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Mairs & Power

MAIRS & POWER INC · CIK: 1070134 · Report Period: 2025-12-31 · Filed: Feb 17 2026

Portfolio Concentration
Top 10 holdings by weight — hover for cross-investor insights
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Holdings Total: $10,390,343,076 · 243 positions
# Ticker Issuer Class % of Portfolio Value ($) Shares Activity Share Change
1 MSFT MICROSOFT CORP COM 8.9% $925,114,873 1,912,896 ADD +7,349
2 NVDA NVIDIA CORPORATION COM 8.9% $923,109,405 4,949,648 REDUCE -626,772
3 AMZN AMAZON COM INC COM 5.8% $598,462,710 2,592,768 ADD +36,866
4 GOOG ALPHABET INC COM 5.1% $532,822,723 1,697,969 REDUCE -64,619
5 JPM JPMORGAN CHASE & CO. COM 4.0% $411,282,897 1,276,404 REDUCE -85,126
6 LLY ELI LILLY & CO COM 3.6% $371,135,365 345,345 REDUCE -12,832
7 AAPL APPLE INC COM 3.2% $330,985,738 1,217,486 ADD +34,743
8 GGG GRACO INC COM 3.1% $320,140,546 3,905,582 REDUCE -28,419
9 V VISA INC COM 2.7% $281,450,966 802,518 ADD +11,371
10 UNH UNITEDHEALTH GROUP INC COM 2.6% $274,167,948 830,535 REDUCE -239,412
11 TTC TORO CO COM 2.6% $269,444,639 3,422,823 REDUCE -177,636
12 NVT NVENT ELECTRIC PLC COM 2.1% $215,280,150 2,111,211 REDUCE -71,162
13 META META PLATFORMS INC COM 2.0% $208,937,628 316,529 ADD +59,602
14 ECL ECOLAB INC COM 1.9% $202,290,331 770,571 REDUCE -6,458
15 MSI MOTOROLA SOLUTIONS INC COM 1.9% $201,325,030 525,214 ADD +64,985
16 WEC WEC ENERGY GROUP INC COM 1.9% $201,299,306 1,908,774 ADD +114,923
17 LFUS LITTELFUSE INC COM 1.9% $197,012,287 778,951 REDUCE -34,987
18 LNT ALLIANT ENERGY CORP COM 1.9% $192,231,124 2,956,947 REDUCE -36,696
19 FAST FASTENAL CO COM 1.8% $187,306,719 4,667,499 REDUCE -51,537
20 JNJ JOHNSON & JOHNSON COM 1.6% $166,459,390 804,346 REDUCE -181,156
21 TECH BIO-TECHNE CORP COM 1.6% $162,758,957 2,767,539 REDUCE -39,870
22 WFC WELLS FARGO CO NEW COM 1.6% $161,174,589 1,729,341 REDUCE -442,996
23 SHW SHERWIN WILLIAMS CO COM 1.5% $152,161,922 469,592 ADD +5,549
24 TSM TAIWAN SEMICONDUCTOR MFG LTD COM 1.4% $147,856,768 486,547 REDUCE -8,718
25 FUL FULLER H B CO COM 1.4% $143,362,044 2,411,067 ADD +2,174
Position Changes 8 quarters available
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 BRKB BERKSHIRE HATHAWAY INC DEL REDUCE -522 -2.1% 24,857 $12,494,371
2 AIR AAR CORP REDUCE -15,526 -12.2% 112,176 $9,287,051
3 FPL NEXTERA ENERGY INC REDUCE -553 -4.2% 12,772 $1,025,336
4 IDXX IDEXX LABS INC REDUCE -13 -0.6% 2,131 $1,441,685
5 IXN ISHARES TR REDUCE -2,432 -43.6% 3,150 $331,254
6 AMZN AMAZON COM INC ADD +36,866 +1.4% 2,592,768 $598,462,710
7 INSP INSPIRE MED SYS INC REDUCE -7,830 -12.0% 57,616 $5,313,924
8 PM PHILIP MORRIS INTL INC ADD +8 +0.3% 2,649 $424,900
9 MRK MERCK & CO INC REDUCE -188 -0.4% 51,999 $5,473,415
10 IWD ISHARES TR REDUCE -11,924 -85.9% 1,962 $412,687
11 ADBE ADOBE INC REDUCE -20 -1.0% 2,009 $703,130
12 RF REGIONS FINANCIAL CORP NEW REDUCE -2,120 -21.8% 7,620 $206,502
13 WFC WELLS FARGO CO NEW REDUCE -442,996 -20.4% 1,729,341 $161,174,589
14 XEL XCEL ENERGY INC ADD +10,272 +2.7% 396,280 $29,269,276
15 IBM INTERNATIONAL BUSINESS MACHS REDUCE -76 -2.1% 3,627 $1,074,354
16 ITW ILLINOIS TOOL WKS INC REDUCE -26 -1.5% 1,733 $426,838
17 MSI MOTOROLA SOLUTIONS INC ADD +64,985 +14.1% 525,214 $201,325,030
18 AAPL APPLE INC ADD +34,743 +2.9% 1,217,486 $330,985,738
19 - MONDELEZ INTL INC SOLD -4,524 Exit - -
20 XYL XYLEM INC ADD +4,504 +307.2% 5,970 $812,995
21 CAT CATERPILLAR INC REDUCE -255 -1.4% 18,455 $10,572,316
22 - HIMAX TECHNOLOGIES INC SOLD -10,550 Exit - -
23 BMI BADGER METER INC REDUCE -1,046 -1.0% 102,813 $17,931,698
24 WMI WASTE MGMT INC DEL REDUCE -50 -4.8% 1,000 $219,710
25 ACWX ISHARES TR ADD +6,873 +238.9% 9,750 $654,518
26 GE GE AEROSPACE REDUCE -50 -0.6% 7,775 $2,394,933
27 ORCL ORACLE CORP ADD +11,006 +62.5% 28,618 $5,577,934
28 NWE NORTHWESTERN ENERGY GROUP IN REDUCE -7,355 -8.3% 81,682 $5,271,756
29 MO ALTRIA GROUP INC REDUCE -98 -2.1% 4,561 $262,989
30 - GENUINE PARTS CO SOLD -1,603 Exit - -
31 TT TRANE TECHNOLOGIES PLC REDUCE -138 -10.8% 1,143 $444,856
32 XLV SELECT SECTOR SPDR TR NEW BUY +5,522 New 5,522 $854,806
33 PEP PEPSICO INC REDUCE -248 -2.7% 9,103 $1,306,463
34 - SPDR S&P MIDCAP 400 ETF TR SOLD -1,064 Exit - -
35 GNRC GENERAC HLDGS INC REDUCE -8,183 -7.0% 108,578 $14,806,782
36 AVGO BROADCOM INC REDUCE -597 -15.2% 3,323 $1,150,090
37 - JAMF HLDG CORP SOLD -298,112 Exit - -
38 KHC KRAFT HEINZ CO REDUCE -558,344 -25.0% 1,672,831 $40,566,152
39 HUBG HUB GROUP INC REDUCE -20,055 -7.8% 236,036 $10,057,494
40 VEA VANGUARD TAX-MANAGED FDS ADD +550 +12.0% 5,129 $320,409
41 GEV GE VERNOVA INC REDUCE -67 -6.7% 933 $609,781
42 SHW SHERWIN WILLIAMS CO ADD +5,549 +1.2% 469,592 $152,161,922
43 USB US BANCORP DEL REDUCE -115,757 -15.2% 647,980 $34,576,228
44 ETN EATON CORP PLC ADD +1 +0.2% 648 $206,394
45 GOOG ALPHABET INC REDUCE -64,619 -3.7% 1,697,969 $532,822,723
46 - COMCAST CORP NEW SOLD -7,600 Exit - -
47 NSC NORFOLK SOUTHN CORP REDUCE -19 -0.6% 3,035 $876,265
48 FAST FASTENAL CO REDUCE -51,537 -1.1% 4,667,499 $187,306,719
49 - CARRIER GLOBAL CORPORATION SOLD -4,043 Exit - -
50 ADP AUTOMATIC DATA PROCESSING IN ADD +5,674 +5.4% 110,781 $28,496,197
51 SLB SLB LIMITED REDUCE -2,024 -26.9% 5,500 $211,090
52 - STARBUCKS CORP SOLD -2,671 Exit - -
53 UNP UNION PAC CORP REDUCE -234 -4.8% 4,592 $1,062,221
54 ZTS ZOETIS INC ADD +224,910 +15094.6% 226,400 $28,485,648
55 SYY SYSCO CORP REDUCE -17,701 -11.3% 138,534 $10,208,570
56 PNR PENTAIR PLC REDUCE -1,150 -1.9% 59,063 $6,150,821
57 PII POLARIS INC REDUCE -20,097 -21.0% 75,743 $4,790,745
58 - ISHARES TR SOLD -14,255 Exit - -
59 VIG VANGUARD SPECIALIZED FUNDS REDUCE -983 -29.3% 2,377 $522,417
60 PATK PATRICK INDS INC ADD +29,648 +126.8% 53,033 $5,750,368
61 BMY BRISTOL-MYERS SQUIBB CO REDUCE -1,454 -5.5% 24,938 $1,345,156
62 VTI VANGUARD INDEX FDS ADD +477 +58.4% 1,294 $433,839
63 CB CHUBB LIMITED REDUCE -58 -2.4% 2,334 $728,488
64 XLI SELECT SECTOR SPDR TR NEW BUY +10,535 New 10,535 $1,634,189
65 XOM EXXON MOBIL CORP ADD +16,689 +23.9% 86,602 $10,421,685
66 CRM SALESFORCE INC ADD +1,224 +0.4% 296,013 $78,416,804
67 ISRG INTUITIVE SURGICAL INC NEW BUY +62,277 New 62,277 $35,271,202
68 - ALLETE INC SOLD -3,288 Exit - -
69 ENTG ENTEGRIS INC ADD +154,936 +13.0% 1,348,986 $113,652,071
70 CASY CASEYS GEN STORES INC REDUCE -4,359 -4.0% 103,873 $57,411,646
71 GBCI GLACIER BANCORP INC NEW REDUCE -1,809 -1.8% 97,354 $4,288,444
72 QCOM QUALCOMM INC REDUCE -103,625 -15.8% 550,308 $94,130,183
73 PANW PALO ALTO NETWORKS INC ADD +109,405 +98.3% 220,647 $40,643,177
74 TSM TAIWAN SEMICONDUCTOR MFG LTD REDUCE -8,718 -1.8% 486,547 $147,856,768
75 LFUS LITTELFUSE INC REDUCE -34,987 -4.3% 778,951 $197,012,287
76 GGG GRACO INC REDUCE -28,419 -0.7% 3,905,582 $320,140,546
77 HON HONEYWELL INTL INC REDUCE -15,272 -6.1% 233,976 $45,646,291
78 BAC BANK AMERICA CORP REDUCE -2,483 -9.9% 22,493 $1,237,115
79 SYK STRYKER CORPORATION REDUCE -237 -5.3% 4,199 $1,475,823
80 LLY ELI LILLY & CO REDUCE -12,832 -3.6% 345,345 $371,135,365
81 FISV FISERV INC REDUCE -106,681 -6.1% 1,643,250 $110,377,103
82 - ISHARES TR SOLD -4,172 Exit - -
83 ALRS ALERUS FINL CORP REDUCE -7,387 -8.5% 79,436 $1,788,899
84 FUL FULLER H B CO ADD +2,174 +0.1% 2,411,067 $143,362,044
85 TRV TRAVELERS COMPANIES INC ADD +25,306 +28.6% 113,800 $33,008,828
86 HWKN HAWKINS INC REDUCE -851 -6.3% 12,569 $1,785,552
87 UPS UNITED PARCEL SERVICE INC REDUCE -5,483 -21.7% 19,792 $1,963,168
88 MINN TRUST FOR PROFESSIONAL MANAG ADD +95,550 +41.7% 324,736 $7,322,862
89 NVDA NVIDIA CORPORATION REDUCE -626,772 -11.2% 4,949,648 $923,109,405
90 ULTA ULTA BEAUTY INC REDUCE -868 -32.4% 1,810 $1,095,068
91 BAX BAXTER INTL INC REDUCE -5,265 -17.7% 24,556 $469,265
92 KO COCA COLA CO REDUCE -200 -0.8% 23,411 $1,636,663
93 37253A GENTHERM INC REDUCE -22,841 -30.1% 52,946 $1,925,646
94 SPY SPDR S&P 500 ETF TR ADD +61 +0.2% 27,054 $18,448,664
95 GIS GENERAL MLS INC REDUCE -7,271 -6.3% 108,477 $5,044,181
96 ABBV ABBVIE INC REDUCE -965 -2.0% 46,456 $10,614,731
97 JBTM JBT MAREL CORPORATION REDUCE -1,278 -1.8% 68,757 $10,359,617
98 WTFC WINTRUST FINL CORP REDUCE -4,216 -8.3% 46,633 $6,520,226
99 JHX JAMES HARDIE INDS PLC NEW BUY +90,673 New 90,673 $1,881,465
100 WEC WEC ENERGY GROUP INC ADD +114,923 +6.4% 1,908,774 $201,299,306
101 AMD ADVANCED MICRO DEVICES INC REDUCE -583 -22.5% 2,013 $431,104
102 BIL SPDR SERIES TRUST ADD +3,356 +108.9% 6,438 $588,304
103 MSFT MICROSOFT CORP ADD +7,349 +0.4% 1,912,896 $925,114,873
104 NTRS NORTHERN TR CORP REDUCE -40 -1.6% 2,400 $327,816
105 AWK AMERICAN WTR WKS CO INC NEW REDUCE -138 -2.7% 5,046 $658,503
106 IJR ISHARES TR REDUCE -1,022 -29.1% 2,495 $299,849
107 AMP AMERIPRISE FINL INC ADD +7,905 +22.8% 42,611 $20,893,878
108 CTAS CINTAS CORP ADD +1,379 +7.6% 19,617 $3,689,369
109 VTEB VANGUARD MUN BD FDS NEW BUY +4,211 New 4,211 $211,771
110 VB VANGUARD INDEX FDS ADD +202 +15.6% 1,496 $385,970
111 PFE PFIZER INC REDUCE -1,423 -1.9% 73,921 $1,840,633
112 OKLO OKLO INC REDUCE -410 -2.6% 15,561 $1,116,657
113 BBY BEST BUY INC REDUCE -3,345 -33.4% 6,657 $445,553
114 JNJ JOHNSON & JOHNSON REDUCE -181,156 -18.4% 804,346 $166,459,390
115 TMO THERMO FISHER SCIENTIFIC INC REDUCE -375 -23.2% 1,241 $719,097
116 ACN ACCENTURE PLC IRELAND REDUCE -148 -11.1% 1,184 $317,667
117 VZ VERIZON COMMUNICATIONS INC REDUCE -40,403 -1.2% 3,373,672 $137,409,661
118 KNF KNIFE RIVER CORP ADD +1,810 +1.5% 123,855 $8,713,199
119 ZMH ZIMMER BIOMET HOLDINGS INC REDUCE -2,855 -20.5% 11,100 $998,112
120 - LINDE PLC SOLD -429 Exit - -
121 CWAN CLEARWATER ANALYTICS HLDGS I REDUCE -1,765 -1.9% 92,510 $2,231,341
122 ABT ABBOTT LABS REDUCE -14,803 -2.0% 708,081 $88,715,439
123 V VISA INC ADD +11,371 +1.4% 802,518 $281,450,966
124 KMB KIMBERLY-CLARK CORP REDUCE -550 -5.0% 10,419 $1,051,173
125 PJC PIPER SANDLER COMPANIES REDUCE -8,745 -4.7% 175,861 $59,741,740
126 CGNX COGNEX CORP ADD +558,302 +91.0% 1,171,596 $42,154,024
127 HSY HERSHEY CO REDUCE -3,685 -5.2% 67,608 $12,303,304
128 SKYT SKYWATER TECHNOLOGY INC REDUCE -2,625 -1.4% 182,131 $3,307,499
129 LNT ALLIANT ENERGY CORP REDUCE -36,696 -1.2% 2,956,947 $192,231,124
130 META META PLATFORMS INC ADD +59,602 +23.2% 316,529 $208,937,628
131 - ISHARES TR SOLD -11,000 Exit - -
132 EFA ISHARES TR REDUCE -393 -3.1% 12,093 $1,161,243
133 TXN TEXAS INSTRS INC REDUCE -1,293 -0.5% 235,424 $40,843,710
134 SCHW SCHWAB CHARLES CORP REDUCE -26,032 -8.7% 273,357 $27,311,098
135 DHR DANAHER CORPORATION REDUCE -586 -33.4% 1,169 $267,607
136 TNC TENNANT CO REDUCE -258,064 -19.4% 1,071,624 $78,978,689
137 RDNT RADNET INC REDUCE -1,835 -1.9% 95,648 $6,824,485
138 DCI DONALDSON INC REDUCE -44,786 -7.4% 560,653 $49,707,454
139 BLK BLACKROCK INC REDUCE -141 -42.6% 190 $203,365
140 ECL ECOLAB INC REDUCE -6,458 -0.8% 770,571 $202,290,331
141 HRL HORMEL FOODS CORP REDUCE -396,129 -9.5% 3,789,513 $89,811,458
142 - GALLAGHER ARTHUR J & CO SOLD -760 Exit - -
143 EXAS EXACT SCIENCES CORP REDUCE -76,001 -81.5% 17,236 $1,750,488
144 TGT TARGET CORP REDUCE -37,977 -16.3% 194,758 $19,037,579
145 LOW LOWES COS INC REDUCE -122 -1.7% 6,863 $1,655,081
146 XLK SELECT SECTOR SPDR TR ADD +2,235 +100.0% 4,470 $643,575
147 NVS NOVARTIS AG NEW BUY +1,485 New 1,485 $204,737
148 ROK ROCKWELL AUTOMATION INC REDUCE -80,443 -19.6% 330,334 $128,523,049
149 AMGN AMGEN INC REDUCE -143 -2.5% 5,524 $1,808,060
150 XLP SELECT SECTOR SPDR TR NEW BUY +20,045 New 20,045 $1,557,096
151 - VANGUARD SCOTTSDALE FDS SOLD -1,031 Exit - -
152 QCRH QCR HOLDINGS INC REDUCE -13,789 -13.2% 91,002 $7,580,467
153 IDA IDACORP INC ADD +15,340 +5.3% 302,508 $38,285,412
154 BKH BLACK HILLS CORP REDUCE -3,511 -3.6% 94,138 $6,535,060
155 MMM 3M CO ADD +2,694 +0.8% 349,147 $55,898,373
156 BSX BOSTON SCIENTIFIC CORP REDUCE -131 -1.3% 10,176 $970,282
157 MOS MOSAIC CO NEW REDUCE -5,500 -18.6% 24,000 $578,160
158 VUG VANGUARD INDEX FDS REDUCE -1,399 -67.0% 688 $335,648
159 WK WORKIVA INC REDUCE -29,069 -3.8% 727,994 $62,789,483
160 NKE NIKE INC ADD +12,423 +24.5% 63,185 $4,025,516
161 BSY BENTLEY SYS INC NEW BUY +82,986 New 82,986 $3,167,161
162 SOLV SOLVENTUM CORP REDUCE -350 -0.5% 72,887 $5,775,566
163 SNA SNAP ON INC REDUCE -200 -5.6% 3,373 $1,162,336
164 PLXS PLEXUS CORP REDUCE -9,044 -16.5% 45,868 $6,742,596
165 OSK OSHKOSH CORP REDUCE -475 -1.3% 35,069 $4,405,718
166 XLB SELECT SECTOR SPDR TR NEW BUY +5,260 New 5,260 $238,541
167 CVRX CVRX INC REDUCE -2,500 -1.7% 142,456 $1,011,438
168 AMT AMERICAN TOWER CORP NEW REDUCE -1,011 -33.4% 2,020 $354,651
169 TWP TREX CO INC ADD +27,314 +43.1% 90,652 $3,180,072
170 PFG PRINCIPAL FINANCIAL GROUP IN REDUCE -42,600 -16.7% 211,818 $18,684,454
