13F filing recap · Q4 2012

What did Mairs & Power buy in Q4 2012?

Reported stock-position changes between this filing and the previous one. US-listed stocks across every Mairs & Power account, including accounts that belong to no fund below.

Stock value

$4.20B

Positions

165

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

MMM3m Company$200.23Mreported value+2.16M shares VALValspar Corporation$197.15Mreported value+3.16M shares PNRPentair Plc$163.45Mreported value+3.33M shares TGTTarget Corporation$161.37Mreported value+2.73M shares EMREmerson Electric Co.$155.09Mreported value+2.93M shares MDTMedtronic Plc$153.96Mreported value+3.75M shares HONHoneywell International Inc$150.96Mreported value+2.38M shares ECLEcolab Inc.$147.67Mreported value+2.05M shares GGGGraco Inc.$145.65Mreported value+2.83M shares USBUS Bancorp$141.00Mreported value+4.41M shares TTCThe Toro Company$138.78Mreported value+3.23M shares FULFuller H B Co$131.45Mreported value+3.78M shares DCIDonaldson Company, Inc.$125.08Mreported value+3.81M shares JNJJohnson & Johnson$124.61Mreported value+1.78M shares BAXBaxter International Inc$119.03Mreported value+1.79M shares WFCWells Fargo & Company/mn$118.83Mreported value+3.48M shares BMSBemis Company Inc$113.85Mreported value+3.40M shares HRLHormel Foods Corporation$106.77Mreported value+3.42M shares GISGeneral Mills, Inc.$101.20Mreported value+2.50M shares GEGeneral Electric Company$100.85Mreported value+4.80M shares MTSCMts Systems Corporation$90.42Mreported value+1.78M shares SLBSlb Limited/nv$69.14Mreported value+997.7K shares STJSt. Jude Medical Inc$68.18Mreported value+1.89M shares PFEPfizer Inc.$65.26Mreported value+2.60M shares PDCOPatterson Companies Inc$63.91Mreported value+1.87M shares PFGPrincipal Financial Group Inc$61.54Mreported value+2.16M shares UPSUnited Parcel Service, Inc$59.80Mreported value+811.1K shares TCFTcf Financial Corporation$56.29Mreported value+4.63M shares FASTFastenal Co$52.97Mreported value+1.14M shares TRVTravelers Companies, Inc.$48.05Mreported value+669.0K shares ZBHZimmer Biomet Holdings, Inc.$47.70Mreported value+715.6K shares GLWCorning Inc /ny$46.38Mreported value+3.68M shares XOMExxon Mobil Corp.$39.46Mreported value+455.9K shares CHRWC.h. Robinson Worldwide, Inc.$38.42Mreported value+607.8K shares FISVFiserv Inc$38.08Mreported value+481.8K shares TECHBio-Techne Corp$29.58Mreported value+432.8K shares BMIBadger Meter, Inc.$27.94Mreported value+589.2K shares DAKTDaktronics Inc$27.67Mreported value+2.50M shares INTCIntel Corp$27.34Mreported value+1.33M shares GKG&K Services, Inc.$26.84Mreported value+785.9K shares ASBAssociated Banc-Corp$22.07Mreported value+1.68M shares DISWalt Disney Co/$20.64Mreported value+414.5K shares NVECNve Corp$20.28Mreported value+365.5K shares COPConocophillips$19.37Mreported value+334.0K shares HDHome Depot, Inc.$19.19Mreported value+310.2K shares WUThe Western Union Company$18.32Mreported value+1.35M shares BPBp Plc$18.31Mreported value+439.7K shares CRAYCray Inc.