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
AIR - AAR Corp.	Q2 2018	$46.49	Open	$134.46	+189.22%	Open	History

BX - Blackstone Inc.	Q2 2019	$44.40	Q1 2022	$126.91	+185.83%	Closed	History

ROK - Rockwell Automation, Inc.	Q3 2019	$164.81	Open	$469.77	+185.04%	Open	History

RAVN - Raven Industries Inc	Q2 2015	$20.33	Q2 2021	$57.85	+184.55%	Closed	History

VDSI - VASCO Data Security Intl	Q3 2011	$5.09	Q2 2017	$14.35	+181.93%	Closed	History

XEL - Xcel Energy Inc.	Q2 2001	$28.45	Open	$80.17	+181.79%	Open	History

PCYO - PureCycle Corp	Q1 2013	$5.23	Q4 2021	$14.59	+178.97%	Closed	History

CTAS - Cintas Corp.	Q2 2020	$66.58	Open	$184.33	+176.85%	Open	History

CM - Canadian Imperial Bank of Commerce	Q3 2022	$43.73	Open	$118.57	+171.14%	Open	History

USB - U.S. Bancorp	Q1 2001	$23.20	Open	$62.14	+167.84%	Open	History

VIG - Vanguard Dividend Appreciation Index Fund ETF Shares	Q1 2017	$89.84	Open	$237.30	+164.14%	Open	History

DE - Deere & Co.	Q3 2020	$221.66	Open	$584.40	+163.65%	Open	History

TT - Trane Technologies plc	Q1 2023	$183.98	Open	$483.55	+162.83%	Open	History

HUBG - Hub Group, Inc.	Q1 2012	$18.04	Open	$47.28	+162.08%	Open	History

SYY - Sysco Corp.	Q3 2013	$31.80	Open	$82.85	+160.53%	Open	History

INSP - Inspire Medical Systems, Inc.	Q2 2018	$35.66	Q4 2025	$92.23	+158.64%	Closed	History

WEC - WEC Energy Group, Inc.	Q2 2015	$45.01	Open	$115.05	+155.61%	Open	History

STJ - St. Jude Medical	Q3 1999	$31.50	Q4 2016	$80.19	+154.57%	Closed	History

CVD - Covance Inc.	Q3 1999	$9.69	Q4 2002	$24.59	+153.77%	Closed	History

TSM - Taiwan Semiconductor	Q1 2025	$166.00	Open	$420.39	+153.25%	Open	History

929530Q - Burlington Resources	Q3 1999	$36.75	Q1 2006	$91.91	+150.10%	Closed	History

0860320D - Ceridian	Q3 2001	$14.50	Q3 2007	$34.74	+139.59%	Closed	History

DD - DuPont de Nemours, Inc.	Q3 1999	$36.03	Q2 2001	$86.18	+139.21%	Closed	History

GK - G & K Services Cl A	Q3 1999	$40.50	Q4 2016	$96.45	+138.15%	Closed	History

AEPGX - Eaton Vance Tax Managed Europacific Growth American Fu	Q2 2005	$18.67	Q1 2006	$44.20	+136.74%	Closed	History

ADBE - Adobe Inc.	Q4 2015	$93.79	Open	$220.78	+135.40%	Open	History

BKMU - Bank Mutual Corp.	Q3 2012	$4.55	Q4 2017	$10.65	+134.07%	Closed	History

SCHF - Schwab International Equity ETF	Q4 2011	$11.71	Open	$27.41	+134.07%	Open	History

SHW - The Sherwin-Williams Co.	Q1 2019	$143.57	Open	$328.50	+128.80%	Open	History

QCRH - QCR Holdings, Inc.	Q1 2017	$42.35	Open	$96.07	+126.85%	Open	History

MDT - Medtronic plc	Q3 1999	$35.56	Open	$79.30	+123.00%	Open	History

IREUR - Ingersoll Rand	Q3 2009	$30.67	Q1 2015	$68.07	+121.94%	Closed	History

ALL - The Allstate Corp.	Q3 1999	$24.94	Q3 2005	$55.29	+121.69%	Closed	History

CFR - Cullen/Frost Bankers, Inc.	Q3 2016	$71.94	Open	$157.38	+118.77%	Open	History

