WallStSmart

Mairs & Power

Mairs & Power

Latest 13F filing
Q4 2025
filed Feb 17, 2026
Portfolio value
$10.39B
Positions
243
Top 10 concentration
47.8%
QoQ change
-2.3%
$-249.38M
Activity vs. Q3 2025
11
New positions
45
Added to
50
Unchanged
137
Reduced
65
Exited

Portfolio composition — Q4 2025

  • MSFTMICROSOFT CORP8.9%
  • NVDANVIDIA CORPORATION8.9%
  • AMZNAMAZON COM INC5.8%
  • GOOGALPHABET INC5.1%
  • JPMJPMORGAN CHASE & CO.4.0%
  • LLYELI LILLY & CO3.6%
  • AAPLAPPLE INC3.2%
  • GGGGRACO INC3.1%
  • VVISA INC2.7%
  • UNHUNITEDHEALTH GROUP INC2.6%
  • Other233 more positions52.2%

Top buys

New & added positions, by size

  • MSFTADD
    MICROSOFT CORP
    $925.11M
    +0.4%
  • AMZNADD
    AMAZON COM INC
    $598.46M
    +1.4%
  • AAPLADD
    APPLE INC
    $330.99M
    +2.9%
  • VADD
    VISA INC
    $281.45M
    +1.4%
  • METAADD
    META PLATFORMS INC
    $208.94M
    +23.2%

Top sells

Reduced & exited positions, biggest cuts first

  • SU6EXIT
    SURMODICS INC
    -100.0%
    Exited
  • LMTEXIT
    LOCKHEED MARTIN CORP
    -100.0%
    Exited
  • XLUEXIT
    SELECT SECTOR SPDR TR
    -100.0%
    Exited
  • TSLAEXIT
    TESLA INC
    -100.0%
    Exited
  • VGTEXIT
    VANGUARD WORLD FDS
    -100.0%
    Exited