$18.06Mreported value+1.13M shares SU6Surmodics Inc$16.84Mreported value+753.3K shares IBMInternational Business Machines Corp$15.22Mreported value+79.5K shares CVXChevron Corp$14.88Mreported value+137.6K shares PGProcter & Gamble Co$14.67Mreported value+216.1K shares ABTAbbott Laboratories$14.48Mreported value+221.1K shares KMBKimberly-Clark Corporation$14.38Mreported value+170.3K shares LLYEli Lilly & Co$14.13Mreported value+286.5K shares JPMJPMorgan Chase & Co$12.95Mreported value+294.4K shares XELXcel Energy Inc$11.66Mreported value+436.5K shares VZVerizon Communications Inc$10.77Mreported value+248.9K shares DLXDeluxe Corp$10.51Mreported value+325.9K shares BMYBristol-Myers Squibb Company$9.89Mreported value+303.3K shares ALEAllete Inc$6.83Mreported value+166.7K shares MDUMdu Resources Group, Inc.$6.02Mreported value+283.6K shares MSFTMicrosoft Corporation$5.87Mreported value+219.9K shares MRKMerck & Co., Inc.$5.39Mreported value+131.7K shares AXPAmerican Express Co$5.17Mreported value+90.0K shares SNASnap-On Inc$3.98Mreported value+50.4K shares SSYSStratasys Ltd.$2.51Mreported value+31.4K shares PSXPhillips 66$2.35Mreported value+44.3K shares SCHBSchwab Strategic Trust$1.73Mreported value+50.3K shares SPYSPDR S&P 500 ETF Trust$1.62Mreported value+11.4K shares MCDMcdonald’s Corporation$1.61Mreported value+18.3K shares MURMurphy Oil Corporation$1.61Mreported value+27.0K shares RGRSturm, Ruger & Company, Inc.$1.53Mreported value+33.8K shares HWKNHawkins Inc$1.44Mreported value+37.3K shares HSYHershey Co$1.42Mreported value+19.6K shares TAT&T Inc.$1.37Mreported value+40.7K shares UNHUnitedHealth Group Incorporated$1.37Mreported value+25.3K shares IVViShares Trust$1.36Mreported value+9.5K shares RDS-AShell Plc$1.29Mreported value+18.7K shares LDRLandauer, Inc.$1.26Mreported value+20.6K shares IRIngersoll Rand Inc.$1.25Mreported value+26.1K shares HUBGHub Group, Inc.$1.22Mreported value+36.3K shares GHCGraham Holdings Co$1.17Mreported value+3.2K shares SCHFSchwab Strategic Trust$1.17Mreported value+43.0K shares BMOBank of Montreal$1.12Mreported value+18.3K shares CSCOCisco Systems, Inc.$1.08Mreported value+55.1K shares BRK.BBerkshire Hathaway Inc$1.07Mreported value+11.9K shares AMGNAmgen Inc.$1.07Mreported value+12.4K shares RYRoyal Bank of Canada$1.06Mreported value+17.5K shares GPCGenuine Parts Co$1.04Mreported value+16.3K shares CASYCasey’s General Stores, Inc.$1.03Mreported value+19.5K shares PVTBPrivatebancorp Inc$1.02Mreported value+66.8K shares BKMUBank Mutual Corporation$1.01Mreported value+235.2K shares BWLDBuffalo Wild Wings Inc$1.00Mreported value+13.8K shares TITNTitan Machinery Inc.$1.00Mreported value+40.5K shares CABCabela'S Inc$998.0Kreported value+23.9K shares OASChord Energy Corp$983.0Kreported value+30.9K shares WTFCWintrust Financial Corp$976.0Kreported value+26.6K shares BACBank of America Corp$965.0Kreported value+83.1K shares APOGApogee Enterprises, Inc.$956.0Kreported value+39.9K shares OSKOshkosh Corporation$949.0Kreported value+32.0K shares PEPPepsico, Inc.$917.0Kreported value+13.4K shares VDSIVasco Data Security International Inc$901.0Kreported value+110.4K shares SPNSuperior Energy Services Inc$866.0Kreported value+41.8K shares WMBWilliams Companies, Inc.$851.0Kreported value+26.0K shares KOGKodiak Oil & Gas Corp$831.0Kreported value+93.9K shares GTLSChart Industries, Inc.$814.0Kreported value+12.2K shares SIALSigma-Aldrich Corp$806.0Kreported value+10.9K shares PRLBProto Labs, Inc.