171 MCD MCDONALDS CORP REDUCE -1,248 -7.0% 16,693 $5,101,800
172 XLF SELECT SECTOR SPDR TR NEW BUY +25,310 New 25,310 $1,386,229
173 VV VANGUARD INDEX FDS REDUCE -751 -47.9% 817 $257,192
174 - EIGHTCO HOLDINGS INC SOLD -10,900 Exit - -
175 CSCO CISCO SYS INC REDUCE -639 -3.1% 20,265 $1,561,013
176 COST COSTCO WHSL CORP NEW REDUCE -288 -8.9% 2,933 $2,529,243
177 IVE ISHARES TR NEW BUY +1,143 New 1,143 $242,396
178 AXP AMERICAN EXPRESS CO REDUCE -10,572 -6.2% 159,459 $58,992,019
179 MDT MEDTRONIC PLC REDUCE -17,822 -4.1% 412,750 $39,646,159
180 BA BOEING CO REDUCE -84 -3.6% 2,270 $492,862
181 CLFD CLEARFIELD INC REDUCE -605 -0.1% 730,188 $21,284,980
182 JPM JPMORGAN CHASE & CO. REDUCE -85,126 -6.3% 1,276,404 $411,282,897
183 TTC TORO CO REDUCE -177,636 -4.9% 3,422,823 $269,444,639
184 TECH BIO-TECHNE CORP REDUCE -39,870 -1.4% 2,767,539 $162,758,957
185 IBTG ISHARES TR ADD +11,105 +352.5% 14,255 $326,083
186 NVT NVENT ELECTRIC PLC REDUCE -71,162 -3.3% 2,111,211 $215,280,150
187 PG PROCTER AND GAMBLE CO ADD +27,830 +14.8% 216,266 $30,993,030
188 GLW CORNING INC REDUCE -2,276 -2.5% 90,350 $7,911,046
189 ONB OLD NATL BANCORP IND REDUCE -47,165 -7.4% 589,960 $13,162,008
190 WAB WABTEC REDUCE -88 -1.7% 5,237 $1,117,838
191 MA MASTERCARD INCORPORATED REDUCE -20 -3.1% 624 $356,229
192 EMR EMERSON ELEC CO REDUCE -1,251 -1.8% 66,916 $8,881,092
193 LTH LIFE TIME GROUP HOLDINGS INC ADD +12,701 +8.0% 172,317 $4,580,186
194 MGPI MGP INGREDIENTS INC NEW REDUCE -3,148 -1.8% 173,245 $4,209,854
195 MEDP MEDPACE HLDGS INC REDUCE -2,918 -4.2% 66,665 $37,442,397
196 IVV ISHARES TR ADD +6,006 +1264.4% 6,481 $4,438,894
197 CFR CULLEN FROST BANKERS INC REDUCE -772 -1.8% 42,731 $5,411,027
198 PSX PHILLIPS 66 REDUCE -39 -0.6% 6,604 $852,180
199 WMT WALMART INC REDUCE -767 -4.6% 16,000 $1,782,720
200 GOOGL ALPHABET INC ADD +23,613 +89.9% 49,881 $15,612,753
201 ASB ASSOCIATED BANC CORP REDUCE -11,737 -4.3% 260,279 $6,704,787
202 CHRWD C H ROBINSON WORLDWIDE INC REDUCE -7,255 -0.8% 862,483 $138,652,756
203 VO VANGUARD INDEX FDS ADD +967 +85.7% 2,095 $608,011
204 LHX L3HARRIS TECHNOLOGIES INC REDUCE -18 -1.7% 1,033 $303,258
205 CVX CHEVRON CORP NEW REDUCE -1,323 -5.8% 21,612 $3,293,885
206 COP CONOCOPHILLIPS REDUCE -2,279 -8.1% 25,858 $2,420,567
207 DIS DISNEY WALT CO REDUCE -17,351 -5.5% 296,183 $33,696,740
208 HD HOME DEPOT INC ADD +1,502 +1.0% 157,053 $54,041,892
209 UNH UNITEDHEALTH GROUP INC REDUCE -239,412 -22.4% 830,535 $274,167,948
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 BRKB BERKSHIRE HATHAWAY INC DEL REDUCE -713 -2.7% 25,379 $12,759,038
2 AIR AAR CORP REDUCE -28,374 -18.2% 127,702 $11,451,038
3 FPL NEXTERA ENERGY INC ADD +2,798 +26.6% 13,325 $1,005,904
4 - AZEK CO INC SOLD -23,927 Exit - -
5 IDXX IDEXX LABS INC REDUCE -80 -3.6% 2,144 $1,369,780
6 IXN ISHARES TR ADD +2,432 +77.2% 5,582 $312,228
7 AMZN AMAZON COM INC ADD +63,041 +2.5% 2,555,902 $561,199,402
8 INSP INSPIRE MED SYS INC REDUCE -2,358 -3.5% 65,446 $4,856,093
9 PM PHILIP MORRIS INTL INC ADD +4 +0.2% 2,641 $428,370
10 MRK MERCK & CO INC REDUCE -4,684 -8.2% 52,187 $4,380,055
11 IWD ISHARES TR NEW BUY +13,886 New 13,886 $585,728
12 ADBE ADOBE INC REDUCE -98 -4.6% 2,029 $715,730
13 CLF CLEVELAND-CLIFFS INC NEW REDUCE -2,500 -15.6% 13,500 $164,700
14 - DIMENSIONAL ETF TRUST SOLD -9,850 Exit - -
15 - TACTILE SYS TECHNOLOGY INC SOLD -12,500 Exit - -
16 WFC WELLS FARGO CO NEW REDUCE -2,066 -0.1% 2,172,337 $182,085,294
17 XEL XCEL ENERGY INC ADD +9,577 +2.5% 386,008 $31,131,583
18 - MAGNITE INC SOLD -10,000 Exit - -
19 IBM INTERNATIONAL BUSINESS MACHS REDUCE -71 -1.9% 3,703 $1,044,838
20 MSI MOTOROLA SOLUTIONS INC REDUCE -14,877 -3.1% 460,229 $210,458,119
21 AAPL APPLE INC ADD +40,175 +3.5% 1,182,743 $301,161,820
22 - MONDELEZ INTL INC NEW BUY +4,524 New 4,524 $282,614
23 XYL XYLEM INC NEW BUY +1,466 New 1,466 $216,235
24 CAT CATERPILLAR INC REDUCE -651 -3.4% 18,710 $8,927,476
25 PATH UIPATH INC NEW BUY +12,125 New 12,125 $162,233
26 BMI BADGER METER INC REDUCE -7,518 -6.8% 103,859 $18,547,225
27 WMI WASTE MGMT INC DEL REDUCE -38 -3.5% 1,050 $231,872
28 ACWX ISHARES TR NEW BUY +2,877 New 2,877 $715,110
29 WY WEYERHAEUSER CO MTN BE REDUCE -1,484 -3.9% 36,117 $895,340
30 ORCL ORACLE CORP ADD +3,337 +23.4% 17,612 $4,953,199
31 NWE NORTHWESTERN ENERGY GROUP IN REDUCE -13,891 -13.5% 89,037 $5,218,459
32 MO ALTRIA GROUP INC REDUCE -497 -9.6% 4,659 $307,754
33 - GENUINE PARTS CO NEW BUY +1,603 New 1,603 $222,176
34 SNE SONY GROUP CORP REDUCE -345 -4.2% 7,830 $225,426
35 PEP PEPSICO INC REDUCE -185 -1.9% 9,351 $1,313,254
36 - SPDR S&P MIDCAP 400 ETF TR ADD +199 +23.0% 1,064 $634,250
37 GNRC GENERAC HLDGS INC REDUCE -14,856 -11.3% 116,761 $19,545,791
38 AVGO BROADCOM INC ADD +719 +22.5% 3,920 $1,293,247
39 - JAMF HLDG CORP REDUCE -101,239 -25.4% 298,112 $3,189,798
40 KHC KRAFT HEINZ CO REDUCE -150,718 -6.3% 2,231,175 $58,099,797
41 HUBG HUB GROUP INC REDUCE -21,008 -7.6% 256,091 $8,819,774
42 VEA VANGUARD TAX-MANAGED FDS NEW BUY +4,579 New 4,579 $274,374
43 BP BP PLC NEW BUY +6,500 New 6,500 $223,990
44 SHW SHERWIN WILLIAMS CO ADD +3,430 +0.7% 464,043 $160,679,544
45 USB US BANCORP DEL REDUCE -306,424 -28.6% 763,737 $36,911,423
46 ETN EATON CORP PLC NEW BUY +647 New 647 $242,140
47 GOOG ALPHABET INC REDUCE -39,239 -2.2% 1,762,588 $429,278,287
48 - COMCAST CORP NEW NEW BUY +7,600 New 7,600 $238,792
49 FAST FASTENAL CO REDUCE -653,723 -12.2% 4,719,036 $231,421,506
50 - CARRIER GLOBAL CORPORATION ADD +797 +24.6% 4,043 $241,367
51 ADP AUTOMATIC DATA PROCESSING IN ADD +3,724 +3.7% 105,107 $30,848,905
52 SLB SCHLUMBERGER LTD NEW BUY +7,524 New 7,524 $258,600
53 - STARBUCKS CORP NEW BUY +2,671 New 2,671 $226,005
54 UNP UNION PAC CORP REDUCE -315 -6.1% 4,826 $1,140,722
55 SYY SYSCO CORP REDUCE -109,902 -41.3% 156,235 $12,864,390
56 PNR PENTAIR PLC REDUCE -2,200 -3.5% 60,213 $6,669,192
57 PII POLARIS INC REDUCE -17,696 -15.6% 95,840 $5,571,179
58 - ISHARES TR NEW BUY +14,255 New 14,255 $222,785
59 VIG VANGUARD SPECIALIZED FUNDS REDUCE -1,186 -26.1% 3,360 $725,054
60 PATK PATRICK INDS INC NEW BUY +23,385 New 23,385 $2,418,711
61 BMY BRISTOL-MYERS SQUIBB CO REDUCE -450 -1.7% 26,392 $1,190,279
62 VTI VANGUARD INDEX FDS NEW BUY +817 New 817 $424,652
63 CB CHUBB LIMITED REDUCE -74 -3.0% 2,392 $675,142
64 CRM SALESFORCE INC ADD +40,948 +16.1% 294,789 $69,864,993
65 XOM EXXON MOBIL CORP ADD +35,540 +103.4% 69,913 $7,882,691
66 - ALLETE INC REDUCE -1,000 -23.3% 3,288 $218,323
67 ENTG ENTEGRIS INC ADD +76,011 +6.8% 1,194,050 $110,401,863
68 CASY CASEYS GEN STORES INC REDUCE -5,684 -5.0% 108,232 $61,185,714
69 GBCI GLACIER BANCORP INC NEW ADD +192 +0.2% 99,163 $4,826,263
70 QCOM QUALCOMM INC REDUCE -280,228 -30.0% 653,933 $108,788,294
71 PANW PALO ALTO NETWORKS INC ADD +70,311 +171.8% 111,242 $22,651,096
72 AEBI AEBI SCHMIDT HLDG AG NEW BUY +10,401 New 10,401 $129,700
73 TSM TAIWAN SEMICONDUCTOR MFG LTD ADD +48,439 +10.8% 495,265 $138,322,562
74 - COLGATE PALMOLIVE CO SOLD -2,224 Exit - -
75 LFUS LITTELFUSE INC REDUCE -52,526 -6.1% 813,938 $210,818,081
76 GGG GRACO INC REDUCE -42,889 -1.1% 3,934,001 $334,232,703
77 HON HONEYWELL INTL INC REDUCE -43,949 -15.0% 249,248 $52,466,610
78 BAC BANK AMERICA CORP ADD +4,634 +22.8% 24,976 $1,288,512
79 LLY ELI LILLY & CO REDUCE -7,150 -2.0% 358,177 $273,289,051
80 FISV FISERV INC ADD +17,310 +1.0% 1,749,931 $225,618,604
81 - ISHARES TR ADD +2,426 +138.9% 4,172 $222,495
82 ALRS ALERUS FINL CORP REDUCE -11,044 -11.3% 86,823 $1,922,261
83 FUL FULLER H B CO REDUCE -39,356 -1.6% 2,408,893 $142,799,177
84 TRV TRAVELERS COMPANIES INC ADD +8,181 +10.2% 88,494 $24,709,295
85 IVW ISHARES TR NEW BUY +2,509 New 2,509 $302,886
86 UPS UNITED PARCEL SERVICE INC REDUCE -17,037 -40.3% 25,275 $2,111,221
87 MINN TRUST FOR PROFESSIONAL MANAG ADD +23,000 +11.2% 229,186 $5,102,093
88 NVDA NVIDIA CORPORATION REDUCE -236,451 -4.1% 5,576,420 $1,040,448,401
89 ULTA ULTA BEAUTY INC REDUCE -1,878 -41.2% 2,678 $1,464,197
90 CMI CUMMINS INC NEW BUY +528 New 528 $223,011
91 VCEL VERICEL CORP REDUCE -50 -0.2% 25,865 $813,972
92 BAX BAXTER INTL INC REDUCE -1,600 -5.1% 29,821 $679,024
93 37253A GENTHERM INC REDUCE -67,152 -47.0% 75,787 $2,581,305
94 UFCS UNITED FIRE GROUP INC REDUCE -2,400 -26.7% 6,600 $200,772
95 SPY SPDR S&P 500 ETF TR REDUCE -797 -2.9% 26,993 $17,982,247
96 GIS GENERAL MLS INC REDUCE -3,863 -3.2% 115,748 $5,836,014
97 ABBV ABBVIE INC ADD +348 +0.7% 47,421 $10,979,858
98 JBTM JBT MAREL CORPORATION REDUCE -19,829 -22.1% 70,035 $9,836,416
99 WTFC WINTRUST FINL CORP ADD +169 +0.3% 50,849 $6,734,442
100 MPC MARATHON PETE CORP NEW BUY +1,301 New 1,301 $250,755
101 WEC WEC ENERGY GROUP INC ADD +301,323 +20.2% 1,793,851 $205,557,386
102 AMD ADVANCED MICRO DEVICES INC ADD +823 +46.4% 2,596 $420,007
103 BIL SPDR SERIES TRUST ADD +651 +26.8% 3,082 $282,774
104 MSFT MICROSOFT CORP REDUCE -99,261 -5.0% 1,905,547 $986,977,989
105 - OTIS WORLDWIDE CORP SOLD -2,128 Exit - -
106 AWK AMERICAN WTR WKS CO INC NEW REDUCE -37 -0.7% 5,184 $721,561
107 IJR ISHARES TR ADD +464 +15.2% 3,517 $417,925
108 AMP AMERIPRISE FINL INC ADD +6,698 +23.9% 34,706 $17,049,323
109 CTAS CINTAS CORP ADD +585 +3.3% 18,238 $3,743,532
110 MMC MARSH & MCLENNAN COS INC REDUCE -18 -1.3% 1,356 $273,275
111 VB VANGUARD INDEX FDS REDUCE -274 -17.5% 1,294 $398,787
112 QQQ INVESCO QQQ TR REDUCE -175 -10.2% 1,546 $928,172
113 PFE PFIZER INC REDUCE -2,115 -2.7% 75,344 $1,919,765
114 BBY BEST BUY INC REDUCE -68,264 -87.2% 10,002 $756,351
115 JNJ JOHNSON & JOHNSON REDUCE -24,967 -2.5% 985,502 $182,731,768
116 - SHYFT GROUP INC SOLD -10,000 Exit - -
117 ACN ACCENTURE PLC IRELAND REDUCE -166 -11.1% 1,332 $328,471
118 VZ VERIZON COMMUNICATIONS INC ADD +158 +0.0% 3,414,075 $150,048,596
119 KNF KNIFE RIVER CORP ADD +8,129 +7.1% 122,045 $9,381,599
120 ZMH ZIMMER BIOMET HOLDINGS INC REDUCE -325 -2.3% 13,955 $1,374,568
121 - LINDE PLC NEW BUY +429 New 429 $203,775
122 DE DEERE & CO REDUCE -15 -2.4% 602 $275,271
123 CWAN CLEARWATER ANALYTICS HLDGS I ADD +135 +0.1% 94,275 $1,698,836
124 - NEOGENOMICS INC SOLD -15,000 Exit - -
125 ABT ABBOTT LABS REDUCE -179,057 -19.9% 722,884 $96,823,051
126 CIEN CIENA CORP REDUCE -1,000 -25.0% 3,000 $437,010
127 V VISA INC REDUCE -3,849 -0.5% 791,147 $270,081,661
128 PJC PIPER SANDLER COMPANIES REDUCE -62,228 -25.2% 184,606 $64,056,436
129 CGNX COGNEX CORP ADD +483,517 +372.6% 613,294 $27,782,218
130 BDX BECTON DICKINSON & CO REDUCE -36 -0.5% 7,119 $1,332,463
131 GILD GILEAD SCIENCES INC REDUCE -226 -9.0% 2,275 $252,525
132 HSY HERSHEY CO ADD +4,278 +6.4% 71,293 $13,335,356
133 SKYT SKYWATER TECHNOLOGY INC ADD +20,836 +12.7% 184,756 $3,447,547
134 LNT ALLIANT ENERGY CORP REDUCE -48,499 -1.6% 2,993,643 $201,801,475
135 META META PLATFORMS INC ADD +38,166 +17.4% 256,927 $188,682,050
136 - ISHARES TR REDUCE -2,886 -20.8% 11,000 $324,377
137 EFA ISHARES TR ADD +790 +6.8% 12,486 $1,165,771
138 TXN TEXAS INSTRS INC ADD +5,861 +2.5% 236,717 $43,492,014
139 SCHW SCHWAB CHARLES CORP REDUCE -37,888 -11.2% 299,389 $28,582,668
140 DHR DANAHER CORPORATION ADD +586 +50.1% 1,755 $347,946
141 TNC TENNANT CO REDUCE -22,970 -1.7% 1,329,688 $107,784,509
142 - CHIPOTLE MEXICAN GRILL INC SOLD -3,660 Exit - -
143 RDNT RADNET INC ADD +39,752 +68.9% 97,483 $7,429,179
144 DGII DIGI INTL INC REDUCE -1,000 -11.1% 8,000 $291,680
145 DCI DONALDSON INC REDUCE -224,066 -27.0% 605,439 $49,555,144
146 BLK BLACKROCK INC NEW BUY +331 New 331 $385,903
147 ECL ECOLAB INC REDUCE -11,900 -1.5% 777,029 $212,797,080
148 HRL HORMEL FOODS CORP REDUCE -34,761 -0.8% 4,185,642 $103,552,783
149 EXAS EXACT SCIENCES CORP ADD +18,762 +25.2% 93,237 $5,100,996
150 TGT TARGET CORP REDUCE -68,964 -22.9% 232,735 $20,876,348
151 LOW LOWES COS INC REDUCE -15 -0.2% 6,985 $1,755,400
152 XLK SELECT SECTOR SPDR TR REDUCE -2,011 -47.4% 2,235 $630,015
153 NVS NOVARTIS AG SOLD -1,795 Exit - -
154 ROK ROCKWELL AUTOMATION INC REDUCE -2,145 -0.5% 410,777 $143,578,885
155 - ISHARES TR SOLD -2,105 Exit - -
156 AMGN AMGEN INC REDUCE -171 -2.9% 5,667 $1,599,227
157 QCRH QCR HOLDINGS INC REDUCE -12,833 -10.9% 104,791 $7,926,391
158 IDA IDACORP INC ADD +42,658 +17.4% 287,168 $37,949,251
159 BKH BLACK HILLS CORP REDUCE -11,749 -10.7% 97,649 $6,014,202
160 MMM 3M CO ADD +2,087 +0.6% 346,453 $53,762,672
161 MOS MOSAIC CO NEW REDUCE -1,780 -5.7% 29,500 $1,023,060
162 BSX BOSTON SCIENTIFIC CORP REDUCE -102 -1.0% 10,307 $1,006,272
163 VUG VANGUARD INDEX FDS ADD +909 +77.2% 2,087 $541,000
164 WK WORKIVA INC REDUCE -756 -0.1% 757,063 $65,167,983
165 NKE NIKE INC ADD +46,380 +1058.4% 50,762 $3,539,634
166 SOLV SOLVENTUM CORP REDUCE -763 -1.0% 73,237 $5,346,301
