13F filing recap · Q3 2018

What did Mairs & Power buy in Q3 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

$8.59B

Positions

216

Estimated turnover

7.5%

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

MSIMotorola, Inc.$12.65Mreported value+97.2K shares CLBCore Laboratories Inc.$11.93Mreported value+103.0K shares CRZOCarrizo Oil & Gas Inc$4.15Mreported value+164.8K shares FEYEMandiant Inc$2.38Mreported value+140.2K shares DGIIDigi International Inc.$1.19Mreported value+88.5K shares SU6Surmodics Inc$246.0Kreported value+3.3K shares EWEdwards Lifesciences Corporation$230.0Kreported value+1.3K shares HEIHeico Corporation$217.0Kreported value+2.3K shares AMEAmetek, Inc.$214.0Kreported value+2.7K shares LMTLockheed Martin Corporation$210.0Kreported value+606 shares XLKTechnology Select Sector SPDR Fund$207.0Kreported value+2.8K shares

Increased positions

MMM3m Company$352.64Mreported value+151.7K shares+10.0%USBUS Bancorp$352.31Mreported value+43.3K shares+0.7%GOOGAlphabet Inc.$304.35Mreported value+17.4K shares+7.3%HRLHormel Foods Corporation$272.87Mreported value+17.6K shares

Reduced positions

ECLEcolab Inc.$379.56Mreported value-10.8K shares-0.4%MDTMedtronic Plc$318.44Mreported value-227.2K shares-6.6%DCIDonaldson Company, Inc.$296.48Mreported value-311.2K shares-5.8%JNJJohnson & Johnson$295.74Mreported value-66.8K shares

Exited positions

SPSCSps Commerce, Inc.$1.22Mprior reported value-16.6K shares-100.0%ALVAutoliv, Inc.$274.0Kprior reported value-1.9K shares-100.0%METAMeta Platforms, Inc.$264.0Kprior reported value-1.4K shares-100.0%ROKRockwell Automation, Inc.$249.0Kprior reported value-1.5K shares