MAIRS & POWER INC
Institutional investor · Portfolio as of Q2 2026
Top Holdings254 positions
Nvidia Corp | 4.7M | $942M | 8.6% | $7.74 | +2757.77% | 29 qtrssince 2019-Q2 | Decreased 0 |
Microsoft Corp. | 2M | $727.7M | 6.7% | $151.07 | +253.27% | 30 qtrssince 2019-Q1 | Increased 62 |
Amazon.com Inc | 2.6M | $619.6M | 5.7% | $157.51 | +61.31% | 30 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc CL C | 1.7M | $594.8M | 5.5% | $71.78 | +378.78% | 30 qtrssince 2019-Q1 | Increased 64 |
Eli Lilly & Co | 322,129 | $386.4M | 3.5% | $193.02 | +526.23% | 30 qtrssince 2019-Q1 | Decreased 0 |
NVENT ELEC PLC | 2.1M | $348.2M | 3.2% | $20.87 | +631.92% | 30 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc | 1.1M | $329.4M | 3.0% | $182.41 | +88.02% | 30 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co | 923,550 | $302.3M | 2.8% | $114.12 | +193.81% | 30 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 852,050 | $292.3M | 2.7% | $199.43 | +96.27% | 30 qtrssince 2019-Q1 | Increased 54 |
GRACO INC | 3.8M | $287.1M | 2.6% | $48.02 | +67.59% | 30 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 602,104 | $274.2M | 2.5% | $187.02 | +114.50% | 30 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.7M | $260.7M | 2.4% | $67.72 | +45.11% | 30 qtrssince 2019-Q1 | Decreased 0 |
ENTEGRIS INC | 1.3M | $234.1M | 2.1% | $98.93 | +54.73% | 19 qtrssince 2021-Q4 | Decreased 0 |
UnitedHealth Group Inc | 559,951 | $232.7M | 2.1% | $285.28 | +38.68% | 30 qtrssince 2019-Q1 | Decreased 0 |
Taiwan Semiconductor Mfg ADR | 476,245 | $227.4M | 2.1% | $180.20 | +138.62% | 6 qtrssince 2025-Q1 | Decreased 0 |
Motorola Solutions Inc | 544,876 | $226.3M | 2.1% | $177.09 | +155.09% | 30 qtrssince 2019-Q1 | Increased 53 |
Ecolab Inc | 777,541 | $216.6M | 2.0% | $171.75 | +67.52% | 30 qtrssince 2019-Q1 | Increased 49 |
WEC ENERGY GROUP INC | 1.8M | $208.8M | 1.9% | $98.50 | +8.38% | 30 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 599,841 | $204.6M | 1.9% | $188.74 | +98.71% | 14 qtrssince 2023-Q1 | Increased 54 |
ALLIANT ENERGY CORP | 2.7M | $202.8M | 1.9% | $46.87 | +44.04% | 30 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $10.9B across 254 positions as of Q2 2026. Top holdings: NVDA (8.6%), MSFT (6.7%), AMZN (5.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 17 new positions, 8 exits, 56 increased. Top move: GOOG (INCREASED, conviction 64). Portfolio: $10.9B across 254 positions.
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Portfolio allocation by GICS sector
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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