167 SNA SNAP ON INC REDUCE -15 -0.4% 3,573 $1,238,152
168 AXGN AXOGEN INC REDUCE -5,000 -18.5% 22,000 $392,480
169 PLXS PLEXUS CORP REDUCE -1,621 -2.9% 54,912 $7,945,217
170 OSK OSHKOSH CORP REDUCE -2,246 -5.9% 35,544 $4,610,057
171 CVRX CVRX INC ADD +675 +0.5% 144,956 $1,169,795
172 AMT AMERICAN TOWER CORP NEW ADD +971 +47.1% 3,031 $582,922
173 TWP TREX CO INC NEW BUY +63,338 New 63,338 $3,272,674
174 PFG PRINCIPAL FINANCIAL GROUP IN REDUCE -108,380 -29.9% 254,418 $21,093,785
175 MCD MCDONALDS CORP REDUCE -35 -0.2% 17,941 $5,452,009
176 AMCR AMCOR PLC REDUCE -19,037 -17.7% 88,520 $724,094
177 VV VANGUARD INDEX FDS ADD +751 +91.9% 1,568 $251,522
178 - EIGHTCO HOLDINGS INC NEW BUY +10,900 New 10,900 $99,735
179 CSCO CISCO SYS INC ADD +863 +4.3% 20,904 $1,430,252
180 COST COSTCO WHSL CORP NEW ADD +33 +1.0% 3,221 $2,981,454
181 AXP AMERICAN EXPRESS CO REDUCE -19,957 -10.5% 170,031 $56,477,623
182 MDT MEDTRONIC PLC REDUCE -24,718 -5.4% 430,572 $41,005,093
183 BA BOEING CO REDUCE -39 -1.6% 2,354 $508,064
184 CLFD CLEARFIELD INC REDUCE -31,441 -4.1% 730,793 $25,124,663
185 TJX TJX COS INC NEW ADD +451 +15.7% 3,315 $479,150
186 JPM JPMORGAN CHASE & CO. REDUCE -139,436 -9.3% 1,361,530 $429,467,408
187 TTC TORO CO REDUCE -49,258 -1.3% 3,600,459 $274,355,003
188 NVEC NVE CORP REDUCE -1,300 -17.8% 6,000 $391,620
189 TECH BIO-TECHNE CORP ADD +91,031 +3.4% 2,807,409 $156,176,151
190 IBTG ISHARES TR REDUCE -11,105 -77.9% 3,150 $327,152
191 NVT NVENT ELECTRIC PLC REDUCE -170,890 -7.3% 2,182,373 $215,269,238
192 PG PROCTER AND GAMBLE CO ADD +32,150 +20.6% 188,436 $28,953,137
193 GLW CORNING INC REDUCE -594 -0.6% 92,626 $7,598,111
194 ONB OLD NATL BANCORP IND REDUCE -103,000 -13.9% 637,125 $13,984,894
195 MA MASTERCARD INCORPORATED REDUCE -420 -39.5% 644 $366,314
196 EMR EMERSON ELEC CO REDUCE -501 -0.7% 68,167 $8,942,147
197 LTH LIFE TIME GROUP HOLDINGS INC ADD +8,401 +5.6% 159,616 $4,405,402
198 MGPI MGP INGREDIENTS INC NEW ADD +619 +0.4% 176,393 $4,266,947
199 MEDP MEDPACE HLDGS INC REDUCE -6,603 -8.7% 69,583 $35,776,795
200 INTC INTEL CORP REDUCE -348 -2.4% 14,333 $480,872
201 IVV ISHARES TR REDUCE -4,645 -90.7% 475 $3,735,835
202 CFR CULLEN FROST BANKERS INC ADD +75 +0.2% 43,503 $5,514,875
203 PSX PHILLIPS 66 REDUCE -13 -0.2% 6,643 $903,581
204 WMT WALMART INC ADD +585 +3.6% 16,767 $1,728,007
205 GOOGL ALPHABET INC ADD +2,391 +10.0% 26,268 $6,385,751
206 ASB ASSOCIATED BANC CORP REDUCE -25,919 -8.7% 272,016 $6,993,531
207 CHRWD C H ROBINSON WORLDWIDE INC ADD +6,188 +0.7% 869,738 $115,153,302
208 VO VANGUARD INDEX FDS REDUCE -1,110 -49.6% 1,128 $613,035
209 LHX L3HARRIS TECHNOLOGIES INC NEW BUY +1,051 New 1,051 $320,986
210 CVX CHEVRON CORP NEW ADD +752 +3.4% 22,935 $3,561,576
211 COP CONOCOPHILLIPS REDUCE -701 -2.4% 28,137 $2,661,479
212 DIS DISNEY WALT CO ADD +2,101 +0.7% 313,534 $35,899,643
213 HD HOME DEPOT INC ADD +1,378 +0.9% 155,551 $63,027,644
214 UNH UNITEDHEALTH GROUP INC ADD +12,787 +1.2% 1,069,947 $369,452,740
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 BRKB BERKSHIRE HATHAWAY INC DEL ADD +1,488 +6.0% 26,092 $12,674,711
2 AIR AAR CORP REDUCE -23,956 -13.3% 156,076 $10,736,468
3 - AZEK CO INC REDUCE -228,159 -90.5% 23,927 $1,300,432
4 FPL NEXTERA ENERGY INC ADD +6,133 +139.6% 10,527 $730,784
5 IDXX IDEXX LABS INC REDUCE -82 -3.6% 2,224 $1,192,820
6 HOG HARLEY DAVIDSON INC NEW BUY +14,000 New 14,000 $330,400
7 AMZN AMAZON COM INC ADD +95,244 +4.0% 2,492,861 $546,908,775
8 INSP INSPIRE MED SYS INC REDUCE -2,972 -4.2% 67,804 $8,798,925
9 PM PHILIP MORRIS INTL INC ADD +37 +1.4% 2,637 $480,277
10 MRK MERCK & CO INC ADD +3,712 +7.0% 56,871 $4,501,908
11 ADBE ADOBE INC ADD +64 +3.1% 2,127 $822,894
12 - DIMENSIONAL ETF TRUST REDUCE -2,677 -21.4% 9,850 $285,158
13 RF REGIONS FINANCIAL CORP NEW REDUCE -805 -7.6% 9,740 $229,085
14 - TACTILE SYS TECHNOLOGY INC NEW BUY +12,500 New 12,500 $126,750
15 WFC WELLS FARGO CO NEW REDUCE -10,389 -0.5% 2,174,403 $174,213,175
16 XEL XCEL ENERGY INC ADD +2,117 +0.6% 376,431 $25,634,983
17 - MAGNITE INC NEW BUY +10,000 New 10,000 $241,200
18 IBM INTERNATIONAL BUSINESS MACHS ADD +2,395 +173.7% 3,774 $1,112,500
19 ITW ILLINOIS TOOL WKS INC ADD +60 +3.5% 1,759 $434,913
20 MSI MOTOROLA SOLUTIONS INC REDUCE -2,499 -0.5% 475,106 $199,763,069
21 BK BANK NEW YORK MELLON CORP NEW BUY +5,888 New 5,888 $536,456
22 AAPL APPLE INC REDUCE -213,024 -15.7% 1,142,568 $234,420,598
23 CAT CATERPILLAR INC ADD +2,808 +17.0% 19,361 $7,516,134
24 BMI BADGER METER INC REDUCE -4,513 -3.9% 111,377 $27,281,913
25 ADSK AUTODESK INC ADD +1 +0.1% 801 $247,966
26 WMI WASTE MGMT INC DEL REDUCE -40 -3.5% 1,088 $248,956
27 GE GE AEROSPACE ADD +978 +14.3% 7,825 $2,014,077
28 WY WEYERHAEUSER CO MTN BE ADD +1,170 +3.2% 37,601 $965,970
29 ORCL ORACLE CORP ADD +490 +3.6% 14,275 $3,120,943
30 NWE NORTHWESTERN ENERGY GROUP IN REDUCE -20,957 -16.9% 102,928 $5,280,206
31 MO ALTRIA GROUP INC ADD +102 +2.0% 5,156 $302,308
32 SNE SONY GROUP CORP NEW BUY +8,175 New 8,175 $212,795
33 PEP PEPSICO INC ADD +2,026 +27.0% 9,536 $1,259,133
34 - SPDR S&P MIDCAP 400 ETF TR NEW BUY +865 New 865 $490,005
35 - NEOGEN CORP SOLD -455,289 Exit - -
36 GNRC GENERAC HLDGS INC REDUCE -21,780 -14.2% 131,617 $18,848,871
37 AVGO BROADCOM INC REDUCE -179 -5.3% 3,201 $882,356
38 - JAMF HLDG CORP ADD +117 +0.0% 399,351 $3,797,828
39 VSAT VIASAT INC NEW BUY +13,000 New 13,000 $189,800
40 KHC KRAFT HEINZ CO ADD +9,711 +0.4% 2,381,893 $61,500,477
41 HUBG HUB GROUP INC REDUCE -2,050 -0.7% 277,099 $9,263,420
42 GEV GE VERNOVA INC ADD +287 +40.3% 1,000 $529,150
43 BP BP PLC SOLD -10,540 Exit - -
44 SHW SHERWIN WILLIAMS CO REDUCE -10,718 -2.3% 460,613 $158,156,120
45 USB US BANCORP DEL REDUCE -997,454 -48.2% 1,070,161 $48,424,784
46 EPD ENTERPRISE PRODS PARTNERS L NEW BUY +8,600 New 8,600 $266,686
47 GOOG ALPHABET INC REDUCE -246,266 -12.0% 1,801,827 $319,626,023
48 NSC NORFOLK SOUTHN CORP REDUCE -118 -3.7% 3,054 $781,732
49 FAST FASTENAL CO ADD +2,682,904 +99.7% 5,372,759 $225,655,861
50 ADP AUTOMATIC DATA PROCESSING IN REDUCE -6,777 -6.3% 101,383 $31,266,517
51 SLB SCHLUMBERGER LTD SOLD -5,500 Exit - -
52 UNP UNION PAC CORP REDUCE -500 -8.9% 5,141 $1,182,841
53 ZTS ZOETIS INC ADD +146 +10.9% 1,490 $232,366
54 BMO BANK MONTREAL QUE REDUCE -100 -1.5% 6,746 $746,310
55 SYY SYSCO CORP REDUCE -62,604 -19.0% 266,137 $20,157,216
56 PNR PENTAIR PLC REDUCE -97 -0.2% 62,413 $6,407,319
57 PII POLARIS INC ADD +29,321 +34.8% 113,536 $4,615,238
58 VIG VANGUARD SPECIALIZED FUNDS ADD +1,664 +57.7% 4,546 $930,430
59 VTI VANGUARD INDEX FDS SOLD -2,585 Exit - -
60 BMY BRISTOL-MYERS SQUIBB CO ADD +282 +1.1% 26,842 $1,242,516
61 CB CHUBB LIMITED ADD +123 +5.2% 2,466 $714,450
62 CRM SALESFORCE INC REDUCE -1,014 -0.4% 253,841 $69,219,902
63 XOM EXXON MOBIL CORP ADD +10,460 +43.7% 34,373 $3,705,409
64 - DUPONT DE NEMOURS INC SOLD -10,081 Exit - -
65 - ALLETE INC REDUCE -650 -13.2% 4,288 $274,732
66 ENTG ENTEGRIS INC ADD +179,846 +19.2% 1,118,039 $90,169,845
67 CASY CASEYS GEN STORES INC REDUCE -20,570 -15.3% 113,916 $58,127,917
68 GBCI GLACIER BANCORP INC NEW REDUCE -29,834 -23.2% 98,971 $4,263,671
69 QCOM QUALCOMM INC REDUCE -15,761 -1.7% 934,161 $148,774,481
70 PANW PALO ALTO NETWORKS INC ADD +10,740 +35.6% 40,931 $8,376,120
71 TSM TAIWAN SEMICONDUCTOR MFG LTD ADD +49,169 +12.4% 446,826 $101,201,621
72 - COLGATE PALMOLIVE CO NEW BUY +2,224 New 2,224 $202,162
73 LFUS LITTELFUSE INC REDUCE -16,963 -1.9% 866,464 $196,453,383
74 GGG GRACO INC ADD +52,607 +1.3% 3,976,890 $341,893,211
75 HON HONEYWELL INTL INC REDUCE -15,754 -5.1% 293,197 $68,279,613
76 BAC BANK AMERICA CORP REDUCE -2,000 -9.0% 20,342 $962,583
77 SYK STRYKER CORPORATION ADD +25 +0.6% 4,436 $1,755,015
78 LLY ELI LILLY & CO ADD +534 +0.1% 365,327 $284,783,356
79 FISV FISERV INC ADD +15,064 +0.9% 1,732,621 $298,721,187
80 ALRS ALERUS FINL CORP ADD +203 +0.2% 97,867 $2,117,842
81 FUL FULLER H B CO ADD +7,857 +0.3% 2,448,249 $147,262,179
82 TRV TRAVELERS COMPANIES INC ADD +10,720 +15.4% 80,313 $21,486,940
83 HWKN HAWKINS INC ADD +100 +0.8% 13,420 $1,906,982
84 UPS UNITED PARCEL SERVICE INC REDUCE -6,155 -12.7% 42,312 $4,270,989
85 MINN TRUST FOR PROFESSIONAL MANAG NEW BUY +206,186 New 206,186 $4,479,205
86 NVDA NVIDIA CORPORATION ADD +10,957 +0.2% 5,812,871 $918,375,438
87 ULTA ULTA BEAUTY INC REDUCE -67,592 -93.7% 4,556 $2,131,388
88 BAX BAXTER INTL INC ADD +975 +3.2% 31,421 $951,428
89 KO COCA COLA CO ADD +2,716 +13.0% 23,611 $1,670,478
90 VEU VANGUARD INTL EQUITY INDEX F REDUCE -200 -5.9% 3,178 $213,625
91 37253A GENTHERM INC REDUCE -9,053 -6.0% 142,939 $4,043,744
92 UFCS UNITED FIRE GROUP INC REDUCE -3,108 -25.7% 9,000 $258,300
93 SPY SPDR S&P 500 ETF TR ADD +18,846 +210.7% 27,790 $17,170,098
94 GIS GENERAL MLS INC ADD +10,405 +9.5% 119,611 $6,197,046
95 ABBV ABBVIE INC ADD +5,111 +12.2% 47,073 $8,737,690
96 BRKA BERKSHIRE HATHAWAY INC DEL REDUCE -1 -16.7% 5 $3,644,000
97 JBTM JBT MAREL CORPORATION REDUCE -9,264 -9.3% 89,864 $10,807,045
98 WTFC WINTRUST FINL CORP REDUCE -14,695 -22.5% 50,680 $6,283,306
99 WEC WEC ENERGY GROUP INC ADD +103,447 +7.4% 1,492,528 $155,521,418
100 AMD ADVANCED MICRO DEVICES INC REDUCE -265 -13.0% 1,773 $251,589
101 BIL SPDR SERIES TRUST NEW BUY +2,431 New 2,431 $222,996
102 MSFT MICROSOFT CORP ADD +8,591 +0.4% 2,004,808 $997,211,515
103 - OTIS WORLDWIDE CORP REDUCE -76 -3.4% 2,128 $210,715
104 NTRS NORTHERN TR CORP ADD +300 +14.0% 2,440 $309,368
105 MSA MSA SAFETY INC REDUCE -20 -1.3% 1,470 $246,269
106 AWK AMERICAN WTR WKS CO INC NEW ADD +112 +2.2% 5,221 $726,293
107 IJR ISHARES TR ADD +1,107 +56.9% 3,053 $333,662
108 AMP AMERIPRISE FINL INC ADD +375 +1.4% 28,008 $14,948,710
109 CTAS CINTAS CORP ADD +849 +5.1% 17,653 $3,934,324
110 MMC MARSH & MCLENNAN COS INC REDUCE -75 -5.2% 1,374 $300,411
111 VB VANGUARD INDEX FDS ADD +308 +24.4% 1,568 $371,655
112 QQQ INVESCO QQQ TR ADD +109 +6.8% 1,721 $949,372
113 PFE PFIZER INC ADD +3,870 +5.3% 77,459 $1,877,606
114 BBY BEST BUY INC REDUCE -672,762 -89.6% 78,266 $5,253,997
115 JNJ JOHNSON & JOHNSON ADD +11,448 +1.1% 1,010,469 $154,349,129
116 - CORTEVA INC SOLD -8,949 Exit - -
117 HBAN HUNTINGTON BANCSHARES INC REDUCE -6,900 -19.9% 27,703 $464,302
118 - DOW INC SOLD -10,801 Exit - -
119 TMO THERMO FISHER SCIENTIFIC INC ADD +310 +23.7% 1,616 $655,223
120 ACN ACCENTURE PLC IRELAND ADD +491 +48.8% 1,498 $447,737
121 VZ VERIZON COMMUNICATIONS INC REDUCE -14,935 -0.4% 3,413,917 $147,720,189
122 KNF KNIFE RIVER CORP REDUCE -13,104 -10.3% 113,916 $9,300,102
123 ZMH ZIMMER BIOMET HOLDINGS INC REDUCE -170 -1.2% 14,280 $1,302,479
124 IAU ISHARES GOLD TR NEW BUY +3,525 New 3,525 $219,819
125 CWAN CLEARWATER ANALYTICS HLDGS I ADD +130 +0.1% 94,140 $2,064,490
126 - NEOGENOMICS INC NEW BUY +15,000 New 15,000 $109,650
127 ABT ABBOTT LABS REDUCE -115,047 -11.3% 901,941 $122,673,099
128 CIEN CIENA CORP NEW BUY +4,000 New 4,000 $325,320
129 V VISA INC REDUCE -29,117 -3.5% 794,996 $282,263,277
130 KMB KIMBERLY-CLARK CORP ADD +1,486 +15.7% 10,969 $1,414,562
131 PJC PIPER SANDLER COMPANIES ADD +2,227 +0.9% 246,834 $68,605,042
132 CGNX COGNEX CORP ADD +66,418 +104.8% 129,777 $4,116,526
133 BDX BECTON DICKINSON & CO REDUCE -65 -0.9% 7,155 $1,232,449
134 GILD GILEAD SCIENCES INC NEW BUY +2,501 New 2,501 $277,286
135 HSY HERSHEY CO REDUCE -830 -1.2% 67,015 $11,121,139
136 SKYT SKYWATER TECHNOLOGY INC ADD +22,750 +16.1% 163,920 $1,612,973
137 LNT ALLIANT ENERGY CORP REDUCE -2,496 -0.1% 3,042,142 $183,958,327
138 META META PLATFORMS INC ADD +193,254 +757.7% 218,761 $161,465,306
139 - ISHARES TR NEW BUY +13,886 New 13,886 $324,446
140 EFA ISHARES TR ADD +125 +1.1% 11,696 $1,045,461
141 TXN TEXAS INSTRS INC ADD +2,819 +1.2% 230,856 $47,930,323
142 SCHW SCHWAB CHARLES CORP REDUCE -169,920 -33.5% 337,277 $30,773,153
143 CAH CARDINAL HEALTH INC NEW BUY +2,121 New 2,121 $356,328
144 AMAT APPLIED MATLS INC ADD +3,950 +53.5% 11,327 $2,073,634
145 DHR DANAHER CORPORATION ADD +3 +0.3% 1,169 $230,924
146 TNC TENNANT CO REDUCE -68,752 -4.8% 1,352,658 $104,803,942
147 - CHIPOTLE MEXICAN GRILL INC NEW BUY +3,660 New 3,660 $205,509
148 RDNT RADNET INC NEW BUY +57,731 New 57,731 $3,285,471
149 DCI DONALDSON INC REDUCE -290,644 -25.9% 829,505 $57,526,140
150 ECL ECOLAB INC ADD +15,743 +2.0% 788,929 $212,569,094
151 HRL HORMEL FOODS CORP REDUCE -51,390 -1.2% 4,220,403 $127,667,191
152 - GALLAGHER ARTHUR J & CO REDUCE -40 -5.0% 760 $243,291
153 EXAS EXACT SCIENCES CORP ADD +12,780 +20.7% 74,475 $3,957,602
154 TGT TARGET CORP REDUCE -121,426 -28.7% 301,699 $29,762,522
155 LOW LOWES COS INC ADD +176 +2.6% 7,000 $1,553,090
156 XLK SELECT SECTOR SPDR TR ADD +59 +1.4% 4,246 $1,075,266
