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
NEM - Newmont Corp.	Q3 2022	$42.00	Q3 2024	$53.45	+27.26%	Closed	History

EFA - iShares MSCI EAFE ETF	Q1 2025	$81.73	Open	$103.96	+27.20%	Open	History

IWO - iShares Russell 2000 Growth ETF	Q3 2023	$224.15	Q3 2024	$284.00	+26.70%	Closed	History

WWY - WM Wrigley Jr Co	Q1 2008	$62,839.98	Q3 2008	$79,400.05	+26.35%	Closed	History

WAT - Waters Corp.	Q1 2026	$298.11	Open	$376.39	+26.26%	Open	History

IBTF - Ishares Tr	Q2 2025	$23.36	Q3 2025	$29.49	+26.24%	Closed	History

BDX - Becton, Dickinson and Co.	Q4 2003	$31.55	Q2 2004	$39.73	+25.91%	Closed	History

ACN - Accenture plc	Q3 2015	$98.34	Q2 2017	$123.81	+25.90%	Closed	History

ASB - Associated Banc-Corp	Q2 2003	$24.41	Open	$30.71	+25.83%	Open	History

NLC - Nalco	Q2 2011	$27.81	Q3 2011	$34.98	+25.78%	Closed	History

3017264Q - Service Master	Q4 1999	$12.31	Q2 2007	$15.46	+25.59%	Closed	History

FMCC - Freddie Mac Voting Shs	Q4 1999	$47.06	Q4 2002	$59.05	+25.48%	Closed	History

WAB - Westinghouse Air Brake Technologies Corp.	Q2 2025	$209.35	Open	$262.02	+25.16%	Open	History

HBAN - Huntington Bancshares Inc.	Q2 2021	$14.27	Open	$17.85	+25.09%	Open	History

ADVS - Advent Software	Q3 2012	$24.53	Q4 2014	$30.64	+24.91%	Closed	History

2766711Q - Wells Fargo & Co	Q3 1999	$39.63	Q1 2001	$49.47	+24.83%	Closed	History

GWB - Great Western Bancorp Inc.	Q1 2016	$27.27	Q4 2021	$33.96	+24.53%	Closed	History

JHX - James Hardie Industries plc	Q4 2025	$20.75	Open	$25.78	+24.24%	Open	History

ALNY - Alnylam Pharmaceuticals, Inc.	Q4 2014	$96.82	Q2 2015	$120.00	+23.94%	Closed	History

SJR - Superior Energy Svcs	Q2 2012	$20.23	Q3 2013	$25.05	+23.83%	Closed	History

COR - Cencora, Inc.	Q3 2017	$111.90	Q3 2021	$138.54	+23.81%	Closed	History

UNP - Union Pacific Corp.	Q4 2012	$62.72	Q3 2013	$77.60	+23.72%	Closed	History

NVS - Novartis AG	Q4 2004	$82.37	Q3 2005	$101.70	+23.46%	Closed	History

ADI - Analog Devices, Inc.	Q1 2026	$318.14	Open	$392.75	+23.45%	Open	History

DVY - iShares Select Dividend ETF	Q3 2023	$107.64	Q2 2025	$132.81	+23.38%	Closed	History

MH - Minnesota Mining	Q3 1999	$96.06	Q4 2001	$118.21	+23.06%	Closed	History

EXC - Exelon Corp.	Q1 2012	$27.98	Q3 2021	$34.42	+23.02%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q4 2005	$127.71	Q1 2006	$156.96	+22.90%	Closed	History

BCS - Barclays PLC	Q3 2022	$6.40	Q2 2023	$7.86	+22.81%	Closed	History

IWM - iShares Russell 2000 ETF	Q2 2013	$96.81	Q2 2014	$118.80	+22.71%	Closed	History

IJH - iShares Core S&P Mid-Cap ETF	Q4 2014	$28.96	Q2 2020	$35.53	+22.68%	Closed	History

IAU - iShares Gold Trust	Q2 2025	$62.36	Open	$76.27	+22.31%	Open	History

TCF - TCF Financial	Q3 2019	$38.07	Q1 2021	$46.44	+21.99%	Closed	History

BWLD - Buffalo Wild Wings Inc	Q2 2012	$86.67	Q3 2017	$105.68	+21.93%	Closed	History

