13F filing recap · Q4 2013

What did Mairs & Power buy in Q4 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

$6.50B

Positions

210

Estimated turnover

7.0%

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

THRMGentherm Inc$2.94Mreported value+109.7K shares FTAFirst Trust Exchange-Traded Alphadex Fund$801.0Kreported value+19.9K shares WYWeyerhaeuser Company$743.0Kreported value+23.5K shares TSCOTractor Supply Co /de/$719.0Kreported value+9.3K shares SRCLStericycle, Inc.$599.0Kreported value+5.2K shares AMZNAmazon.com Inc$598.0Kreported value+1.5K shares SBUXStarbucks Corporation$569.0Kreported value+7.3K shares CMGChipotle Mexican Grill, Inc.$549.0Kreported value+1.0K shares IDXXIdexx Laboratories Inc /de$532.0Kreported value+5.0K shares SLCAU.s. Silica Holdings, Inc.$512.0Kreported value+15.0K shares CVSCVS Health Corp$500.0Kreported value+7.0K shares LKQLkq Corporation$461.0Kreported value+14.0K shares DHRDanaher Corporation$441.0Kreported value+5.7K shares EHTHEhealth, Inc.$437.0Kreported value+9.4K shares NGVCNatural Grocers by Vitamin Cottage, Inc.$425.0Kreported value+10.0K shares ARGAirgas Inc$414.0Kreported value+3.7K shares MJNMead Johnson Nutrition Co$412.0Kreported value+4.9K shares PINCPremier, Inc.$404.0Kreported value+11.0K shares CERNCerner Corporation$376.0Kreported value+6.7K shares KMXCarmax, Inc.$375.0Kreported value+8.0K shares ALLEAllegion Plc$375.0Kreported value+8.5K shares HSTMHealthstream, Inc.$375.0Kreported value+11.5K shares COOThe Cooper Companies, Inc.$372.0Kreported value+3.0K shares CHDChurch & Dwight Co., Inc.$371.0Kreported value+5.6K shares DNKNDunkin' Brands Group Inc$362.0Kreported value+7.5K shares LULULululemon Athletica Inc.$360.0Kreported value+6.1K shares SIROSirona Dental Systems Inc$351.0Kreported value+5.0K shares HCSGHealthcare Services Group, Inc.$340.0Kreported value+12.0K shares BECNBeacon Roofing Supply Inc$286.0Kreported value+7.1K shares NKENike, Inc.$215.0Kreported value+2.7K shares CCitigroup Inc$210.0Kreported value+4.0K shares LNTAlliant Energy Corp$204.0Kreported value+4.0K shares IAUiShares Gold Trust$156.0Kreported value+13.3K shares

Increased positions

USBUS Bancorp$240.19Mreported value+230.0K shares+4.0%MDTMedtronic Plc$234.77Mreported value+2.6K shares+0.1%VALValspar Corporation$228.47Mreported value+1.7K shares+0.1%TGTTarget Corporation$213.04Mreported value+332.6K shares

Reduced positions

MMM3m Company$292.07Mreported value-101.2K shares-4.6%EMREmerson Electric Co.$239.10Mreported value-9.8K shares-0.3%HONHoneywell International Inc$213.05Mreported value-4.9K shares-0.2%PNRPentair Plc$212.29Mreported value-426.4K shares

Exited positions

SPNSuperior Energy Services Inc$824.0Kprior reported value-32.9K shares-100.0%UNPUnion Pacific Corp$282.0Kprior reported value-1.8K shares-100.0%VWOVanguard International Equity Index Funds$241.0Kprior reported value-6.0K shares-100.0%BGSB&G Foods, Inc.$220.0Kprior reported value