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
3277Q - J.P. Morgan	Q3 1999	$114.25	Q4 2001	$36.35	-68.18%	Closed	History

FIMIX - Fidelity MN Muni	Q4 2005	$35.94	Q2 2007	$11.15	-68.98%	Closed	History

CMBMF - Cambium Networks Corp	Q2 2021	$48.34	Q2 2022	$14.65	-69.69%	Closed	History

ACWX - iShares MSCI ACWI ex U.S. ETF	Q3 2025	$248.56	Open	$75.15	-69.77%	Open	History

SSYS - Stratasys Ltd	Q4 2012	$80.16	Q3 2018	$23.08	-71.21%	Closed	History

JAMF - Jamf Hldg Corp	Q3 2020	$37.61	Q3 2025	$10.70	-71.55%	Closed	History

RGR - Sturm, Ruger & Co., Inc.	Q3 2022	$135.70	Open	$37.87	-72.09%	Open	History

NOG - Northern Oil and Gas, Inc.	Q3 2013	$144.30	Q1 2016	$39.90	-72.35%	Closed	History

CLB - Core Laboratories Inc.	Q3 2018	$115.83	Q1 2022	$31.66	-72.67%	Closed	History

TTS1EUR - Tile Shop Inc	Q3 2016	$16.55	Q3 2019	$3.19	-80.73%	Closed	History

CLXTGBP - Calyxt Inc	Q4 2017	$22.03	Q2 2021	$4.02	-81.75%	Closed	History

6684 - Hewlett-Packard	Q3 1999	$90.75	Q2 2002	$15.28	-83.16%	Closed	History

HYLN - Hyliion Holdings Corp	Q4 2020	$16.48	Q4 2022	$2.34	-85.80%	Closed	History

IWF - iShares Russell 1000 Growth ETF	Q4 2024	$100.40	Q3 2025	$13.33	-86.72%	Closed	History

SGENX - First American MN Muni Income	Q2 2006	$114.98	Q2 2007	$15.22	-86.76%	Closed	History

6683 - General Electric	Q3 1999	$118.56	Q2 2021	$13.46	-88.65%	Closed	History

VFINX - Vanguard Index Tr 500	Q1 2000	$138.09	Q3 2002	$13.45	-90.26%	Closed	History

DALRQ - Delta Air Lines	Q3 1999	$48.50	Q2 2005	$3.76	-92.25%	Closed	History

QWC - Qwest Communications	Q2 2000	$49.69	Q3 2004	$3.33	-93.30%	Closed	History

NWBO - NW Biotherapeutics	Q4 2015	$3.20	Q1 2020	$0.16	-95.00%	Closed	History

SGID - Silicon Graphics	Q3 1999	$10.94	Q3 2001	$0.46	-95.80%	Closed	History

ADU1 - ADC Telecom	Q2 2005	$21.77	Q3 2010	$12,670.00	data error	Closed	History

MI - Marshall & Ilsley (New)	Q4 2007	$1,324.00	Q2 2011	$398,500.00	data error	Closed	History

NYT - The New York Times Co.	Q1 2006	$25.31	Q4 2008	$7,330.00	data error	Closed	History

C - Citigroup Inc.	Q3 2005	$455.20	Q1 2011	$43,900.00	data error	Closed	History

TTC - The Toro Co.	Q3 1999	$2.34	Open	$92.72	data error	Open	History

AAIG - American Int'l Group	Q4 1999	$108.13	Q3 2008	$3,330.00	data error	Closed	History

GGG - Graco Inc.	Q3 1999	$3.24	Open	$73.81	data error	Open	History

ECL - Ecolab Inc.	Q3 1999	$17.07	Open	$269.75	data error	Open	History

FAST - Fastenal Co.	Q4 2003	$3.11	Open	$45.74	data error	Open	History

JPM - JPMorgan Chase & Co.	Q1 2002	$35.65	Open	$342.89	data error	Open	History

AXP - American Express Co.	Q3 1999	$39.39	Open	$355.06	data error	Open	History

AMGN - Amgen Inc.	Q3 1999	$40.75	Open	$355.25	data error	Open	History

UNH - UnitedHealth Group Inc.	Q3 2005	$56.20	Open	$425.19	data error	Open	History

HD - The Home Depot, Inc.	Q3 1999	$45.75	Open	$337.74	data error	Open	History

HON - Honeywell International Inc.	Q2 2000	$31.75	Open	$222.68	data error	Open	History

TRV - The Travelers Companies, Inc.	Q1 2007	$51.77	Open	$336.83	data error	Open	History

MCD - McDonald's Corp.	Q4 2006	$44.33	Open	$268.94	data error	Open	History

HRL - Hormel Foods Corp.	Q3 1999	$5.16	Open	$24.81	data error	Open	History

SIAL - Sigma Aldrich	Q3 1999	$31.75	Q3 2015	$138.82	data error	Closed	History

FUL - H.B. Fuller Co.	Q3 1999	$15.22	Open	$56.02	data error	Open	History

MTOX - Medtox Scientific Inc	Q2 2009	$9.43	Q2 2012	$26.96	data error	Closed	History

