13F filing recap · Q1 2018

What did Mairs & Power buy in Q1 2018?

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

$8.10B

Positions

203

Estimated turnover

7.8%

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

LFUSLittelfuse Inc /de$15.65Mreported value+75.2K shares ONBOld National Bancorp /in/$5.30Mreported value+313.8K shares AMTAmerican Tower Corp /ma/$457.0Kreported value+3.1K shares ZTSZoetis Inc.$346.0Kreported value+4.1K shares CELGCelgene Corporation$270.0Kreported value+3.0K shares NEOGNeogen Corporation$252.0Kreported value+3.8K shares SOSouthern Co$240.0Kreported value+5.4K shares PPGPpg Industries Inc$225.0Kreported value+2.0K shares AMEAmetek, Inc.$205.0Kreported value+2.7K shares FLTFleetcor Technologies, Inc.$203.0Kreported value+1.0K shares

Increased positions

USBUS Bancorp$337.76Mreported value+72.1K shares+1.1%MDTMedtronic Plc$294.29Mreported value+27.9K shares+0.8%JNJJohnson & Johnson$284.71Mreported value+29.9K shares+1.4%DCIDonaldson Company, Inc.$248.73Mreported value+68.5K shares

Reduced positions

ECLEcolab Inc.$373.66Mreported value-55.5K shares-2.0%MMM3m Company$310.39Mreported value-39.4K shares-2.7%HONHoneywell International Inc$299.67Mreported value-155.0K shares-7.0%GGGGraco Inc.$280.27Mreported value-950.4K shares

Exited positions

BKMUBank Mutual Corporation$2.66Mprior reported value-249.5K shares-100.0%XLETechnology Select Sector SPDR Fund$1.75Mprior reported value-24.2K shares-100.0%CIThe Cigna Group$926.0Kprior reported value-4.6K shares-100.0%VTIVanguard Index Funds$275.0Kprior reported value-2.0K shares