Holdings as of Q4 2025

#TickerIssuerSharesValue% PortfolioReported priceActionΔ Shares
1MSFTMICROSOFT CORP1,912,896$925.11M8.90%$483.62ADD+0.4%
2NVDANVIDIA CORPORATION4,949,648$923.11M8.88%$186.50REDUCE-11.2%
3AMZNAMAZON COM INC2,592,768$598.46M5.76%$230.82ADD+1.4%
4GOOGALPHABET INC1,697,969$532.82M5.13%$313.80REDUCE-3.7%
5JPMJPMORGAN CHASE & CO.1,276,404$411.28M3.96%$322.22REDUCE-6.3%
6LLYELI LILLY & CO345,345$371.14M3.57%$1074.68REDUCE-3.6%
7AAPLAPPLE INC1,217,486$330.99M3.19%$271.86ADD+2.9%
8GGGGRACO INC3,905,582$320.14M3.08%$81.97REDUCE-0.7%
9VVISA INC802,518$281.45M2.71%$350.71ADD+1.4%
10UNHUNITEDHEALTH GROUP INC830,535$274.17M2.64%$330.11REDUCE-22.4%
11TTCTORO CO3,422,823$269.44M2.59%$78.72REDUCE-4.9%
12NVTNVENT ELECTRIC PLC2,111,211$215.28M2.07%$101.97REDUCE-3.3%
13METAMETA PLATFORMS INC316,529$208.94M2.01%$660.09ADD+23.2%
14ECLECOLAB INC770,571$202.29M1.95%$262.52REDUCE-0.8%
15MSIMOTOROLA SOLUTIONS INC525,214$201.33M1.94%$383.32ADD+14.1%
16WECWEC ENERGY GROUP INC1,908,774$201.30M1.94%$105.46ADD+6.4%
17LFUSLITTELFUSE INC778,951$197.01M1.90%$252.92REDUCE-4.3%
18LNTALLIANT ENERGY CORP2,956,947$192.23M1.85%$65.01REDUCE-1.2%
19FASTFASTENAL CO4,667,499$187.31M1.80%$40.13REDUCE-1.1%
20JNJJOHNSON & JOHNSON804,346$166.46M1.60%$206.95REDUCE-18.4%
21TECHBIO-TECHNE CORP2,767,539$162.76M1.57%$58.81REDUCE-1.4%
22WFCWELLS FARGO CO NEW1,729,341$161.17M1.55%$93.20REDUCE-20.4%
23SHWSHERWIN WILLIAMS CO469,592$152.16M1.46%$324.03ADD+1.2%
24TSMTAIWAN SEMICONDUCTOR MFG LTD486,547$147.86M1.42%$303.89REDUCE-1.8%
25FULFULLER H B CO2,411,067$143.36M1.38%$59.46ADD+0.1%
26CHRWC H ROBINSON WORLDWIDE INC862,483$138.65M1.33%$160.76REDUCE-0.8%
27VZVERIZON COMMUNICATIONS INC3,373,672$137.41M1.32%$40.73REDUCE-1.2%
28ROKROCKWELL AUTOMATION INC330,334$128.52M1.24%$389.07REDUCE-19.6%
29ENTGENTEGRIS INC1,348,986$113.65M1.09%$84.25ADD+13.0%
30FISVFISERV INC1,643,250$110.38M1.06%$67.17REDUCE-6.1%
31QCOMQUALCOMM INC550,308$94.13M0.91%$171.05REDUCE-15.8%
32HRLHORMEL FOODS CORP3,789,513$89.81M0.86%$23.70REDUCE-9.5%
33ABTABBOTT LABS708,081$88.72M0.85%$125.29REDUCE-2.0%
34TNCTENNANT CO1,071,624$78.98M0.76%$73.70REDUCE-19.4%
35CRMSALESFORCE INC296,013$78.42M0.75%$264.91ADD+0.4%
36WKWORKIVA INC727,994$62.79M0.60%$86.25REDUCE-3.8%
3762CPIPER SANDLER COMPANIES175,861$59.74M0.57%$339.71REDUCE-4.7%
38AXPAMERICAN EXPRESS CO159,459$58.99M0.57%$369.95REDUCE-6.2%
39CASYCASEYS GEN STORES INC103,873$57.41M0.55%$552.71REDUCE-4.0%
40MMM3M CO349,147$55.90M0.54%$160.10ADD+0.8%
41HDHOME DEPOT INC157,053$54.04M0.52%$344.10ADD+1.0%
42DCIDONALDSON INC560,653$49.71M0.48%$88.66REDUCE-7.4%
43HONHONEYWELL INTL INC233,976$45.65M0.44%$195.09REDUCE-6.1%
44CGNXCOGNEX CORP1,171,596$42.15M0.41%$35.98ADD+91.0%
45TXNTEXAS INSTRS INC235,424$40.84M0.39%$173.49REDUCE-0.5%
