13F filing recap · Q2 2021

What did Mairs & Power buy in Q2 2021?

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

$10.12B

Positions

212

Estimated turnover

7.2%

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

SKYTSkywater Technology Inc$2.81Mreported value+98.2K shares CMBMCambium Networks Corp$2.12Mreported value+43.9K shares HBANHuntington Bancshares Incorporated$401.0Kreported value+28.1K shares RETAReata Pharmaceuticals Inc$283.0Kreported value+2.0K shares IWRiShares Trust$265.0Kreported value+3.3K shares IXNiShares Trust$207.0Kreported value+614 shares CERNCerner Corporation$200.0Kreported value+2.6K shares

Increased positions

MSFTMicrosoft Corporation$572.31Mreported value+79.6K shares+3.9%ECLEcolab Inc.$370.98Mreported value+118.3K shares+7.0%UNHUnitedHealth Group Incorporated$369.81Mreported value+6.8K shares+0.7%AMZNAmazon.com Inc$282.40Mreported value+23.6K shares

Reduced positions

GOOGAlphabet Inc.$614.00Mreported value-17.7K shares-6.7%USBUS Bancorp$371.04Mreported value-348.7K shares-5.1%MDTMedtronic Plc$342.65Mreported value-80.3K shares-2.8%TECHBio-Techne Corp$328.17Mreported value-41.2K shares

Exited positions

MTSCMts Systems Corporation$1.60Mprior reported value-27.5K shares-100.0%UFCSUnited Fire Group Inc$1.42Mprior reported value-40.9K shares-100.0%NFLXNetflix, Inc.$655.0Kprior reported value-1.3K shares-100.0%TCFTcf Financial Corporation$548.0Kprior reported value-11.8K shares