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
ACN - Accenture plc	Q1 2019	$176.32	Q2 2019	$184.72	+4.76%	Closed	History

DOC - Healthpeak Properties, Inc.	Q1 2024	$18.75	Q2 2024	$19.60	+4.53%	Closed	History

IVW - iShares S&P 500 Growth ETF	Q4 2010	$16.42	Q1 2011	$17.16	+4.52%	Closed	History

USMV - iShares MSCI USA Min Vol Factor ETF	Q1 2026	$92.69	Open	$96.88	+4.52%	Open	History

PPG - PPG Industries, Inc.	Q1 2017	$105.00	Q2 2017	$109.73	+4.50%	Closed	History

DD - DuPont de Nemours, Inc.	Q4 2001	$75.95	Q2 2002	$79.32	+4.45%	Closed	History

ACN - Accenture plc	Q2 2018	$163.27	Q3 2018	$170.45	+4.40%	Closed	History

ZBH - Zimmer Biomet Holdings, Inc.	Q4 2001	$31.44	Q4 2003	$32.78	+4.26%	Closed	History

DRI - Darden Restaurants, Inc.	Q4 2006	$35.91	Q3 2007	$37.42	+4.21%	Closed	History

T - AT&T Inc.	Q1 2006	$20.42	Open	$21.28	+4.20%	Open	History

IJS - iShares S&P Small-Cap 600 Value ETF	Q1 2013	$44.92	Q2 2013	$46.70	+3.96%	Closed	History

CEG - Constellation Energy Corp.	Q3 2022	$83.04	Q4 2022	$86.21	+3.82%	Closed	History

K - Kellogg	Q2 2005	$44.44	Q3 2005	$46.13	+3.80%	Closed	History

CELG - Celgene Corp	Q1 2015	$115.43	Q4 2015	$119.73	+3.73%	Closed	History

SO - The Southern Co.	Q1 2018	$44.72	Q2 2018	$46.39	+3.73%	Closed	History

KMX - CarMax, Inc.	Q4 2014	$66.58	Q1 2015	$69.00	+3.63%	Closed	History

CAT - Caterpillar Inc.	Q4 2005	$57.77	Q3 2008	$59.60	+3.17%	Closed	History

FIMIX - Fidelity MN Muni	Q4 2001	$10.27	Q1 2002	$10.59	+3.12%	Closed	History

MXA - Minnesota Muni Income Portfoli	Q2 2010	$15.05	Q3 2014	$15.51	+3.06%	Closed	History

NOC - Northrop Grumman Corp.	Q2 2018	$308.08	Q3 2018	$317.27	+2.98%	Closed	History

CAH - Cardinal Health, Inc.	Q4 2019	$50.68	Q2 2020	$52.11	+2.82%	Closed	History

LMT - Lockheed Martin Corp.	Q1 2023	$472.73	Q4 2024	$485.94	+2.79%	Closed	History

2200Q - Citigroup Inc	Q1 2001	$44.98	Q2 2005	$46.23	+2.78%	Closed	History

ARG - Airgas Inc Com	Q4 2013	$111.89	Q4 2014	$115.00	+2.78%	Closed	History

SLB - Slb N.V.	Q3 1999	$31.16	Q2 2021	$32.00	+2.71%	Closed	History

MINN - Mairs & Power Minnesota Municipal Bond ETF	Q2 2025	$21.72	Open	$22.31	+2.70%	Open	History

SMTFX - MUTUAL FUNDS SIT MN Tax Free Income Fund	Q1 2000	$9.73	Q1 2002	$9.99	+2.67%	Closed	History

APG - APi Group Corp.	Q1 2026	$40.52	Open	$41.51	+2.44%	Open	History

MRSH - Marsh & McLennan Companies, Inc.	Q4 2021	$173.85	Open	$178.05	+2.42%	Open	History

CLB - Core Laboratories Inc.	Q2 2011	$111.41	Q4 2011	$114.09	+2.41%	Closed	History

SJM - The J. M. Smucker Co.	Q2 2004	$45.91	Q2 2005	$46.94	+2.24%	Closed	History

DUK - Duke Energy Corp.	Q1 2017	$81.91	Q2 2017	$83.58	+2.04%	Closed	History

ICF - iShares Cohen & Steers Reit ET	Q4 2015	$49.70	Q4 2017	$50.70	+2.00%	Closed	History