MRSH - Marsh & McLennan Companies, Inc.	Q3 2016	$67.27	Q2 2018	$81.91	+21.76%	Closed	History

EPD - Enterprise Products Partners L.P.	Q2 2025	$31.01	Open	$37.73	+21.67%	Open	History

EW - Edwards Lifesciences Corp.	Q2 2000	$1.54	Q3 2001	$1.87	+21.08%	Closed	History

GPC - Genuine Parts Co.	Q1 2021	$115.38	Q3 2024	$139.68	+21.06%	Closed	History

MUSA - Murphy USA Inc.	Q3 2013	$40.40	Q2 2014	$48.88	+20.99%	Closed	History

DUK - Duke Energy Corp.	Q3 2020	$88.70	Q2 2022	$107.30	+20.97%	Closed	History

KNF - Knife River Corp.	Q4 2023	$66.18	Open	$80.06	+20.97%	Open	History

POI - Choicepoint	Q1 2004	$38.03	Q4 2004	$45.99	+20.93%	Closed	History

IIN - Intricon Corp Com	Q4 2017	$19.81	Q1 2022	$23.86	+20.44%	Closed	History

NOC - Northrop Grumman Corp.	Q1 2019	$269.08	Q2 2019	$323.61	+20.27%	Closed	History

AME - AMETEK, Inc.	Q1 2019	$82.96	Q4 2019	$99.71	+20.19%	Closed	History

RHHBY - Roche Hldg Ltd Spons ADR	Q3 2013	$33.77	Q1 2020	$40.57	+20.15%	Closed	History

BP - BP p.l.c.	Q3 2025	$34.46	Open	$41.40	+20.14%	Open	History

HIMX - Himax Technologies Inc	Q1 2025	$7.35	Q3 2025	$8.83	+20.14%	Closed	History

45449Q - TSI Inc	Q3 1999	$12.28	Q1 2000	$14.75	+20.11%	Closed	History

MCD - McDonald's Corp.	Q3 2004	$28.03	Q2 2006	$33.60	+19.87%	Closed	History

IWR - iShares Russell Mid-Cap ETF	Q3 2013	$34.83	Q4 2014	$41.72	+19.81%	Closed	History

CAB - Cabela's, Inc.	Q1 2012	$38.11	Q3 2015	$45.59	+19.63%	Closed	History

ADBE - Adobe Inc.	Q2 2000	$32.50	Q3 2000	$38.81	+19.42%	Closed	History

WU - The Western Union Co.	Q4 2006	$22.42	Q4 2019	$26.74	+19.27%	Closed	History

GTX - Garrett Motion Inc.	Q4 2018	$12.34	Q1 2019	$14.70	+19.12%	Closed	History

ALTM - Arcadium Lithium Plc	Q1 2024	$4.31	Q4 2024	$5.13	+19.03%	Closed	History

BEN - Franklin Resources, Inc.	Q4 2001	$11.76	Q1 2002	$13.97	+18.85%	Closed	History

EKDKQ - Eastman Kodak	Q4 2000	$39.37	Q2 2001	$46.68	+18.57%	Closed	History

TXN - Texas Instruments Inc.	Q2 2002	$23.70	Q2 2005	$28.07	+18.44%	Closed	History

BP - BP p.l.c.	Q3 2022	$28.56	Q1 2025	$33.79	+18.31%	Closed	History

GDT - Guidant	Q3 2004	$66.04	Q1 2006	$78.06	+18.20%	Closed	History

AME - AMETEK, Inc.	Q4 2022	$139.72	Q4 2023	$164.89	+18.01%	Closed	History

CDN1 - Arbitron	Q4 2001	$34.15	Q1 2004	$40.26	+17.89%	Closed	History

VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares	Q3 2025	$59.92	Open	$70.60	+17.82%	Open	History

VGT - Vanguard Information Technology Index Fund ETF Shares	Q4 2020	$44.23	Q1 2022	$52.05	+17.68%	Closed	History

WM - Waste Management, Inc.	Q2 2003	$24.09	Q2 2005	$28.34	+17.64%	Closed	History

LDR - Landauer	Q3 2016	$44.50	Q2 2017	$52.28	+17.48%	Closed	History

GILD - Gilead Sciences, Inc.	Q2 2025	$110.87	Open	$130.04	+17.29%	Open	History

IBM - International Business Machines Corp.	Q4 2023	$163.55	Q1 2024	$190.96	+16.76%	Closed	History

