Copy Invest | Sonar Terminal

William Frels - Mairs & Power

1121 trades · 901 closed · 220 open · Win rate: 49.8% · Avg return: +55.5% · Median return: 0%

⚠ 61 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
NVDA - NVIDIA Corp.	Q2 2019	$4.11	Open	$211.80	+5,058.62%	Open	History

CAT - Caterpillar Inc.	Q3 2009	$51.33	Open	$933.34	+1,718.31%	Open	History

LLY - Eli Lilly and Co.	Q2 2003	$68.97	Open	$1,152.54	+1,571.07%	Open	History

DCI - Donaldson Co., Inc.	Q3 1999	$5.80	Open	$89.73	+1,447.74%	Open	History

AMAT - Applied Materials, Inc.	Q1 2017	$38.95	Open	$595.70	+1,429.40%	Open	History

CASY - Casey's General Stores, Inc.	Q2 2012	$59.01	Open	$847.19	+1,335.67%	Open	History

AMZN - Amazon.com, Inc.	Q4 2013	$19.95	Open	$247.49	+1,140.55%	Open	History

HWKN - Hawkins, Inc.	Q2 2009	$11.29	Open	$138.24	+1,124.45%	Open	History

GOOG - Alphabet Inc.	Q3 2015	$30.40	Open	$357.33	+1,075.58%	Open	History

GOOGL - Alphabet Inc.	Q3 2015	$31.90	Open	$359.51	+1,026.85%	Open	History

IDXX - IDEXX Laboratories, Inc.	Q4 2013	$53.21	Open	$540.68	+916.12%	Open	History

V - Visa Inc.	Q4 2012	$37.89	Open	$356.02	+839.74%	Open	History

GE - GE Aerospace	Q3 2022	$38.55	Open	$353.73	+817.68%	Open	History

MSFT - Microsoft Corp.	Q3 1999	$45.28	Open	$384.93	+750.11%	Open	History

COST - Costco Wholesale Corp.	Q2 2013	$110.38	Open	$921.75	+735.07%	Open	History

GLW - Corning Inc.	Q3 1999	$22.85	Open	$187.64	+721.06%	Open	History

SNA - Snap-on Inc.	Q4 2011	$50.63	Open	$404.62	+699.17%	Open	History

PLM - Polymet Mining Corp	Q2 2019	$0.43	Q4 2020	$3.41	+693.02%	Closed	History

PVTB - PrivateBancorp Inc	Q3 2011	$7.52	Q1 2017	$59.39	+689.76%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q4 2009	$65.73	Open	$491.09	+647.13%	Open	History

BMI - Badger Meter, Inc.	Q3 2009	$19.35	Open	$141.46	+631.25%	Open	History

HSY - The Hershey Co.	Q3 1999	$24.35	Open	$171.46	+604.29%	Open	History

ADP - Automatic Data Processing, Inc.	Q3 1999	$35.39	Open	$246.44	+596.27%	Open	History

OSK - Oshkosh Corp.	Q2 2012	$20.94	Open	$145.75	+596.04%	Open	History

CSCO - Cisco Systems, Inc.	Q1 2002	$16.93	Open	$117.09	+591.61%	Open	History

NVT - nVent Electric plc	Q2 2018	$25.10	Open	$161.78	+544.54%	Open	History

WMT - Walmart Inc.	Q2 2003	$17.89	Open	$113.70	+535.55%	Open	History

GEV - GE Vernova Inc.	Q2 2024	$171.51	Open	$1,066.01	+521.54%	Open	History

NSC - Norfolk Southern Corp.	Q2 2010	$53.05	Open	$326.83	+516.08%	Open	History

PSX - Phillips 66	Q2 2012	$33.24	Open	$201.45	+506.05%	Open	History

ABBV - AbbVie Inc.	Q1 2013	$40.78	Open	$244.78	+500.25%	Open	History

IWD - iShares Russell 1000 Value ETF	Q3 2025	$42.18	Open	$246.37	+484.09%	Open	History

SCHB - Schwab U.S. Broad Market ETF	Q4 2010	$5.06	Open	$29.07	+474.13%	Open	History

