Portfolio (Quarterly)
Guide ↗
MAIRS & POWER INC
· CIK 0001070134| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | PIPER SANDLER COMPANIES | — | 175,861 | $59.7M | 0.57% | SOLD |
| 2 | INSP | INSPIRE MED SYS INC | Healthcare | 57,616 | $5.3M | 0.05% | SOLD |
| 3 | MGPI | MGP INGREDIENTS INC NEW | Consumer Defensive | 173,245 | $4.2M | 0.04% | SOLD |
| 4 | CWAN | CLEARWATER ANALYTICS HLDGS I | Technology | 92,510 | $2.2M | 0.02% | SOLD |
| 5 | THRM | GENTHERM INC | Consumer Cyclical | 52,946 | $1.9M | 0.02% | SOLD |
| 6 | — | EXACT SCIENCES CORP | — | 17,236 | $1.8M | 0.02% | SOLD |
| 7 | XLI | SELECT SECTOR SPDR TR | — | 10,535 | $1.6M | 0.02% | SOLD |
| 8 | XLP | SELECT SECTOR SPDR TR | — | 20,045 | $1.6M | 0.01% | SOLD |
| 9 | XLF | SELECT SECTOR SPDR TR | — | 25,310 | $1.4M | 0.01% | SOLD |
| 10 | CVRX | CVRX INC | Healthcare | 142,456 | $1.0M | 0.01% | SOLD |
| 11 | XLV | SELECT SECTOR SPDR TR | — | 5,522 | $855K | 0.01% | SOLD |
| 12 | — | AMCOR PLC | — | 88,520 | $738K | 0.01% | SOLD |
| 13 | XLB | SELECT SECTOR SPDR TR | — | 5,260 | $239K | 0.00% | SOLD |
| 14 | ADSK | AUTODESK INC | Technology | 801 | $237K | 0.00% | SOLD |
| 15 | VTEB | VANGUARD MUN BD FDS | — | 4,211 | $212K | 0.00% | SOLD |
| 16 | RF | REGIONS FINANCIAL CORP NEW | Financial Services | 7,620 | $207K | 0.00% | SOLD |
| 17 | ETN | EATON CORP PLC | Industrials | 648 | $206K | 0.00% | SOLD |
| 18 | NVS | NOVARTIS AG | Healthcare | 1,485 | $205K | 0.00% | SOLD |
| 19 | BLK | BLACKROCK INC | Financial Services | 190 | $203K | 0.00% | SOLD |
| 20 | SONY | SONY GROUP CORP | Technology | 7,830 | $200K | 0.00% | SOLD |
Sector Allocation
Technology
32.7%
Industrials
17.0%
Healthcare
10.9%
Financial Services
10.6%
Communication Services
8.8%
Consumer Cyclical
7.1%
Utilities
5.3%
Basic Materials
5.2%
Consumer Defensive
2.0%
Energy
0.3%