157 NVS NOVARTIS AG NEW BUY +1,795 New 1,795 $217,213
158 ROK ROCKWELL AUTOMATION INC REDUCE -5,539 -1.3% 412,922 $137,160,294
159 - ISHARES TR REDUCE -2,175 -50.8% 2,105 $279,570
160 AMGN AMGEN INC ADD +877 +17.7% 5,838 $1,630,028
161 QCRH QCR HOLDINGS INC REDUCE -2,389 -2.0% 117,624 $7,986,670
162 IDA IDACORP INC NEW BUY +244,510 New 244,510 $28,228,680
163 BKH BLACK HILLS CORP REDUCE -15,552 -12.4% 109,398 $6,137,228
164 MMM 3M CO ADD +146,254 +73.8% 344,366 $52,426,222
165 MOS MOSAIC CO NEW ADD +1,000 +3.3% 31,280 $1,141,094
166 BSX BOSTON SCIENTIFIC CORP ADD +98 +1.0% 10,409 $1,118,031
167 VUG VANGUARD INDEX FDS REDUCE -70 -5.6% 1,178 $516,435
168 WK WORKIVA INC ADD +18,995 +2.6% 757,819 $51,872,711
169 NKE NIKE INC ADD +679 +18.3% 4,382 $311,297
170 SOLV SOLVENTUM CORP ADD +38,957 +111.2% 74,000 $5,612,160
171 SNA SNAP ON INC ADD +3 +0.1% 3,588 $1,116,514
172 AXGN AXOGEN INC ADD +10,000 +58.8% 27,000 $292,950
173 PLXS PLEXUS CORP REDUCE -5,937 -9.5% 56,533 $7,649,480
174 OSK OSHKOSH CORP REDUCE -4,230 -10.1% 37,790 $4,290,677
175 AMT AMERICAN TOWER CORP NEW ADD +40 +2.0% 2,060 $455,301
176 PFG PRINCIPAL FINANCIAL GROUP IN REDUCE -429,146 -54.2% 362,798 $28,817,034
177 MCD MCDONALDS CORP ADD +4,651 +34.9% 17,976 $5,251,970
178 AMCR AMCOR PLC REDUCE -10,533 -8.9% 107,557 $988,449
179 VV VANGUARD INDEX FDS REDUCE -4 -0.5% 817 $233,090
180 CSCO CISCO SYS INC ADD +1,210 +6.4% 20,041 $1,390,445
181 COST COSTCO WHSL CORP NEW ADD +488 +18.1% 3,188 $3,155,929
182 T AT&T INC ADD +36 +0.3% 11,327 $327,803
183 AXP AMERICAN EXPRESS CO REDUCE -3,129 -1.6% 189,988 $60,602,471
184 MDT MEDTRONIC PLC REDUCE -82,893 -15.4% 455,290 $39,687,618
185 BA BOEING CO REDUCE -60 -2.4% 2,393 $501,405
186 CLFD CLEARFIELD INC REDUCE -89,986 -10.6% 762,234 $33,088,578
187 - SURMODICS INC SOLD -7,626 Exit - -
188 TJX TJX COS INC NEW ADD +23 +0.8% 2,864 $353,675
189 JPM JPMORGAN CHASE & CO. REDUCE -161,804 -9.7% 1,500,966 $435,145,053
190 TTC TORO CO REDUCE -1,719 -0.0% 3,649,717 $257,961,970
191 TECH BIO-TECHNE CORP ADD +64,585 +2.4% 2,716,378 $139,757,638
192 IBTG ISHARES TR NEW BUY +14,255 New 14,255 $326,867
193 NVT NVENT ELECTRIC PLC ADD +803 +0.0% 2,353,263 $172,376,489
194 PG PROCTER AND GAMBLE CO REDUCE -4,993 -3.1% 156,286 $24,899,429
195 GLW CORNING INC ADD +3,975 +4.5% 93,220 $4,902,440
196 ONB OLD NATL BANCORP IND REDUCE -106,441 -12.6% 740,125 $15,794,268
197 WAB WABTEC NEW BUY +5,325 New 5,325 $1,114,789
198 MA MASTERCARD INCORPORATED ADD +50 +4.9% 1,064 $597,904
199 EMR EMERSON ELEC CO ADD +9,603 +16.3% 68,668 $9,155,504
200 LTH LIFE TIME GROUP HOLDINGS INC ADD +25,745 +20.5% 151,215 $4,586,351
201 MGPI MGP INGREDIENTS INC NEW ADD +14,206 +8.8% 175,774 $5,267,947
202 MEDP MEDPACE HLDGS INC ADD +43,753 +134.9% 76,186 $23,911,738
203 INTC INTEL CORP ADD +1,395 +10.5% 14,681 $328,854
204 IVV ISHARES TR ADD +484 +10.4% 5,120 $3,178,824
205 CFR CULLEN FROST BANKERS INC REDUCE -16,492 -27.5% 43,428 $5,582,235
206 PSX PHILLIPS 66 REDUCE -3,631 -35.3% 6,656 $794,061
207 WMT WALMART INC ADD +1,149 +7.6% 16,182 $1,582,276
208 GOOGL ALPHABET INC ADD +90 +0.4% 23,877 $4,207,844
209 ASB ASSOCIATED BANC CORP REDUCE -35,781 -10.7% 297,935 $7,266,635
210 CHRWD C H ROBINSON WORLDWIDE INC REDUCE -2,348 -0.3% 863,550 $82,857,616
211 VO VANGUARD INDEX FDS ADD +200 +9.8% 2,238 $626,260
212 RTX RTX CORPORATION ADD +2,418 +36.3% 9,071 $1,324,547
213 CVX CHEVRON CORP NEW ADD +1,874 +9.2% 22,183 $3,176,384
214 COP CONOCOPHILLIPS REDUCE -2,691 -8.5% 28,838 $2,587,922
215 - PATTERSON COS INC SOLD -9,150 Exit - -
216 DIS DISNEY WALT CO REDUCE -3,388 -1.1% 311,433 $38,620,809
217 HD HOME DEPOT INC REDUCE -514 -0.3% 154,173 $56,526,083
218 UNH UNITEDHEALTH GROUP INC ADD +150,506 +16.6% 1,057,160 $329,802,243
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 BRKB BERKSHIRE HATHAWAY INC DEL REDUCE -1,389 -5.3% 24,604 $13,103,598
2 AIR AAR CORP REDUCE -7,917 -4.2% 180,032 $10,079,992
3 - AZEK CO INC REDUCE -32,489 -11.4% 252,086 $12,324,485
4 FPL NEXTERA ENERGY INC REDUCE -5,646 -56.2% 4,394 $311,491
5 IDXX IDEXX LABS INC REDUCE -96 -4.0% 2,306 $968,405
6 HOG HARLEY DAVIDSON INC SOLD -7,000 Exit - -
7 AMZN AMAZON COM INC ADD +34,129 +1.4% 2,397,617 $456,170,610
8 INSP INSPIRE MED SYS INC ADD +6,105 +9.4% 70,776 $11,273,201
9 PM PHILIP MORRIS INTL INC REDUCE -474 -15.4% 2,600 $412,698
10 MRK MERCK & CO INC REDUCE -741 -1.4% 53,159 $4,771,552
11 ADBE ADOBE INC ADD +113 +5.8% 2,063 $791,222
12 RF REGIONS FINANCIAL CORP NEW ADD +805 +8.3% 10,545 $229,143
13 WFC WELLS FARGO CO NEW REDUCE -125,760 -5.4% 2,184,792 $156,846,223
14 XEL XCEL ENERGY INC REDUCE -975 -0.3% 374,314 $26,497,721
15 - THE TRADE DESK INC SOLD -2,782 Exit - -
16 IBM INTERNATIONAL BUSINESS MACHS ADD +262 +23.5% 1,379 $342,902
17 MSI MOTOROLA SOLUTIONS INC REDUCE -6,933 -1.4% 477,605 $209,100,245
18 AAPL APPLE INC ADD +2,006 +0.1% 1,355,592 $301,117,629
19 CAT CATERPILLAR INC REDUCE -140 -0.8% 16,553 $5,459,179
20 - HIMAX TECHNOLOGIES INC NEW BUY +10,550 New 10,550 $77,543
21 BMI BADGER METER INC REDUCE -6,011 -4.9% 115,890 $22,048,163
22 WMI WASTE MGMT INC DEL ADD +90 +8.7% 1,128 $261,143
23 GE GE AEROSPACE REDUCE -1,093 -13.8% 6,847 $1,370,427
24 ORCL ORACLE CORP ADD +255 +1.9% 13,785 $1,927,281
25 NWE NORTHWESTERN ENERGY GROUP IN REDUCE -13,110 -9.6% 123,885 $7,169,225
26 MO ALTRIA GROUP INC ADD +3 +0.1% 5,054 $303,328
27 TT TRANE TECHNOLOGIES PLC REDUCE -533 -29.4% 1,281 $431,595
28 PEP PEPSICO INC REDUCE -290 -3.7% 7,510 $1,126,049
29 - SPDR S&P MIDCAP 400 ETF TR SOLD -1,035 Exit - -
30 - NEOGEN CORP REDUCE -11,519 -2.5% 455,289 $3,947,355
31 GNRC GENERAC HLDGS INC REDUCE -14,287 -8.5% 153,397 $19,427,730
32 AVGO BROADCOM INC ADD +130 +4.0% 3,380 $565,913
33 - JAMF HLDG CORP ADD +253 +0.1% 399,234 $4,850,693
34 KHC KRAFT HEINZ CO ADD +985,915 +71.1% 2,372,182 $72,185,498
35 HUBG HUB GROUP INC REDUCE -4,150 -1.5% 279,149 $10,375,968
36 GEV GE VERNOVA INC REDUCE -278 -28.1% 713 $217,665
37 SHW SHERWIN WILLIAMS CO REDUCE -10,450 -2.2% 471,331 $164,584,128
38 USB US BANCORP DEL REDUCE -2,138,623 -50.8% 2,067,615 $87,294,704
39 GOOG ALPHABET INC REDUCE -129,271 -5.9% 2,048,093 $319,973,597
40 - COMCAST CORP NEW SOLD -5,392 Exit - -
41 NSC NORFOLK SOUTHN CORP ADD +125 +4.1% 3,172 $751,288
42 FAST FASTENAL CO REDUCE -19,576 -0.7% 2,689,855 $208,598,279
43 - CARRIER GLOBAL CORPORATION REDUCE -621 -16.1% 3,246 $205,796
44 - BROADRIDGE FINL SOLUTIONS IN SOLD -1,350 Exit - -
45 ADP AUTOMATIC DATA PROCESSING IN REDUCE -254 -0.2% 108,160 $33,046,125
46 UNP UNION PAC CORP ADD +375 +7.1% 5,641 $1,332,630
47 ZTS ZOETIS INC REDUCE -196 -12.7% 1,344 $221,290
48 SYY SYSCO CORP REDUCE -80,571 -19.7% 328,741 $24,668,725
49 PNR PENTAIR PLC REDUCE -2,730 -4.2% 62,510 $5,468,375
50 PII POLARIS INC ADD +27,464 +48.4% 84,215 $3,447,762
51 VIG VANGUARD SPECIALIZED FUNDS REDUCE -723 -20.1% 2,882 $559,079
52 BMY BRISTOL-MYERS SQUIBB CO ADD +398 +1.5% 26,560 $1,619,894
53 CRM SALESFORCE INC ADD +13,464 +5.6% 254,855 $68,392,888
54 XOM EXXON MOBIL CORP REDUCE -8,376 -25.9% 23,913 $2,843,973
55 - DUPONT DE NEMOURS INC REDUCE -618 -5.8% 10,081 $752,849
56 - ALLETE INC REDUCE -1,830 -27.0% 4,938 $324,427
57 - ARCADIUM LITHIUM PLC SOLD -13,925 Exit - -
58 ENTG ENTEGRIS INC REDUCE -80 -0.0% 938,193 $82,073,124
59 CASY CASEYS GEN STORES INC REDUCE -3,263 -2.4% 134,486 $58,372,303
60 GBCI GLACIER BANCORP INC NEW REDUCE -23,075 -15.2% 128,805 $5,695,757
61 QCOM QUALCOMM INC REDUCE -368,523 -28.0% 949,922 $145,917,518
62 PANW PALO ALTO NETWORKS INC ADD +835 +2.8% 30,191 $5,151,792
63 TSM TAIWAN SEMICONDUCTOR MFG LTD NEW BUY +397,657 New 397,657 $66,011,062
64 - COLGATE PALMOLIVE CO SOLD -2,686 Exit - -
65 LFUS LITTELFUSE INC ADD +8,046 +0.9% 883,427 $173,805,428
66 GGG GRACO INC REDUCE -32,920 -0.8% 3,924,283 $327,716,848
67 HON HONEYWELL INTL INC REDUCE -46,559 -13.1% 308,951 $65,420,280
68 BAC BANK AMERICA CORP REDUCE -250 -1.1% 22,342 $932,332
69 SYK STRYKER CORPORATION REDUCE -864 -16.4% 4,411 $1,641,995
70 LLY ELI LILLY & CO ADD +25,526 +7.5% 364,793 $301,286,187
71 FISV FISERV INC REDUCE -153,852 -8.2% 1,717,557 $379,288,112
72 ALRS ALERUS FINL CORP REDUCE -10 -0.0% 97,664 $1,802,877
73 FUL FULLER H B CO ADD +229,169 +10.4% 2,440,392 $136,954,800
74 TRV TRAVELERS COMPANIES INC REDUCE -4,585 -6.2% 69,593 $18,404,565
75 UPS UNITED PARCEL SERVICE INC REDUCE -16,062 -24.9% 48,467 $5,330,902
76 NVDA NVIDIA CORPORATION REDUCE -83,078 -1.4% 5,801,914 $628,811,464
77 ULTA ULTA BEAUTY INC ADD +366 +0.5% 72,148 $26,445,128
78 BAX BAXTER INTL INC REDUCE -10,677 -26.0% 30,446 $1,042,167
79 KO COCA COLA CO ADD +630 +3.1% 20,895 $1,496,500
80 VEU VANGUARD INTL EQUITY INDEX F NEW BUY +3,378 New 3,378 $204,909
81 37253A GENTHERM INC REDUCE -37,636 -19.8% 151,992 $4,064,266
82 UFCS UNITED FIRE GROUP INC REDUCE -2,000 -14.2% 12,108 $356,702
83 SPY SPDR S&P 500 ETF TR REDUCE -72 -0.8% 8,944 $5,003,227
84 GIS GENERAL MLS INC REDUCE -13,846 -11.3% 109,206 $6,529,427
85 ABBV ABBVIE INC REDUCE -3,808 -8.3% 41,962 $8,791,878
86 JBTM JBT MAREL CORPORATION REDUCE -31,254 -24.0% 99,128 $12,113,442
87 WTFC WINTRUST FINL CORP REDUCE -20,760 -24.1% 65,375 $7,352,073
88 NEM NEWMONT CORP NEW BUY +5,000 New 5,000 $241,400
89 WEC WEC ENERGY GROUP INC ADD +625,323 +81.9% 1,389,081 $151,382,047
90 AMD ADVANCED MICRO DEVICES INC REDUCE -95 -4.5% 2,038 $209,384
91 MSFT MICROSOFT CORP ADD +26,838 +1.4% 1,996,217 $749,360,074
92 - REPUBLIC SVCS INC SOLD -2,100 Exit - -
93 - OTIS WORLDWIDE CORP REDUCE -159 -6.7% 2,204 $227,453
94 NTRS NORTHERN TR CORP REDUCE -100 -4.5% 2,140 $211,111
95 MSA MSA SAFETY INC ADD +20 +1.4% 1,490 $218,568
96 AWK AMERICAN WTR WKS CO INC NEW REDUCE -224 -4.2% 5,109 $753,680
97 IJR ISHARES TR REDUCE -1,062 -35.3% 1,946 $203,493
98 AMP AMERIPRISE FINL INC REDUCE -528 -1.9% 27,633 $13,377,412
99 CTAS CINTAS CORP ADD +1,884 +12.6% 16,804 $3,453,726
100 MMC MARSH & MCLENNAN COS INC ADD +75 +5.5% 1,449 $353,599
101 VB VANGUARD INDEX FDS NEW BUY +1,260 New 1,260 $279,379
102 QQQ INVESCO QQQ TR REDUCE -210 -11.5% 1,612 $755,899
103 PFE PFIZER INC REDUCE -5,713 -7.2% 73,589 $1,864,745
104 OKLO OKLO INC ADD +1,561 +10.8% 15,971 $345,453
105 BBY BEST BUY INC ADD +4,984 +0.7% 751,028 $55,283,171
106 JNJ JOHNSON & JOHNSON REDUCE -26,355 -2.6% 999,021 $165,677,631
107 - CORTEVA INC REDUCE -481 -5.1% 8,949 $563,161
108 HBAN HUNTINGTON BANCSHARES INC REDUCE -1,525 -4.2% 34,603 $519,391
109 - DOW INC REDUCE -818 -7.0% 10,801 $377,171
110 TMO THERMO FISHER SCIENTIFIC INC REDUCE -310 -19.2% 1,306 $649,866
111 ACN ACCENTURE PLC IRELAND ADD +119 +13.4% 1,007 $314,224
112 VZ VERIZON COMMUNICATIONS INC REDUCE -20,628 -0.6% 3,428,852 $155,532,727
113 KNF KNIFE RIVER CORP ADD +85 +0.1% 127,020 $11,458,474
114 ZMH ZIMMER BIOMET HOLDINGS INC REDUCE -250 -1.7% 14,450 $1,635,451
115 DE DEERE & CO REDUCE -60 -8.9% 617 $289,589
116 - TESLA INC SOLD -992 Exit - -
117 CWAN CLEARWATER ANALYTICS HLDGS I ADD +35,170 +59.8% 94,010 $2,519,468
118 - ALTAIR ENGR INC SOLD -4,431 Exit - -
119 ABT ABBOTT LABS REDUCE -59,927 -5.6% 1,016,988 $134,903,427
120 V VISA INC REDUCE -11,212 -1.3% 824,113 $288,818,686
121 KMB KIMBERLY-CLARK CORP REDUCE -671 -6.6% 9,483 $1,348,672
122 PJC PIPER SANDLER COMPANIES ADD +2,985 +1.2% 244,607 $60,579,370
123 CGNX COGNEX CORP NEW BUY +63,359 New 63,359 $1,889,999
124 BDX BECTON DICKINSON & CO REDUCE -406 -5.3% 7,220 $1,653,813
125 HSY HERSHEY CO REDUCE -10,501 -13.4% 67,845 $11,603,530
126 LNT ALLIANT ENERGY CORP REDUCE -869,329 -22.2% 3,044,638 $195,922,455
127 META META PLATFORMS INC REDUCE -805 -3.1% 25,507 $14,701,215
128 EFA ISHARES TR NEW BUY +11,571 New 11,571 $945,711
129 TXN TEXAS INSTRS INC REDUCE -1,774 -0.8% 228,037 $40,978,249
130 SCHW SCHWAB CHARLES CORP REDUCE -590,359 -53.8% 507,197 $39,703,381
131 AMAT APPLIED MATLS INC REDUCE -100 -1.3% 7,377 $1,070,550
132 DHR DANAHER CORPORATION NEW BUY +1,166 New 1,166 $239,030
133 TNC TENNANT CO ADD +1,715 +0.1% 1,421,410 $113,357,448
134 - CHIPOTLE MEXICAN GRILL INC SOLD -3,660 Exit - -
135 DCI DONALDSON INC REDUCE -189,826 -14.5% 1,120,149 $75,117,161
136 ECL ECOLAB INC REDUCE -10,123 -1.3% 773,186 $196,018,013
137 HRL HORMEL FOODS CORP ADD +13,228 +0.3% 4,271,793 $132,169,275
138 - GALLAGHER ARTHUR J & CO REDUCE -976 -55.0% 800 $276,192
139 EXAS EXACT SCIENCES CORP ADD +1,285 +2.1% 61,695 $2,670,777
140 TGT TARGET CORP REDUCE -23,865 -5.3% 423,125 $44,157,277
141 LOW LOWES COS INC REDUCE -56 -0.8% 6,824 $1,591,562
142 XLK SELECT SECTOR SPDR TR REDUCE -2,172 -34.2% 4,187 $864,574
143 ROK ROCKWELL AUTOMATION INC REDUCE -348 -0.1% 418,461 $108,121,948
144 AMGN AMGEN INC REDUCE -646 -11.5% 4,961 $1,545,600
