| Fund | Portfolio weight | Shares | Change vs prev. quarter |
|---|---|---|---|
| Mairs & Power Funds | 0.35% | 451,826 | ADDED (+54.6%) |
Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.
| Institutions holding | 645 of 8,857 filers |
| Long-only filers among them | 639 |
| Change vs 2026 Q1 | +24 net · 595 entered · 571 exited |
| Shares reported, all filers | 102,980,041 |
| Reported value, all filers | $8.7B |
Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).
0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 8 sales by 3 insiders ($5.7M).
Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.
1 House members reported buying (1 purchases vs 0 sales). Bought by Democrats. Latest buy: Jul 16, 2026.
Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.
Politicians
· Bought by Members — Last 6 months: bought by a U.S. House member
Financial Screens
· Buffett — Companies with high ROE sustained for more than a decade
· Lynch PEG — Cheap against its growth rate
· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%
· O'Neil CAN SLIM — Explosive earnings growth leaders
· Neff Total Return Ratio — Growth plus dividends divided by P/E is high
· Gross Profitability (Novy-Marx) — High gross profit relative to total assets
· Earnings Quality (Cash Conversion) — Profits that actually come back as cash
· Shareholder Yield — Cash returned through dividends and buybacks
Key figures
· Buffett — Latest ROE: 37.3% · Years ROE ≥15% (of 10): 10 · 10-yr avg ROE: 25.7% · Latest net income: $523.7M
· Lynch PEG — P/E: 12.18 · 5-yr EPS growth: 27.3% · PEG: 0.45
· Cash Flow (FCF) — Latest FCF: $467.7M · FCF yield: 7.3% · Positive FCF years: 3
· O'Neil CAN SLIM — 3-yr EPS growth: 36.2% · ROE: 37.3% · Latest revenue growth: 14.1%
· Neff Total Return Ratio — EPS growth: 27.3% · Dividend yield: 0.0% · P/E: 12.18 · Neff ratio: 2.24
· Gross Profitability (Novy-Marx) — Gross profit / assets: 82.2% · Gross margin: 38.8%
· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.62 · Operating cash flow: $716.0M · Net income: $523.7M
· Shareholder Yield — Shareholder yield: 7.4% · of which dividends: 0.0% · of which buybacks: 7.4%
· Bought by Members — Members buying: 1 · Buy txns: 1 · Sell txns: 0 · Latest buy: Jul 16, 2026
Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.
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