Mairs & Power Growth Fund — Holdings

245 positions · AUM $9.8B

TickerCompanyValueWeightMkt CapP/EEV/FCFROICRev 5YFCF M%Gross M%Day %
NVDANVIDIA Corp.830M8.49%$2.78T43.9x28.7x72.4%66.9%44.8%71.1%
MSFTMicrosoft Corp.719M7.35%$3.24T30.7x45.5x26.3%14.5%25.4%68.8%
AMZNAmazon.com Inc.542M5.54%$1.98T37.1x254.8x16.2%13.2%1.1%
GOOGAlphabet Inc. CL C462M4.72%$2.00T35.1x27.6x28.5%17.2%18.2%
GGGGraco Inc.323M3.30%$13.7B24.6x20.6x19.7%6.3%28.5%52.5%
JPMJPMorgan Chase & Co.310M3.17%$701.9B15.3x-2.4x15.7%8.7%-81.0%
AAPLApple Inc.307M3.13%$2.97T41.4x30.6x68.1%8.7%23.7%46.9%
LLYEli Lilly & Co.300M3.07%$737.7B46.4x43.4x77.8%21.6%25.8%
TTCToro Co.254M2.60%28.6x16.7x13.3%5.9%12.8%33.4%
VVisa Inc.254M2.60%$668.2B30.2x52.9%12.9%53.9%
LFUSLittelfuse Inc.246M2.51%$4.8B-159.3x13.9x-2.2%
NVTnVent Electric plc244M2.50%38.2x76.4x13.4%14.3%9.6%37.7%
MSIMotorola Solutions Inc.235M2.40%$67.7B31.7x25.9x89.4%9.5%22.0%51.7%
WECWEC Energy Group221M2.26%4.6%6.2%34.5%
LNTAlliant Energy207M2.12%$15.7B23.6x12.9x11.0%5.0%26.8%
ECLEcolab Inc.203M2.07%$72.4B34.8x37.7x21.2%6.4%11.8%
UNHUnited Health Group Inc.201M2.05%$368.5B29.4x21.4x12.0%11.7%3.6%
METAMeta Platforms Inc.186M1.90%$1.51T26.0x33.3x21.9%18.5%22.9%
FASTFastenal182M1.86%$47.3B40.3x44.9x30.9%7.7%12.8%45.0%
VZVerizon Communications166M1.70%16.7%1.5%26.9%
TSMTaiwan Semiconductor S.A.164M1.68%$914.9B
ENTGEntegris Inc.157M1.61%87.3x60.4x3.1%11.4%12.4%44.4%
FULH.B. Fuller Co.146M1.49%$2.9B21.0x39.7x3.8%
TECHBio-Techne Corp.144M1.47%$7.9B104.8x30.1x3.8%10.5%21.0%64.8%
CHRWC.H. Robinson Worldwide141M1.44%$10.7B36.1x13.0x20.0%0.0%5.5%
JNJJohnson & Johnson141M1.44%$372.9B21.2x20.0x21.8%2.7%20.9%67.9%
SHWSherwin-Williams140M1.43%$90.2B30.1x37.5x18.0%5.1%11.3%48.8%
FISVFiserv Inc.120M1.23%13.5%7.4%20.3%
WFCWells Fargo109M1.11%6.0%
ROKRockwell Automation Inc.102M1.04%$28.7B59.0x20.8x23.8%5.7%16.3%48.1%
WMWaste Management Inc.92M0.94%27.1%10.6%11.2%
AMPAmeriprise Financial Inc.88M0.89%$45.9B12.5x4.3x54.4%9.6%43.2%
PANWPalo Alto Networks85M0.87%14.5%22.0%37.6%73.4%
HRLHormel Foods Corp.77M0.79%$16.1B24.4x28.8x6.1%
ABTAbbott Labs74M0.76%$230.7B23.5x31.8x10.0%5.1%16.7%