OKLO - Oklo Inc.	Q3 2024	$8.09	Open	$46.24	+471.57%	Open	History

AMP - Ameriprise Financial, Inc.	Q3 2013	$90.91	Open	$518.60	+470.45%	Open	History

MTSC - MTS Systems	Q3 1999	$10.38	Q1 2021	$58.22	+460.89%	Closed	History

JNJ - Johnson & Johnson	Q3 1999	$45.94	Open	$253.85	+452.63%	Open	History

CIEN - Ciena Corp.	Q2 2025	$81.33	Open	$446.93	+449.53%	Open	History

ABT - Abbott Laboratories	Q3 1999	$16.47	Open	$88.96	+440.13%	Open	History

QCOM - QUALCOMM Inc.	Q1 2004	$33.15	Open	$178.10	+437.34%	Open	History

COP - ConocoPhillips	Q2 2003	$20.89	Open	$111.87	+435.58%	Open	History

HAINX - Growth Fund of America	Q2 2006	$13.80	Q2 2007	$70.54	+411.16%	Closed	History

LOW - Lowe's Companies, Inc.	Q2 2013	$40.95	Open	$207.68	+407.16%	Open	History

DGII - Digi International Inc.	Q3 2018	$13.45	Open	$67.63	+402.83%	Open	History

ORCL - Oracle Corp.	Q4 2011	$25.70	Open	$127.94	+397.82%	Open	History

WWD - Woodward, Inc.	Q3 2022	$80.29	Open	$397.89	+395.57%	Open	History

XLK - State Street Technology Select Sector SPDR ETF	Q1 2019	$37.07	Open	$183.62	+395.40%	Open	History

VSAT - Viasat, Inc.	Q2 2025	$14.60	Open	$69.84	+378.36%	Open	History

SCHW - The Charles Schwab Corp.	Q2 2013	$21.23	Open	$101.10	+376.21%	Open	History

CRAY - Cray Inc	Q1 2012	$7.32	Q2 2019	$34.82	+375.68%	Closed	History

QMED - Qmed Inc	Q4 2008	$0.88	Q1 2010	$4.18	+375.00%	Closed	History

WTFC - Wintrust Financial Corp.	Q2 2012	$35.48	Open	$162.36	+357.61%	Open	History

TMO - Thermo Fisher Scientific Inc.	Q1 2014	$120.42	Open	$534.07	+343.51%	Open	History

BRK.A - Berkshire Hathaway CL A	Q3 2013	$170,333.33	Open	$737,000.00	+332.68%	Open	History

CI - The Cigna Group	Q3 2012	$47.11	Q4 2017	$203.11	+331.14%	Closed	History

EMR - Emerson Electric Co.	Q3 1999	$31.60	Open	$136.09	+330.73%	Open	History

OXY - Occidental Petroleum Corp.	Q3 2003	$16.88	Q3 2011	$68.56	+306.24%	Closed	History

CVX - Chevron Corp.	Q4 2001	$44.81	Open	$181.76	+305.67%	Open	History

MUR - Murphy Oil Corp.	Q3 1999	$11.67	Q1 2015	$46.60	+299.28%	Closed	History

META - Meta Platforms, Inc.	Q1 2019	$166.92	Open	$661.04	+296.02%	Open	History

RGR - Sturm, Ruger & Co., Inc.	Q3 1999	$24.06	Q4 2014	$92.62	+284.89%	Closed	History

CHRW - C.H. Robinson Worldwide, Inc.	Q3 2008	$52.26	Open	$199.61	+281.93%	Open	History

GNRC - Generac Holdings Inc.	Q1 2014	$58.96	Open	$225.12	+281.82%	Open	History

QQQ - Invesco QQQ Trust	Q1 2020	$190.59	Open	$719.71	+277.62%	Open	History

AMD - Advanced Micro Devices, Inc.	Q4 2023	$147.41	Open	$548.13	+271.84%	Open	History

