13F filing recap · Q2 2024

What did Mairs & Power buy in Q2 2024?

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

$10.35B

Positions

222

Estimated turnover

12.1%

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

SOLVSolventum Corporation$2.35Mreported value+44.5K shares MDYSPDR S&P Midcap 400 ETF Trust$527.1Kreported value+985 shares VOVanguard Index Funds$349.6Kreported value+1.4K shares GEVGE Vernova Inc.$333.1Kreported value+1.9K shares VVVanguard Index Funds$206.4Kreported value+827 shares HPQHP Inc.$203.6Kreported value+5.8K shares RFRegions Financial Corporation$202.7Kreported value+10.1K shares

Increased positions

NVDANvidia Corp$764.21Mreported value+5.53M shares+843.2%UNHUnitedHealth Group Incorporated$430.23Mreported value+28.3K shares+3.5%JPMJPMorgan Chase & Co$348.60Mreported value+7.0K shares+0.4%TTCThe Toro Company$303.53Mreported value+1.5K shares

Reduced positions

MSFTMicrosoft Corporation$874.74Mreported value-9.7K shares-0.5%GOOGAlphabet Inc.$516.42Mreported value-389.7K shares-12.2%AMZNAmazon.com Inc$454.21Mreported value-79.8K shares-3.3%LLYEli Lilly & Co$317.02Mreported value-14.3K shares

Exited positions

MCSThe Marcus Corporation$2.42Mprior reported value-169.9K shares-100.0%NMSNuveen Minnesota Quality Municipal Income Fund$350.8Kprior reported value-31.2K shares-100.0%TSLATesla, Inc.$273.2Kprior reported value-1.6K shares-100.0%URIUnited Rentals, Inc.$248.8Kprior reported value