CASYCasey's Gen'l Stores70M0.71%$17.0B56.4x32.6x9.2%11.7%3.7%
QCOMQUALCOMM Inc.62M0.63%$153.1B47.5x12.7x15.4%13.5%28.9%
CGNXCognex Corp.60M0.61%$4.7B97.2x18.9x7.7%4.2%23.8%66.9%
TNCTennant Co.53M0.55%$1.3B35.5x34.7x5.0%3.8%3.6%40.2%
HDHome Depot50M0.52%$359.5B22.0x32.2x22.8%4.5%7.7%33.3%
MMM3M Co.51M0.52%25.4x64.4x18.8%-5.0%5.6%
HONHoneywell Int'l Inc.47M0.48%31.0x30.1x11.0%2.8%14.5%
ISRGIntuitive Surgical Inc.46M0.47%$190.6B55.7x75.2x16.0%18.2%24.7%66.0%
AXPAmerican Express45M0.46%$194.8B20.3x12.7x12.1%13.5%38.7%
TXNTexas Instruments45M0.46%$147.6B56.7x60.8x16.5%4.1%14.7%57.0%
IDAIDACORP Inc. Hldg. Co.43M0.44%$6.3B24.1x-16.3x4.7%6.3%-33.1%
WKWorkiva Inc.43M0.44%20.3%15.6%78.5%
DCIDonaldson Co.42M0.43%$8.0B27.4x24.8x17.5%
PIPRPiper Sandler Companies42M0.43%$4.4B5.1x6.1x20.5%7.9%32.0%
MEDPMedpace Holdings Inc.41M0.42%$8.6B28.3x11.9x98.3%22.3%26.9%
TRVTravelers Companies Inc.42M0.42%$60.6B11.2x5.6x19.1%8.8%21.7%
ZTSZoetis Inc.36M0.37%80.2%7.2%24.1%
MDTMedtronic plc35M0.36%$107.0B21.8x20.2x9.7%3.0%15.5%
PGProcter & Gamble35M0.36%$372.4B22.2x25.8x30.6%3.5%16.7%
XELXcel Energy Inc.32M0.33%3.6%
USBU.S. Bancorp31M0.32%$64.7B11.9x2.2x11.6%27.8%
ADPAutomatic Data Processing Inc.25M0.26%$123.4B22.6x24.3x65.9%7.1%24.0%
DISWalt Disney Co.23M0.24%$166.5B15.0x20.1x8.2%7.6%10.7%
SCHWCharles Schwab Corp.23M0.24%$151.4B19.4x12.0x0.0%15.4%36.6%
SFMSprouts Farmers Market Inc.23M0.23%$16.9B16.3x35.6x37.3%6.4%5.3%38.8%
TGTTarget Corp.20M0.21%$42.7B15.4x18.2x12.1%2.3%2.7%
CLFDClearfield Inc.19M0.20%$436M-75.4x19.0x-3.1%10.0%14.5%33.7%
GNRCGenerac Holdings Inc.19M0.20%$6.9B100.4x24.5x6.1%11.1%6.4%38.3%
SPYSPDR S&P 500 ETF Trust18M0.18%
BMIBadger Meter Inc.16M0.16%19.9%16.6%18.5%41.7%
GOOGLAlphabet Inc.16M0.16%$2.00T35.4x27.6x28.5%17.2%18.2%
PFGPrincipal Financial Group15M0.15%$17.2B19.8x3.7x7.9%1.2%29.0%
HSYHershey Co.13M0.14%$33.8B18.0x19.0%7.5%15.6%33.5%
XOMExxon Mobil Corp.14M0.14%11.1%13.2%7.1%
CATCaterpillar Inc.13M0.13%$152.0B46.8x15.9x41.7%10.1%13.2%
BRK.BBerkshire Hathaway CL B11M0.12%9.3%8.2%10.1%
GLWCorning Inc.12M0.12%$38.8B106.0x13.8x13.5%6.7%17.2%36.0%
KNFKnife River Corp.11M0.11%26.2x-74.7x5.6%-2.2%18.4%
ABBVAbbVie Inc.10M0.10%$346.8B91.4x22.8x6.9%6.0%29.1%
