13F filing recap · Q1 2023

What did Mairs & Power buy in Q1 2023?

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

$8.67B

Positions

236

Estimated turnover

8.1%

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

PANWPalo Alto Networks, Inc$2.05Mreported value+10.3K shares PIPRPiper Sandler Companies$1.39Mreported value+10.0K shares VUGVanguard Index Funds$916.4Kreported value+3.7K shares LMTLockheed Martin Corporation$486.0Kreported value+1.0K shares VTVVanguard Index Funds$367.6Kreported value+2.7K shares TSLATesla, Inc.$341.1Kreported value+1.6K shares AVGOBroadcom Inc.$324.0Kreported value+505 shares ZTSZoetis Inc.$320.1Kreported value+1.9K shares VOVanguard Index Funds$314.5Kreported value+1.5K shares FDXFedex Corporation$311.9Kreported value+1.4K shares URIUnited Rentals, Inc.$296.8Kreported value+750 shares AMDAdvanced Micro Devices Inc$294.0Kreported value+3.0K shares EWEdwards Lifesciences Corporation$289.4Kreported value+3.5K shares ADIAnalog Devices, Inc.$276.5Kreported value+1.4K shares CMCSAComcast Corporation$265.5Kreported value+7.0K shares TTTrane Technologies Plc$216.9Kreported value+1.2K shares VOTVanguard Index Funds$216.3Kreported value+1.1K shares VGTVanguard Information Technology ETF$210.9Kreported value+547 shares AEPAmerican Electric Power Company, Inc.$206.4Kreported value+2.3K shares DUKDuke Energy Corporation$203.5Kreported value+2.1K shares IJHiShares Trust$202.4Kreported value+809 shares OTTROtter Tail Corporation$202.4Kreported value+2.8K shares POM1USDPolymet Mining Corp.$116.1Kreported value+54.0K shares

Increased positions

MSFTMicrosoft Corporation$627.43Mreported value+96.7K shares+4.6%UNHUnitedHealth Group Incorporated$368.30Mreported value+466 shares+0.1%AMZNAmazon.com Inc$282.23Mreported value+216.4K shares+8.6%USBUS Bancorp$246.99Mreported value+217.2K shares

Reduced positions

GOOGAlphabet Inc.$409.63Mreported value-371.0K shares-8.6%TTCThe Toro Company$325.32Mreported value-14.3K shares-0.5%NVDANvidia Corp$316.31Mreported value-237.8K shares-17.3%GGGGraco Inc.$310.11Mreported value-38.0K shares

Exited positions

PRLBProto Labs, Inc.$550.7Kprior reported value-21.6K shares-100.0%HYLNHyliion Holdings Corp.$323.7Kprior reported value-138.3K shares-100.0%CSXCsx Corporation$312.5Kprior reported value-10.1K shares-100.0%CCJCameco Corporation$272.0Kprior reported value-12.0K shares