PML - Pimco Muni Income	Q2 2018	$13.07	Q4 2018	$13.33	+1.99%	Closed	History

SEIC - SEI Investments Co.	Q1 2021	$60.91	Q2 2021	$62.12	+1.99%	Closed	History

ADBE - Adobe Inc.	Q4 2010	$30.77	Q2 2011	$31.38	+1.98%	Closed	History

BSX - Boston Scientific Corp.	Q3 2021	$43.41	Q1 2022	$44.22	+1.87%	Closed	History

SNAP - Snap Inc.	Q1 2026	$4.60	Open	$4.68	+1.74%	Open	History

HNZ - Heinz	Q2 2011	$53.23	Q4 2011	$54.04	+1.52%	Closed	History

ENTG - Entegris, Inc.	Q4 2021	$138.58	Open	$140.63	+1.48%	Open	History

NVS - Novartis AG	Q4 2022	$90.72	Q1 2023	$92.00	+1.41%	Closed	History

BGS - B & G Foods Inc	Q2 2013	$34.12	Q3 2013	$34.59	+1.38%	Closed	History

SPY - State Street SPDR S&P 500 ETF Trust	Q1 2004	$113.10	Q2 2004	$114.53	+1.26%	Closed	History

AWK - American Water Works Co., Inc.	Q3 2022	$130.12	Open	$131.57	+1.11%	Open	History

SYY - Sysco Corp.	Q2 2006	$30.56	Q3 2008	$30.83	+0.88%	Closed	History

LMT - Lockheed Martin Corp.	Q2 2019	$363.04	Q2 2020	$365.34	+0.63%	Closed	History

VWO - Vanguard Emerging Markets Stock Index Fund	Q1 2014	$40.61	Q2 2015	$40.86	+0.62%	Closed	History

ROST - Ross Stores, Inc.	Q3 2024	$150.51	Q4 2024	$151.27	+0.50%	Closed	History

SEIC - SEI Investments Co.	Q3 2017	$60.91	Q3 2018	$61.21	+0.49%	Closed	History

SRCL - Stericycle Inc	Q4 2013	$116.15	Q3 2014	$116.71	+0.48%	Closed	History

NVS - Novartis AG	Q4 2021	$87.54	Q1 2022	$87.92	+0.43%	Closed	History

CELG - Celgene Corp	Q1 2018	$89.11	Q3 2018	$89.46	+0.39%	Closed	History

AP47 - Glaxosmithkline PLC	Q1 2014	$53.38	Q2 2014	$53.56	+0.34%	Closed	History

ORCL - Oracle Corp.	Q3 2003	$11.25	Q3 2004	$11.28	+0.27%	Closed	History

RSG - Republic Services, Inc.	Q3 2024	$200.84	Q4 2024	$201.18	+0.17%	Closed	History

