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
BKH - Black Hills Corp.	Q1 2017	$66.47	Open	$75.54	+13.65%	Open	History

UN - Unilever	Q1 2017	$49.63	Q4 2017	$56.36	+13.56%	Closed	History

NSRGY - Nestlé S.A.	Q1 2019	$95.51	Q4 2019	$108.40	+13.50%	Closed	History

CVD - Covance Inc.	Q3 2007	$77,900.00	Q3 2008	$88,410.00	+13.49%	Closed	History

MDY - State Street SPDR S&P MIDCAP 400 ETF Trust	Q3 2015	$249.03	Q3 2016	$282.41	+13.40%	Closed	History

IJH - iShares Core S&P Mid-Cap ETF	Q4 2020	$45.88	Q1 2021	$52.00	+13.33%	Closed	History

SMTFX - SIT MN Tax Free Inc	Q3 2002	$10.50	Q2 2004	$11.90	+13.33%	Closed	History

IBM - International Business Machines Corp.	Q3 1999	$115.68	Q1 2023	$131.09	+13.32%	Closed	History

BOH - Bank of Hawaii Corp.	Q4 2023	$72.46	Open	$82.08	+13.28%	Open	History

VTI - Vanguard Total Stock Market Index Fund ETF Shares	Q1 2017	$121.34	Q4 2017	$137.43	+13.26%	Closed	History

BMO - Bank of Montreal	Q3 2011	$55.87	Q2 2016	$63.25	+13.21%	Closed	History

BIM - Biomet	Q2 2005	$13.52	Q2 2006	$15.30	+13.17%	Closed	History

BRYG - Berkshire Hathaway B	Q4 2004	$2,937.37	Q3 2009	$3,323.53	+13.15%	Closed	History

CI - The Cigna Group	Q1 2007	$47.55	Q4 2007	$53.73	+12.99%	Closed	History

SKYT - SkyWater Technology, Inc.	Q2 2021	$28.65	Open	$32.35	+12.91%	Open	History

MKC - McCormick & Co., Inc.	Q1 2019	$75.19	Q4 2019	$84.82	+12.81%	Closed	History

VB - Vanguard Small-Cap Index Fund ETF Shares	Q3 2013	$102.51	Q2 2016	$115.64	+12.81%	Closed	History

BA - The Boeing Co.	Q2 2005	$66.00	Q1 2008	$74.37	+12.68%	Closed	History

DD - DuPont de Nemours, Inc.	Q3 2014	$128.17	Q2 2017	$144.23	+12.53%	Closed	History

FLT - Fleetcor Technologies Inc	Q1 2018	$203.00	Q3 2018	$228.00	+12.32%	Closed	History

EXC - Exelon Corp.	Q3 2022	$37.42	Q1 2023	$41.89	+11.95%	Closed	History

MDY - State Street SPDR S&P MIDCAP 400 ETF Trust	Q1 2026	$616.85	Open	$689.19	+11.73%	Open	History

IEX - IDEX Corp.	Q3 2022	$199.75	Open	$222.74	+11.51%	Open	History

PII - Polaris Inc.	Q2 2019	$91.19	Q4 2019	$101.66	+11.48%	Closed	History

MDU - MDU Resources Group, Inc.	Q3 2022	$10.41	Q1 2023	$11.59	+11.36%	Closed	History

RSP - Invesco S&P 500 Equal Weight ETF	Q1 2026	$191.92	Open	$213.45	+11.22%	Open	History

EFA - iShares MSCI EAFE ETF	Q4 2023	$75.35	Q3 2024	$83.63	+10.99%	Closed	History

PNRG - Pentair Inc	Q3 1999	$40.13	Q3 2012	$44.51	+10.91%	Closed	History

MV - Metavante Technologies	Q4 2007	$23,320.00	Q2 2009	$25,860.00	+10.89%	Closed	History

THCB - Tuscan Hldgs Corp	Q1 2021	$12.30	Q2 2021	$13.62	+10.73%	Closed	History

K - Kellogg Co	Q4 2021	$64.49	Q2 2022	$71.35	+10.64%	Closed	History

TYI - Tyco	Q2 2006	$27.50	Q4 2006	$30.40	+10.55%	Closed	History

MDLZ - Mondelez International, Inc.	Q4 2022	$66.65	Q3 2024	$73.67	+10.53%	Closed	History

