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
AMCPX - PREFERRED STOCK MUTUAL FUNDS Allianz Fds Multi Amcap Funds Class A American F	Q4 2005	$17.41	Q1 2007	$27.03	+55.26%	Closed	History

MO - Altria Group, Inc.	Q3 2021	$45.43	Open	$70.16	+54.44%	Open	History

IJR - iShares Core S&P Small-Cap ETF	Q3 2023	$94.33	Open	$145.38	+54.12%	Open	History

SYK - Stryker Corp.	Q3 2022	$202.50	Open	$311.07	+53.61%	Open	History

IEX - IDEX Corp.	Q1 2013	$53.54	Q2 2016	$82.02	+53.19%	Closed	History

APA - APA Corp.	Q1 2005	$61.23	Q3 2014	$93.79	+53.18%	Closed	History

CL - Colgate-Palmolive Co.	Q2 2011	$43.70	Q1 2020	$66.38	+51.90%	Closed	History

BABB - Bab Inc	Q2 2004	$0.60	Q2 2005	$0.91	+51.67%	Closed	History

UPS - United Parcel Service, Inc.	Q4 2006	$74.98	Open	$113.67	+51.60%	Open	History

QWC - Qwest Communications	Q1 2008	$4,530.00	Q1 2011	$6,850.00	+51.21%	Closed	History

MER - Merrill Lynch	Q3 1999	$16.74	Q3 2008	$25.30	+51.14%	Closed	History

SRDX - Surmodics Inc	Q1 2004	$19.91	Q3 2016	$30.08	+51.08%	Closed	History

CFNL - Cardinal Financial Corp	Q4 2014	$19.83	Q1 2017	$29.94	+50.98%	Closed	History

CARR - Carrier Global Corp.	Q3 2020	$30.49	Q1 2022	$45.95	+50.71%	Closed	History

USW - US West Inc New	Q3 1999	$57.06	Q2 2000	$85.75	+50.28%	Closed	History

SEIC - SEI Investments Co.	Q4 2023	$63.55	Open	$94.89	+49.32%	Open	History

AZEK - Azek Co Inc	Q3 2021	$36.53	Q2 2025	$54.35	+48.78%	Closed	History

GD - General Dynamics Corp.	Q2 2004	$49.65	Q3 2008	$73.62	+48.28%	Closed	History

AHP - Am Home Products	Q3 1999	$41.50	Q4 2001	$61.36	+47.86%	Closed	History

MDY - State Street SPDR S&P MIDCAP 400 ETF Trust	Q2 2020	$324.93	Q1 2021	$475.97	+46.48%	Closed	History

CMCSA - Comcast Corp.	Q2 2013	$19.61	Q1 2016	$28.67	+46.19%	Closed	History

BEGRX - Beacon Fund	Q2 2003	$12.43	Q2 2007	$18.15	+46.02%	Closed	History

SBUX - Starbucks Corp.	Q4 2013	$39.20	Q2 2016	$57.11	+45.71%	Closed	History

DHR - Danaher Corp.	Q3 2020	$190.82	Q3 2024	$278.02	+45.70%	Closed	History

KOG - Kodiak Oil & Gas Corp	Q3 2012	$9.35	Q3 2014	$13.57	+45.13%	Closed	History

EBNX - Ebenx Inc.	Q2 2001	$3.28	Q4 2002	$4.76	+45.12%	Closed	History

CAH - Cardinal Health, Inc.	Q3 1999	$36.33	Q2 2007	$52.50	+44.50%	Closed	History

SOLV - Solventum Corp.	Q2 2024	$52.88	Open	$76.28	+44.25%	Open	History

NVS - Novartis AG	Q1 2013	$63.75	Q2 2021	$91.30	+43.23%	Closed	History

3232248Q - SAFECO Corp	Q3 2000	$27.25	Q4 2003	$38.93	+42.86%	Closed	History

MOCO - MOCON Inc	Q2 2012	$15.42	Q1 2017	$21.90	+42.02%	Closed	History

PAYX - Paychex, Inc.	Q3 2017	$59.90	Q4 2019	$84.98	+41.87%	Closed	History

ATVI - Activision Blizzard Inc	Q1 2020	$59.48	Q2 2023	$84.30	+41.73%	Closed	History

