13F filing recap · Q3 2022

What did Mairs & Power buy in Q3 2022?

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

$7.93B

Positions

221

Estimated turnover

10.5%

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

MEDPMedpace Holdings, Inc.$4.94Mreported value+31.5K shares NEOGNeogen Corporation$2.09Mreported value+149.4K shares MOSMosaic Co$1.89Mreported value+39.0K shares WWDWoodward, Inc.$1.12Mreported value+14.0K shares SYKStryker Corp$810.0Kreported value+4.0K shares UFCSUnited Fire Group Inc$804.0Kreported value+28.0K shares IEXIdex Corp$799.0Kreported value+4.0K shares BMOBank of Montreal$789.0Kreported value+9.0K shares SLBSlb Limited/nv$700.0Kreported value+19.5K shares SHELShell Plc$693.0Kreported value+13.9K shares AWKAmerican Water Works Company, Inc.$654.0Kreported value+5.0K shares RGRSturm, Ruger & Company, Inc.$609.0Kreported value+12.0K shares BPBp Plc$564.0Kreported value+19.8K shares VLOValero Energy Corp/tx$513.0Kreported value+4.8K shares GEGeneral Electric Company$507.0Kreported value+8.2K shares HOGHarley-Davidson, Inc.$504.0Kreported value+14.5K shares CMCanadian Imperial Bank of Commerce$445.0Kreported value+10.2K shares CBChubb Limited$423.0Kreported value+2.3K shares BSXBoston Scientific Corp$417.0Kreported value+10.8K shares NVECNve Corp$350.0Kreported value+7.5K shares BBYBest Buy Co., Inc.$348.0Kreported value+5.5K shares NEMNewmont Corporation$336.0Kreported value+8.0K shares EXCExelon Corporation$327.0Kreported value+8.7K shares CCJCameco Corporation$318.0Kreported value+12.0K shares BOHBank of Hawaii Corporation$304.0Kreported value+4.0K shares RFRegions Financial Corporation$301.0Kreported value+15.0K shares BRCBrady Corp$292.0Kreported value+7.0K shares SONSonoco Products Co$284.0Kreported value+5.0K shares ZBRAZebra Technologies Corporation$262.0Kreported value+1.0K shares MDUMdu Resources Group, Inc.$250.0Kreported value+9.1K shares CEGConstellation Energy Corporation$238.0Kreported value+2.9K shares GMGeneral Motors Company$230.0Kreported value+7.2K shares BCSBarclays Plc$192.0Kreported value+30.0K shares LUMNLumen Technologies, Inc.$146.0Kreported value+20.0K shares VODVodafone Group Public Ltd Co$130.0Kreported value+11.4K shares SWBISmith & Wesson Brands, Inc.$104.0Kreported value+10.0K shares DAKTDaktronics Inc$62.0Kreported value+23.0K shares RIGTransocean Ltd.$25.0Kreported value+10.0K shares

Increased positions

MSFTMicrosoft Corporation$476.06Mreported value+27.0K shares+1.3%GOOGAlphabet Inc.$450.00Mreported value+4.45M shares+1909.6%USBUS Bancorp$270.55Mreported value+38.4K shares+0.6%TTCThe Toro Company$266.63Mreported value+41.4K shares

Reduced positions

UNHUnitedHealth Group Incorporated$401.39Mreported value-33.2K shares-4.0%AMZNAmazon.com Inc$269.49Mreported value-258.8K shares-9.8%ECLEcolab Inc.$257.60Mreported value-16.9K shares-0.9%JNJJohnson & Johnson$236.17Mreported value-21.0K shares

Exited positions

CYBE1EURCyberoptics Corp$2.68Mprior reported value-76.6K shares-100.0%CCMPCmc Materials, Inc.$2.09Mprior reported value-12.0K shares-100.0%CMBMCambium Networks Corp$1.85Mprior reported value-126.3K shares-100.0%EPACEnerpac Tool Group Corp.$1.08Mprior reported value-56.6K shares