46PANWPALO ALTO NETWORKS INC220,647$40.64M0.39%$184.20ADD+98.3%
47KHCKRAFT HEINZ CO1,672,831$40.57M0.39%$24.25REDUCE-25.0%
48MDTMEDTRONIC PLC412,750$39.65M0.38%$96.05REDUCE-4.1%
49IDAIDACORP INC302,508$38.29M0.37%$126.56ADD+5.3%
50MEDPMEDPACE HLDGS INC66,665$37.44M0.36%$561.65REDUCE-4.2%
51ISRGINTUITIVE SURGICAL INC62,277$35.27M0.34%$566.36NEW
52USBUS BANCORP DEL647,980$34.58M0.33%$53.36REDUCE-15.2%
53DISDISNEY WALT CO296,183$33.70M0.32%$113.77REDUCE-5.5%
54TRVTRAVELERS COMPANIES INC113,800$33.01M0.32%$290.06ADD+28.6%
55PGPROCTER AND GAMBLE CO216,266$30.99M0.30%$143.31ADD+14.8%
56XELXCEL ENERGY INC396,280$29.27M0.28%$73.86ADD+2.7%
57ADPAUTOMATIC DATA PROCESSING IN110,781$28.50M0.27%$257.23ADD+5.4%
58ZTSZOETIS INC226,400$28.49M0.27%$125.82ADD+15094.6%
59SCHWSCHWAB CHARLES CORP273,357$27.31M0.26%$99.91REDUCE-8.7%
60CLFDCLEARFIELD INC730,188$21.28M0.20%$29.15REDUCE-0.1%
61AMPAMERIPRISE FINL INC42,611$20.89M0.20%$490.34ADD+22.8%
62TGTTARGET CORP194,758$19.04M0.18%$97.75REDUCE-16.3%
63PFGPRINCIPAL FINANCIAL GROUP IN211,818$18.68M0.18%$88.21REDUCE-16.7%
64SPYSPDR S&P 500 ETF TR27,054$18.45M0.18%$681.92ADD+0.2%
65BMIBADGER METER INC102,813$17.93M0.17%$174.41REDUCE-1.0%
66GOOGLALPHABET INC49,881$15.61M0.15%$313.00ADD+89.9%
67GNRCGENERAC HLDGS INC108,578$14.81M0.14%$136.37REDUCE-7.0%
68ONBOLD NATL BANCORP IND589,960$13.16M0.13%$22.31REDUCE-7.4%
69BRK/BBERKSHIRE HATHAWAY INC DEL24,857$12.49M0.12%$502.65REDUCE-2.1%
70HSYHERSHEY CO67,608$12.30M0.12%$181.98REDUCE-5.2%
71ABBVABBVIE INC46,456$10.61M0.10%$228.49REDUCE-2.0%
72CATCATERPILLAR INC18,455$10.57M0.10%$572.87REDUCE-1.4%
73XOMEXXON MOBIL CORP86,602$10.42M0.10%$120.34ADD+23.9%
74JBTMJBT MAREL CORPORATION68,757$10.36M0.10%$150.67REDUCE-1.8%
75SYYSYSCO CORP138,534$10.21M0.10%$73.69REDUCE-11.3%
76HUBGHUB GROUP INC236,036$10.06M0.10%$42.61REDUCE-7.8%
77AIRAAR CORP112,176$9.29M0.09%$82.79REDUCE-12.2%
78EMREMERSON ELEC CO66,916$8.88M0.09%$132.72REDUCE-1.8%
79KNFKNIFE RIVER CORP123,855$8.71M0.08%$70.35ADD+1.5%
80GLWCORNING INC90,350$7.91M0.08%$87.56REDUCE-2.5%
81QCRHQCR HOLDINGS INC91,002$7.58M0.07%$83.30REDUCE-13.2%
82MINNTRUST FOR PROFESSIONAL MANAG324,736$7.32M0.07%$22.55ADD+41.7%
83SCHBSCHWAB STRATEGIC TR261,246$6.85M0.07%$26.230%
84RDNTRADNET INC95,648$6.82M0.07%$71.35REDUCE-1.9%
85PLXSPLEXUS CORP45,868$6.74M0.06%$147.00REDUCE-16.5%
86ASBASSOCIATED BANC CORP260,279$6.70M0.06%$25.76REDUCE-4.3%
87BKHBLACK HILLS CORP94,138$6.54M0.06%$69.42REDUCE-3.6%
88WTFCWINTRUST FINL CORP46,633$6.52M0.06%$139.82REDUCE-8.3%
89PENTAIR PLC59,063$6.15M0.06%$104.14REDUCE-1.9%
90SOLVSOLVENTUM CORP72,887$5.78M0.06%$79.24REDUCE-0.5%
91PATKPATRICK INDS INC53,033$5.75M0.06%$108.43ADD+126.8%
92ORCLORACLE CORP28,618$5.58M0.05%$194.91ADD+62.5%
93MRKMERCK & CO INC51,999$5.47M0.05%$105.26REDUCE-0.4%