AIRAAR Corp.10M0.10%$2.1B309.7x1402.0x1.0%
CRMSalesforce.com9M0.10%$261.6B23.1x18.7x10.1%14.3%34.7%77.7%
ONBOld National Bancorp10M0.10%$7.8B13.4x9.4x7.9%
EMREmerson Electric8M0.09%$61.1B33.8x25.7x7.9%6.9%14.8%52.8%
MINNMairs & Power Mn Muni Bond9M0.09%
PLXSPlexus Corp.9M0.09%11.9%2.9%3.8%10.1%
VOOVanguard S&P 500 ETF9M0.09%
BSYBentley Systems Inc Class B8M0.08%$13.3B39.0x27.7x11.4%13.4%34.6%81.5%
CVXChevron Corp.8M0.08%$236.7B28.9x13.8x6.6%14.3%9.0%
JBTMJBT Marel Corp.8M0.08%$5.3B-134.7x27.9x-0.9%17.1%6.3%
QCRHQCR Holdings Inc.8M0.08%11.4%
RDNTRadNet Inc.7M0.08%-0.9%13.7%14.6%
WTFCWintrust Financial Corp.8M0.08%11.4%9.3%323.9%
ASBAssociated Banc-Corp7M0.07%7.9%
BKHBlack Hills7M0.07%18.7x-35.9x7.6%6.3%-6.4%
KHCKraft Heinz Co.7M0.07%$33.8B-4.8x8.5x-14.0%
PATKPatrick Industries Inc.6M0.07%5.4%9.7%6.2%23.1%
SCHBSchwab Us Broad Market ETF7M0.07%
SYYSysco Corp.7M0.07%20.5x22.6x99.9%9.0%2.0%18.4%
AMBAAmbarella Inc.6M0.06%-49.2x61.2x-12.8%11.9%14.8%59.2%
CFRCullen Frost Bankers6M0.06%14.2%8.5%104.7%
HUBGHub Group 'A'6M0.06%5.4%1.5%3.6%
MRKMerck & Co.6M0.06%$208.5B16.8x15.7x34.7%9.4%19.0%
NWENorthwestern Corp.6M0.06%$3.6B24.5x-52.7x2.9%-8.1%
GBCIGlacier Bancorp5M0.05%5.7%343.9%
JHXJames Hardie Industries PLC5M0.05%0.9%10.7%4.3%35.8%
LTHLife Time Group Holdings Inc5M0.05%8.1%25.9%-0.7%
MCDMcDonald's Corp.4M0.05%$225.8B23.6x36.9x22.4%7.0%26.7%
ORCLOracle Corp.5M0.05%$418.6B44.3x-1035.2x60.8%8.0%-0.7%
OSKOshkosh Corp.5M0.05%$5.8B8.6x14.3%8.7%5.9%17.5%
PNRPentair plc5M0.05%$15.3B18.9x22.6x11.9%6.7%17.9%40.5%
SOLVSolventum Corp5M0.05%$11.6B8.7x-1572.9x15.4%-0.1%53.5%
WWDWoodward Inc.5M0.05%14.1%7.4%9.5%
AMATApplied Materials4M0.04%49.9x60.0x34.3%10.5%20.1%48.7%
BRK.ABerkshire Hathaway CL A4M0.04%9.3%8.2%10.1%
COPConocoPhillips3M0.04%$110.8B19.0x5.3x12.4%30.6%38.2%
CTASCintas Corp.4M0.04%25.5%7.9%17.0%50.0%
GISGeneral Mills4M0.04%$30.1B8.2x13.0x24.9%2.0%11.8%
HWKNHawkins Inc.4M0.04%10.5%12.7%7.9%22.6%
IVVIshares Core S&P 500 ETF4M0.04%
NKENIKE Inc.3M0.04%$84.6B20.7x26.1x15.2%4.4%7.1%42.7%
TREXTrex Company Inc.4M0.04%$6.4B22.0x47.8x18.4%5.9%11.5%39.2%
COSTCostco Co.3M0.03%$450.3B56.5x55.6x27.8%10.5%2.8%