AMBA - Ambarella, Inc.	Q1 2026	$51.48	Open	$72.90	+41.61%	Open	History

RY - Royal Bank of Canada	Q2 2006	$40.70	Q1 2016	$57.58	+41.47%	Closed	History

4868 - Monsanto	Q3 1999	$35.69	Q1 2001	$50.37	+41.13%	Closed	History

HEI - HEICO Corp.	Q1 2019	$94.67	Q2 2019	$133.53	+41.05%	Closed	History

LMT - Lockheed Martin Corp.	Q3 2016	$240.02	Q1 2018	$337.78	+40.73%	Closed	History

EMCI - EMC Insurance Group	Q1 2016	$25.65	Q2 2019	$36.03	+40.47%	Closed	History

ORCL - Oracle Corp.	Q2 2006	$14.49	Q3 2008	$20.31	+40.17%	Closed	History

TT - Trane Technologies plc	Q4 2020	$144.82	Q4 2021	$201.87	+39.39%	Closed	History

TKR - The Timken Co.	Q1 2026	$100.57	Open	$139.60	+38.81%	Open	History

VV - Vanguard Large Cap Index Fund	Q2 2024	$249.62	Open	$346.28	+38.72%	Open	History

CL - Colgate-Palmolive Co.	Q1 2004	$27.55	Q3 2009	$38.14	+38.44%	Closed	History

SLB - Slb N.V.	Q3 2025	$34.37	Open	$47.54	+38.32%	Open	History

SWBI - Smith & Wesson Brands Inc	Q3 2022	$10.40	Q2 2024	$14.34	+37.88%	Closed	History

IWM - iShares Russell 2000 ETF	Q4 2015	$112.70	Q2 2019	$155.36	+37.85%	Closed	History

MDU - MDU Resources Group, Inc.	Q2 2012	$8.21	Q3 2021	$11.26	+37.13%	Closed	History

WM - Waste Management, Inc.	Q2 2000	$19.00	Q2 2002	$26.05	+37.11%	Closed	History

APC - Anadarko Pete Corp	Q3 2010	$57.05	Q2 2015	$78.21	+37.09%	Closed	History

PII - Polaris Inc.	Q4 2011	$56.00	Q4 2018	$76.73	+37.02%	Closed	History

CAH - Cardinal Health, Inc.	Q2 2025	$168.00	Open	$230.11	+36.97%	Open	History

META - Meta Platforms, Inc.	Q1 2017	$142.16	Q2 2018	$194.40	+36.75%	Closed	History

CLX - The Clorox Co.	Q4 2015	$126.72	Q1 2020	$173.17	+36.66%	Closed	History

VEU - Vanguard FTSE All-World ex-US Index Fund ETF Shares	Q1 2025	$60.66	Open	$82.85	+36.58%	Open	History

ASB - Associated Banc-Corp	Q4 2000	$18.41	Q2 2002	$25.14	+36.54%	Closed	History

SO - The Southern Co.	Q1 2019	$51.62	Q2 2023	$70.25	+36.09%	Closed	History

PX - Praxair	Q1 2017	$118.55	Q3 2018	$160.93	+35.75%	Closed	History

THRM - Gentherm Inc.	Q4 2013	$26.81	Q4 2025	$36.37	+35.66%	Closed	History

OTIS - Otis Worldwide Corp.	Q2 2020	$56.86	Q1 2022	$77.08	+35.56%	Closed	History

RF - Regions Financial Corp.	Q2 2024	$20.04	Q4 2025	$27.10	+35.23%	Closed	History

AVGO - Broadcom Inc.	Q1 2023	$64.15	Q2 2023	$86.74	+35.21%	Closed	History

WABC - Westamerica Bancorporation	Q4 2012	$42.55	Q2 2020	$57.47	+35.06%	Closed	History

ALV - Autoliv, Inc.	Q4 2014	$76.53	Q2 2018	$103.36	+35.05%	Closed	History

CYBE - CyberOptics Corp	Q1 2017	$25.95	Q2 2022	$34.94	+34.64%	Closed	History

2951 - Altria Group Inc	Q2 2003	$45.44	Q4 2004	$61.10	+34.46%	Closed	History

CVS - CVS Health Corp.	Q4 2013	$71.56	Q4 2014	$96.22	+34.46%	Closed	History

EPD - Enterprise Products Partners L.P.	Q4 2020	$19.61	Q2 2023	$26.35	+34.37%	Closed	History