94CFRCULLEN FROST BANKERS INC42,731$5.41M0.05%$126.63REDUCE-1.8%
95INSPINSPIRE MED SYS INC57,616$5.31M0.05%$92.23REDUCE-12.0%
96NWENORTHWESTERN ENERGY GROUP IN81,682$5.27M0.05%$64.54REDUCE-8.3%
97MCDMCDONALDS CORP16,693$5.10M0.05%$305.63REDUCE-7.0%
98GISGENERAL MLS INC108,477$5.04M0.05%$46.50REDUCE-6.3%
99PIIPOLARIS INC75,743$4.79M0.05%$63.25REDUCE-21.0%
100LTHLIFE TIME GROUP HOLDINGS INC172,317$4.58M0.04%$26.58ADD+8.0%
101IVVISHARES TR6,481$4.44M0.04%$684.91ADD+1264.4%
102OSKOSHKOSH CORP35,069$4.41M0.04%$125.63REDUCE-1.3%
103GBCIGLACIER BANCORP INC NEW97,354$4.29M0.04%$44.05REDUCE-1.8%
104WWDWOODWARD INC14,000$4.23M0.04%$302.320%
105MGPIMGP INGREDIENTS INC NEW173,245$4.21M0.04%$24.30REDUCE-1.8%
106NKENIKE INC63,185$4.03M0.04%$63.71ADD+24.5%
107BRK/ABERKSHIRE HATHAWAY INC DEL5$3.77M0.04%$754800.000%
108CTASCINTAS CORP19,617$3.69M0.04%$188.07ADD+7.6%
109SKYTSKYWATER TECHNOLOGY INC182,131$3.31M0.03%$18.16REDUCE-1.4%
110CVXCHEVRON CORP NEW21,612$3.29M0.03%$152.41REDUCE-5.8%
111TREXTREX CO INC90,652$3.18M0.03%$35.08ADD+43.1%
112BSYBENTLEY SYS INC82,986$3.17M0.03%$38.16NEW
113AMATAPPLIED MATLS INC11,327$2.91M0.03%$256.990%
114COSTCOSTCO WHSL CORP NEW2,933$2.53M0.02%$862.34REDUCE-8.9%
115COPCONOCOPHILLIPS25,858$2.42M0.02%$93.61REDUCE-8.1%
116GEGE AEROSPACE7,775$2.39M0.02%$308.03REDUCE-0.6%
117CWANCLEARWATER ANALYTICS HLDGS I92,510$2.23M0.02%$24.12REDUCE-1.9%
118UPSUNITED PARCEL SERVICE INC19,792$1.96M0.02%$99.19REDUCE-21.7%
119THRMGENTHERM INC52,946$1.93M0.02%$36.37REDUCE-30.1%
120JHXJAMES HARDIE INDS PLC90,673$1.88M0.02%$20.75NEW
121PFEPFIZER INC73,921$1.84M0.02%$24.90REDUCE-1.9%
122AMGNAMGEN INC5,524$1.81M0.02%$327.31REDUCE-2.5%
123ALRSALERUS FINL CORP79,436$1.79M0.02%$22.52REDUCE-8.5%
124HWKNHAWKINS INC12,569$1.79M0.02%$142.06REDUCE-6.3%
125WMTWALMART INC16,000$1.78M0.02%$111.42REDUCE-4.6%
126EXKEXACT SCIENCES CORP17,236$1.75M0.02%$101.56REDUCE-81.5%
127RTXRTX CORPORATION9,071$1.66M0.02%$183.400%
128LOWLOWES COS INC6,863$1.66M0.02%$241.16REDUCE-1.7%
129KOCOCA COLA CO23,411$1.64M0.02%$69.91REDUCE-0.8%
130XLISELECT SECTOR SPDR TR10,535$1.63M0.02%$155.12NEW
131CSCOCISCO SYS INC20,265$1.56M0.02%$77.03REDUCE-3.1%
132XLPSELECT SECTOR SPDR TR20,045$1.56M0.01%$77.68NEW
133SYKSTRYKER CORPORATION4,199$1.48M0.01%$351.47REDUCE-5.3%
134IDXXIDEXX LABS INC2,131$1.44M0.01%$676.53REDUCE-0.6%
135XLFSELECT SECTOR SPDR TR25,310$1.39M0.01%$54.77NEW
136BDXBECTON DICKINSON & CO7,119$1.38M0.01%$194.070%
137BMYBRISTOL-MYERS SQUIBB CO24,938$1.35M0.01%$53.94REDUCE-5.5%
138PEPPEPSICO INC9,103$1.31M0.01%$143.52REDUCE-2.7%
139BACBANK AMERICA CORP22,493$1.24M0.01%$55.00REDUCE-9.9%
140SNASNAP ON INC3,373$1.16M0.01%$344.60REDUCE-5.6%
141EFAISHARES TR12,093$1.16M0.01%$96.03REDUCE-3.1%
142AVGOBROADCOM INC3,323$1.15M0.01%$346.10REDUCE-15.2%