PIIPolaris Inc.3M0.03%-19.9%2.6%7.8%19.1%
VEAVanguard FTSE Developed ETF3M0.03%
VOVanguard Mid Cap ETF3M0.03%
ALRSAlerus Financial Corp.2M0.02%2.8%
AMGNAmgen2M0.02%$150.6B23.8x24.2x12.2%7.6%22.0%
APGAPi Group Corp.2M0.02%-60.3x28.9x4.9%17.1%8.4%31.4%
BMYBristol-Myers Squibb1M0.02%$101.9B17.2x10.6x11.1%2.5%26.7%
CSCOCisco Systems2M0.02%$236.0B47.2x19.0x14.2%2.8%23.5%64.9%
EFAiShares MSCI EAFE ETF2M0.02%
GEGE Aerospace2M0.02%$222.8B37.2x31.8x22.2%-4.6%15.8%
KOCoca Cola Co.2M0.02%$308.6B26.8x56.3x40.7%7.7%11.0%61.6%
LOWLowe's Cos.2M0.02%$126.0B18.1x21.5x22.3%-0.8%8.9%33.5%
PFEPfizer Inc.2M0.02%$135.4B19.0x14.8x9.0%8.5%14.5%
RTXRTX Corp.2M0.02%$171.8B35.7x20.7x10.3%9.4%9.0%
SOLSSolstice Adv Materials Inc2M0.02%6.9%3.1%
UPSUnited Parcel Service2M0.02%$81.0B15.4x20.7x14.0%0.9%5.4%
VBVanguard Small Cap ETF2M0.02%
WMTWalmart Inc.2M0.02%15.9%4.9%2.1%
XYLXylem Inc.2M0.02%7.1%13.1%10.1%38.5%
ACWXiShares MSCI ACWI EX U.S. ETF517K0.01%
ALCC-OLDAltC Acquisition Corp.772K0.01%
AMCRAmcor plc681K0.01%$21.3B119.9x25.3x4.4%0.6%5.4%18.9%
AVGOBroadcom Inc.1M0.01%$943.8B86.8x34.5x28.4%21.7%42.1%67.8%
AWKAmerican Water Works Inc.684K0.01%$28.9B22.0x-27.0x10.3%6.5%-20.8%
AXGNAxoGen Inc.729K0.01%-8.9%14.9%-1.3%74.3%
BABoeing Co.517K0.01%$140.6B88.3x-97.8x3.8%9.0%-2.1%4.8%
BACBank of America Corp.1M0.01%$309.7B13.6x31.4x4.9%5.7%11.2%
BDXBecton Dickinson1M0.01%$47.9B25.4x17.7x6.6%6.3%12.2%
BILSPDR Bloomberg 1 3 Month T B640K0.01%
BMOBank of Montreal913K0.01%
BNYBank of New York Mellon Corp.698K0.01%
BRCBrady Corp.569K0.01%26.9x14.6%7.0%10.1%50.3%
BSXBoston Scientific639K0.01%$154.2B29.8x41.6x11.9%15.2%18.2%69.0%
CBChubb Limited795K0.01%$115.3B12.8x10.0x11.5%10.5%21.6%
CIENCiena Corp.1M0.01%$10.4B686.8x13.9x4.5%6.2%13.9%42.0%
CMCan Imperial Bk Of Commerce964K0.01%
GEVGe Vernova Inc738K0.01%$109.5B58.7x27.1x43.7%9.7%19.8%
GLDSPDR Gold Trust615K0.01%
IBMInternational Business Machines884K0.01%22.7x18.8x32.4%4.1%17.9%58.2%
IDXXIDEXX Laboratories1M0.01%$38.2B42.8x36.4x51.5%9.7%24.6%61.8%
IEXIDEX Corp.758K0.01%$13.7B32.6x24.3x8.2%8.0%17.8%44.5%
INTCIntel Corp.633K0.01%$88.4B-1997.3x-24.4x-0.2%-7.5%-9.4%34.8%
IWDIshares Russell 1000 Value E547K0.01%
