13F filing recap · Q4 2022

What did Mairs & Power buy in Q4 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

$8.31B

Positions

227

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

CLFDClearfield, Inc.$2.54Mreported value+26.9K shares EXASExact Sciences Corporation$1.18Mreported value+23.8K shares CLColgate-Palmolive Company$254.2Kreported value+3.2K shares IWViShares Trust$246.1Kreported value+1.1K shares MDLZMondelez International, Inc.$233.9Kreported value+3.5K shares MURMurphy Oil Corporation$215.1Kreported value+5.0K shares MSAMsa Safety Inc$212.0Kreported value+1.5K shares EFAiShares Trust$207.2Kreported value+3.2K shares NVSNovartis AG$206.8Kreported value+2.3K shares AMEAmetek, Inc.$205.5Kreported value+1.5K shares OTISOtis Worldwide Corporation$201.7Kreported value+2.6K shares

Increased positions

MSFTMicrosoft Corporation$498.74Mreported value+35.6K shares+1.7%TECHBio-Techne Corp$232.98Mreported value+2.14M shares+317.3%MDTMedtronic Plc$217.72Mreported value+16.0K shares+0.6%AMZNAmazon.com Inc$211.35Mreported value+131.2K shares

Reduced positions

UNHUnitedHealth Group Incorporated$412.93Mreported value-15.9K shares-2.0%GOOGAlphabet Inc.$382.40Mreported value-370.5K shares-7.9%TTCThe Toro Company$332.91Mreported value-142.3K shares-4.6%USBUS Bancorp$289.32Mreported value-75.7K shares

Exited positions

TSLATesla, Inc.$412.0Kprior reported value-1.6K shares-100.0%ZBRAZebra Technologies Corporation$262.0Kprior reported value-1.0K shares-100.0%DDominion Energy, Inc$233.0Kprior reported value-3.4K shares-100.0%SONYSony Group Corporation$222.0Kprior reported value-3.5K shares