Mairs & Power — Recent Sells
Mairs & Power · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Mairs & Power fully exited 8 positions and reduced 109 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $248.5M. Largest exit: HONEYWELL INTL INC (was $47.1M).
Fully exited (8)
| Ticker | Company | Prev Shares | Prev Value | Prev % Portfolio |
|---|---|---|---|---|
| HON | HONEYWELL INTL INC | 208448 | $47.1M | 0.48% |
| PATH | UIPATH INC | 30700 | $341K | 0.00% |
| IBTG | ISHARES TR | 14255 | $327K | 0.00% |
| ULTA | ULTA BEAUTY INC | 605 | $316K | 0.00% |
| SEIC | SEI INVTS CO | 3300 | $259K | 0.00% |
| ACN | ACCENTURE PLC IRELAND | 1229 | $244K | 0.00% |
| UTHR | UNITED THERAPEUTICS CORP DEL | 350 | $208K | 0.00% |
| MUR | MURPHY OIL CORP | 5000 | $206K | 0.00% |
Reduced positions (109)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4707792 | $942.0M | 8.64% | -1.1% |
| AMZN | AMAZON COM INC | 2599441 | $619.6M | 5.68% | -0.1% |
| LLY | ELI LILLY & CO | 322129 | $386.4M | 3.54% | -1.3% |
| NVT | NVENT ELEC PLC | 2052813 | $348.2M | 3.19% | -0.7% |
| AAPL | APPLE INC | 1138448 | $329.4M | 3.02% | -5.8% |
| GGG | GRACO INC | 3797451 | $287.1M | 2.63% | -0.5% |
| LFUS | LITTELFUSE INC | 602104 | $274.2M | 2.52% | -16.9% |
| TTC | TORO CO | 2676474 | $260.7M | 2.39% | -1.6% |
| ENTG | ENTEGRIS INC | 1301640 | $234.1M | 2.15% | -3.1% |
| UNH | UNITEDHEALTH GROUP INC | 559951 | $232.7M | 2.14% | -24.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 476245 | $227.4M | 2.09% | -2.1% |
| WEC | WEC ENERGY GROUP INC | 1787905 | $208.8M | 1.92% | -6.4% |
| LNT | ALLIANT ENERGY CORP | 2657913 | $202.8M | 1.86% | -8.0% |
| TECH | BIO-TECHNE CORP | 2700698 | $190.8M | 1.75% | -1.8% |
| FAST | FASTENAL CO | 3870891 | $185.9M | 1.71% | -1.3% |
| CHRW | C H ROBINSON WORLDWIDE IN | 770708 | $145.2M | 1.33% | -9.1% |
| VZ | VERIZON COMMUNICATIONS INC | 3291850 | $139.4M | 1.28% | -0.7% |
| ROK | ROCKWELL AUTOMATION INC | 257811 | $127.6M | 1.17% | -9.1% |
| JNJ | JOHNSON & JOHNSON | 423010 | $107.4M | 0.99% | -26.8% |
| HRL | HORMEL FOODS CORP | 3398047 | $84.3M | 0.77% | -0.6% |
| CASY | CASEYS GEN STORES INC | 91125 | $72.4M | 0.66% | -5.0% |
| TXN | TEXAS INSTRS INC | 217453 | $64.8M | 0.59% | -5.9% |
| TNC | TENNANT CO | 681800 | $59.7M | 0.55% | -15.1% |
| ISRG | Intuitive Surgical | 146459 | $58.2M | 0.53% | 46.6% |
| MMM | 3M CO | 349350 | $56.6M | 0.52% | -0.7% |
| HD | HOME DEPOT INC | 152452 | $53.8M | 0.49% | -0.6% |
| AXP | AMERICAN EXPRESS CO | 145612 | $49.3M | 0.45% | -2.2% |