PFG - Principal Financial Group, Inc.	Q4 2004	$40.94	Open	$112.92	data error	Open	History

WWD - Woodward, Inc.	Q2 2005	$14.01	Q2 2011	$34.90	data error	Closed	History

BDX - Becton, Dickinson and Co.	Q4 2009	$60.48	Open	$150.65	data error	Open	History

BAC - Bank of America Corp.	Q3 1999	$27.85	Open	$60.62	data error	Open	History

0625767D - Stratasys Inc.	Q4 2005	$25.01	Q3 2012	$54.40	data error	Closed	History

AEC - Assoc Estates Rlty Corp	Q2 2012	$112,200.00	Q1 2013	$139,950.00	data error	Closed	History

GD - General Dynamics Corp.	Q4 2009	$68,170.00	Q1 2010	$77,200.00	data error	Closed	History

SYY - Sysco Corp.	Q3 2009	$24,850.02	Q1 2011	$27,660.00	data error	Closed	History

DLX - Deluxe Corp.	Q3 1999	$27.18	Q1 2022	$30.25	data error	Closed	History

ADBE - Adobe Inc.	Q3 2009	$33,039.95	Q1 2010	$35,369.97	data error	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q2 2004	$85.63	Open	$91.03	data error	Open	History

LNC - Lincoln National Corp.	Q2 2006	$56.44	Q1 2015	$57.45	data error	Closed	History

IFF - International Flavors & Fragrances Inc.	Q2 2007	$52,140.00	Q3 2007	$52,860.00	data error	Closed	History

BA - The Boeing Co.	Q1 2010	$72,609.85	Q1 2010	$72,609.85	data error	Closed	History

IWF - iShares Russell 1000 Growth ETF	Q4 2009	$12,462.50	Q4 2009	$12,462.50	data error	Closed	History

IWM - iShares Russell 2000 ETF	Q4 2009	$66,300.97	Q4 2009	$66,300.97	data error	Closed	History

IWV - iShares Russell 3000 ETF	Q3 2009	$61,989.92	Q3 2009	$61,989.92	data error	Closed	History

KSS - Kohl's Corp.	Q3 2009	$57,050.00	Q3 2009	$57,050.00	data error	Closed	History

ORCL - Oracle Corp.	Q4 2009	$24,530.04	Q4 2009	$24,530.04	data error	Closed	History

SEIC - SEI Investments Co.	Q1 2010	$21,968.84	Q1 2010	$21,968.84	data error	Closed	History

SLM - SLM Corp.	Q3 2007	$17,751.99	Q3 2007	$17,751.99	data error	Closed	History

TXN - Texas Instruments Inc.	Q2 2007	$37,630.00	Q3 2007	$36,590.00	data error	Closed	History

TNC - Tennant Co.	Q2 2007	$36,500.00	Q3 2008	$34,260.00	data error	Closed	History

WY - Weyerhaeuser Co.	Q3 1999	$34.08	Q2 2013	$28.46	data error	Closed	History

DOW - Dow Inc.	Q4 2007	$39,420.00	Q3 2008	$31,779.94	data error	Closed	History

DNA - Ginkgo Bioworks Holdings, Inc.	Q1 2004	$4,232.80	Q4 2008	$3,316.40	data error	Closed	History

STT - State Street Corp.	Q4 2006	$67,440.00	Q2 2009	$47,200.00	data error	Closed	History

SBUX - Starbucks Corp.	Q1 2005	$12.92	Q2 2009	$6.95	data error	Closed	History

INGR - Ingredion Inc.	Q4 2007	$46,470.00	Q2 2009	$20,900.00	data error	Closed	History

BGGSQ - Briggs & Stratton	Q3 1999	$58.38	Q1 2011	$22.63	data error	Closed	History

6686 - Motorola	Q3 1999	$88.00	Q3 2010	$8.53	data error	Closed	History

AAPL - Apple Inc.	Q3 2009	$6,619.65	Open	$314.86	data error	Open	History

ADCT - ADC Telecom	Q3 1999	$41.94	Q1 2005	$1.99	data error	Closed	History

2235894Q - Lucent Tech	Q3 1999	$64.87	Q3 2006	$2.34	data error	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q4 2008	$85,758.79	Open	$751.83	data error	Open	History

IVV - iShares Core S&P 500 ETF	Q4 2008	$90,309.94	Open	$755.12	data error	Open	History

NEE - NextEra Energy, Inc.	Q2 2010	$12,190.01	Open	$89.54	data error	Open	History

TNC - Tennant Co.	Q2 2009	$18,390.00	Open	$85.15	data error	Open	History

FISV - Fiserv, Inc.	Q2 2009	$11,427.50	Open	$49.54	data error	Open	History

DIS - The Walt Disney Co.	Q2 2008	$31,199.99	Open	$95.87	data error	Open	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.