143WABWABTEC5,237$1.12M0.01%$213.45REDUCE-1.7%
144OKLOOKLO INC15,561$1.12M0.01%$71.76REDUCE-2.6%
145ULTAULTA BEAUTY INC1,810$1.10M0.01%$605.01REDUCE-32.4%
146IBMINTERNATIONAL BUSINESS MACHS3,627$1.07M0.01%$296.21REDUCE-2.1%
147UNPUNION PAC CORP4,592$1.06M0.01%$231.32REDUCE-4.8%
148KMBKIMBERLY-CLARK CORP10,419$1.05M0.01%$100.89REDUCE-5.0%
149NEENEXTERA ENERGY INC12,772$1.03M0.01%$80.28REDUCE-4.2%
150CVRXCVRX INC142,456$1.01M0.01%$7.10REDUCE-1.7%
151ZBHZIMMER BIOMET HOLDINGS INC11,100$998.11K0.01%$89.92REDUCE-20.5%
152BSXBOSTON SCIENTIFIC CORP10,176$970.28K0.01%$95.35REDUCE-1.3%
153QQQINVESCO QQQ TR1,546$949.72K0.01%$614.310%
154VCELVERICEL CORP25,865$931.40K0.01%$36.010%
155CMCANADIAN IMPERIAL BANK OF CO10,176$922.05K0.01%$90.610%
156NSCNORFOLK SOUTHN CORP3,035$876.26K0.01%$288.72REDUCE-0.6%
157BMOBANK MONTREAL QUE6,746$875.56K0.01%$129.790%
158WYWEYERHAEUSER CO MTN BE36,117$855.61K0.01%$23.690%
159XLVSELECT SECTOR SPDR TR5,522$854.81K0.01%$154.80NEW
160PSXPHILLIPS 666,604$852.18K0.01%$129.04REDUCE-0.6%
161XYLXYLEM INC5,970$813.00K0.01%$136.18ADD+307.2%
162AMCRAMCOR PLC88,520$738.26K0.01%$8.340%
163CBCHUBB LIMITED2,334$728.49K0.01%$312.12REDUCE-2.4%
164SCHFSCHWAB STRATEGIC TR30,000$721.20K0.01%$24.040%
165AXGNAXOGEN INC22,000$720.06K0.01%$32.730%
166TMOTHERMO FISHER SCIENTIFIC INC1,241$719.10K0.01%$579.45REDUCE-23.2%
167IEXIDEX CORP4,000$711.76K0.01%$177.940%
168ADBEADOBE INC2,009$703.13K0.01%$349.99REDUCE-1.0%
169CIENCIENA CORP3,000$701.61K0.01%$233.870%
170BKBANK NEW YORK MELLON CORP5,888$683.54K0.01%$116.090%
171AWKAMERICAN WTR WKS CO INC NEW5,046$658.50K0.01%$130.50REDUCE-2.7%
172ACWXISHARES TR9,750$654.52K0.01%$67.13ADD+238.9%
173XLKSELECT SECTOR SPDR TR4,470$643.58K0.01%$143.98ADD+100.0%
174GEVGE VERNOVA INC933$609.78K0.01%$653.57REDUCE-6.7%
175VOVANGUARD INDEX FDS2,095$608.01K0.01%$290.22ADD+85.7%
176BILSPDR SERIES TRUST6,438$588.30K0.01%$91.38ADD+108.9%
177MOSMOSAIC CO NEW24,000$578.16K0.01%$24.09REDUCE-18.6%
178SHELSHELL PLC7,504$551.39K0.01%$73.480%
179BRCBRADY CORP7,000$548.59K0.01%$78.370%
180INTCINTEL CORP14,333$528.89K0.01%$36.900%
181VIGVANGUARD SPECIALIZED FUNDS2,377$522.42K0.01%$219.78REDUCE-29.3%
182TJXTJX COS INC NEW3,315$509.22K0.00%$153.610%
183NEMNEWMONT CORP5,000$499.25K0.00%$99.850%
184BABOEING CO2,270$492.86K0.00%$217.12REDUCE-3.6%
185HBANHUNTINGTON BANCSHARES INC27,703$480.65K0.00%$17.350%
186BAXBAXTER INTL INC24,556$469.26K0.00%$19.11REDUCE-17.7%
187VSATVIASAT INC13,000$447.98K0.00%$34.460%
188BBYBEST BUY INC6,657$445.55K0.00%$66.93REDUCE-33.4%
189TRANE TECHNOLOGIES PLC1,143$444.86K0.00%$389.20REDUCE-10.8%
190CAHCARDINAL HEALTH INC2,121$435.87K0.00%$205.500%
191VTIVANGUARD INDEX FDS1,294$433.84K0.00%$335.27ADD+58.4%
192AMDADVANCED MICRO DEVICES INC2,013$431.10K0.00%$214.16REDUCE-22.5%
