13F filing recap · Q4 2023
What did Mairs & Power buy in Q4 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
$9.49B
Positions
231
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
KNFKnife River Corporation$5.61Mreported value+84.7K sharesXLPTechnology Select Sector SPDR Fund$3.20Mreported value+44.4K sharesXLVTechnology Select Sector SPDR Fund$2.66Mreported value+19.5K sharesXLUTechnology Select Sector SPDR Fund$423.4Kreported value+6.7K sharesETEnergy Transfer LP$379.5Kreported value+27.5K sharesBOHBank of Hawaii Corporation$289.8Kreported value+4.0K sharesAVGOBroadcom Inc.$267.9Kreported value+240 sharesTJXThe Tjx Companies, Inc.$254.7Kreported value+2.7K sharesAMDAdvanced Micro Devices Inc$228.8Kreported value+1.6K sharesCMGChipotle Mexican Grill, Inc.$228.7Kreported value+100 sharesCAHCardinal Health, Inc.$225.6Kreported value+2.2K sharesLINLinde Plc$214.8Kreported value+523 sharesIXNiShares Trust$214.8Kreported value+3.1K sharesIBMInternational Business Machines Corp$212.9Kreported value+1.3K sharesEFAiShares Trust$210.4Kreported value+2.8K sharesSEICSei Investments Company$209.7Kreported value+3.3K sharesNVSNovartis AG$204.4Kreported value+2.0K sharesVGTVanguard Information Technology ETF$203.3Kreported value+420 sharesADSKAutodesk, Inc.$200.9Kreported value+825 sharesJPCNuveen Preferred & Income Opportunities Fund$182.5Kreported value+27.0K shares