOLOGIES PLC1834$713K0.01%—
152BMOBANK MONTREAL QUE7846$708K0.01%—
153CBCHUBB LIMITED2343$676K0.01%—
154PDCOEURPATTERSON COS INC28850$630K0.01%—
155CNDIFCANADIAN IMPERIAL BK COMM10176$624K0.01%—
156AEBAALLETE INC9688$622K0.01%—
157SCHFSCHWAB STRATEGIC TR15000$617K0.01%—
158NVECNVE CORP7300$583K0.01%—
159DVYISHARES TR4280$578K0.01%—
160AVGOBROADCOM INC3300$569K0.01%—
161BRCBRADY CORP7000$536K0.01%—
162HBANPHUNTINGTON BANCSHARES INC36128$531K0.00%—
163LMTLOCKHEED MARTIN CORP888$519K0.00%—
164VONEVANGUARD SCOTTSDALE FDS1993$518K0.00%—
165RGRSTURM RUGER & CO INC12000$500K0.00%—
166MDYSPDR S&P MIDCAP 400 ETF TR835$476K0.00%—
167MAMASTERCARD INCORPORATED952$470K0.00%—
168AMTAMERICAN TOWER CORP NEW2020$470K0.00%—
169NTRSONORTHERN TR CORP4955$446K0.00%—
170ITWILLINOIS TOOL WKS INC1699$445K0.00%—
171AVYAVERY DENNISON CORP2000$442K0.00%—
172VUGVANGUARD INDEX FDS1128$433K0.00%—
173AJGGALLAGHER ARTHUR J & CO1500$422K0.00%—
174RSGREPUBLIC SVCS INC2100$422K0.00%—
175WECWEC ENERGY GROUP INC4100$394K0.00%—
176APDAIR PRODS & CHEMS INC1250$372K0.00%—
177VOVANGUARD INDEX FDS1378$364K0.00%—
178IJRISHARES TR3008$352K0.00%—
179INTCINTEL CORP14623$343K0.00%—
180PMPHILIP MORRIS INTL INC2800$340K0.00%—
181TJXTJX COS INC NEW2841$334K0.00%—
182BA-PABOEING CO2125$323K0.00%—
183NKENIKE INC3640$322K0.00%—
184CARRCARRIER GLOBAL CORPORATION3867$311K0.00%—
185MRSHMARSH & MCLENNAN COS INC1374$307K0.00%—
186ZTSZOETIS INC1540$301K0.00%—
187TAT&T INC13533$298K0.00%—
188SRDXSURMODICS INC7626$296K0.00%—
189UFCSUNITED FIRE GROUP INC14108$295K0.00%—
190DEDEERE & CO702$293K0.00%—
191BRBROADRIDGE FINL SOLUTIONS IN1350$290K0.00%—
192CLCOLGATE PALMOLIVE CO2686$279K0.00%—
193AMDADVANCED MICRO DEVICES INC1673$275K0.00%—
194ACNACCENTURE PLC IRELAND774$274K0.00%—
195HOGHARLEY DAVIDSON INC7000$270K0.00%—
196NEMNEWMONT CORP5000$267K0.00%—
197MSAMSA SAFETY INC1470$261K0.00%—
198IXNISHARES TR3150$260K0.00%—
199MOALTRIA GROUP INC5048$258K0.00%—
200BOHBank of Hawaii4000$251K0.00%—
201DGIIDIGI INTL INC9000$248K0.00%—
202CAHCARDINAL HEALTH INC2197$243K0.00%—
203GEVGE VERNOVA INC952$243K0.00%—
204CLFCLEVELAND-CLIFFS INC NEW19000$243K0.00%—
205VTIVanguard Total Stock Market ETF842$238K0.00%—
206AXGNAXOGEN INC17000$238K0.00%—
207EFAiShares MSCI EAFE ETF2792$233K0.00%—
208SLBSCHLUMBERGER LTD5500$231K0.00%—
209MDLZMondelez International3113$229K0.00%—
210SEICSEI INVTS CO3300$228K0.00%—
211ROSTROSS STORES INC1513$228K0.00%—
212RF-PFREGIONS FINANCIAL CORP NEW9740$227K0.00%—
213CMCSAComcast Corporation5392$225K0.00%—
214IBMINTERNATIONAL BUSINESS MACHS1017$225K0.00%—
215ADSKAUTODESK INC800$220K0.00%—
216GPCGENUINE PARTS CO1575$220K0.00%—
217VVVANGUARD INDEX FDS827$218K0.00%—
218WMWASTE MGMT INC DEL1038$215K0.00%—
219HPQHP INC5954$214K0.00%—
220CMGCHIPOTLE MEXICAN GRILL INC3660$211K0.00%—
221DHRDANAHER CORPORATION753$209K0.00%—
222BPBP PLC6500$204K0.00%—
223IWOISHARES TR717$204K0.00%—
224OTISOTIS WORLDWIDE CORP1928$200K0.00%—
225SHYFSHYFT GROUP INC10000$126K0.00%—
226OKLOOKLO INC14000$113K0.00%—
227G0508H110ARCADIUM LITHIUM PLC13925$40K0.00%—
228PLUGPLUG POWER INC10000$23K0.00%—