BLS - BellSouth Corp	Q4 1999	$46.81	Q1 2000	$46.88	+0.15%	Closed	History

PCP - Precision Castparts	Q2 2011	$164.68	Q4 2011	$164.88	+0.12%	Closed	History

PCP - Precision Castparts	Q4 2012	$189.70	Q1 2013	$189.76	+0.03%	Closed	History

2323070Q - General Motors	Q1 2000	$82.81	Q1 2000	$82.81	+0.00%	Closed	History

2323070Q - General Motors	Q4 2003	$53.40	Q4 2003	$53.40	+0.00%	Closed	History

2323070Q - General Motors	Q2 2004	$46.59	Q2 2004	$46.59	+0.00%	Closed	History

2641504Q - Solectron	Q4 1999	$95.13	Q4 1999	$95.13	+0.00%	Closed	History

316623Q - NRG Energy Inc	Q2 2004	$53.79	Q2 2004	$53.79	+0.00%	Closed	History

3232248Q - SAFECO Corp	Q1 2000	$26.56	Q1 2000	$26.56	+0.00%	Closed	History

3232248Q - SAFECO Corp	Q2 2006	$56.35	Q2 2006	$56.35	+0.00%	Closed	History

3283020Q - M.STNLY D. Witter	Q2 2001	$64.23	Q2 2001	$64.23	+0.00%	Closed	History

3891289Q - Mobil Corp	Q3 1999	$100.75	Q3 1999	$100.75	+0.00%	Closed	History

41018Q - Wachovia	Q4 2004	$52.60	Q4 2004	$52.60	+0.00%	Closed	History

5050 - Exxon Corp	Q3 1999	$76.00	Q3 1999	$76.00	+0.00%	Closed	History

7656 - Allied Capital Corp	Q3 2006	$30.21	Q3 2006	$30.21	+0.00%	Closed	History

9489 - At&t	Q4 2005	$24.49	Q4 2005	$24.49	+0.00%	Closed	History

AAXJ - iShares MSCI All Cntry Asia Ex	Q2 2011	$61.98	Q2 2011	$61.98	+0.00%	Closed	History

ACN - Accenture plc	Q4 2019	$210.16	Q4 2019	$210.16	+0.00%	Closed	History

ADI - Analog Devices, Inc.	Q1 2023	$197.22	Q1 2023	$197.22	+0.00%	Closed	History

ADSK - Autodesk, Inc.	Q2 2020	$239.48	Q2 2020	$239.48	+0.00%	Closed	History

AEP - American Electric Power Co., Inc.	Q1 2023	$90.99	Q1 2023	$90.99	+0.00%	Closed	History

AFL - Aflac Inc.	Q2 2011	$23.34	Q2 2011	$23.34	+0.00%	Closed	History

AFL - Aflac Inc.	Q4 2019	$52.95	Q4 2019	$52.95	+0.00%	Closed	History

ALEX - Alexander & Baldwin Inc	Q2 2011	$48.13	Q2 2011	$48.13	+0.00%	Closed	History

ALNY - Alnylam Pharmaceuticals, Inc.	Q4 2015	$94.35	Q4 2015	$94.35	+0.00%	Closed	History

ALU - Alcatel Lucent	Q4 2006	$14.22	Q4 2006	$14.22	+0.00%	Closed	History

AMD - Advanced Micro Devices, Inc.	Q1 2022	$109.44	Q1 2022	$109.44	+0.00%	Closed	History

AME - AMETEK, Inc.	Q1 2018	$75.93	Q1 2018	$75.93	+0.00%	Closed	History

AME - AMETEK, Inc.	Q3 2018	$79.26	Q3 2018	$79.26	+0.00%	Closed	History

AMP - Ameriprise Financial, Inc.	Q4 2010	$57.42	Q4 2010	$57.42	+0.00%	Closed	History

ANSS - ANSYS Inc	Q2 2011	$54.70	Q2 2011	$54.70	+0.00%	Closed	History

ANWPX - New Perspective Fund	Q4 2004	$13.70	Q4 2004	$13.70	+0.00%	Closed	History

AOL - AOL Time Warner	Q3 2003	$17.61	Q3 2003	$17.61	+0.00%	Closed	History

APC - Anadarko Pete Corp	Q4 2016	$69.80	Q4 2016	$69.80	+0.00%	Closed	History

APH - Amphenol Corp.	Q2 2011	$6.76	Q2 2011	$6.76	+0.00%	Closed	History

ARTIX - Artisan Intl	Q1 2007	$20.43	Q1 2007	$20.43	+0.00%	Closed	History

ASB - Associated Banc-Corp	Q4 2002	$22.63	Q4 2002	$22.63	+0.00%	Closed	History

AVGO - Broadcom Inc.	Q4 2021	$66.46	Q4 2021	$66.46	+0.00%	Closed	History

BALL - Ball Corp.	Q2 2006	$9.26	Q2 2006	$9.26	+0.00%	Closed	History

BBY - Best Buy Co., Inc.	Q4 2019	$87.71	Q4 2019	$87.71	+0.00%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2003	$29.80	Q2 2003	$29.80	+0.00%	Closed	History

BDX - Becton, Dickinson and Co.	Q2 2006	$46.89	Q2 2006	$46.89	+0.00%	Closed	History

BECN - Beacon Roofing Supply Inc	Q4 2013	$40.28	Q4 2013	$40.28	+0.00%	Closed	History

BEN - Franklin Resources, Inc.	Q2 2001	$15.26	Q2 2001	$15.26	+0.00%	Closed	History

BLK - BlackRock, Inc.	Q2 2023	$691.14	Q2 2023	$691.14	+0.00%	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.