$791.0Kreported value+20.1K shares MOCOMocon Inc.$782.0Kreported value+54.3K shares UTXRtx Corporation$771.0Kreported value+9.4K shares LKQLkq Corporation$684.0Kreported value+32.4K shares FCXFreeport-Mcmoran Inc.$667.0Kreported value+19.5K shares KOCoca Cola Co$648.0Kreported value+17.9K shares PMPhilip Morris International Inc.$643.0Kreported value+7.7K shares WAGWalgreen Co.$635.0Kreported value+17.2K shares ECHOEcho Global Logistics Inc$613.0Kreported value+34.1K shares CLColgate-Palmolive Company$586.0Kreported value+5.6K shares AAPLApple Inc.$548.0Kreported value+1.0K shares LNCLincoln National Corp$544.0Kreported value+21.0K shares MXAMinnesota Municipal Income Portfolio Inc.$536.0Kreported value+31.2K shares EFAiShares Trust$514.0Kreported value+9.0K shares AECAssociated Estates Realty Corporation$493.0Kreported value+30.6K shares WMTWalmart Inc.$491.0Kreported value+7.2K shares ADVSAdvent Software Inc$443.0Kreported value+20.7K shares BOHBank of Hawaii Corporation$441.0Kreported value+10.0K shares ORCLOracle Corporation$441.0Kreported value+13.2K shares BDXBecton Dickinson & Co$420.0Kreported value+5.4K shares TNCTennant Co$404.0Kreported value+9.2K shares CATCaterpillar Inc$396.0Kreported value+4.4K shares WDRWaddell & Reed Financial, Inc.$376.0Kreported value+10.8K shares QCOMQualcomm Inc/de$371.0Kreported value+6.0K shares DDominion Energy, Inc$366.0Kreported value+7.1K shares TXNTexas Instruments Incorporated$361.0Kreported value+11.7K shares PIIPolaris Inc.$343.0Kreported value+4.1K shares IVWiShares Trust$332.0Kreported value+4.4K shares PCPPrecision Castparts Corp$324.0Kreported value+1.7K shares IFFInternational Flavors & Fragrances Inc$302.0Kreported value+4.5K shares FDXFedex Corporation$294.0Kreported value+3.2K shares MOAltria Group, Inc.$270.0Kreported value+8.6K shares APCAnadarko Petroleum Corporation$269.0Kreported value+3.6K shares ADPAutomatic Data Processing Inc$268.0Kreported value+4.7K shares ITWIllinois Tool Works Inc$249.0Kreported value+4.1K shares WYWeyerhaeuser Company$248.0Kreported value+8.9K shares BIIBBiogen Inc.$246.0Kreported value+1.7K shares BCFBlackrock Real Asset Equity Trust$245.0Kreported value+23.9K shares EEMIshares, Inc.$242.0Kreported value+5.5K shares CIThe Cigna Group$241.0Kreported value+4.5K shares EXCExelon Corporation$236.0Kreported value+7.9K shares NSCNorfolk Southern Corp$235.0Kreported value+3.8K shares TGITriumph Group Inc$230.0Kreported value+3.5K shares TEGIntegrys Energy Group, Inc.$229.0Kreported value+4.4K shares APAApa Corporation$228.0Kreported value+2.9K shares WABCWestamerica Bancorporation$228.0Kreported value+5.4K shares NEENextera Energy Inc$224.0Kreported value+3.2K shares UNPUnion Pacific Corp$216.0Kreported value+1.7K shares KKellanova$215.0Kreported value+3.9K shares IDXXIdexx Laboratories Inc /de$212.0Kreported value+2.3K shares SPSCSps Commerce, Inc.$209.0Kreported value+5.6K shares VVisa Inc.$202.0Kreported value+1.3K shares SVUSupervalu Inc$198.0Kreported value+80.3K shares RBBNRibbon Communications Inc.$43.0Kreported value+25.0K shares SNVSynovus Financial Corp$27.0Kreported value+11.1K shares POM1EURPolymet Mining Corp.$9.0Kreported value+10.0K shares PGLCPershing Gold Corporation$7.0Kreported value+18.0K shares