| DCI | DONALDSON INC | 463717 | $41.6M | 0.38% | -7.1% |
| PIPR | PIPER SANDLER COMPANIES | 544505 | $39.4M | 0.36% | -0.3% |
| USB | US BANCORP | 561453 | $33.9M | 0.31% | -6.7% |
| QCOM | QUALCOMM INC | 179832 | $33.2M | 0.30% | -62.4% |
| XELLL | XCEL ENERGY INC | 392497 | $31.5M | 0.29% | -2.4% |
| MDT | MEDTRONIC PLC | 363349 | $28.4M | 0.26% | -9.6% |
| GNRC | GENERAC HLDGS INC | 93395 | $27.3M | 0.25% | -6.4% |
| GLW | CORNING INC | 85447 | $21.8M | 0.20% | -3.2% |
| TGT | TARGET CORP | 159261 | $20.8M | 0.19% | -5.7% |
| SCHW | SCHWAB CHARLES CORP | 216288 | $20.0M | 0.18% | -12.7% |
| GOOGL | ALPHABET INC | 54128 | $19.3M | 0.18% | -2.9% |
| CAT | CATERPILLAR INC | 18102 | $19.3M | 0.18% | -1.9% |
| DIS | DISNEY WALT CO | 173626 | $16.7M | 0.15% | -27.6% |
| CLFD | CLEARFIELD INC | 385257 | $15.3M | 0.14% | -47.4% |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 135283 | $14.6M | 0.13% | -17.5% |
| AIR | AAR CORP | 83933 | $12.0M | 0.11% | -6.1% |
| PLXS | PLEXUS CORP | 39276 | $11.8M | 0.11% | -14.4% |
| BRK.B | Berkshire Hathaway Inc. Class B | 23590 | $11.8M | 0.11% | -1.4% |
| ABBV | ABBVIE INC | 44702 | $11.2M | 0.10% | -1.4% |
| XOM | EXXON MOBIL CORP | 81802 | $11.2M | 0.10% | -2.1% |
| KNF | KNIFE RIVER CORP | 128377 | $10.7M | 0.10% | -4.5% |
| HSY | HERSHEY CO | 61044 | $10.7M | 0.10% | -5.4% |
| ONB | OLD NATL BANCORP IND | 389291 | $10.1M | 0.09% | -10.1% |
| EMR | EMERSON ELEC CO | 63235 | $9.1M | 0.08% | -2.3% |
| VOO | Vanguard S&P 500 ETF | 12096 | $8.3M | 0.08% | -18.6% |
| IVV | iShares Core S&P 500 ETF | 10654 | $8.0M | 0.07% | 64.9% |
| AMAT | APPLIED MATLS INC | 11007 | $8.0M | 0.07% | -2.8% |
| ALRS | ALERUS FINL CORP | 203417 | $6.3M | 0.06% | 156.1% |
| JHIUF | JAMES HARDIE INDS PLC | 240716 | $6.3M | 0.06% | -0.0% |
| HUBG | HUB GROUP INC | 129879 | $5.7M | 0.05% | -18.8% |
| SOLV | SOLVENTUM CORP | 72441 | $5.6M | 0.05% | -0.1% |
| PNR | PENTAIR PLC | 57038 | $4.4M | 0.04% | -0.9% |
| KHC | KRAFT HEINZ CO | 178686 | $4.2M | 0.04% | -43.6% |
| PII | POLARIS INC | 61311 | $4.2M | 0.04% | -1.9% |
| SYY | SYSCO CORP | 48544 | $4.1M | 0.04% | -51.1% |
| MCD | MCDONALDS CORP | 14085 | $3.8M | 0.03% | -1.7% |
| NWE | NORTHWESTERN ENERGY GROUP IN | 51191 | $3.7M | 0.03% | -40.5% |
| HWKN | HAWKINS INC | 25136 | $3.6M | 0.03% | -3.1% |
| VEA | Vanguard FTSE Developed Markets ETF | 39279 | $2.8M | 0.03% | -13.2% |
| COP | CONOCOPHILLIPS | 25845 | $2.7M | 0.02% | -0.7% |
| NKE | NIKE INC | 63845 | $2.6M | 0.02% | -3.2% |
