13F filing recap · Q2 2019

What did Mairs & Power buy in Q2 2019?

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

$8.33B

Positions

218

Estimated turnover

10.0%

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

NVDANvidia Corp$54.73Mreported value+333.3K shares AMCRAmcor Plc$53.06Mreported value+4.62M shares BXBlackstone Inc.$555.0Kreported value+12.5K shares LMTLockheed Martin Corporation$220.0Kreported value+606 shares PIIPolaris Inc.$209.0Kreported value+2.3K shares CERNCerner Corporation$206.0Kreported value+2.8K shares ANSSAnsys Inc$203.0Kreported value+990 shares OTTROtter Tail Corporation$201.0Kreported value+3.8K shares PLUGPlug Power Inc.$68.0Kreported value+30.0K shares OROCFOrocobre Ltd$65.0Kreported value+33.0K shares POM1EURPolymet Mining Corp.$60.0Kreported value+140.0K shares PLMPolymet Mining Corp.$0reported value+140.0K shares

Increased positions

USBUS Bancorp$347.75Mreported value+31.5K shares+0.5%MMM3m Company$324.13Mreported value+130.4K shares+7.5%GOOGAlphabet Inc.$318.05Mreported value+16.9K shares+6.1%MDTMedtronic Plc$300.65Mreported value+25.8K shares

Reduced positions

ECLEcolab Inc.$361.58Mreported value-194.6K shares-9.6%JNJJohnson & Johnson$287.58Mreported value-11.2K shares-0.5%GGGGraco Inc.$257.65Mreported value-146.5K shares-2.8%DCIDonaldson Company, Inc.$254.34Mreported value-46.8K shares

Exited positions

BMSBemis Company Inc$112.44Mprior reported value-2.03M shares-100.0%DWDPDowdupont Inc$511.0Kprior reported value-9.6K shares-100.0%NADNuveen Quality Municipal Income Fund$273.0Kprior reported value-20.1K shares-100.0%CNPCenterpoint Energy Inc$209.0Kprior reported value-6.8K shares