CGNX - Cognex Corp.	Q1 2025	$29.83	Open	$65.03	+118.00%	Open	History

BRC - Brady Corp.	Q3 2022	$41.71	Open	$90.33	+116.57%	Open	History

PIPR - Piper Sandler Companies	Q1 2023	$34.65	Open	$74.94	+116.26%	Open	History

2274839Q - American Water Works	Q4 1999	$21.25	Q4 2002	$45.48	+114.02%	Closed	History

TXN - Texas Instruments Inc.	Q3 2020	$142.81	Open	$305.55	+113.96%	Open	History

BA - The Boeing Co.	Q2 2013	$102.24	Open	$217.11	+112.35%	Open	History

KMB - Kimberly-Clark Corp.	Q3 1999	$50.58	Open	$106.82	+111.21%	Open	History

VUG - Vanguard Growth Index Fund ETF Shares	Q1 2023	$41.57	Open	$86.96	+109.19%	Open	History

ALTR - Altair Engr Inc	Q2 2022	$52.50	Q4 2024	$109.11	+107.83%	Closed	History

BMO - Bank of Montreal	Q3 2022	$87.67	Open	$180.86	+106.30%	Open	History

IJT - iShares S&P Small-Cap 600 Growth ETF	Q4 2015	$62.24	Q1 2021	$128.10	+105.83%	Closed	History

ITW - Illinois Tool Works Inc.	Q1 2017	$132.36	Open	$272.28	+105.71%	Open	History

ZTS - Zoetis Inc.	Q1 2018	$83.57	Q2 2022	$171.52	+105.24%	Closed	History

EXAS - Exact Sciences Corp	Q4 2022	$49.51	Q4 2025	$101.56	+105.13%	Closed	History

IXN - iShares Global Tech ETF	Q4 2023	$68.18	Open	$138.92	+103.75%	Open	History

LFUS - Littelfuse, Inc.	Q1 2018	$208.18	Open	$416.31	+99.98%	Open	History

CSX - CSX Corp.	Q1 2017	$15.52	Q4 2022	$30.98	+99.66%	Closed	History

WAG - Walgreen	Q2 2003	$30.10	Q3 2014	$59.31	+97.04%	Closed	History

SPSC - SPS Commerce, Inc.	Q4 2012	$18.66	Q2 2018	$36.76	+96.97%	Closed	History

NEM - Newmont Corp.	Q1 2025	$48.28	Open	$94.75	+96.25%	Open	History

365164Q - St. Paul Cos	Q3 1999	$27.50	Q4 2006	$53.69	+95.24%	Closed	History

NVEC - NVE Corp.	Q3 2022	$46.67	Open	$90.43	+93.76%	Open	History

CB - Chubb Ltd.	Q3 2022	$182.01	Open	$346.22	+90.22%	Open	History

CFBX - Mairs and Power, Inc. Discretionary Clients' Holdings as Item 1 Community First Bankshares	Q3 1999	$16.88	Q3 2004	$32.06	+89.93%	Closed	History

DODFX - Dodge & Cox Intl Stock	Q3 2006	$7.59	Q2 2007	$14.08	+85.60%	Closed	History

CSCO - Cisco Systems, Inc.	Q3 1999	$34.28	Q2 2000	$63.56	+85.41%	Closed	History

TSLA - Tesla, Inc.	Q3 2020	$143.33	Q3 2022	$265.12	+84.97%	Closed	History

2987544Q - E-Funds Corp	Q1 2001	$19.25	Q2 2007	$35.29	+83.32%	Closed	History

RIG - Transocean Ltd.	Q3 2022	$2.50	Q4 2022	$4.56	+82.40%	Closed	History

URI - United Rentals, Inc.	Q1 2023	$395.76	Q1 2024	$721.11	+82.21%	Closed	History