| GIS | GENERAL MILLS INC | 70157 | $2.4M | 0.02% | -27.6% |
| CSCO | CISCO SYS INC | 19731 | $2.3M | 0.02% | -0.5% |
| ORCL | ORACLE CORP | 13643 | $2.0M | 0.02% | -55.6% |
| AMGN | AMGEN INC | 4924 | $1.8M | 0.02% | -0.8% |
| PFE | PFIZER INC | 67679 | $1.6M | 0.01% | -5.8% |
| RTX | RTX CORPORATION | 8446 | $1.6M | 0.01% | -1.4% |
| VB | VANGUARD INDEX FDS | 5114 | $1.6M | 0.01% | -11.9% |
| LOW | LOWES COS INC | 6832 | $1.5M | 0.01% | -0.3% |
| SOLS | SOLSTICE ADVANCED MATLS INC | 16644 | $1.5M | 0.01% | -25.2% |
| SYK | STRYKER CORPORATION | 4072 | $1.3M | 0.01% | -2.0% |
| UPS | UNITED PARCEL SVCS INC | 11508 | $1.2M | 0.01% | -34.0% |
| SNA | SNAP ON INC | 3023 | $1.2M | 0.01% | -3.2% |
| PSX | PHILLIPS 66 | 6554 | $1.1M | 0.01% | -0.8% |
| NEE-PS | NEXTERA ENERGY INC | 12097 | $1.1M | 0.01% | -1.4% |
| BAC | BANK OF AMER CORP | 18591 | $1.1M | 0.01% | -14.4% |
| KMB | KIMBERLY-CLARK CORP | 9556 | $1.0M | 0.01% | -1.4% |
| VWO | Vanguard FTSE Emerging Markets ETF | 17355 | $1.0M | 0.01% | -15.4% |
| AMD | ADVANCED MICRO DEVICES INC | 1648 | $957K | 0.01% | -14.6% |
| UNP | UNION PAC CORP | 3415 | $929K | 0.01% | -18.5% |
| NSC | NORFOLK SOUTHN CORP | 2590 | $815K | 0.01% | -4.6% |
| WY | WEYERHAEUSER CO | 29517 | $707K | 0.01% | -18.3% |
| RSP | INVESCO EXCHANGE TRADED FD T | 3100 | $660K | 0.01% | -42.4% |
| AWK | American Water Works | 5000 | $658K | 0.01% | -0.5% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 6625 | $570K | 0.01% | -17.7% |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 798 | $561K | 0.01% | -2.6% |
| TT | TRANE TECHNOLOGIES PLC | 1004 | $493K | 0.00% | -8.5% |
| MU | MICRON TECHNOLOGY INC | 410 | $473K | 0.00% | -40.8% |
| HBANP | HUNTINGTON BANCSHARES INC | 26178 | $464K | 0.00% | -3.9% |
| BBY | BEST BUY INC | 5500 | $417K | 0.00% | -6.7% |
| CRM | SALESFORCE INC | 2656 | $416K | 0.00% | -94.7% |
| ADBE | ADOBE INC | 1969 | $404K | 0.00% | -2.0% |
| VIG | Vanguard Dividend Appreciation ETF | 1690 | $400K | 0.00% | -26.5% |
| USMV | ISHARES TR | 3826 | $369K | 0.00% | -1.5% |
| VUG | VANGUARD INDEX FDS | 4128 | $356K | 0.00% | 500.0% |
| DE | DEERE & CO | 557 | $353K | 0.00% | -2.6% |
| MOS | MOSAIC CO | 16000 | $339K | 0.00% | -20.0% |
| VGT | VANGUARD WORLD FD | 2690 | $321K | 0.00% | 705.4% |
| BAX | BAXTER INTL INC | 12532 | $267K | 0.00% | -44.4% |
| MA | MASTERCARD INCORPORATED | 395 | $203K | 0.00% | -24.0% |
| ADI | ANALOG DEVICES INC | 509 | $202K | 0.00% | -21.5% |
| MRSH | MARSH & MCLENNAN COS INC | 1200 | $200K | 0.00% | -7.7% |