TYI - Tyco	Q4 1999	$39.00	Q3 2001	$45.50	+16.67%	Closed	History

FLT - Fleetcor Technologies Inc	Q1 2019	$247.00	Q4 2019	$288.00	+16.60%	Closed	History

FTA - First Trust Large Cap Value AlphaDEX Fund	Q4 2013	$40.21	Q4 2016	$46.84	+16.49%	Closed	History

SLB - Slb N.V.	Q3 2022	$35.90	Q1 2025	$41.80	+16.43%	Closed	History

AMD - Advanced Micro Devices, Inc.	Q1 2023	$98.01	Q2 2023	$113.91	+16.22%	Closed	History

AMT - American Tower Corp.	Q1 2018	$145.31	Open	$168.83	+16.19%	Open	History

LOW - Lowe's Companies, Inc.	Q4 2004	$28.80	Q4 2005	$33.33	+15.75%	Closed	History

VONE - Vanguard Russell 1000 Index Fund ETF Shares	Q3 2024	$260.07	Q3 2025	$300.79	+15.66%	Closed	History

VOO - Vanguard S&P 500 ETF	Q1 2026	$597.57	Open	$691.10	+15.65%	Open	History

MO - Altria Group, Inc.	Q1 2005	$65.39	Q4 2007	$75.58	+15.58%	Closed	History

VONE - Vanguard Russell 1000 Index Fund ETF Shares	Q1 2026	$294.67	Open	$340.58	+15.58%	Open	History

JBTM - JBT Marel Corp.	Q1 2022	$118.46	Open	$136.85	+15.52%	Open	History

UNP - Union Pacific Corp.	Q1 2014	$93.87	Q1 2015	$108.44	+15.52%	Closed	History

HAINX - Eaton Vance Tax Managed Harbor Int'l Fund	Q4 2004	$42.70	Q4 2005	$49.32	+15.50%	Closed	History

CL - Colgate-Palmolive Co.	Q4 2022	$78.79	Q4 2024	$90.91	+15.38%	Closed	History

TXN - Texas Instruments Inc.	Q4 2012	$30.85	Q1 2013	$35.45	+14.91%	Closed	History

UFCS - United Fire Group, Inc.	Q1 2014	$30.30	Q1 2021	$34.79	+14.82%	Closed	History

SMTFX - SIT MN Tax Free Inc	Q4 2005	$8.79	Q2 2007	$10.09	+14.79%	Closed	History

CNP - CenterPoint Energy, Inc.	Q2 2016	$24.05	Q3 2018	$27.59	+14.72%	Closed	History

IXN - iShares Global Tech ETF	Q2 2021	$56.19	Q4 2021	$64.33	+14.49%	Closed	History

OTTR - Otter Tail Corp.	Q1 2017	$37.96	Q1 2018	$43.38	+14.28%	Closed	History

IVW - iShares S&P 500 Growth ETF	Q3 2025	$120.72	Open	$137.89	+14.22%	Open	History

OII - Oceaneering International, Inc.	Q2 2011	$40.43	Q4 2011	$46.15	+14.15%	Closed	History

DFAE - Dimensional Etf Trust	Q4 2024	$25.37	Q2 2025	$28.95	+14.11%	Closed	History

EW - Edwards Lifesciences Corp.	Q1 2023	$82.73	Q2 2023	$94.33	+14.02%	Closed	History

USA - Liberty All-Star Equity Fund	Q1 2013	$5.16	Q1 2014	$5.88	+13.95%	Closed	History

CMCSA - Comcast Corp.	Q4 2016	$32.31	Q2 2022	$36.78	+13.84%	Closed	History

NKE - NIKE, Inc.	Q3 2014	$44.66	Q4 2016	$50.82	+13.81%	Closed	History

VUG - Vanguard Growth Index Fund ETF Shares	Q4 2020	$42.13	Q1 2022	$47.95	+13.81%	Closed	History

ADM - Archer-Daniels-Midland Co.	Q3 1999	$11.00	Q3 2002	$12.51	+13.70%	Closed	History

OTIS - Otis Worldwide Corp.	Q4 2022	$78.31	Q2 2023	$89.01	+13.66%	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.