CTVA - Corteva, Inc.	Q4 2024	$56.96	Q1 2025	$62.93	+10.48%	Closed	History

CL - Colgate-Palmolive Co.	Q3 2020	$77.31	Q4 2020	$85.38	+10.44%	Closed	History

UPS - United Parcel Service, Inc.	Q4 2003	$74.55	Q2 2006	$82.33	+10.44%	Closed	History

RDNT - RadNet, Inc.	Q2 2025	$56.91	Open	$62.78	+10.31%	Open	History

MDLZ - Mondelez International, Inc.	Q1 2019	$49.95	Q4 2019	$55.08	+10.27%	Closed	History

IJR - iShares Core S&P Small-Cap ETF	Q3 2013	$49.90	Q1 2014	$55.01	+10.25%	Closed	History

BOH - Bank of Hawaii Corp.	Q4 2005	$51.54	Q3 2014	$56.80	+10.21%	Closed	History

AJG - Arthur J. Gallagher & Co.	Q3 2024	$281.37	Q3 2025	$309.74	+10.08%	Closed	History

EIM - Eaton Vance Muni Bond	Q2 2018	$11.80	Q3 2019	$12.99	+10.08%	Closed	History

BSX - Boston Scientific Corp.	Q3 2022	$38.73	Open	$42.63	+10.07%	Open	History

WM - Waste Management, Inc.	Q1 2024	$213.15	Open	$234.27	+9.91%	Open	History

RDPL - Royal Dutch Petrol	Q3 1999	$59.06	Q2 2005	$64.90	+9.89%	Closed	History

VLO - Valero Energy Corp.	Q3 2022	$106.88	Q2 2023	$117.30	+9.75%	Closed	History

CAH - Cardinal Health, Inc.	Q4 2023	$100.80	Q3 2024	$110.52	+9.64%	Closed	History

SEIC - SEI Investments Co.	Q1 2006	$20.27	Q3 2008	$22.20	+9.54%	Closed	History

CDN1 - Arbitron	Q4 2004	$39.18	Q2 2005	$42.90	+9.49%	Closed	History

UTX - United Technologies	Q1 2004	$86.30	Q1 2020	$94.36	+9.34%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q1 2026	$54.05	Open	$59.08	+9.31%	Open	History

OTTR - Otter Tail Corp.	Q1 2023	$72.27	Q2 2023	$78.96	+9.26%	Closed	History

UTX - United Technologies	Q2 2003	$70.83	Q3 2003	$77.28	+9.11%	Closed	History

EFX - Equifax Inc.	Q1 2004	$25.82	Q4 2004	$28.10	+8.83%	Closed	History

CB - Chubb Ltd.	Q3 2016	$125.55	Q1 2017	$136.41	+8.65%	Closed	History

IVE - iShares S&P 500 Value ETF	Q4 2025	$212.07	Open	$229.94	+8.43%	Open	History

F - Ford Motor Co.	Q1 2021	$12.26	Q1 2024	$13.28	+8.32%	Closed	History

236555Q - Bestfoods	Q3 1999	$48.56	Q4 1999	$52.56	+8.24%	Closed	History

CNP - CenterPoint Energy, Inc.	Q1 2012	$19.70	Q3 2012	$21.32	+8.22%	Closed	History

CARR - Carrier Global Corp.	Q3 2023	$55.20	Q3 2025	$59.70	+8.15%	Closed	History

EW - Edwards Lifesciences Corp.	Q3 2018	$58.08	Q1 2020	$62.80	+8.12%	Closed	History