145 - VANGUARD SCOTTSDALE FDS REDUCE -406 -28.3% 1,031 $261,730
146 - ROSS STORES INC SOLD -1,513 Exit - -
147 QCRH QCR HOLDINGS INC ADD +75 +0.1% 120,013 $8,559,327
148 BKH BLACK HILLS CORP REDUCE -15,395 -11.0% 124,950 $7,578,218
149 MMM 3M CO REDUCE -2,419 -1.2% 198,112 $29,094,677
150 VUG VANGUARD INDEX FDS ADD +120 +10.6% 1,248 $462,783
151 WK WORKIVA INC ADD +4,794 +0.7% 738,824 $56,084,130
152 NKE NIKE INC ADD +263 +7.6% 3,703 $235,066
153 SOLV SOLVENTUM CORP REDUCE -330 -0.9% 35,043 $2,664,670
154 SNA SNAP ON INC REDUCE -750 -17.3% 3,585 $1,208,181
155 PLXS PLEXUS CORP REDUCE -19,439 -23.7% 62,470 $8,004,281
156 OSK OSHKOSH CORP REDUCE -8,240 -16.4% 42,020 $3,953,242
157 - AVERY DENNISON CORP SOLD -2,000 Exit - -
158 PFG PRINCIPAL FINANCIAL GROUP IN REDUCE -31,534 -3.8% 791,944 $66,816,304
159 MCD MCDONALDS CORP REDUCE -3,053 -18.6% 13,325 $4,162,247
160 CSCO CISCO SYS INC ADD +942 +5.3% 18,831 $1,162,061
161 COST COSTCO WHSL CORP NEW REDUCE -39 -1.4% 2,700 $2,553,606
162 T AT&T INC REDUCE -1,552 -12.1% 11,291 $319,309
163 AXP AMERICAN EXPRESS CO REDUCE -17,673 -8.4% 193,117 $51,958,193
164 MDT MEDTRONIC PLC REDUCE -237,176 -30.6% 538,183 $48,361,113
165 BA BOEING CO ADD +171 +7.5% 2,453 $418,422
166 CLFD CLEARFIELD INC ADD +433,014 +103.3% 852,220 $25,327,978
167 JPM JPMORGAN CHASE & CO. REDUCE -51,519 -3.0% 1,662,770 $407,877,481
168 TTC TORO CO ADD +57,954 +1.6% 3,651,436 $265,641,974
169 - HP INC SOLD -6,593 Exit - -
170 TECH BIO-TECHNE CORP REDUCE -21,975 -0.8% 2,651,793 $155,474,612
171 NVT NVENT ELECTRIC PLC REDUCE -8,995 -0.4% 2,352,460 $123,315,935
172 PG PROCTER AND GAMBLE CO REDUCE -10,590 -6.2% 161,279 $27,485,107
173 GLW CORNING INC REDUCE -3,025 -3.3% 89,245 $4,085,636
174 ONB OLD NATL BANCORP IND REDUCE -104,796 -11.0% 846,566 $17,938,734
175 - AIR PRODS & CHEMS INC SOLD -1,175 Exit - -
176 EMR EMERSON ELEC CO REDUCE -4,813 -7.5% 59,065 $6,475,887
177 LTH LIFE TIME GROUP HOLDINGS INC ADD +14,250 +12.8% 125,470 $3,789,194
178 MGPI MGP INGREDIENTS INC NEW ADD +9,080 +6.0% 161,568 $4,746,868
179 MEDP MEDPACE HLDGS INC ADD +25 +0.1% 32,433 $9,882,011
180 INTC INTEL CORP REDUCE -831 -5.9% 13,286 $301,725
181 IVV ISHARES TR REDUCE -15 -0.3% 4,636 $2,604,802
182 CFR CULLEN FROST BANKERS INC REDUCE -13,481 -18.4% 59,920 $7,501,984
183 PSX PHILLIPS 66 ADD +2,171 +26.7% 10,287 $1,270,239
184 WMT WALMART INC ADD +1,780 +13.4% 15,033 $1,319,747
185 GOOGL ALPHABET INC REDUCE -2,104 -8.1% 23,787 $3,678,422
186 ASB ASSOCIATED BANC CORP REDUCE -32,861 -9.0% 333,716 $7,518,621
187 CHRWD C H ROBINSON WORLDWIDE INC ADD +12,357 +1.4% 865,898 $88,667,948
188 VO VANGUARD INDEX FDS ADD +660 +47.9% 2,038 $527,068
189 RTX RTX CORPORATION REDUCE -1,799 -21.3% 6,653 $881,256
190 CVX CHEVRON CORP NEW REDUCE -815 -3.9% 20,309 $3,397,493
191 COP CONOCOPHILLIPS ADD +2,155 +7.3% 31,529 $3,311,176
192 - PATTERSON COS INC REDUCE -8,000 -46.6% 9,150 $285,846
193 - LOCKHEED MARTIN CORP SOLD -503 Exit - -
194 DIS DISNEY WALT CO REDUCE -13,766 -4.2% 314,821 $31,072,835
195 HD HOME DEPOT INC REDUCE -6,126 -3.8% 154,687 $56,691,301
196 UNH UNITEDHEALTH GROUP INC ADD +38,247 +4.4% 906,654 $474,860,095
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 BRKB BERKSHIRE HATHAWAY INC DEL ADD +946 +3.8% 25,993 $11,782,107
2 AIR AAR CORP REDUCE -75 -0.0% 187,949 $11,517,515
3 - AZEK CO INC REDUCE -135 -0.0% 284,575 $13,508,775
4 IDXX IDEXX LABS INC REDUCE -100 -4.0% 2,402 $993,083
5 AMZN AMAZON COM INC ADD +505 +0.0% 2,363,488 $518,525,632
6 INSP INSPIRE MED SYS INC ADD +3,498 +5.7% 64,671 $11,988,710
7 PM PHILIP MORRIS INTL INC ADD +274 +9.8% 3,074 $369,956
8 MRK MERCK & CO INC ADD +513 +1.0% 53,900 $5,361,972
9 CLF CLEVELAND-CLIFFS INC NEW REDUCE -3,000 -15.8% 16,000 $150,400
10 - DIMENSIONAL ETF TRUST NEW BUY +12,527 New 12,527 $317,810
11 WFC WELLS FARGO CO NEW REDUCE -12,679 -0.5% 2,310,552 $162,293,178
12 XEL XCEL ENERGY INC ADD +5,319 +1.4% 375,289 $25,339,545
13 - THE TRADE DESK INC NEW BUY +2,782 New 2,782 $326,968
14 IBM INTERNATIONAL BUSINESS MACHS ADD +100 +9.8% 1,117 $245,550
15 MSI MOTOROLA SOLUTIONS INC REDUCE -4,214 -0.9% 484,538 $223,968,000
16 AAPL APPLE INC ADD +6,373 +0.5% 1,353,586 $338,964,955
17 - MONDELEZ INTL INC SOLD -3,113 Exit - -
18 CAT CATERPILLAR INC ADD +115 +0.7% 16,693 $6,055,553
19 BMI BADGER METER INC REDUCE -2,513 -2.0% 121,901 $25,857,741
20 GE GE AEROSPACE ADD +226 +2.9% 7,940 $1,324,313
21 WY WEYERHAEUSER CO MTN BE REDUCE -9,514 -20.7% 36,431 $1,025,533
22 ORCL ORACLE CORP ADD +795 +6.2% 13,530 $2,254,639
23 NWE NORTHWESTERN ENERGY GROUP IN REDUCE -80 -0.1% 136,995 $7,323,753
24 MO ALTRIA GROUP INC ADD +3 +0.1% 5,051 $264,119
25 - GENUINE PARTS CO SOLD -1,575 Exit - -
26 TT TRANE TECHNOLOGIES PLC REDUCE -20 -1.1% 1,814 $670,001
27 PEP PEPSICO INC ADD +100 +1.3% 7,800 $1,186,068
28 - SPDR S&P MIDCAP 400 ETF TR ADD +200 +24.0% 1,035 $589,515
29 - NEOGEN CORP ADD +8,417 +1.8% 466,808 $5,667,048
30 GNRC GENERAC HLDGS INC REDUCE -15,231 -8.3% 167,684 $25,999,404
31 AVGO BROADCOM INC REDUCE -50 -1.5% 3,250 $753,480
32 - JAMF HLDG CORP REDUCE -4,475 -1.1% 398,981 $5,605,683
33 KHC KRAFT HEINZ CO ADD +554,492 +66.7% 1,386,267 $42,572,260
34 HUBG HUB GROUP INC REDUCE -135 -0.0% 283,299 $12,623,803
35 GEV GE VERNOVA INC ADD +39 +4.1% 991 $325,970
36 BP BP PLC ADD +4,040 +62.2% 10,540 $311,562
37 USB US BANCORP DEL REDUCE -346,903 -7.6% 4,206,238 $201,184,362
38 SHW SHERWIN WILLIAMS CO REDUCE -764 -0.2% 481,781 $163,771,868
39 GOOG ALPHABET INC REDUCE -566,101 -20.6% 2,177,364 $414,657,129
40 NSC NORFOLK SOUTHN CORP ADD +50 +1.7% 3,047 $715,131
41 FAST FASTENAL CO REDUCE -22,499 -0.8% 2,709,431 $194,835,205
42 ADP AUTOMATIC DATA PROCESSING IN REDUCE -116 -0.1% 108,414 $31,736,030
43 UNP UNION PAC CORP ADD +183 +3.6% 5,266 $1,200,859
44 BMO BANK MONTREAL QUE REDUCE -1,000 -12.7% 6,846 $664,404
45 SYY SYSCO CORP REDUCE -333,764 -44.9% 409,312 $31,295,996
46 PNR PENTAIR PLC REDUCE -2,345 -3.5% 65,240 $6,565,754
47 PII POLARIS INC REDUCE -21,988 -27.9% 56,751 $3,269,993
48 VTI VANGUARD INDEX FDS ADD +1,743 +207.0% 2,585 $749,159
49 BMY BRISTOL-MYERS SQUIBB CO ADD +180 +0.7% 26,162 $1,479,723
50 CRM SALESFORCE INC REDUCE -1,573 -0.6% 241,391 $80,704,253
51 XOM EXXON MOBIL CORP REDUCE -282 -0.9% 32,289 $3,473,328
52 - DUPONT DE NEMOURS INC NEW BUY +10,699 New 10,699 $815,799
53 - ALLETE INC REDUCE -2,920 -30.1% 6,768 $438,566
54 ENTG ENTEGRIS INC REDUCE -105,459 -10.1% 938,273 $92,945,323
55 CASY CASEYS GEN STORES INC REDUCE -650 -0.5% 137,749 $54,580,286
56 GBCI GLACIER BANCORP INC NEW REDUCE -75 -0.0% 151,880 $7,627,414
57 QCOM QUALCOMM INC ADD +13,259 +1.0% 1,318,445 $202,539,521
58 PANW PALO ALTO NETWORKS INC ADD +13,820 +89.0% 29,356 $5,341,618
59 LFUS LITTELFUSE INC ADD +14,397 +1.7% 875,381 $206,283,533
60 GGG GRACO INC ADD +25,223 +0.6% 3,957,203 $333,552,625
61 HON HONEYWELL INTL INC REDUCE -73,815 -17.2% 355,510 $80,306,053
62 BAC BANK AMERICA CORP REDUCE -840 -3.6% 22,592 $992,918
63 LLY ELI LILLY & CO REDUCE -2,694 -0.8% 339,267 $261,914,124
64 FISV FISERV INC REDUCE -22,227 -1.2% 1,871,409 $384,424,837
65 - ISHARES TR NEW BUY +1,746 New 1,746 $701,159
66 ALRS ALERUS FINL CORP REDUCE -55 -0.1% 97,674 $1,879,248
67 FUL FULLER H B CO ADD +13,224 +0.6% 2,211,223 $149,213,330
68 TRV TRAVELERS COMPANIES INC REDUCE -3,277 -4.2% 74,178 $17,868,738
69 UPS UNITED PARCEL SERVICE INC REDUCE -16,615 -20.5% 64,529 $8,137,126
70 NVDA NVIDIA CORPORATION REDUCE -152,098 -2.5% 5,884,992 $790,295,606
71 ULTA ULTA BEAUTY INC REDUCE -1,702 -2.3% 71,782 $31,220,145
72 BAX BAXTER INTL INC REDUCE -7,644 -15.7% 41,123 $1,199,147
73 KO COCA COLA CO ADD +950 +4.9% 20,265 $1,261,699
74 37253A GENTHERM INC ADD +1,810 +1.0% 189,628 $7,570,898
75 SPY SPDR S&P 500 ETF TR REDUCE -372 -4.0% 9,016 $5,284,142
76 GIS GENERAL MLS INC REDUCE -2,774 -2.2% 123,052 $7,847,026
77 ABBV ABBVIE INC REDUCE -976 -2.1% 45,770 $8,133,329
78 JBTM JOHN BEAN TECHNOLOGIES CORP REDUCE -2,900 -2.2% 130,382 $16,571,552
79 WTFC WINTRUST FINL CORP REDUCE -40 -0.0% 86,135 $10,741,896
80 NEM NEWMONT CORP SOLD -5,000 Exit - -
81 WEC WEC ENERGY GROUP INC ADD +759,658 +18528.2% 763,758 $71,823,802
82 AMD ADVANCED MICRO DEVICES INC ADD +460 +27.5% 2,133 $257,645
83 MSFT MICROSOFT CORP ADD +14,164 +0.7% 1,969,379 $830,093,227
84 - OTIS WORLDWIDE CORP ADD +435 +22.6% 2,363 $218,837
85 NTRS NORTHERN TR CORP REDUCE -2,715 -54.8% 2,240 $229,600
86 AMP AMERIPRISE FINL INC ADD +471 +1.7% 28,161 $14,993,761
87 CTAS CINTAS CORP ADD +400 +2.8% 14,920 $2,725,884
88 SHEL SHELL PLC REDUCE -4,100 -35.3% 7,504 $470,126
89 QQQ INVESCO QQQ TR REDUCE -97 -5.1% 1,822 $931,461
90 PFE PFIZER INC REDUCE -23,900 -23.2% 79,302 $2,103,882
91 OKLO OKLO INC ADD +410 +2.9% 14,410 $305,924
92 BBY BEST BUY INC REDUCE -186 -0.0% 746,044 $64,010,575
93 JNJ JOHNSON & JOHNSON REDUCE -91,304 -8.2% 1,025,376 $148,289,867
94 - CORTEVA INC NEW BUY +9,430 New 9,430 $537,133
95 - DOW INC NEW BUY +11,619 New 11,619 $466,270
96 TMO THERMO FISHER SCIENTIFIC INC REDUCE -49 -2.9% 1,616 $840,692
97 ACN ACCENTURE PLC IRELAND ADD +114 +14.7% 888 $312,390
98 VZ VERIZON COMMUNICATIONS INC REDUCE -1,339,939 -28.0% 3,449,480 $137,944,705
99 KNF KNIFE RIVER CORP REDUCE -70 -0.1% 126,935 $12,901,673
100 ZMH ZIMMER BIOMET HOLDINGS INC REDUCE -1,000 -6.4% 14,700 $1,552,761
101 DE DEERE & CO REDUCE -25 -3.6% 677 $286,845
102 - TESLA INC NEW BUY +992 New 992 $400,609
103 CWAN CLEARWATER ANALYTICS HLDGS I NEW BUY +58,840 New 58,840 $1,619,277
104 - ALTAIR ENGR INC REDUCE -122,963 -96.5% 4,431 $483,466
105 ABT ABBOTT LABS REDUCE -8,514 -0.8% 1,076,915 $121,809,829
106 V VISA INC ADD +46,522 +5.9% 835,325 $263,996,241
107 KMB KIMBERLY-CLARK CORP REDUCE -680 -6.3% 10,154 $1,330,580
108 PJC PIPER SANDLER COMPANIES REDUCE -4,206 -1.7% 241,622 $72,474,519
109 - ISHARES TR SOLD -717 Exit - -
110 BDX BECTON DICKINSON & CO REDUCE -123 -1.6% 7,626 $1,730,111
111 HSY HERSHEY CO REDUCE -26,648 -25.4% 78,346 $13,267,895
112 SKYT SKYWATER TECHNOLOGY INC REDUCE -27,445 -16.3% 141,170 $1,948,146
113 LNT ALLIANT ENERGY CORP REDUCE -181,252 -4.4% 3,913,967 $231,472,008
114 META META PLATFORMS INC ADD +4,099 +18.5% 26,312 $15,405,939
115 EFA ISHARES TR SOLD -2,792 Exit - -
116 TXN TEXAS INSTRS INC ADD +3,331 +1.5% 229,811 $43,091,861
117 SCHW SCHWAB CHARLES CORP REDUCE -120,727 -9.9% 1,097,556 $81,230,120
118 CAH CARDINAL HEALTH INC SOLD -2,197 Exit - -
119 TNC TENNANT CO ADD +83,613 +6.3% 1,419,695 $115,747,733
120 DHR DANAHER CORPORATION SOLD -753 Exit - -
121 DCI DONALDSON INC REDUCE -61,987 -4.5% 1,309,975 $88,226,785
122 ECL ECOLAB INC REDUCE -11,370 -1.4% 783,309 $183,544,902
123 HRL HORMEL FOODS CORP REDUCE -789,113 -15.6% 4,258,565 $133,591,184
124 - GALLAGHER ARTHUR J & CO ADD +276 +18.4% 1,776 $504,118
125 EXAS EXACT SCIENCES CORP ADD +16,700 +38.2% 60,410 $3,394,438
126 TGT TARGET CORP REDUCE -7,180 -1.6% 446,990 $60,424,083
127 XLK SELECT SECTOR SPDR TR ADD +215 +3.5% 6,359 $1,478,642
128 ROK ROCKWELL AUTOMATION INC ADD +4,461 +1.1% 418,809 $119,691,418
129 SCHB SCHWAB STRATEGIC TR ADD +174,164 +200.0% 261,246 $5,930,284
130 AMGN AMGEN INC REDUCE -341 -5.7% 5,607 $1,461,408
131 - VANGUARD SCOTTSDALE FDS REDUCE -556 -27.9% 1,437 $383,277
132 SCHF SCHWAB STRATEGIC TR ADD +15,000 +100.0% 30,000 $555,000
133 QCRH QCR HOLDINGS INC REDUCE -65 -0.1% 119,938 $9,671,800
134 BKH BLACK HILLS CORP REDUCE -75 -0.1% 140,345 $8,212,989
135 MMM 3M CO REDUCE -8,746 -4.2% 200,531 $25,886,502
136 MOS MOSAIC CO NEW REDUCE -8,720 -22.4% 30,280 $744,282
137 WK WORKIVA INC REDUCE -101,056 -12.1% 734,030 $80,376,285
138 NKE NIKE INC REDUCE -200 -5.5% 3,440 $260,305
139 SOLV SOLVENTUM CORP REDUCE -3,981 -10.1% 35,373 $2,336,740
140 SNA SNAP ON INC ADD +65 +1.5% 4,335 $1,471,646
141 PLXS PLEXUS CORP REDUCE -6,836 -7.7% 81,909 $12,817,120
142 OSK OSHKOSH CORP REDUCE -20 -0.0% 50,260 $4,778,218
143 CVRX CVRX INC REDUCE -80 -0.1% 144,281 $1,828,040
144 PFG PRINCIPAL FINANCIAL GROUP IN REDUCE -46,500 -5.3% 823,478 $63,745,421
145 MCD MCDONALDS CORP ADD +163 +1.0% 16,378 $4,747,741
146 AMCR AMCOR PLC REDUCE -2,800 -2.3% 118,090 $1,111,227
147 VV VANGUARD INDEX FDS REDUCE -6 -0.7% 821 $221,424
148 CSCO CISCO SYS INC ADD +500 +2.9% 17,889 $1,059,029
149 COST COSTCO WHSL CORP NEW REDUCE -358 -11.6% 2,739 $2,509,664
150 T AT&T INC REDUCE -690 -5.1% 12,843 $292,435
151 AXP AMERICAN EXPRESS CO REDUCE -7,238 -3.3% 210,790 $62,560,418
152 MDT MEDTRONIC PLC REDUCE -1,194,109 -60.6% 775,359 $61,935,666
153 BA BOEING CO ADD +157 +7.4% 2,282 $403,979
154 CLFD CLEARFIELD INC ADD +129,100 +44.5% 419,206 $12,995,386
155 JPM JPMORGAN CHASE & CO. REDUCE -6,083 -0.4% 1,714,289 $410,932,216