GBCI - Glacier Bancorp, Inc.	Q3 2016	$28.52	Open	$51.79	+81.59%	Open	History

ALE - ALLETE, Inc.	Q3 2011	$36.59	Q3 2025	$66.40	+81.47%	Closed	History

UFCS - United Fire Group, Inc.	Q3 2022	$28.71	Open	$51.67	+79.97%	Open	History

GIS - General Mills, Inc.	Q3 1999	$20.28	Open	$36.46	+79.78%	Open	History

RTN - Raytheon Co	Q1 2016	$122.39	Q4 2019	$219.63	+79.45%	Closed	History

BIIB - Biogen Inc.	Q2 2012	$144.41	Q4 2023	$258.77	+79.19%	Closed	History

BLS - BellSouth Corp	Q2 2003	$26.63	Q4 2006	$47.11	+76.91%	Closed	History

ITW - Illinois Tool Works Inc.	Q3 2010	$47.02	Q1 2014	$81.34	+72.99%	Closed	History

2953349Q - Union Pacific Resources	Q4 1999	$12.75	Q2 2000	$22.00	+72.55%	Closed	History

1028411Q - Gillette Company	Q3 1999	$33.94	Q3 2005	$58.20	+71.48%	Closed	History

CAT - Caterpillar Inc.	Q2 2003	$27.83	Q2 2005	$47.66	+71.24%	Closed	History

LTH - Life Time Group Holdings, Inc.	Q3 2024	$24.42	Open	$41.57	+70.23%	Open	History

BNY - The Bank of New York Mellon Cor	Q2 2025	$91.11	Open	$154.50	+69.58%	Open	History

SHEL - Shell plc	Q3 2022	$49.78	Open	$84.41	+69.57%	Open	History

ANSS - ANSYS Inc	Q2 2019	$205.05	Q2 2021	$347.12	+69.29%	Closed	History

AME - AMETEK, Inc.	Q2 2020	$89.26	Q4 2021	$146.84	+64.51%	Closed	History

WMB - The Williams Companies, Inc.	Q3 2011	$19.85	Q2 2013	$32.46	+63.53%	Closed	History

VFINX - Vanguard Index Tr 500	Q3 2003	$15.68	Q2 2007	$25.62	+63.39%	Closed	History

ADC - Agree Realty Corp.	Q2 2013	$29.51	Q1 2018	$48.04	+62.79%	Closed	History

SLCA - US Silica Hldgs Inc	Q4 2013	$34.13	Q2 2014	$55.37	+62.23%	Closed	History

USGBX - Alliance Int Premr Gr Amer. Skandia Advsr GS Amer. Skandia Advsr WB Dean Witter US Govt Sec	Q1 2004	$8.42	Q1 2005	$13.66	+62.23%	Closed	History

NTRS - Northern Trust Corp.	Q1 2022	$116.45	Open	$186.64	+60.27%	Open	History

TJX - The TJX Companies, Inc.	Q4 2023	$93.81	Open	$150.34	+60.26%	Open	History

CMI - Cummins Inc.	Q3 2025	$422.37	Open	$675.54	+59.94%	Open	History

MO - Altria Group, Inc.	Q4 2011	$29.65	Q2 2019	$47.36	+59.73%	Closed	History

CTLT - Catalent, Inc.	Q1 2017	$28.32	Q4 2023	$44.93	+58.65%	Closed	History

IWF - iShares Russell 1000 Growth ETF	Q4 2015	$24.88	Q2 2019	$39.34	+58.12%	Closed	History

RLR - ReliaStar	Q3 1999	$33.25	Q2 2000	$52.44	+57.71%	Closed	History

MPC - Marathon Petroleum Corp.	Q3 2025	$192.74	Open	$303.40	+57.41%	Open	History

PAYX - Paychex, Inc.	Q2 2020	$75.82	Q2 2024	$118.56	+56.37%	Closed	History

PNR - Pentair plc	Q2 2014	$48.44	Open	$75.68	+56.25%	Open	History

TXN - Texas Instruments Inc.	Q1 2016	$57.43	Q3 2017	$89.70	+56.19%	Closed	History

WDR - Waddell & Reed Finl Cl A	Q2 2012	$30.29	Q2 2015	$47.31	+56.19%	Closed	History

COST - Costco Wholesale Corp.	Q2 2003	$36.60	Q2 2006	$57.13	+56.09%	Closed	History

CCMP - Cabot Microelectronics Corp	Q1 2019	$111.97	Q2 2022	$174.50	+55.85%	Closed	History

ONB - Old National Bancorp	Q1 2018	$16.90	Open	$26.31	+55.68%	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.