What Mairs & Power Funds bought and sold in Q2 2026

New positions (16)

• AJGArthur J Gallagher & CO0.7% · $72M
• CMECme Group Inc0.4% · $43M
• MGEEMge Energy Inc<0.1% · $1M
• IWPIshares Russell Mid-cap Grow<0.1% · $1M
• IJHIshares Core S&p Midcap Etf<0.1% · $829K
• IWRIshares Russell Mid-cap Etf<0.1% · $718K
• IWOIshares Russell 2000 Growth<0.1% · $410K
• IWMIshares Russell 2000 Etf<0.1% · $453K
• LRCXLam Research Corp<0.1% · $331K
• IWSIshares Russell Mid-cap Valu<0.1% · $348K
• RFRegions Financial Corp<0.1% · $211K
• CARRCarrier Global Corp<0.1% · $204K
• VRTVertiv Holdings Co-a<0.1% · $261K
• AMEAmetek Inc<0.1% · $206K
• MSMorgan Stanley<0.1% · $217K
• ECGEverus Construction Group<0.1% · $207K

Added to (11)

• WMWaste Management Inc+48% shares · 1.2% · $132M
• ISRGIntuitive Surgical Inc+47% shares · 0.5% · $58M
• SFMSprouts Farmers Market Inc+55% shares · 0.4% · $38M
• ZTSZoetis Inc+54% shares · 0.3% · $34M
• BSYBentley Systems Inc-class B+311% shares · 0.3% · $29M
• PATKPatrick Industries Inc+64% shares · 0.1% · $9M
• IVVIshares Core S&p 500 Etf+65% shares · 0.1% · $8M
• ALRSAlerus Financial Corp+156% shares · 0.1% · $6M
• CTASCintas Corp+22% shares · <0.1% · $5M
• GLDSpdr Gold Shares+146% shares · <0.1% · $1M
• BILSS Spdr BB 1-3m T-bill Etf+24% shares · <0.1% · $791K

Trimmed (22)

• UNHUnitedhealth Group Inc-24% shares · 2.1% · $233M
• JNJJohnson & Johnson-27% shares · 1.0% · $107M
• WFCWells Fargo & CO-36% shares · 0.7% · $72M
• QCOMQualcomm Inc-62% shares · 0.3% · $33M
• DISWalt Disney Co/the-28% shares · 0.2% · $17M
• CLFDClearfield Inc-47% shares · 0.1% · $15M
• SPYSS Spdr S&p 500 Etf Trust-us-70% shares · 0.1% · $6M
• KHCKraft Heinz Co/the-44% shares · <0.1% · $4M
• SYYSysco Corp-51% shares · <0.1% · $4M
• NWENorthwestern Energy Group IN-40% shares · <0.1% · $4M
• GISGeneral Mills Inc-28% shares · <0.1% · $2M
• ORCLOracle Corp-56% shares · <0.1% · $2M
• SOLSSolstice Adv Materials Inc-25% shares · <0.1% · $1M
• UPSUnited Parcel Service-cl B-34% shares · <0.1% · $1M
• RSPInvesco S&p 500 Equal Weight-42% shares · <0.1% · $660K
• MUMicron Technology Inc-41% shares · <0.1% · $473K
• VIGVanguard Dividend Apprec Etf-27% shares · <0.1% · $400K
• CRMSalesforce Inc-95% shares · <0.1% · $416K
• MOSMosaic Co/the-20% shares · <0.1% · $339K
• BAXBaxter International Inc-44% shares · <0.1% · $267K
• ADIAnalog Devices Inc-21% shares · <0.1% · $202K
• MAMastercard Inc - A-24% shares · <0.1% · $203K

Exited (8)

• HONHoneywell International Incwas 0.5% of book
• SEICSei Investments Companywas <0.1% of book
• ULTAUlta Beauty Incwas <0.1% of book
• PATHUipath Inc - Class Awas <0.1% of book
• IBTGIshares Ibonds Dec 2026 Termwas <0.1% of book
• MURMurphy Oil Corpwas <0.1% of book
• UTHRUnited Therapeutics Corpwas <0.1% of book
• ACNAccenture Plc Irelandwas <0.1% of book

Mairs & Power Funds's other filings