156 TTC TORO CO ADD +162,298 +4.7% 3,593,482 $287,837,889
157 - HP INC ADD +639 +10.7% 6,593 $215,130
158 TECH BIO-TECHNE CORP REDUCE -23,028 -0.9% 2,673,768 $192,591,494
159 NVT NVENT ELECTRIC PLC REDUCE -23,105 -1.0% 2,361,455 $160,956,749
160 PG PROCTER AND GAMBLE CO ADD +3,327 +2.0% 171,869 $28,813,779
161 GLW CORNING INC REDUCE -6,916 -7.0% 92,270 $4,384,670
162 ONB OLD NATL BANCORP IND REDUCE -40,954 -4.1% 951,362 $20,649,312
163 - AIR PRODS & CHEMS INC REDUCE -75 -6.0% 1,175 $340,797
164 MA MASTERCARD INCORPORATED ADD +62 +6.5% 1,014 $533,976
165 EMR EMERSON ELEC CO REDUCE -1,850 -2.8% 63,878 $7,916,401
166 LTH LIFE TIME GROUP HOLDINGS INC ADD +44,640 +67.0% 111,220 $2,460,186
167 MGPI MGP INGREDIENTS INC NEW ADD +18,510 +13.8% 152,488 $6,003,453
168 MEDP MEDPACE HLDGS INC ADD +2,646 +8.9% 32,408 $10,766,910
169 INTC INTEL CORP REDUCE -506 -3.5% 14,117 $283,046
170 IVV ISHARES TR REDUCE -230 -4.7% 4,651 $2,737,777
171 CFR CULLEN FROST BANKERS INC REDUCE -370 -0.5% 73,401 $9,854,084
172 PSX PHILLIPS 66 ADD +1,566 +23.9% 8,116 $924,656
173 WMT WALMART INC ADD +305 +2.4% 13,253 $1,197,409
174 GOOGL ALPHABET INC REDUCE -3,077 -10.6% 25,891 $4,901,166
175 ASB ASSOCIATED BANC CORP REDUCE -2,378 -0.6% 366,577 $8,761,190
176 CHRWD C H ROBINSON WORLDWIDE INC ADD +18,593 +2.2% 853,541 $88,187,849
177 RTX RTX CORPORATION REDUCE -200 -2.3% 8,452 $978,065
178 CVX CHEVRON CORP NEW REDUCE -696 -3.2% 21,124 $3,059,600
179 COP CONOCOPHILLIPS ADD +2,836 +10.7% 29,374 $2,913,020
180 - PATTERSON COS INC REDUCE -11,700 -40.6% 17,150 $529,249
181 - LOCKHEED MARTIN CORP REDUCE -385 -43.4% 503 $244,428
182 DIS DISNEY WALT CO REDUCE -9,225 -2.7% 328,587 $36,588,165
183 HD HOME DEPOT INC REDUCE -2,159 -1.3% 160,813 $62,554,719
184 UNH UNITEDHEALTH GROUP INC REDUCE -23,255 -2.6% 868,407 $439,292,426
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 BRKB BERKSHIRE HATHAWAY INC DEL REDUCE -1,332 -5.0% 25,047 $11,528,132
2 AIR AAR CORP ADD +9,905 +5.6% 188,024 $12,289,249
3 - AZEK CO INC ADD +22,295 +8.5% 284,710 $13,324,428
4 AMZN AMAZON COM INC ADD +12,586 +0.5% 2,362,983 $440,294,622
5 INSP INSPIRE MED SYS INC REDUCE -2,660 -4.2% 61,173 $12,910,562
6 MRK MERCK & CO INC REDUCE -1,464 -2.7% 53,387 $6,062,628
7 ADBE ADOBE INC ADD +30 +1.6% 1,950 $1,009,671
8 CLF CLEVELAND-CLIFFS INC NEW REDUCE -1,000 -5.0% 19,000 $242,630
9 RF REGIONS FINANCIAL CORP NEW REDUCE -375 -3.7% 9,740 $227,234
10 - SMITH & WESSON BRANDS INC SOLD -10,000 Exit - -
11 WFC WELLS FARGO CO NEW REDUCE -83,500 -3.5% 2,323,231 $131,239,324
12 XEL XCEL ENERGY INC ADD +10,214 +2.8% 369,970 $24,159,072
13 - PAYCHEX INC SOLD -3,015 Exit - -
14 IBM INTERNATIONAL BUSINESS MACHS NEW BUY +1,017 New 1,017 $224,838
15 MSI MOTOROLA SOLUTIONS INC REDUCE -6,211 -1.3% 488,752 $219,757,562
16 AAPL APPLE INC ADD +44,013 +3.4% 1,347,213 $313,900,692
17 - MONDELEZ INTL INC REDUCE -280 -8.3% 3,113 $229,335
18 CAT CATERPILLAR INC REDUCE -510 -3.0% 16,578 $6,483,987
19 BMI BADGER METER INC REDUCE -3,791 -3.0% 124,414 $27,173,366
20 ADSK AUTODESK INC NEW BUY +800 New 800 $220,384
21 WMI WASTE MGMT INC DEL REDUCE -76 -6.8% 1,038 $215,489
22 GE GE AEROSPACE REDUCE -69 -0.9% 7,714 $1,454,706
23 ORCL ORACLE CORP REDUCE -355 -2.7% 12,735 $2,170,044
24 NWE NORTHWESTERN ENERGY GROUP IN REDUCE -310 -0.2% 137,075 $7,843,432
25 MO ALTRIA GROUP INC ADD +2 +0.0% 5,048 $257,665
26 TT TRANE TECHNOLOGIES PLC ADD +705 +62.4% 1,834 $712,931
27 PEP PEPSICO INC REDUCE -225 -2.8% 7,700 $1,309,385
28 - SPDR S&P MIDCAP 400 ETF TR REDUCE -150 -15.2% 835 $475,666
29 - NEOGEN CORP ADD +66,534 +17.0% 458,391 $7,705,552
30 GNRC GENERAC HLDGS INC REDUCE -7,738 -4.1% 182,915 $29,061,535
31 AVGO BROADCOM INC ADD +2,992 +971.4% 3,300 $569,250
32 - JAMF HLDG CORP REDUCE -8,188 -2.0% 403,456 $6,999,962
33 KHC KRAFT HEINZ CO NEW BUY +831,775 New 831,775 $29,203,620
34 HUBG HUB GROUP INC REDUCE -9,405 -3.2% 283,434 $12,882,075
35 GEV GE VERNOVA INC REDUCE -990 -51.0% 952 $242,741
36 BP BP PLC REDUCE -8,350 -56.2% 6,500 $204,035
37 USB US BANCORP DEL REDUCE -606,360 -11.8% 4,553,141 $208,215,137
38 SHW SHERWIN WILLIAMS CO ADD +22,592 +4.9% 482,545 $184,173,085
39 GOOG ALPHABET INC REDUCE -72,061 -2.6% 2,743,465 $458,679,946
40 - COMCAST CORP NEW REDUCE -162 -2.9% 5,392 $225,224
41 NSC NORFOLK SOUTHN CORP REDUCE -65 -2.1% 2,997 $744,755
42 FAST FASTENAL CO ADD +68,617 +2.6% 2,731,930 $195,114,462
43 - BROADRIDGE FINL SOLUTIONS IN NEW BUY +1,350 New 1,350 $290,291
44 ADP AUTOMATIC DATA PROCESSING IN ADD +1,914 +1.8% 108,530 $30,033,507
45 SLB SCHLUMBERGER LTD REDUCE -8,075 -59.5% 5,500 $230,725
46 - STARBUCKS CORP SOLD -2,899 Exit - -
47 UNP UNION PAC CORP REDUCE -426 -7.7% 5,083 $1,252,858
48 ZTS ZOETIS INC REDUCE -360 -18.9% 1,540 $300,885
49 BMO BANK MONTREAL QUE REDUCE -1,154 -12.8% 7,846 $707,709
50 SYY SYSCO CORP REDUCE -381,219 -33.9% 743,076 $58,004,513
51 PNR PENTAIR PLC REDUCE -5,315 -7.3% 67,585 $6,609,137
52 PII POLARIS INC REDUCE -282,906 -78.2% 78,739 $6,554,234
53 VIG VANGUARD SPECIALIZED FUNDS ADD +998 +38.3% 3,605 $714,006
54 VTI VANGUARD INDEX FDS REDUCE -89 -9.6% 842 $238,441
55 BMY BRISTOL-MYERS SQUIBB CO REDUCE -3,400 -11.6% 25,982 $1,344,309
56 CB CHUBB LIMITED ADD +34 +1.5% 2,343 $675,698
57 CRM SALESFORCE INC REDUCE -13,595 -5.3% 242,964 $66,501,676
58 XOM EXXON MOBIL CORP REDUCE -3,680 -10.2% 32,571 $3,817,973
59 - ALLETE INC REDUCE -650 -6.3% 9,688 $621,873
60 ENTG ENTEGRIS INC ADD +111,194 +11.9% 1,043,732 $117,451,162
61 CASY CASEYS GEN STORES INC REDUCE -5,091 -3.5% 138,399 $51,997,888
62 GBCI GLACIER BANCORP INC NEW REDUCE -43,485 -22.2% 151,955 $6,944,344
63 QCOM QUALCOMM INC ADD +4,916 +0.4% 1,305,186 $221,946,879
64 PANW PALO ALTO NETWORKS INC REDUCE -1,637 -9.5% 15,536 $5,310,205
65 - COLGATE PALMOLIVE CO ADD +460 +20.7% 2,686 $278,834
66 LFUS LITTELFUSE INC ADD +12,058 +1.4% 860,984 $228,376,006
67 GGG GRACO INC ADD +170,711 +4.5% 3,931,980 $344,087,538
68 HON HONEYWELL INTL INC REDUCE -188,005 -30.5% 429,325 $88,745,673
69 BAC BANK AMERICA CORP REDUCE -300 -1.3% 23,432 $929,782
70 SYK STRYKER CORPORATION ADD +1,275 +31.9% 5,275 $1,905,647
71 LLY ELI LILLY & CO REDUCE -8,189 -2.3% 341,961 $302,956,928
72 FISV FISERV INC ADD +1,534 +0.1% 1,893,636 $340,191,707
73 ALRS ALERUS FINL CORP REDUCE -235 -0.2% 97,729 $2,236,040
74 FUL FULLER H B CO ADD +18,625 +0.9% 2,197,999 $174,477,163
75 TRV TRAVELERS COMPANIES INC REDUCE -1,635 -2.1% 77,455 $18,133,765
76 UPS UNITED PARCEL SERVICE INC REDUCE -28,832 -26.2% 81,144 $11,063,194
77 - MURPHY OIL CORP SOLD -5,000 Exit - -
78 NVDA NVIDIA CORPORATION REDUCE -148,848 -2.4% 6,037,090 $733,144,267
79 ULTA ULTA BEAUTY INC ADD +490 +0.7% 73,484 $28,594,094
80 BAX BAXTER INTL INC REDUCE -12,541 -20.5% 48,767 $1,851,683
81 KO COCA COLA CO REDUCE -3,595 -15.7% 19,315 $1,387,976
82 37253A GENTHERM INC ADD +3,820 +2.1% 187,818 $8,742,928
83 UFCS UNITED FIRE GROUP INC REDUCE -9,892 -41.2% 14,108 $295,280
84 SPY SPDR S&P 500 ETF TR ADD +495 +5.6% 9,388 $5,386,502
85 GIS GENERAL MLS INC REDUCE -6,710 -5.1% 125,826 $9,292,250
86 ABBV ABBVIE INC ADD +395 +0.9% 46,746 $9,231,400
87 JBTM JOHN BEAN TECHNOLOGIES CORP ADD +10,655 +8.7% 133,282 $13,129,610
88 WTFC WINTRUST FINL CORP REDUCE -14,530 -14.4% 86,175 $9,352,573
89 NEM NEWMONT CORP REDUCE -3,000 -37.5% 5,000 $267,250
90 WEC WEC ENERGY GROUP INC REDUCE -100 -2.4% 4,100 $394,338
91 MSFT MICROSOFT CORP REDUCE -1,907 -0.1% 1,955,215 $841,329,066
92 - REPUBLIC SVCS INC NEW BUY +2,100 New 2,100 $421,764
93 - OTIS WORLDWIDE CORP NEW BUY +1,928 New 1,928 $200,396
94 NTRS NORTHERN TR CORP REDUCE -7,902 -61.5% 4,955 $446,099
95 AWK AMERICAN WTR WKS CO INC NEW ADD +333 +6.7% 5,333 $779,898
96 IJR ISHARES TR REDUCE -350 -10.4% 3,008 $351,816
97 AMP AMERIPRISE FINL INC ADD +7,057 +34.2% 27,690 $13,009,039
98 CTAS CINTAS CORP ADD +10,746 +284.7% 14,520 $2,989,378
99 SHEL SHELL PLC REDUCE -2,316 -16.6% 11,604 $765,284
100 MMC MARSH & MCLENNAN COS INC ADD +36 +2.7% 1,374 $306,526
101 PFE PFIZER INC REDUCE -8,533 -7.6% 103,202 $2,986,666
102 OKLO OKLO INC NEW BUY +14,000 New 14,000 $113,260
103 BBY BEST BUY INC ADD +1,615 +0.2% 746,230 $77,085,559
104 JNJ JOHNSON & JOHNSON REDUCE -65,045 -5.5% 1,116,680 $180,969,149
105 TMO THERMO FISHER SCIENTIFIC INC REDUCE -145 -8.0% 1,665 $1,029,919
106 ACN ACCENTURE PLC IRELAND ADD +103 +15.4% 774 $273,594
107 VZ VERIZON COMMUNICATIONS INC ADD +196,333 +4.3% 4,789,419 $215,092,807
108 KNF KNIFE RIVER CORP ADD +8,855 +7.5% 127,005 $11,352,977
109 ZMH ZIMMER BIOMET HOLDINGS INC REDUCE -600 -3.7% 15,700 $1,694,815
110 - LINDE PLC SOLD -515 Exit - -
111 DE DEERE & CO REDUCE -40 -5.4% 702 $292,966
112 - ALTAIR ENGR INC REDUCE -3,514 -2.7% 127,394 $12,167,401
113 ABT ABBOTT LABS REDUCE -7,367 -0.7% 1,085,429 $123,749,733
114 V VISA INC ADD +101,837 +14.8% 788,803 $216,881,267
115 KMB KIMBERLY-CLARK CORP REDUCE -1,155 -9.6% 10,834 $1,541,462
116 PJC PIPER SANDLER COMPANIES REDUCE -16,474 -6.3% 245,828 $69,768,445
117 - ISHARES TR REDUCE -215 -23.1% 717 $203,628
118 HSY HERSHEY CO REDUCE -2,404 -2.2% 104,994 $20,135,749
119 SKYT SKYWATER TECHNOLOGY INC REDUCE -255 -0.2% 168,615 $1,531,024
120 LNT ALLIANT ENERGY CORP ADD +263,820 +6.9% 4,095,219 $248,538,841
121 META META PLATFORMS INC ADD +621 +2.9% 22,213 $12,715,610
122 - HEALTHPEAK PROPERTIES INC SOLD -17,663 Exit - -
123 TXN TEXAS INSTRS INC ADD +7,112 +3.2% 226,480 $46,783,974
124 SCHW SCHWAB CHARLES CORP REDUCE -149,095 -10.9% 1,218,283 $78,956,921
125 - CHIPOTLE MEXICAN GRILL INC REDUCE -1,340 -26.8% 3,660 $210,889
126 TNC TENNANT CO ADD +141,473 +11.8% 1,336,082 $128,317,315
127 DHR DANAHER CORPORATION REDUCE -131 -14.8% 753 $209,349
128 DCI DONALDSON INC REDUCE -126,858 -8.5% 1,371,962 $101,113,565
129 ECL ECOLAB INC REDUCE -39,712 -4.8% 794,679 $202,905,450
130 HRL HORMEL FOODS CORP REDUCE -27,831 -0.5% 5,047,678 $160,011,393
131 - GALLAGHER ARTHUR J & CO NEW BUY +1,500 New 1,500 $422,055
132 EXAS EXACT SCIENCES CORP ADD +5,185 +13.5% 43,710 $2,977,525
133 TGT TARGET CORP REDUCE -1,125 -0.2% 454,170 $70,786,985
134 LOW LOWES COS INC ADD +152 +2.3% 6,880 $1,863,448
135 XLK SELECT SECTOR SPDR TR REDUCE -1,845 -23.1% 6,144 $1,387,116
136 ROK ROCKWELL AUTOMATION INC ADD +11,975 +3.0% 414,348 $111,235,859
137 - ISHARES TR REDUCE -2,365 -35.6% 4,280 $578,105
138 SCHB SCHWAB STRATEGIC TR REDUCE -770 -0.9% 87,082 $5,792,695
139 AMGN AMGEN INC REDUCE -2 -0.0% 5,948 $1,916,505
140 - VANGUARD SCOTTSDALE FDS NEW BUY +1,993 New 1,993 $518,320
141 - ROSS STORES INC NEW BUY +1,513 New 1,513 $227,722
142 QCRH QCR HOLDINGS INC REDUCE -16,405 -12.0% 120,003 $8,883,822
143 BKH BLACK HILLS CORP REDUCE -295 -0.2% 140,420 $8,582,470
144 MMM 3M CO REDUCE -7,355 -3.4% 209,277 $28,608,118
145 BSX BOSTON SCIENTIFIC CORP ADD +42 +0.4% 10,311 $864,062
146 WK WORKIVA INC ADD +51,676 +6.6% 835,086 $66,072,004
147 NKE NIKE INC REDUCE -634 -14.8% 3,640 $321,776
148 SOLV SOLVENTUM CORP REDUCE -5,138 -11.5% 39,354 $2,743,761
149 SNA SNAP ON INC REDUCE -95 -2.2% 4,270 $1,237,062
150 PLXS PLEXUS CORP REDUCE -10,817 -10.9% 88,745 $12,132,329
151 OSK OSHKOSH CORP REDUCE -185 -0.4% 50,280 $5,038,559
152 CVRX CVRX INC ADD +4,740 +3.4% 144,361 $1,271,820
153 - SONOCO PRODS CO SOLD -5,000 Exit - -
154 - AVERY DENNISON CORP NEW BUY +2,000 New 2,000 $441,520
155 PFG PRINCIPAL FINANCIAL GROUP IN REDUCE -337,998 -28.0% 869,978 $74,731,098
156 MCD MCDONALDS CORP REDUCE -216 -1.3% 16,215 $4,937,548
157 AMCR AMCOR PLC REDUCE -33,120 -21.5% 120,890 $1,369,684
158 CSCO CISCO SYS INC REDUCE -919 -5.0% 17,389 $925,443
159 COST COSTCO WHSL CORP NEW REDUCE -637 -17.1% 3,097 $2,745,552
160 T AT&T INC REDUCE -5,000 -27.0% 13,533 $297,726
161 MDT MEDTRONIC PLC REDUCE -970,474 -33.0% 1,969,468 $177,311,192
162 AXP AMERICAN EXPRESS CO REDUCE -9,488 -4.2% 218,028 $59,129,067
163 BA BOEING CO REDUCE -143 -6.3% 2,125 $323,085
164 CLFD CLEARFIELD INC ADD +8,410 +3.0% 290,106 $11,302,530
165 - SURMODICS INC REDUCE -2,374 -23.7% 7,626 $295,736
166 TJX TJX COS INC NEW ADD +82 +3.0% 2,841 $333,931
167 JPM JPMORGAN CHASE & CO. REDUCE -3,143 -0.2% 1,720,372 $362,757,640
168 TTC TORO CO ADD +185,170 +5.7% 3,431,184 $297,586,617
169 - HP INC ADD +140 +2.4% 5,954 $213,570
170 TECH BIO-TECHNE CORP REDUCE -43,596 -1.6% 2,696,796 $215,554,888
171 NVT NVENT ELECTRIC PLC REDUCE -32,417 -1.3% 2,384,560 $167,539,161
172 PG PROCTER AND GAMBLE CO REDUCE -13,052 -7.2% 168,542 $29,191,413
173 GLW CORNING INC REDUCE -7,869 -7.4% 99,186 $4,478,248
174 ONB OLD NATL BANCORP IND REDUCE -481,000 -32.6% 992,316 $18,516,617
175 - AIR PRODS & CHEMS INC NEW BUY +1,250 New 1,250 $372,175
176 MA MASTERCARD INCORPORATED ADD +28 +3.0% 952 $470,098