PLXS - Plexus Corp.	Q2 2020	$70.57	Open	$260.36	+268.94%	Open	History

DAKT - Daktronics, Inc.	Q3 2022	$2.70	Q1 2024	$9.96	+268.89%	Closed	History

APOG - Apogee Enterprises, Inc	Q3 2011	$8.61	Q4 2020	$31.68	+267.94%	Closed	History

WFC - Wells Fargo & Co.	Q2 2001	$23.22	Open	$85.29	+267.39%	Open	History

XOM - ExxonMobil Holdings Corp.	Q4 1999	$40.28	Open	$145.09	+260.20%	Open	History

BNI - Burlington Northern	Q3 1999	$27.50	Q4 2009	$98.62	+258.62%	Closed	History

TGT - Target Corp.	Q1 2000	$37.38	Open	$134.00	+258.53%	Open	History

KO - The Coca-Cola Co.	Q2 2003	$23.21	Open	$83.08	+258.03%	Open	History

CLF - Cleveland-Cliffs Inc.	Q4 2015	$1.60	Q2 2016	$5.70	+256.25%	Closed	History

MA - Mastercard Inc.	Q4 2017	$151.32	Open	$538.02	+255.55%	Open	History

PANW - Palo Alto Networks, Inc.	Q1 2023	$99.87	Open	$352.89	+253.35%	Open	History

GPC - Genuine Parts Co.	Q3 1999	$26.56	Q1 2015	$93.21	+250.94%	Closed	History

AVGO - Broadcom Inc.	Q4 2023	$111.63	Open	$389.11	+248.59%	Open	History

PM - Philip Morris International Inc.	Q1 2008	$50.58	Open	$175.95	+247.86%	Open	History

MRK - Merck & Co., Inc.	Q4 2009	$34.87	Open	$120.78	+246.41%	Open	History

VASC - Vascular Solutions	Q1 2013	$16.22	Q4 2016	$56.10	+245.87%	Closed	History

MEDP - Medpace Holdings, Inc.	Q3 2022	$157.18	Open	$536.17	+241.12%	Open	History

VAP - Valspar	Q3 1999	$32.69	Q1 2017	$110.94	+239.37%	Closed	History

PLUG - Plug Power Inc.	Q2 2019	$2.27	Q3 2023	$7.60	+234.80%	Closed	History

UNP - Union Pacific Corp.	Q2 2016	$87.22	Open	$288.30	+230.54%	Open	History

BMS - Bemis	Q3 1999	$16.94	Q1 2019	$55.48	+227.61%	Closed	History

MMM - 3M Co.	Q1 2002	$48.08	Open	$156.58	+225.66%	Open	History

MSI - Motorola Solutions, Inc.	Q3 2018	$130.14	Open	$413.71	+217.90%	Open	History

RTX - RTX Corp.	Q2 2020	$61.63	Open	$193.39	+213.79%	Open	History

PG - The Procter & Gamble Co.	Q3 1999	$46.88	Open	$146.08	+211.64%	Open	History

AXGN - Axogen, Inc.	Q3 2019	$12.47	Open	$38.77	+210.91%	Open	History

WK - Workiva Inc.	Q4 2015	$17.57	Open	$53.69	+205.58%	Open	History

VCEL - Vericel Corp.	Q3 2019	$15.10	Open	$46.09	+205.23%	Open	History

TECH - Bio-Techne Corp.	Q3 2014	$23.39	Open	$71.23	+204.56%	Open	History

PEP - PepsiCo, Inc.	Q2 2003	$44.50	Open	$135.45	+204.38%	Open	History

IFF - International Flavors & Fragrances Inc.	Q4 2009	$41.14	Q3 2019	$122.87	+198.69%	Closed	History

LNT - Alliant Energy Corp.	Q4 2013	$25.79	Open	$76.31	+195.89%	Open	History

MU - Micron Technology, Inc.	Q1 2026	$337.84	Open	$983.12	+191.00%	Open	History

INTC - Intel Corp.	Q3 1999	$37.16	Open	$107.76	+190.03%	Open	History

FDX - FedEx Corp.	Q2 2009	$44.82	Q4 2018	$129.90	+189.84%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.