MAIRS & POWER INCMAIRS & POWER INC

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings245 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

NVIDIA CORPORATION

4.8M$830.4M8.5%$112.12+88.15%
28 qtrssince 2019-Q2
Decreased
0

MICROSOFT CORP

1.9M$719M7.3%$151.49+154.21%
29 qtrssince 2019-Q1
Increased
62

AMAZON COM INC

2.6M$542.1M5.5%$119.94+104.55%
29 qtrssince 2019-Q1
Increased
61

ALPHABET INC

1.6M$462.3M4.7%$95.46+271.91%
29 qtrssince 2019-Q1
Decreased
0

GRACO INC

3.8M$323M3.3%$48.39+52.91%
29 qtrssince 2019-Q1
Decreased
0

JPMORGAN CHASE & CO

1.1M$310.1M3.2%$115.55+191.19%
29 qtrssince 2019-Q1
Decreased
0

APPLE INC

1.2M$306.7M3.1%$186.59+69.00%
29 qtrssince 2019-Q1
Decreased
0

ELI LILLY & CO

326,306$300.1M3.1%$193.05+515.69%
29 qtrssince 2019-Q1
Decreased
0

VISA INC

840,917$254.2M2.6%$199.43+74.98%
29 qtrssince 2019-Q1
Increased
55

TORO CO

2.7M$254.1M2.6%$68.54+36.16%
29 qtrssince 2019-Q1
Decreased
0

LITTELFUSE INC

724,710$245.9M2.5%$188.22+120.57%
29 qtrssince 2019-Q1
Decreased
0

NVENT ELEC PLC

2.1M$244.4M2.5%$20.87+670.28%
29 qtrssince 2019-Q1
Decreased
0

MOTOROLA SOLUTIONS INC

540,732$234.7M2.4%$177.53+138.20%
29 qtrssince 2019-Q1
Increased
54

WEC ENERGY GROUP INC

1.9M$221.2M2.3%$99.75+15.25%
29 qtrssince 2019-Q1
Increased
52

ALLIANT ENERGY CORP

2.9M$207.3M2.1%$47.23+61.76%
29 qtrssince 2019-Q1
Decreased
0

ECOLAB INC

761,818$202.7M2.1%$171.12+60.31%
29 qtrssince 2019-Q1
Decreased
0

UNITEDHEALTH GROUP INC

741,083$200.5M2.0%$290.12+46.36%
29 qtrssince 2019-Q1
Decreased
0

META PLATFORMS INC

324,625$185.7M1.9%$699.95-4.39%
29 qtrssince 2019-Q1
Increased
49

FASTENAL CO

3.9M$182M1.9%$28.19+64.93%
29 qtrssince 2019-Q1
Decreased
0

VERIZON COMMUNICATIONS INC

3.3M$166.4M1.7%$31.23+34.88%
29 qtrssince 2019-Q1
Decreased
0
Showing 20 of 245 results.225 more with Pro.PROUpgrade to see all →
$9.8B
AUM
245
Positions
Q1 2026
Filing
Rating · 4.0
Quarterly Portfolio Change
-3%Q4'24$10.3B-7%Q1'25$9.6B+5%Q2'25$10.1B+5%Q3'25$10.6B-2%Q4'25$10.4B-6%Q1'26$9.8B
Activity profile
$ moved · Q1'26
New3%Increased38%Decreased58%Exited1%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.1 years
<1Q5%1-4Q9%1-2Y4%2Y+82%

MAIRS & POWER INC manages $9.8B across 245 positions as of Q1 2026. Top holdings: NVDA (8.5%), MSFT (7.3%), AMZN (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.

Q1 2026 Summary

Active quarter - 20 new positions, 18 exits, 63 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $9.8B across 245 positions.

Top holdings by portfolio weight

Total AUM$10B
NVDA8.49%
MSFT7.35%
AMZN5.54%
GOOG4.72%
GGG3.30%
JPM3.17%
AAPL3.13%
LLY3.07%
V2.60%
TTC2.60%
Other2.51%

Portfolio allocation by GICS sector

Sectors11
Technology31.56%
Industrials16.81%
Healthcare10.88%
Financial Services10.09%
Communication Services8.76%
Consumer Cyclical7.07%
Utilities5.32%
Basic Materials5.24%
Consumer Defensive2.02%
Unknown1.94%
Other0.31%

Behavioral investing profile

7-dimension quality assessment
Strong(4.0 / 5.0)
Track Record72
Conviction39
Concentration66
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
7Q
AMZNAMAZON COM INC
Q3 2024 Q1 2026+252,515 shares+$87.9M
7Q
CTASCINTAS CORP
Q3 2024 Q1 2026+18,664 shares+$1.2M
6Q
ORCLORACLE CORP
Q4 2024 Q1 2026+17,983 shares+$2.3M

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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