177 EMR EMERSON ELEC CO REDUCE -2,990 -4.4% 65,728 $7,188,671
178 LTH LIFE TIME GROUP HOLDINGS INC NEW BUY +66,580 New 66,580 $1,625,884
179 MGPI MGP INGREDIENTS INC NEW ADD +3,750 +2.9% 133,978 $11,153,669
180 MEDP MEDPACE HLDGS INC ADD +953 +3.3% 29,762 $9,934,556
181 INTC INTEL CORP REDUCE -21,165 -59.1% 14,623 $343,056
182 IVV ISHARES TR REDUCE -879 -15.3% 4,881 $2,815,461
183 CFR CULLEN FROST BANKERS INC REDUCE -13,295 -15.3% 73,771 $8,252,024
184 PSX PHILLIPS 66 REDUCE -850 -11.5% 6,550 $860,998
185 WMT WALMART INC REDUCE -670 -4.9% 12,948 $1,045,551
186 GOOGL ALPHABET INC REDUCE -1,831 -5.9% 28,968 $4,804,343
187 ASB ASSOCIATED BANC CORP REDUCE -51,340 -12.2% 368,955 $7,947,291
188 CHRWD C H ROBINSON WORLDWIDE INC ADD +156,138 +23.0% 834,948 $92,153,203
189 VO VANGUARD INDEX FDS REDUCE -66 -4.6% 1,378 $363,558
190 RTX RTX CORPORATION REDUCE -399 -4.4% 8,652 $1,048,276
191 CVX CHEVRON CORP NEW REDUCE -775 -3.4% 21,820 $3,213,431
192 COP CONOCOPHILLIPS REDUCE -169 -0.6% 26,538 $2,793,921
193 - PATTERSON COS INC REDUCE -10,300 -26.3% 28,850 $630,084
194 - LOCKHEED MARTIN CORP ADD +98 +12.4% 888 $519,089
195 DIS DISNEY WALT CO REDUCE -17,814 -5.0% 337,812 $32,494,139
196 HD HOME DEPOT INC REDUCE -665 -0.4% 162,972 $66,036,450
197 UNH UNITEDHEALTH GROUP INC ADD +46,847 +5.5% 891,662 $521,337,008
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 BRKB BERKSHIRE HATHAWAY INC DEL REDUCE -85 -0.3% 26,379 $10,730,977
2 AIR AAR CORP REDUCE -22,627 -11.3% 178,119 $12,949,251
3 - AZEK CO INC REDUCE -17,845 -6.4% 262,415 $11,055,544
4 FPL NEXTERA ENERGY INC ADD +6,026 +150.1% 10,040 $710,932
5 IDXX IDEXX LABS INC REDUCE -80 -3.1% 2,502 $1,218,974
6 HOG HARLEY DAVIDSON INC REDUCE -5,075 -42.0% 7,000 $234,780
7 AMZN AMAZON COM INC REDUCE -79,778 -3.3% 2,350,397 $454,214,220
8 INSP INSPIRE MED SYS INC ADD +4,645 +7.8% 63,833 $8,542,770
9 PM PHILIP MORRIS INTL INC REDUCE -1,965 -41.2% 2,800 $283,724
10 MRK MERCK & CO INC REDUCE -2,166 -3.8% 54,851 $6,790,554
11 ADBE ADOBE INC ADD +37 +2.0% 1,920 $1,066,637
12 CLF CLEVELAND-CLIFFS INC NEW REDUCE -6,000 -23.1% 20,000 $307,800
13 RF REGIONS FINANCIAL CORP NEW NEW BUY +10,115 New 10,115 $202,705
14 WFC WELLS FARGO CO NEW REDUCE -261,576 -9.8% 2,406,731 $142,935,759
15 XEL XCEL ENERGY INC REDUCE -4,624 -1.3% 359,756 $19,214,593
16 - PAYCHEX INC REDUCE -245 -7.5% 3,015 $357,458
17 ITW ILLINOIS TOOL WKS INC REDUCE -30 -1.7% 1,699 $402,595
18 IBM INTERNATIONAL BUSINESS MACHS SOLD -1,117 Exit - -
19 MSI MOTOROLA SOLUTIONS INC REDUCE -5,836 -1.2% 494,963 $191,080,466
20 AAPL APPLE INC ADD +347,651 +36.4% 1,303,200 $274,480,017
21 - MONDELEZ INTL INC REDUCE -278 -7.6% 3,393 $222,038
22 CAT CATERPILLAR INC REDUCE -347 -2.0% 17,088 $5,692,013
23 BMI BADGER METER INC REDUCE -5,347 -4.0% 128,205 $23,891,090
24 ADSK AUTODESK INC SOLD -800 Exit - -
25 WMI WASTE MGMT INC DEL ADD +114 +11.4% 1,114 $237,661
26 GE GE AEROSPACE ADD +962 +14.1% 7,783 $1,237,264
27 WY WEYERHAEUSER CO MTN BE REDUCE -1,000 -2.1% 45,945 $1,304,379
28 ORCL ORACLE CORP REDUCE -12,944 -49.7% 13,090 $1,848,308
29 NWE NORTHWESTERN ENERGY GROUP IN ADD +105 +0.1% 137,385 $6,880,241
30 MO ALTRIA GROUP INC ADD +3 +0.1% 5,046 $229,823
31 - GENUINE PARTS CO REDUCE -125 -7.4% 1,575 $217,854
32 TT TRANE TECHNOLOGIES PLC REDUCE -15 -1.3% 1,129 $371,362
33 PEP PEPSICO INC REDUCE -739 -8.5% 7,925 $1,307,070
34 - SPDR S&P MIDCAP 400 ETF TR NEW BUY +985 New 985 $527,054
35 - NEOGEN CORP ADD +47,364 +13.7% 391,857 $6,124,724
36 GNRC GENERAC HLDGS INC REDUCE -9,584 -4.8% 190,653 $25,208,140
37 AVGO BROADCOM INC ADD +35 +12.8% 308 $494,503
38 - JAMF HLDG CORP REDUCE -34,358 -7.7% 411,644 $6,792,126
39 - NUVEEN MINN QUALITY MUN INM SOLD -31,200 Exit - -
40 HUBG HUB GROUP INC REDUCE -3,830 -1.3% 292,839 $12,606,719
41 GEV GE VERNOVA INC NEW BUY +1,942 New 1,942 $333,072
42 USB US BANCORP DEL REDUCE -689,821 -11.8% 5,159,501 $204,832,189
43 SHW SHERWIN WILLIAMS CO REDUCE -1,024 -0.2% 459,953 $137,263,923
44 GOOG ALPHABET INC REDUCE -389,741 -12.2% 2,815,526 $516,423,699
45 - COMCAST CORP NEW REDUCE -1,269 -18.6% 5,554 $217,495
46 NSC NORFOLK SOUTHN CORP REDUCE -585 -16.0% 3,062 $657,381
47 FAST FASTENAL CO REDUCE -28,783 -1.1% 2,663,313 $167,362,608
48 - CARRIER GLOBAL CORPORATION REDUCE -208 -5.1% 3,867 $243,930
49 ADP AUTOMATIC DATA PROCESSING IN ADD +10,425 +10.8% 106,616 $25,448,173
50 SLB SCHLUMBERGER LTD REDUCE -1,000 -6.9% 13,575 $640,469
51 - STARBUCKS CORP REDUCE -283 -8.9% 2,899 $225,676
52 UNP UNION PAC CORP REDUCE -225 -3.9% 5,509 $1,246,466
53 ZTS ZOETIS INC REDUCE -13 -0.7% 1,900 $329,384
54 SYY SYSCO CORP REDUCE -145,394 -11.5% 1,124,295 $80,263,420
55 - DAKTRONICS INC SOLD -19,000 Exit - -
56 PII POLARIS INC REDUCE -4,008 -1.1% 361,645 $28,320,420
57 PNR PENTAIR PLC REDUCE -18,512 -20.3% 72,900 $5,589,243
58 VIG VANGUARD SPECIALIZED FUNDS REDUCE -350 -11.8% 2,607 $475,908
59 VTI VANGUARD INDEX FDS ADD +103 +12.4% 931 $249,071
60 BMY BRISTOL-MYERS SQUIBB CO REDUCE -17,115 -36.8% 29,382 $1,220,234
61 CB CHUBB LIMITED REDUCE -710 -23.5% 2,309 $588,980
62 CRM SALESFORCE INC REDUCE -10,477 -3.9% 256,559 $65,961,319
63 XOM EXXON MOBIL CORP ADD +5,530 +18.0% 36,251 $4,173,215
64 - ALLETE INC REDUCE -500 -4.6% 10,338 $644,574
65 ENTG ENTEGRIS INC REDUCE -14,951 -1.6% 932,538 $126,265,645
66 CASY CASEYS GEN STORES INC ADD +5,716 +4.1% 143,490 $54,750,044
67 GBCI GLACIER BANCORP INC NEW REDUCE -19,640 -9.1% 195,440 $7,293,821
68 QCOM QUALCOMM INC REDUCE -12,484 -1.0% 1,300,270 $258,987,779
69 PANW PALO ALTO NETWORKS INC ADD +160 +0.9% 17,173 $5,821,819
70 - COLGATE PALMOLIVE CO REDUCE -725 -24.6% 2,226 $216,011
71 LFUS LITTELFUSE INC REDUCE -8,825 -1.0% 848,926 $216,976,996
72 GGG GRACO INC REDUCE -30,890 -0.8% 3,761,269 $298,193,353
73 HON HONEYWELL INTL INC REDUCE -47,492 -7.1% 617,330 $131,824,547
74 BAC BANK AMERICA CORP REDUCE -301 -1.3% 23,732 $943,822
75 LLY ELI LILLY & CO REDUCE -14,317 -3.9% 350,150 $317,018,807
76 FISV FISERV INC REDUCE -17,414 -0.9% 1,892,102 $281,998,882
77 ALRS ALERUS FINL CORP REDUCE -26,330 -21.2% 97,964 $1,921,074
78 FUL FULLER H B CO ADD +30,345 +1.4% 2,179,374 $167,724,625
79 TRV TRAVELERS COMPANIES INC ADD +1,379 +1.8% 79,090 $16,082,161
80 UPS UNITED PARCEL SERVICE INC REDUCE -32,339 -22.7% 109,976 $15,050,237
81 NVDA NVIDIA CORPORATION ADD +5,530,081 +843.2% 6,185,938 $764,210,716
82 ULTA ULTA BEAUTY INC ADD +8,228 +12.7% 72,994 $28,166,195
83 BAX BAXTER INTL INC REDUCE -19,016 -23.7% 61,308 $2,050,753
84 KO COCA COLA CO REDUCE -1,695 -6.9% 22,910 $1,458,222
85 37253A GENTHERM INC REDUCE -7,344 -3.8% 183,998 $9,074,781
86 SPY SPDR S&P 500 ETF TR ADD +3,362 +60.8% 8,893 $4,839,790
87 GIS GENERAL MLS INC REDUCE -5,714 -4.1% 132,536 $8,384,227
88 ABBV ABBVIE INC ADD +2,719 +6.2% 46,351 $7,950,124
89 JBTM JOHN BEAN TECHNOLOGIES CORP ADD +10,480 +9.3% 122,627 $11,645,886
90 WTFC WINTRUST FINL CORP REDUCE -20,455 -16.9% 100,705 $9,925,485
91 MPC MARATHON PETE CORP SOLD -1,000 Exit - -
92 WEC WEC ENERGY GROUP INC ADD +200 +5.0% 4,200 $329,532
93 AMD ADVANCED MICRO DEVICES INC ADD +165 +10.9% 1,673 $271,377
94 MSFT MICROSOFT CORP REDUCE -9,682 -0.5% 1,957,122 $874,735,707
95 NTRS NORTHERN TR CORP REDUCE -81,214 -86.3% 12,857 $1,079,731
96 MSA MSA SAFETY INC REDUCE -40 -2.6% 1,470 $275,904
97 IJR ISHARES TR ADD +1,412 +72.6% 3,358 $358,164
98 AMP AMERIPRISE FINL INC ADD +13,768 +200.6% 20,633 $8,814,211
99 MMC MARSH & MCLENNAN COS INC REDUCE -840 -38.6% 1,338 $281,943
100 QQQ INVESCO QQQ TR REDUCE -1,712 -47.1% 1,919 $919,412
101 PFE PFIZER INC REDUCE -23,655 -17.5% 111,735 $3,126,345
102 BBY BEST BUY INC ADD +51,845 +7.5% 744,615 $62,763,598
103 JNJ JOHNSON & JOHNSON REDUCE -34,789 -2.9% 1,181,725 $172,720,916
104 TMO THERMO FISHER SCIENTIFIC INC ADD +269 +17.5% 1,810 $1,000,930
105 VZ VERIZON COMMUNICATIONS INC ADD +588,245 +14.7% 4,593,086 $189,418,867
106 KNF KNIFE RIVER CORP ADD +8,865 +8.1% 118,150 $8,287,041
107 ZMH ZIMMER BIOMET HOLDINGS INC REDUCE -200 -1.2% 16,300 $1,769,039
108 DE DEERE & CO REDUCE -115 -13.4% 742 $277,233
109 - TESLA INC SOLD -1,554 Exit - -
110 - ALTAIR ENGR INC REDUCE -7,880 -5.7% 130,908 $12,839,457
111 ABT ABBOTT LABS REDUCE -156,877 -12.6% 1,092,796 $113,552,511
112 V VISA INC ADD +59,697 +9.5% 686,966 $180,307,925
113 KMB KIMBERLY-CLARK CORP REDUCE -625 -5.0% 11,989 $1,656,880
114 PJC PIPER SANDLER COMPANIES ADD +2,947 +1.1% 262,302 $60,374,051
115 HSY HERSHEY CO REDUCE -6,186 -5.4% 107,398 $19,742,974
116 LNT ALLIANT ENERGY CORP ADD +510,031 +15.4% 3,831,399 $195,018,209
117 META META PLATFORMS INC ADD +4,543 +26.6% 21,592 $10,887,118
118 - HEALTHPEAK PROPERTIES INC ADD +72 +0.4% 17,663 $346,195
119 TXN TEXAS INSTRS INC ADD +13,551 +6.6% 219,368 $42,673,657
120 - SNAP INC SOLD -10,000 Exit - -
121 SCHW SCHWAB CHARLES CORP REDUCE -19,578 -1.4% 1,367,378 $100,762,085
122 - CHIPOTLE MEXICAN GRILL INC ADD +4,900 +4900.0% 5,000 $313,250
123 TNC TENNANT CO ADD +25,000 +2.1% 1,194,609 $117,597,310
124 DHR DANAHER CORPORATION REDUCE -12 -1.3% 884 $220,867
125 DCI DONALDSON INC REDUCE -102,211 -6.4% 1,498,820 $107,255,526
126 ECL ECOLAB INC REDUCE -157,173 -15.9% 834,391 $198,584,909
127 HRL HORMEL FOODS CORP REDUCE -472,971 -8.5% 5,075,509 $154,752,269
128 EXAS EXACT SCIENCES CORP ADD +14,620 +61.2% 38,525 $1,627,681
129 TGT TARGET CORP REDUCE -3,429 -0.7% 455,295 $67,401,878
130 LOW LOWES COS INC REDUCE -159 -2.3% 6,728 $1,483,255
131 XLK SELECT SECTOR SPDR TR REDUCE -460 -5.4% 7,989 $1,807,398
132 ROK ROCKWELL AUTOMATION INC ADD +19,499 +5.1% 402,373 $110,765,234
133 SCHB SCHWAB STRATEGIC TR REDUCE -1,448 -1.6% 87,852 $5,523,255
134 AMGN AMGEN INC REDUCE -1,335 -18.3% 5,950 $1,859,078
135 QCRH QCR HOLDINGS INC REDUCE -21,320 -13.5% 136,408 $8,184,480
136 BKH BLACK HILLS CORP ADD +85 +0.1% 140,715 $7,652,082
137 MMM 3M CO REDUCE -6,326 -2.8% 216,632 $22,137,575
138 BSX BOSTON SCIENTIFIC CORP REDUCE -200 -1.9% 10,269 $790,816
139 VUG VANGUARD INDEX FDS REDUCE -125 -10.0% 1,128 $421,883
140 WK WORKIVA INC ADD +26,176 +3.5% 783,410 $57,181,096
141 NKE NIKE INC REDUCE -433 -9.2% 4,274 $322,131
142 SOLV SOLVENTUM CORP NEW BUY +44,492 New 44,492 $2,352,737
143 SNA SNAP ON INC REDUCE -1,165 -21.1% 4,365 $1,140,967
144 PLXS PLEXUS CORP ADD +375 +0.4% 99,562 $10,272,807
145 - ISHARES TR SOLD -2,385 Exit - -
146 OSK OSHKOSH CORP REDUCE -20 -0.0% 50,465 $5,460,313
147 CVRX CVRX INC ADD +39,718 +39.8% 139,621 $1,674,056
148 - FORD MTR CO DEL SOLD -15,600 Exit - -
149 PFG PRINCIPAL FINANCIAL GROUP IN REDUCE -20,338 -1.7% 1,207,976 $94,765,706
150 MCD MCDONALDS CORP ADD +2,939 +21.8% 16,431 $4,187,208
151 AMCR AMCOR PLC REDUCE -375 -0.2% 154,010 $1,506,218
152 VV VANGUARD INDEX FDS NEW BUY +827 New 827 $206,436
153 CSCO CISCO SYS INC REDUCE -735 -3.9% 18,308 $869,813
154 COST COSTCO WHSL CORP NEW REDUCE -845 -18.5% 3,734 $3,173,863
155 T AT&T INC ADD +149 +0.8% 18,533 $354,166
156 MDT MEDTRONIC PLC REDUCE -46,637 -1.6% 2,939,942 $231,402,825
157 AXP AMERICAN EXPRESS CO REDUCE -7,103 -3.0% 227,516 $52,681,401
158 BA BOEING CO ADD +215 +10.5% 2,268 $412,799
159 CLFD CLEARFIELD INC ADD +22,530 +8.7% 281,696 $10,862,198
160 JPM JPMORGAN CHASE & CO. ADD +6,969 +0.4% 1,723,515 $348,598,144
161 TTC TORO CO ADD +1,533 +0.0% 3,246,014 $303,534,730
162 - HP INC NEW BUY +5,814 New 5,814 $203,606
163 TECH BIO-TECHNE CORP REDUCE -218,965 -7.4% 2,740,392 $196,349,072
164 NVT NVENT ELECTRIC PLC REDUCE -213,674 -8.1% 2,416,977 $185,164,581
165 PG PROCTER AND GAMBLE CO REDUCE -8,072 -4.3% 181,594 $29,948,424
166 GLW CORNING INC REDUCE -18,405 -14.7% 107,055 $4,159,087
167 MA MASTERCARD INCORPORATED REDUCE -350 -27.5% 924 $407,632
168 EMR EMERSON ELEC CO REDUCE -2,565 -3.6% 68,718 $7,569,975
169 MGPI MGP INGREDIENTS INC NEW ADD +24,940 +23.7% 130,228 $9,688,963
170 MEDP MEDPACE HLDGS INC ADD +20 +0.1% 28,809 $11,864,987
171 - MARCUS CORP DEL SOLD -169,856 Exit - -
172 INTC INTEL CORP REDUCE -8,600 -19.4% 35,788 $1,108,354
173 IVV ISHARES TR REDUCE -475 -7.6% 5,760 $3,152,047
174 CFR CULLEN FROST BANKERS INC REDUCE -11,161 -11.4% 87,066 $8,848,518
175 WMT WALMART INC REDUCE -4,381 -24.3% 13,618 $922,075
176 GOOGL ALPHABET INC REDUCE -1,648 -5.1% 30,799 $5,610,038
177 ASB ASSOCIATED BANC CORP REDUCE -54,220 -11.4% 420,295 $8,889,239
178 CHRWD C H ROBINSON WORLDWIDE INC REDUCE -13,463 -1.9% 678,810 $59,816,731
179 VO VANGUARD INDEX FDS NEW BUY +1,444 New 1,444 $349,592
180 RTX RTX CORPORATION ADD +1,634 +22.0% 9,051 $908,630
181 - UNITED RENTALS INC SOLD -345 Exit - -
182 CVX CHEVRON CORP NEW REDUCE -1,760 -7.2% 22,595 $3,534,310
183 COP CONOCOPHILLIPS ADD +1,507 +6.0% 26,707 $3,054,747