193ITWILLINOIS TOOL WKS INC1,733$426.84K0.00%$246.30REDUCE-1.5%
194PMPHILIP MORRIS INTL INC2,649$424.90K0.00%$160.40ADD+0.3%
195IWDISHARES TR1,962$412.69K0.00%$210.34REDUCE-85.9%
196RGRSTURM RUGER & CO INC12,000$391.80K0.00%$32.650%
197VBVANGUARD INDEX FDS1,496$385.97K0.00%$258.00ADD+15.6%
198MAMASTERCARD INCORPORATED624$356.23K0.00%$570.88REDUCE-3.1%
199NVECNVE CORP6,000$355.98K0.00%$59.330%
200AMTAMERICAN TOWER CORP NEW2,020$354.65K0.00%$175.57REDUCE-33.4%
201DGIIDIGI INTL INC8,000$346.32K0.00%$43.290%
202VUGVANGUARD INDEX FDS688$335.65K0.00%$487.86REDUCE-67.0%
203IXNISHARES TR3,150$331.25K0.00%$105.16REDUCE-43.6%
204NTRSNORTHERN TR CORP2,400$327.82K0.00%$136.59REDUCE-1.6%
205IBTGISHARES TR14,255$326.08K0.00%$22.88ADD+352.5%
206VEAVANGUARD TAX-MANAGED FDS5,129$320.41K0.00%$62.47ADD+12.0%
207ACNACCENTURE PLC IRELAND1,184$317.67K0.00%$268.30REDUCE-11.1%
208IVWISHARES TR2,509$309.26K0.00%$123.260%
209LHXL3HARRIS TECHNOLOGIES INC1,033$303.26K0.00%$293.57REDUCE-1.7%
210IJRISHARES TR2,495$299.85K0.00%$120.18REDUCE-29.1%
211HOGHARLEY DAVIDSON INC14,000$286.86K0.00%$20.490%
212IAUISHARES GOLD TR3,525$286.12K0.00%$81.170%
213TAT&T INC11,327$281.36K0.00%$24.840%
214DEDEERE & CO602$280.27K0.00%$465.570%
215GILDGILEAD SCIENCES INC2,275$279.23K0.00%$122.740%
216EPDENTERPRISE PRODS PARTNERS L8,600$275.72K0.00%$32.060%
217BOHBANK HAWAII CORP4,000$273.48K0.00%$68.370%
218SEICSEI INVTS CO3,300$270.67K0.00%$82.020%
219CMICUMMINS INC528$269.52K0.00%$510.450%
220DHRDANAHER CORPORATION1,169$267.61K0.00%$228.92REDUCE-33.4%
221MOALTRIA GROUP INC4,561$262.99K0.00%$57.66REDUCE-2.1%
222VVVANGUARD INDEX FDS817$257.19K0.00%$314.80REDUCE-47.9%
223MRSHMARSH & MCLENNAN COS INC1,356$251.56K0.00%$185.520%
224IVEISHARES TR1,143$242.40K0.00%$212.07NEW
225UFCSUNITED FIRE GROUP INC6,600$239.91K0.00%$36.350%
226XLBSELECT SECTOR SPDR TR5,260$238.54K0.00%$45.35NEW
227ADSKAUTODESK INC801$237.10K0.00%$296.010%
228MSAMSA SAFETY INC1,470$235.41K0.00%$160.140%
229VEUVANGUARD INTL EQUITY INDEX F3,178$233.77K0.00%$73.560%
230BPBP PLC6,500$225.75K0.00%$34.730%
231WMWASTE MGMT INC DEL1,000$219.71K0.00%$219.71REDUCE-4.8%
232VTEBVANGUARD MUN BD FDS4,211$211.77K0.00%$50.29NEW
233MPCMARATHON PETE CORP1,301$211.58K0.00%$162.630%
234SLBSLB LIMITED5,500$211.09K0.00%$38.38REDUCE-26.9%
235RFREGIONS FINANCIAL CORP NEW7,620$206.50K0.00%$27.10REDUCE-21.8%
236ETNEATON CORP PLC648$206.39K0.00%$318.51ADD+0.2%
237NVSNOVARTIS AG1,485$204.74K0.00%$137.87NEW
238BLKBLACKROCK INC190$203.37K0.00%$1070.34REDUCE-42.6%
239SONYSONY GROUP CORP7,830$200.45K0.00%$25.600%
240PATHUIPATH INC12,125$198.73K0.00%$16.390%
241CLFCLEVELAND-CLIFFS INC NEW13,500$179.28K0.00%$13.280%
242AEBIAEBI SCHMIDT HLDG AG10,401$131.57K0.00%$12.650%
243PLUGPLUG POWER INC10,000$19.70K0.00%$1.970%