KMBKimberly-Clark935K0.01%$43.4B16.3x26.1x134.6%-3.0%10.0%36.0%
MDYSPDR S&P Midcap 400 ETF Trst505K0.01%
MOSMosaic Co.510K0.01%$9.7B13.2x-17.6x4.5%6.8%-4.4%15.8%
NEENextEra Energy Inc.1M0.01%$136.1B26.8x10.7x12.5%
NEMNewmont Corp.541K0.01%$59.0B16.8x7.7x18.2%14.5%32.2%
NSCNorfolk Southern Corp.779K0.01%$50.1B24.7x22.5x18.5%4.5%17.7%
PEPPepsiCo Inc.1M0.01%$181.0B25.1x28.4x12.3%5.9%8.2%54.1%
PSXPhillips 661M0.01%$43.6B16.5x8.6x15.1%15.6%3.7%
QQQInvesco Qqq Trust Series 11M0.01%
RSPInvesco S&P 500 Equal Weight1M0.01%
SCHFSchwab Intl Equity ETF757K0.01%
SHELShell plc756K0.01%$193.6B
SNASnap-On Inc.1M0.01%19.1x17.6x14.3%5.7%23.0%
SYKStryker Corp.1M0.01%$145.6B37.7x33.0x14.5%11.8%17.1%64.0%
TJXTJX Companies Inc.529K0.01%$144.0B32.5x28.0x53.9%
TMOThermo Fisher Scientific610K0.01%$159.4B25.3x30.0x7.3%6.7%14.1%
UNPUnion Pacific1M0.01%$129.4B22.2x29.1x14.2%4.6%22.4%
VCELVericel Corp.832K0.01%4.7%17.8%9.0%74.4%
VGLTVanguard Long Term Treasury713K0.01%
VIGVanguard Dividend Apprec ETF495K0.01%
VONEVanguard Russell 1000964K0.01%
VSATViasat Inc.595K0.01%-12.6%14.4%20.1%
VTIVanguard Total Stock Mkt ETF496K0.01%
VWOVanguard FTSE Emerging Marke1M0.01%
WABWABTEC Corp.1M0.01%7.0%8.1%13.4%34.1%
WYWeyerhaeuser Co.882K0.01%2.2%-1.7%8.1%14.8%
XLKTechnology Select Sect SPDR594K0.01%
ZBHZimmer Biomet Holdings728K0.01%5.6%6.1%17.9%
ACNAccenture244K0.00%14.8x9.4x24.6%9.5%15.6%
ADBEAdobe Inc.488K0.00%$162.4B14.7x16.6x40.0%13.1%41.4%89.3%
ADIAnalog Devices206K0.00%$98.1B87.1x22.3x6.7%14.5%38.8%61.5%
AEBIAebi Schmidt Holding Ag101K0.00%0.7%-0.3%19.9%
AMDAdvanced Micro Devices393K0.00%$163.4B176.4x23.4x6.9%28.8%19.4%49.5%
AMTAmerican Tower Corp.349K0.00%$104.8B34.0x27.3x72.0%13.6%404.3%
BAXBaxter International Inc.379K0.00%$15.6B-10.3x69.5x-6.1%-0.7%3.0%30.1%
BBYBest Buy Co. Inc.378K0.00%$14.3B12.2x10.0x36.1%-2.5%3.0%22.5%
BOHBank of Hawaii Corp.297K0.00%8.6%151.1%
BPBP plc264K0.00%$76.0B
CAHCardinal Health Inc.448K0.00%7.8%0.8%3.7%
CLFCleveland-Cliffs Inc.114K0.00%$4.3B-3.9x-11.2x-11.1%28.3%-5.5%
CMICummins Inc.284K0.00%$41.6B31.2x16.3x23.9%11.2%7.1%25.3%
DEDeere & Co.322K0.00%$130.6B28.6x20.1x19.4%5.2%13.4%