184 - LOCKHEED MARTIN CORP REDUCE -128 -13.9% 790 $369,009
185 DIS DISNEY WALT CO REDUCE -24,472 -6.4% 355,626 $35,310,108
186 HD HOME DEPOT INC REDUCE -5,481 -3.2% 163,637 $56,330,607
187 UNH UNITEDHEALTH GROUP INC ADD +28,289 +3.5% 844,815 $430,230,520
# Ticker Issuer Action Share Change % Change Shares Held Value ($)
1 BRKB BERKSHIRE HATHAWAY INC DEL ADD +2,156 +8.9% 26,464 $11,128,641
2 AIR AAR CORP ADD +16,620 +9.0% 200,746 $12,018,663
3 - AZEK CO INC REDUCE -103,093 -26.9% 280,260 $14,074,657
4 FPL NEXTERA ENERGY INC REDUCE -100 -2.4% 4,014 $256,535
5 IDXX IDEXX LABS INC REDUCE -195 -7.0% 2,582 $1,394,099
6 HOG HARLEY DAVIDSON INC REDUCE -125 -1.0% 12,075 $528,161
7 AMZN AMAZON COM INC REDUCE -22,800 -0.9% 2,430,175 $438,354,967
8 INSP INSPIRE MED SYS INC REDUCE -5,421 -8.4% 59,188 $12,712,991
9 PM PHILIP MORRIS INTL INC ADD +25 +0.5% 4,765 $436,569
10 MRK MERCK & CO INC REDUCE -4,967 -8.0% 57,017 $7,523,393
11 - BIOGEN INC SOLD -950 Exit - -
12 - NUVEEN PFD & INCOME OPPORTUN SOLD -26,999 Exit - -
13 ADBE ADOBE INC ADD +23 +1.2% 1,883 $950,162
14 RF REGIONS FINANCIAL CORP NEW SOLD -15,000 Exit - -
15 WFC WELLS FARGO CO NEW REDUCE -115,395 -4.1% 2,668,307 $154,655,078
16 XEL XCEL ENERGY INC ADD +11,104 +3.1% 364,380 $19,585,450
17 - PAYCHEX INC REDUCE -185 -5.4% 3,260 $400,328
18 ITW ILLINOIS TOOL WKS INC ADD +90 +5.5% 1,729 $463,943
19 IBM INTERNATIONAL BUSINESS MACHS REDUCE -185 -14.2% 1,117 $213,302
20 MSI MOTOROLA SOLUTIONS INC REDUCE -1,658 -0.3% 500,799 $177,773,629
21 AAPL APPLE INC ADD +370,649 +63.4% 955,549 $163,857,508
22 - MONDELEZ INTL INC REDUCE -74 -2.0% 3,671 $256,970
23 CAT CATERPILLAR INC REDUCE -145 -0.8% 17,435 $6,388,601
24 BMI BADGER METER INC REDUCE -7,824 -5.5% 133,552 $21,610,126
25 ADSK AUTODESK INC REDUCE -25 -3.0% 800 $208,336
26 WMI WASTE MGMT INC DEL NEW BUY +1,000 New 1,000 $213,150
27 GE GENERAL ELECTRIC CO REDUCE -45 -0.7% 6,821 $1,197,290
28 WY WEYERHAEUSER CO MTN BE ADD +952 +2.1% 46,945 $1,685,795
29 ORCL ORACLE CORP ADD +74 +0.3% 26,034 $3,270,131
30 NWE NORTHWESTERN ENERGY GROUP IN ADD +12,750 +10.2% 137,280 $6,991,670
31 MO ALTRIA GROUP INC ADD +3 +0.1% 5,043 $219,959
32 XLV SELECT SECTOR SPDR TR SOLD -19,483 Exit - -
33 PEP PEPSICO INC REDUCE -556 -6.0% 8,664 $1,516,287
34 - NEOGEN CORP ADD +22,689 +7.1% 344,493 $5,436,099
35 GNRC GENERAC HLDGS INC REDUCE -4,445 -2.2% 200,237 $25,257,895
36 AVGO BROADCOM INC ADD +33 +13.8% 273 $362,167
37 - JAMF HLDG CORP REDUCE -220,244 -33.1% 446,002 $8,184,137
38 HUBG HUB GROUP INC ADD +167,617 +129.9% 296,669 $12,822,034
39 - VANGUARD WORLD FDS SOLD -420 Exit - -
40 USB US BANCORP DEL REDUCE -187,781 -3.1% 5,849,322 $261,464,692
41 SHW SHERWIN WILLIAMS CO REDUCE -12,076 -2.6% 460,977 $160,111,293
42 GOOG ALPHABET INC REDUCE -138,552 -4.1% 3,205,267 $488,033,953
43 - COMCAST CORP NEW ADD +1,862 +37.5% 6,823 $295,777
44 NSC NORFOLK SOUTHN CORP REDUCE -75 -2.0% 3,647 $929,511
45 FAST FASTENAL CO REDUCE -498,501 -15.6% 2,692,096 $207,668,309
46 - CARRIER GLOBAL CORPORATION ADD +115 +2.9% 4,075 $236,880
47 ADP AUTOMATIC DATA PROCESSING IN ADD +9,960 +11.6% 96,191 $24,022,740
48 SLB SCHLUMBERGER LTD REDUCE -50 -0.3% 14,575 $798,856
49 - STARBUCKS CORP REDUCE -2,235 -41.3% 3,182 $290,832
50 UNP UNION PAC CORP REDUCE -176 -3.0% 5,734 $1,410,163
51 ZTS ZOETIS INC REDUCE -10 -0.5% 1,913 $323,699
52 SYY SYSCO CORP REDUCE -142,431 -10.1% 1,269,689 $103,073,353
53 PII POLARIS INC REDUCE -4,231 -1.1% 365,653 $36,609,178
54 PNR PENTAIR PLC REDUCE -2,669 -2.8% 91,412 $7,810,241
55 VIG VANGUARD SPECIALIZED FUNDS REDUCE -925 -23.8% 2,957 $539,978
56 VTI VANGUARD INDEX FDS NEW BUY +828 New 828 $215,197
57 BMY BRISTOL-MYERS SQUIBB CO REDUCE -6,805 -12.8% 46,497 $2,521,532
58 CB CHUBB LIMITED ADD +17 +0.6% 3,019 $782,313
59 CRM SALESFORCE INC REDUCE -12,119 -4.3% 267,036 $80,425,902
60 XOM EXXON MOBIL CORP REDUCE -666 -2.1% 30,721 $3,571,009
61 - ALLETE INC REDUCE -1,350 -11.1% 10,838 $646,378
62 - ARCADIUM LITHIUM PLC NEW BUY +13,925 New 13,925 $60,017
63 - PHYSICIANS RLTY TR SOLD -422,188 Exit - -
64 ENTG ENTEGRIS INC REDUCE -50,670 -5.1% 947,489 $133,160,104
65 CASY CASEYS GEN STORES INC ADD +94,447 +218.0% 137,774 $43,874,130
66 GBCI GLACIER BANCORP INC NEW ADD +350 +0.2% 215,080 $8,663,422
67 QCOM QUALCOMM INC REDUCE -86,490 -6.2% 1,312,754 $222,249,252
68 PANW PALO ALTO NETWORKS INC ADD +1,969 +13.1% 17,013 $4,833,904
69 PLUGD PLUG POWER INC NEW BUY +10,000 New 10,000 $34,400
70 - COLGATE PALMOLIVE CO REDUCE -50 -1.7% 2,951 $265,738
71 LFUS LITTELFUSE INC REDUCE -1,494 -0.2% 857,751 $207,875,955
72 GGG GRACO INC REDUCE -232,628 -5.8% 3,792,159 $354,415,184
73 HON HONEYWELL INTL INC REDUCE -13,001 -1.9% 664,822 $136,454,618
74 BAC BANK AMERICA CORP REDUCE -1,084 -4.3% 24,033 $911,331
75 SYK STRYKER CORPORATION REDUCE -12 -0.3% 4,000 $1,431,480
76 LLY ELI LILLY & CO REDUCE -28,222 -7.2% 364,467 $283,540,747
77 FISV FISERV INC REDUCE -34,191 -1.8% 1,909,516 $305,178,847
78 FUL FULLER H B CO REDUCE -127,771 -5.6% 2,149,029 $171,363,574
79 TRV TRAVELERS COMPANIES INC REDUCE -125 -0.2% 77,711 $17,884,410
80 UPS UNITED PARCEL SERVICE INC REDUCE -49,514 -25.8% 142,315 $21,152,301
81 NVDA NVIDIA CORPORATION REDUCE -90,581 -12.1% 655,857 $592,606,423
82 ULTA ULTA BEAUTY INC NEW BUY +64,766 New 64,766 $33,864,846
83 BAX BAXTER INTL INC REDUCE -40,629 -33.6% 80,324 $3,433,048
84 KO COCA COLA CO ADD +299 +1.2% 24,605 $1,505,334
85 37253A GENTHERM INC REDUCE -203,664 -51.6% 191,342 $11,017,472
86 SPY SPDR S&P 500 ETF TR REDUCE -14,987 -73.0% 5,531 $2,893,140
87 GIS GENERAL MLS INC REDUCE -10,646 -7.1% 138,250 $9,673,353
88 ABBV ABBVIE INC REDUCE -3,652 -7.7% 43,632 $7,945,387
89 JBTM JOHN BEAN TECHNOLOGIES CORP ADD +15,220 +15.7% 112,147 $11,763,099
90 WTFC WINTRUST FINL CORP REDUCE -30,605 -20.2% 121,160 $12,647,892
91 MPC MARATHON PETE CORP NEW BUY +1,000 New 1,000 $201,500
92 WEC WEC ENERGY GROUP INC REDUCE -209 -5.0% 4,000 $328,480
93 AMD ADVANCED MICRO DEVICES INC REDUCE -44 -2.8% 1,508 $272,179
94 MSFT MICROSOFT CORP REDUCE -8,940 -0.5% 1,966,804 $827,473,836
95 NTRS NORTHERN TR CORP REDUCE -57,461 -37.9% 94,071 $8,364,793
96 MSA MSA SAFETY INC ADD +20 +1.3% 1,510 $292,321
97 AMP AMERIPRISE FINL INC ADD +4,970 +262.3% 6,865 $3,009,891
98 CTAS CINTAS CORP REDUCE -35 -0.9% 3,774 $2,592,851
99 MMC MARSH & MCLENNAN COS INC ADD +19 +0.9% 2,178 $448,624
100 QQQ INVESCO QQQ TR REDUCE -1,073 -22.8% 3,631 $1,612,200
101 PFE PFIZER INC REDUCE -39,586 -22.6% 135,390 $3,757,064
102 BBY BEST BUY INC ADD +160,603 +30.2% 692,770 $56,827,923
103 JNJ JOHNSON & JOHNSON REDUCE -48,153 -3.8% 1,216,514 $192,440,338
104 HBAN HUNTINGTON BANCSHARES INC REDUCE -4,418 -10.9% 36,128 $503,986
105 TMO THERMO FISHER SCIENTIFIC INC REDUCE -90 -5.5% 1,541 $895,645
106 ACN ACCENTURE PLC IRELAND REDUCE -65 -8.8% 671 $232,575
107 VZ VERIZON COMMUNICATIONS INC ADD +618,435 +18.3% 4,004,841 $168,043,128
108 KNF KNIFE RIVER CORP ADD +24,580 +29.0% 109,285 $8,860,828
109 ZMH ZIMMER BIOMET HOLDINGS INC REDUCE -1,795 -9.8% 16,500 $2,177,670
110 - LINDE PLC REDUCE -8 -1.5% 515 $239,125
111 - ELANCO ANIMAL HEALTH INC SOLD -13,442 Exit - -
112 - ALTAIR ENGR INC REDUCE -21,410 -13.4% 138,788 $11,956,586
113 ABT ABBOTT LABS REDUCE -35,788 -2.8% 1,249,673 $142,037,920
114 V VISA INC REDUCE -484 -0.1% 627,269 $175,058,019
115 KMB KIMBERLY-CLARK CORP REDUCE -1,475 -10.5% 12,614 $1,631,621
116 PJC PIPER SANDLER COMPANIES ADD +136,260 +110.7% 259,355 $51,479,374
117 - ISHARES TR REDUCE -615 -39.8% 932 $252,386
118 BDX BECTON DICKINSON & CO REDUCE -135 -1.7% 7,749 $1,917,490
119 HSY HERSHEY CO ADD +16,364 +16.8% 113,584 $22,092,088
120 SKYT SKYWATER TECHNOLOGY INC REDUCE -55,670 -24.8% 168,870 $1,717,408
121 LNT ALLIANT ENERGY CORP ADD +147,884 +4.7% 3,321,368 $167,396,947
122 META META PLATFORMS INC ADD +14,969 +719.7% 17,049 $8,278,653
123 - HEALTHPEAK PROPERTIES INC NEW BUY +17,591 New 17,591 $329,831
124 TXN TEXAS INSTRS INC ADD +21,249 +11.5% 205,817 $35,855,380
125 SCHW SCHWAB CHARLES CORP REDUCE -82,581 -5.6% 1,386,956 $100,332,397
126 CAH CARDINAL HEALTH INC REDUCE -41 -1.8% 2,197 $245,844
127 TNC TENNANT CO REDUCE -55,100 -4.5% 1,169,609 $142,236,150
128 DHR DANAHER CORPORATION REDUCE -330 -26.9% 896 $223,749
129 DGII DIGI INTL INC REDUCE -246,527 -96.5% 9,000 $287,370
130 DCI DONALDSON INC REDUCE -287,650 -15.2% 1,601,031 $119,564,961
131 ECL ECOLAB INC REDUCE -234,966 -19.2% 991,564 $228,952,179
132 HRL HORMEL FOODS CORP ADD +89,441 +1.6% 5,548,480 $193,586,467
133 EXAS EXACT SCIENCES CORP ADD +105 +0.4% 23,905 $1,650,879
134 TGT TARGET CORP ADD +496 +0.1% 458,724 $81,290,446
135 LOW LOWES COS INC REDUCE -85 -1.2% 6,887 $1,754,326
136 XLK SELECT SECTOR SPDR TR ADD +360 +4.5% 8,449 $1,759,716
137 NVS NOVARTIS AG SOLD -2,024 Exit - -
138 ROK ROCKWELL AUTOMATION INC REDUCE -1,810 -0.5% 382,874 $111,542,676
139 - ISHARES TR REDUCE -1,705 -20.4% 6,645 $818,536
140 SCHB SCHWAB STRATEGIC TR ADD +5,300 +6.3% 89,300 $5,451,765
141 AMGN AMGEN INC REDUCE -180 -2.4% 7,285 $2,071,271
142 XLP SELECT SECTOR SPDR TR SOLD -44,420 Exit - -
143 QCRH QCR HOLDINGS INC ADD +6,573 +4.3% 157,728 $9,580,399
144 BKH BLACK HILLS CORP ADD +11,440 +8.9% 140,630 $7,678,398
145 MMM 3M CO REDUCE -33,395 -13.0% 222,958 $23,649,193
146 BSX BOSTON SCIENTIFIC CORP ADD +134 +1.3% 10,469 $717,022
147 VUG VANGUARD INDEX FDS REDUCE -290 -18.8% 1,253 $431,283
148 WK WORKIVA INC REDUCE -11,339 -1.5% 757,234 $64,213,443
149 NKE NIKE INC ADD +61 +1.3% 4,707 $442,398
150 SNA SNAP ON INC REDUCE -2,125 -27.8% 5,530 $1,638,097
151 PLXS PLEXUS CORP ADD +3,695 +3.9% 99,187 $9,404,911
152 - ISHARES TR NEW BUY +2,385 New 2,385 $200,555
153 OSK OSHKOSH CORP REDUCE -2,640 -5.0% 50,485 $6,295,984
154 CVRX CVRX INC ADD +8,000 +8.7% 99,903 $1,819,234
155 AMT AMERICAN TOWER CORP NEW REDUCE -191 -8.6% 2,020 $399,132
156 - SONOCO PRODS CO REDUCE -35 -0.7% 5,000 $289,200
157 - AMETEK INC SOLD -1,471 Exit - -
158 PFG PRINCIPAL FINANCIAL GROUP IN ADD +36,623 +3.1% 1,228,314 $106,015,769
159 MCD MCDONALDS CORP REDUCE -402 -2.9% 13,492 $3,803,994
160 AMCR AMCOR PLC REDUCE -29,625 -16.1% 154,385 $1,468,201
161 CSCO CISCO SYS INC REDUCE -958 -4.8% 19,043 $950,436
162 COST COSTCO WHSL CORP NEW REDUCE -357 -7.2% 4,579 $3,354,713
163 T AT&T INC ADD +500 +2.8% 18,384 $323,558
164 MDT MEDTRONIC PLC ADD +48,622 +1.7% 2,986,579 $260,280,348
165 AXP AMERICAN EXPRESS CO REDUCE -6,961 -2.9% 234,619 $53,420,420
166 BA BOEING CO REDUCE -448 -17.9% 2,053 $396,208
167 CLFD CLEARFIELD INC ADD +29,985 +13.1% 259,166 $7,992,679
168 TJX TJX COS INC NEW ADD +44 +1.6% 2,759 $279,818
169 JPM JPMORGAN CHASE & CO REDUCE -10,555 -0.6% 1,716,546 $343,824,164
170 TTC TORO CO ADD +18,934 +0.6% 3,244,481 $297,291,836
171 - SELECT SECTOR SPDR TR SOLD -6,685 Exit - -
172 TECH BIO-TECHNE CORP REDUCE -120,126 -3.9% 2,959,357 $208,309,125
173 NVT NVENT ELECTRIC PLC REDUCE -222,991 -7.8% 2,630,651 $198,351,059
174 - CATALENT INC SOLD -137,182 Exit - -
175 PG PROCTER AND GAMBLE CO ADD +57,330 +43.3% 189,666 $30,773,251
176 GLW CORNING INC REDUCE -38,736 -23.6% 125,460 $4,135,162
177 ONB OLD NATL BANCORP IND REDUCE -129,970 -8.1% 1,473,316 $25,650,432
178 MA MASTERCARD INCORPORATED ADD +19 +1.5% 1,274 $613,520
179 EMR EMERSON ELEC CO REDUCE -6,198 -8.0% 71,283 $8,084,918
180 MGPI MGP INGREDIENTS INC NEW ADD +24,595 +30.5% 105,288 $9,068,455
181 - ENERGY TRANSFER L P SOLD -27,500 Exit - -
182 MEDP MEDPACE HLDGS INC REDUCE -2,400 -7.7% 28,789 $11,635,074
183 - MARCUS CORP DEL REDUCE -22,490 -11.7% 169,856 $2,422,147
184 INTC INTEL CORP REDUCE -4,699 -9.6% 44,388 $1,960,618
185 IVV ISHARES TR REDUCE -796 -11.3% 6,235 $3,277,929
186 CFR CULLEN FROST BANKERS INC REDUCE -5,380 -5.2% 98,227 $11,057,413
187 PSX PHILLIPS 66 REDUCE -280 -3.6% 7,400 $1,208,716
188 WMT WALMART INC ADD +11,116 +161.5% 17,999 $1,083,000
189 GOOGL ALPHABET INC REDUCE -3,274 -9.2% 32,447 $4,897,226
190 ASB ASSOCIATED BANC CORP ADD +75,205 +18.8% 474,515 $10,206,818
191 CHRWD C H ROBINSON WORLDWIDE INC ADD +115,527 +20.0% 692,273 $52,709,661
192 RTX RTX CORPORATION REDUCE -1,204 -14.0% 7,417 $723,380
193 - UNITED RENTALS INC REDUCE -250 -42.0% 345 $248,783
194 CVX CHEVRON CORP NEW REDUCE -223 -0.9% 24,355 $3,841,758
195 COP CONOCOPHILLIPS ADD +181 +0.7% 25,200 $3,207,456
196 - PATTERSON COS INC REDUCE -3,580 -8.4% 39,150 $1,082,498
197 - LOCKHEED MARTIN CORP REDUCE -40 -4.2% 918 $417,571
198 DIS DISNEY WALT CO REDUCE -2,906 -0.8% 380,098 $46,508,794
199 HD HOME DEPOT INC REDUCE -9,824 -5.5% 169,118 $64,873,886
200 UNH UNITEDHEALTH GROUP INC ADD +5,471 +0.7% 816,526 $403,935,412

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