Positions exited in Q4 2025

TickerIssuerPrior shares
SU6SURMODICS INC0
LMTLOCKHEED MARTIN CORP0
XLUSELECT SECTOR SPDR TR0
TSLATESLA INC0
VGTVANGUARD WORLD FDS0
CTLTEURCATALENT INC0
BIIBBIOGEN INC0
JPCNUVEEN PFD & INCOME OPPORTUN0
DOWDOW INC0
DDDUPONT DE NEMOURS INC0
SPARUSDSHYFT GROUP INC0
TTDTHE TRADE DESK INC0
AEBAALLETE INC3,288
ELANELANCO ANIMAL HEALTH INC0
RSGREPUBLIC SVCS INC0
SWBISMITH & WESSON BRANDS INC0
VONEVANGUARD SCOTTSDALE FDS1,031
DOCHEALTHPEAK PROPERTIES INC0
DOCUSDPHYSICIANS RLTY TR0
MDYSPDR S&P MIDCAP 400 ETF TR1,064
DAKTDAKTRONICS INC0
BRBROADRIDGE FINL SOLUTIONS IN0
MURMURPHY OIL CORP0
PAYXPAYCHEX INC0
PDCOEURPATTERSON COS INC0
ROSTROSS STORES INC0
AZEKAZEK CO INC0
CMGCHIPOTLE MEXICAN GRILL INC0
CLCOLGATE PALMOLIVE CO0
DFAEDIMENSIONAL ETF TRUST0
DVYISHARES TR0
MGNIMAGNITE INC0
NEONEOGENOMICS INC0
NEOGNEOGEN CORP0
SONSONOCO PRODS CO0
MCSMARCUS CORP DEL0
TCMDTACTILE SYS TECHNOLOGY INC0
NMSNUVEEN MINN QUALITY MUN INM0
AVYAVERY DENNISON CORP0
GPCGENUINE PARTS CO1,603
IWOISHARES TR0
URIUNITED RENTALS INC0
JAMFJAMF HLDG CORP298,112
CMCSACOMCAST CORP NEW7,600
APDAIR PRODS & CHEMS INC0
ETENERGY TRANSFER L P0
HPQHP INC0
SBUXSTARBUCKS CORP2,671
LINLINDE PLC429
IWFISHARES TR4,172
MDLZMONDELEZ INTL INC4,524
CTVACORTEVA INC0
ISHARES TR11,000
EEMISHARES TR14,255
OTISOTIS WORLDWIDE CORP0
ALTREURALTAIR ENGR INC0
SNAPSNAP INC0
HIMXHIMAX TECHNOLOGIES INC10,550
AJGGALLAGHER ARTHUR J & CO760
ORBSEIGHTCO HOLDINGS INC10,900
AMEAMETEK INC0
CARRCARRIER GLOBAL CORPORATION4,043
ARCADIUM LITHIUM PLC0
FFORD MTR CO DEL0
IWRISHARES TR0

Source: SEC EDGAR 13F-HR filing Feb 17, 2026. Reported prices are derived from the filing's value-to-shares ratio (effectively the quarter-end mark). Filings are published with a 45-day delay. CIK 0001070134.