13F filing recap · Q3 2013

What did Mairs & Power buy in Q3 2013?

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

$5.79B

Positions

186

Estimated turnover

6.9%

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

RHHBYRoche Holding AG$41.21Mreported value+610.2K shares MTWManitowoc Co Inc$1.76Mreported value+90.0K shares NOG1EURNorthern Oil & Gas, Inc.$1.39Mreported value+96.6K shares VBVanguard Index Funds$552.0Kreported value+5.4K shares BRK.ABerkshire Hathaway Inc$511.0Kreported value+3 shares MUSAMurphy USA Inc.$510.0Kreported value+12.6K shares IWRiShares Trust$280.0Kreported value+2.0K shares VWOVanguard International Equity Index Funds$241.0Kreported value+6.0K shares IJRiShares Trust$234.0Kreported value+2.3K shares AMPAmeriprise Financial Inc$221.0Kreported value+2.4K shares NSRGYNestle SA$213.0Kreported value+3.0K shares SYYSysco Corporation$204.0Kreported value+6.4K shares OXYOccidental Petroleum Corporation$201.0Kreported value+2.1K shares INODInnodata Inc.$126.0Kreported value+48.6K shares PGLCPershing Gold Corporation$6.0Kreported value+15.0K shares

Increased positions

USBUS Bancorp$209.06Mreported value+853.1K shares+17.5%VALValspar Corporation$203.17Mreported value+37.6K shares+1.2%TGTTarget Corporation$194.15Mreported value+103.0K shares+3.5%SLBSlb Limited/nv$176.75Mreported value+615.2K shares

Reduced positions

MMM3m Company$260.76Mreported value-18.5K shares-0.8%EMREmerson Electric Co.$221.07Mreported value-18.3K shares-0.5%MDTMedtronic Plc$217.70Mreported value-95.1K shares-2.3%PNRPentair Plc$205.19Mreported value-112.6K shares

Exited positions

GHCGraham Holdings Co$1.21Mprior reported value-2.5K shares-100.0%WMBWilliams Companies, Inc.$844.0Kprior reported value-26.0K shares-100.0%FCXFreeport-Mcmoran Inc.$437.0Kprior reported value-15.8K shares-100.0%IJSiShares Trust$341.0Kprior reported value-3.7K shares