DGIIDigi International337K0.00%5.1%9.0%24.5%62.9%
DHRDanaher Corp.215K0.00%$141.3B34.1x29.5x5.1%2.0%21.4%59.1%
EPDEnterprise Products Partners LP325K0.00%$65.0B21.6x14.1%5.6%
GILDGilead Sciences317K0.00%$128.0B19.8x15.4x17.9%3.6%32.1%
HBANHuntington Bancshares426K0.00%$21.9B11.5x11.6x5.3%12.1%141.8%
HOGHarley-Davidson283K0.00%6.0%2.0%11.5%
IAUiShares Gold Trust311K0.00%
IBTGIshares Ibonds Dec 2026 Term327K0.00%
IJRIshares Core S&P Small Cap E300K0.00%
ITWIllinois Tool Works386K0.00%$70.7B24.0x28.6x28.1%5.0%16.9%
IVEIshares S&P 500 Value ETF241K0.00%
IVWiShares S&P 500 Growth ETF284K0.00%
IXNIshares Global Tech ETF315K0.00%
LHXL3Harris Technologies Inc.357K0.00%$40.9B36.6x14.8x8.2%
MAMastercard Inc.260K0.00%$509.6B30.2x29.1x193.5%6.8%52.3%
MOAltria Group Inc.301K0.00%$100.8B17.9x13.5x31.3%-2.3%39.0%62.5%
MPCMarathon Petroleum Corp.339K0.00%$44.7B19.3x8.6x23.4%13.7%3.6%
MRSHMarsh225K0.00%11.9%18.5%
MSAMSA Safety Inc.241K0.00%14.3%6.8%15.8%46.5%
MUMicron Technology Inc.234K0.00%$89.9B98.9x55.0x13.0%11.8%4.5%39.8%
MURMurphy Oil206K0.00%1.6%9.0%46.4%
NTRSNorthern Trust Corp.335K0.00%$18.9B19.2x2.4x13.4%4.7%108.8%
NVECNVE Corp.393K0.00%26.1%54.9%78.7%
PATHUiPath Inc.341K0.00%13.6%21.5%21.9%83.2%
PLUGPlug Power Inc.23K0.00%-166.9%-91.1%-34.1%
PMPhilip Morris Intl.419K0.00%$269.6B26.0x24.8x7.2%26.2%67.1%
RGRSturm Ruger481K0.00%-1.5%-0.8%7.0%14.9%
SEICSEI Investments259K0.00%$10.0B16.1x16.3x29.2%6.4%25.5%35.2%
SKYTSkywater Technology Inc356K0.00%52.5%25.8%-12.1%19.7%
SLBSchlumberger Ltd.283K0.00%$45.6B24.4x9.5x12.9%8.6%13.4%
SNAPSnap Inc.104K0.00%$14.4B-21.2x38.7x-7.9%18.8%7.4%
TAT&T Inc.328K0.00%$198.0B8.3x16.2x8.4%-2.6%15.5%
TKRTimken Co.201K0.00%29.2x24.5x5.7%5.5%8.9%
TTTrane Technologies plc457K0.00%$89.9B34.7x33.0x22.1%11.4%13.2%
UFCSUnited Fire Group Inc.245K0.00%12.6%5.3%19.5%
ULTAUlta Beauty Inc.316K0.00%$17.8B20.1x16.3x41.1%15.0%8.6%39.1%
USMVIshares Msci Usa Min Vol Fac360K0.00%
UTHRUnited Therapeutics Corp.208K0.00%18.8%16.5%32.7%87.9%
VEUVanguard FTSE All World ex US ETF239K0.00%
VGTVanguard Info Tech ETF234K0.00%
VUGVanguard Growth ETF301K0.00%
VVVanguard Large Cap ETF244K0.00%
WATWaters Corp.286K0.00%16.2%6.0%17.1%