13F filing recap · Q1 2014

What did Mairs & Power buy in Q1 2014?

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

$6.75B

Positions

205

Estimated turnover

5.5%

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

GNRCGenerac Holdings Inc.$2.62Mreported value+44.4K shares VWOVanguard International Equity Index Funds$416.0Kreported value+10.2K shares UNPUnion Pacific Corp$242.0Kreported value+1.3K shares GSKGsk Plc$240.0Kreported value+4.5K shares TMOThermo Fisher Scientific Inc.$230.0Kreported value+1.9K shares PGFInvesco Exchange-Traded Fund Trust$224.0Kreported value+12.6K shares DUKDuke Energy Corporation$219.0Kreported value+3.1K shares IJTiShares Trust$213.0Kreported value+1.8K shares VIGVanguard Specialized Funds$204.0Kreported value+2.7K shares UFCSUnited Fire Group Inc$200.0Kreported value+6.6K shares

Increased positions

MMM3m Company$283.57Mreported value+7.7K shares+0.4%USBUS Bancorp$256.83Mreported value+47.0K shares+0.8%MDTMedtronic Plc$253.81Mreported value+33.5K shares+0.8%VALValspar Corporation$232.49Mreported value+18.9K shares

Reduced positions

HONHoneywell International Inc$215.13Mreported value-12.4K shares-0.5%PNRPentair Plc$200.51Mreported value-206.0K shares-7.5%TTCThe Toro Company$186.40Mreported value-253.0K shares-7.9%DCIDonaldson Company, Inc.$180.15Mreported value-4.5K shares

Exited positions

CMGChipotle Mexican Grill, Inc.$549.0Kprior reported value-1.0K shares-100.0%LKQLkq Corporation$461.0Kprior reported value-14.0K shares-100.0%EHTHEhealth, Inc.$437.0Kprior reported value-9.4K shares-100.0%NGVCNatural Grocers by Vitamin Cottage, Inc.$425.0Kprior reported value