TXN - Texas Instruments Inc.	Q3 2014	$47.71	Q2 2015	$51.56	+8.07%	Closed	History

6684 - Hewlett-Packard	Q2 2003	$21.30	Q4 2003	$22.97	+7.84%	Closed	History

DUK - Duke Energy Corp.	Q1 2014	$71.29	Q1 2015	$76.81	+7.74%	Closed	History

DE - Deere & Co.	Q4 2017	$156.76	Q3 2019	$168.52	+7.50%	Closed	History

ADSK - Autodesk, Inc.	Q3 2024	$275.48	Q4 2025	$296.01	+7.45%	Closed	History

NSRGY - Nestlé S.A.	Q2 2018	$77.36	Q3 2018	$83.02	+7.32%	Closed	History

JCP* - J.C. Penney	Q2 2006	$67.51	Q2 2007	$72.38	+7.21%	Closed	History

OTTR - Otter Tail Corp.	Q1 2022	$62.63	Q2 2022	$67.11	+7.15%	Closed	History

ADBE - Adobe Inc.	Q4 2004	$31.37	Q1 2005	$33.59	+7.06%	Closed	History

IPGP - IPG Photonics Corp.	Q2 2020	$160.67	Q4 2021	$172.00	+7.05%	Closed	History

ADSK - Autodesk, Inc.	Q4 2023	$243.48	Q1 2024	$260.42	+6.96%	Closed	History

DEO - Diageo plc	Q2 2011	$81.80	Q4 2011	$87.47	+6.93%	Closed	History

IJT - iShares S&P Small-Cap 600 Growth ETF	Q4 2014	$61.33	Q2 2015	$65.56	+6.90%	Closed	History

LIN - Linde plc	Q4 2023	$410.71	Q2 2024	$438.81	+6.84%	Closed	History

NEOG - Neogen Corp	Q1 2018	$33.47	Q3 2018	$35.75	+6.83%	Closed	History

NKE - NIKE, Inc.	Q2 2011	$22.52	Q4 2011	$24.05	+6.79%	Closed	History

EIX - Edison International	Q2 2011	$38.77	Q4 2011	$41.38	+6.73%	Closed	History

ALRS - Alerus Financial Corp.	Q4 2021	$29.28	Open	$31.24	+6.69%	Open	History

ABKFQ - Ambac Finl Group	Q2 2006	$81.10	Q1 2007	$86.39	+6.52%	Closed	History

WAMUQ - Washington Mutual Inc	Q1 2004	$42.71	Q4 2006	$45.49	+6.51%	Closed	History

MDY - State Street SPDR S&P MIDCAP 400 ETF Trust	Q2 2024	$535.08	Q4 2024	$569.58	+6.45%	Closed	History

SIRO - Sirona Dental Sys Inc	Q4 2013	$70.20	Q1 2014	$74.67	+6.37%	Closed	History

DEIMX - Dryden Intl Eq Fd Cl M	Q1 2007	$14.25	Q2 2007	$15.15	+6.32%	Closed	History

HOG - Harley-Davidson, Inc.	Q2 2025	$23.60	Open	$25.08	+6.27%	Open	History

JWN - Nordstrom	Q2 2011	$46.90	Q4 2011	$49.76	+6.10%	Closed	History

41018Q - Wachovia	Q4 2005	$52.86	Q1 2006	$56.05	+6.03%	Closed	History

PM8 - Premier Inc Cl A	Q3 2016	$32.34	Q2 2020	$34.28	+6.00%	Closed	History

MDLZ - Mondelez International, Inc.	Q1 2021	$58.59	Q2 2022	$62.07	+5.94%	Closed	History

VTI - Vanguard Total Stock Market Index Fund ETF Shares	Q1 2024	$259.90	Q1 2025	$274.84	+5.75%	Closed	History

VOT - Vanguard Mid-Cap Growth Index Fund ETF Shares	Q1 2023	$194.89	Q2 2023	$205.77	+5.58%	Closed	History

253647Q - Time Warner	Q2 2006	$17.30	Q3 2006	$18.23	+5.38%	Closed	History

ADBE - Adobe Inc.	Q3 2006	$37.46	Q3 2008	$39.47	+5.37%	Closed	History

MDY - State Street SPDR S&P MIDCAP 400 ETF Trust	Q2 2025	$566.48	Q3 2025	$596.10	+5.23%	Closed	History

CELG - Celgene Corp	Q1 2019	$94.43	Q3 2019	$99.30	+5.16%	Closed	History

BR - Broadridge Financial Solutions, Inc.	Q3 2024	$215.03	Q4 2024	$226.09	+5.14%	Closed	History

ORCL - Oracle Corp.	Q4 2010	$31.29	Q2 2011	$32.88	+5.08%	Closed	History

236555Q - Bestfoods	Q2 2000	$69.25	Q3 2000	$72.75	+5.05%	Closed	History

GM - General Motors Co.	Q3 2022	$32.04	Q4 2022	$33.64	+4.99%	Closed	History

LNT - Alliant Energy Corp.	Q1 2012	$21.69	Q2 2012	$22.76	+4.93%	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.