13F filing recap · Q4 2024
What did Mairs & Power buy in Q4 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
$10.34B
Positions
229
Estimated turnover
6.4%
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.
Quarter in review
Mairs & Power opened new positions in Clearwater Analytics Holdings, Dupont De Nemours, iShares Trust, Corteva, Dow, Tesla, Trade Desk, and Dimensional ETF Trust. The firm exited Cardinal Health, Danaher, Genuine Parts, Mondelez International, and Newmont, along with two iShares Trust positions. Among existing holdings, it added to Microsoft, Amazon, Apple, Graco, Toro, and Visa, while trimming Nvidia, UnitedHealth, JPMorgan Chase, Fiserv, and Eli Lilly. Alphabet and Verizon were reduced more substantially, and WEC Energy Group saw a dramatic increase.