13F filing recap · Q3 2020

What did Mairs & Power buy in Q3 2020?

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

$8.01B

Positions

199

Estimated turnover

6.1%

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

JAMFJamf Holding Corp$36.65Mreported value+974.3K shares TXNTexas Instruments Incorporated$2.78Mreported value+19.5K shares SHLLTortoise Acquisition Corp.$997.0Kreported value+20.0K shares POM1USDPolymet Mining Corp.$434.0Kreported value+119.0K shares ACNAccenture Plc$296.0Kreported value+1.3K shares CARRCarrier Global Corporation$262.0Kreported value+8.6K shares DEDeere & Co$221.0Kreported value+997 shares DUKDuke Energy Corporation$215.0Kreported value+2.4K shares TSLATesla, Inc.$215.0Kreported value+500 shares DHRDanaher Corporation$209.0Kreported value+971 shares CMICummins Inc$208.0Kreported value+983 shares CLColgate-Palmolive Company$201.0Kreported value+2.6K shares

Increased positions

MSFTMicrosoft Corporation$426.73Mreported value+34.2K shares+1.7%MDTMedtronic Plc$300.47Mreported value+40.2K shares+1.4%TTCThe Toro Company$229.97Mreported value+41.7K shares+1.5%FISVFiserv Inc$197.49Mreported value+90.2K shares

Reduced positions

GOOGAlphabet Inc.$412.57Mreported value-3.5K shares-1.2%ECLEcolab Inc.$318.84Mreported value-62.6K shares-3.8%USBUS Bancorp$280.72Mreported value-4.6K shares-0.1%GGGGraco Inc.$272.52Mreported value-179.6K shares

Exited positions

PINCPremier, Inc.$2.63Mprior reported value-76.6K shares-100.0%XLETechnology Select Sector SPDR Fund$732.0Kprior reported value-19.3K shares-100.0%PCHPotlatchdeltic Corporation$494.0Kprior reported value-13.0K shares-100.0%POM1EURPolymet Mining Corp.$408.0Kprior reported value