K - Kellogg	Q3 2009	$49.23	Q2 2020	$66.12	+34.31%	Closed	History

VGT - Vanguard Information Technology Index Fund ETF Shares	Q1 2026	$87.39	Open	$117.11	+34.01%	Open	History

VB - Vanguard Small-Cap Index Fund ETF Shares	Q1 2025	$221.73	Open	$296.89	+33.90%	Open	History

VO - Vanguard Mid-Cap Index Fund ETF Shares	Q2 2024	$60.52	Open	$80.84	+33.58%	Open	History

LLINX - Kopp Emerging Gr A	Q2 2006	$13.77	Q2 2007	$18.39	+33.55%	Closed	History

BAX - Baxter International Inc.	Q3 1999	$16.36	Open	$21.80	+33.22%	Open	History

SBUX - Starbucks Corp.	Q1 2017	$58.47	Q2 2024	$77.85	+33.15%	Closed	History

STT - State Street Corp.	Q1 2005	$43.72	Q2 2006	$58.09	+32.87%	Closed	History

IVW - iShares S&P 500 Growth ETF	Q1 2012	$18.82	Q1 2014	$25.00	+32.84%	Closed	History

BBY - Best Buy Co., Inc.	Q3 2022	$63.27	Open	$83.98	+32.73%	Open	History

TEG - Integrys Energy Group	Q4 2011	$54.24	Q1 2015	$71.91	+32.58%	Closed	History

DVY - iShares Select Dividend ETF	Q4 2015	$75.12	Q2 2019	$99.58	+32.56%	Closed	History

DD - DuPont de Nemours, Inc.	Q2 2010	$61.80	Q4 2011	$81.73	+32.26%	Closed	History

CMG - Chipotle Mexican Grill, Inc.	Q4 2023	$45.74	Q4 2024	$60.30	+31.83%	Closed	History

IDA - IDACORP, Inc.	Q2 2025	$115.45	Open	$151.59	+31.30%	Open	History

IWR - iShares Russell Mid-Cap ETF	Q2 2015	$42.54	Q2 2019	$55.83	+31.23%	Closed	History

MHS - Medco Health Solutions	Q3 2003	$25.93	Q1 2004	$34.00	+31.12%	Closed	History

DHR - Danaher Corp.	Q4 2013	$51.85	Q2 2016	$67.86	+30.88%	Closed	History

LKQ - LKQ Corp.	Q2 2012	$16.69	Q1 2013	$21.76	+30.38%	Closed	History

IWD - iShares Russell 1000 Value ETF	Q4 2015	$97.78	Q2 2019	$127.20	+30.09%	Closed	History

DUK - Duke Energy Corp.	Q3 2004	$39.90	Q2 2005	$51.83	+29.88%	Closed	History

D - Dominion Energy, Inc.	Q4 2011	$53.15	Q3 2022	$69.00	+29.82%	Closed	History

CVD - Covance Inc.	Q1 2005	$47.61	Q2 2006	$61.22	+28.59%	Closed	History

SNA - Snap-on Inc.	Q1 2000	$26.19	Q4 2001	$33.66	+28.52%	Closed	History

NLCS - Natl Computer Sys	Q3 1999	$38.34	Q2 2000	$49.25	+28.46%	Closed	History

YSI - Medcom USA	Q4 2006	$0.53	Q3 2007	$0.68	+28.30%	Closed	History

STT - State Street Corp.	Q1 2000	$48.44	Q4 2000	$62.11	+28.22%	Closed	History

BXLT - Baxalta Inc	Q3 2015	$31.51	Q1 2016	$40.40	+28.21%	Closed	History

ALLE - Allegion plc	Q4 2013	$44.22	Q2 2014	$56.69	+28.20%	Closed	History

373705Q - Int'l MultiFoods Corp	Q1 2003	$19.32	Q1 2004	$24.72	+27.95%	Closed	History

UNP - Union Pacific Corp.	Q3 2010	$40.90	Q2 2011	$52.25	+27.75%	Closed	History

GGQ1 - Google	Q2 2011	$505.80	Q4 2011	$645.65	+27.65%	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.