MAIRS & POWER INC
Institutional investor · Portfolio as of Q2 2026
Top Holdings254 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 4.7M | $942M | 8.6% | $112.12 | +86.99% | 29 qtrssince 2019-Q2 | Decreased 0 |
MICROSOFT CORP | 2M | $727.7M | 6.7% | $151.07 | +228.57% | 30 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 2.6M | $619.6M | 5.7% | $119.94 | +117.01% | 30 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 1.7M | $594.8M | 5.5% | $106.46 | +218.51% | 30 qtrssince 2019-Q1 | Increased 64 |
ELI LILLY & CO | 322,129 | $386.4M | 3.5% | $193.02 | +516.21% | 30 qtrssince 2019-Q1 | Decreased 0 |
NVENT ELECTRIC PLC | 2.1M | $348.2M | 3.2% | $20.87 | +643.94% | 30 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.1M | $329.4M | 3.0% | $186.50 | +68.07% | 30 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 923,550 | $302.3M | 2.8% | $115.55 | +208.53% | 30 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 852,050 | $292.3M | 2.7% | $199.43 | +92.49% | 30 qtrssince 2019-Q1 | Increased 54 |
GRACO INC | 3.8M | $287.1M | 2.6% | $48.02 | +65.76% | 30 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 602,104 | $274.2M | 2.5% | $187.02 | +123.89% | 30 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.7M | $260.7M | 2.4% | $68.54 | +46.40% | 30 qtrssince 2019-Q1 | Decreased 0 |
ENTEGRIS INC | 1.3M | $234.1M | 2.1% | $98.93 | +44.00% | 19 qtrssince 2021-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 559,951 | $232.7M | 2.1% | $290.12 | +38.22% | 30 qtrssince 2019-Q1 | Decreased 0 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 476,245 | $227.4M | 2.1% | $180.64 | +131.23% | 6 qtrssince 2025-Q1 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 544,876 | $226.3M | 2.1% | $179.34 | +171.71% | 30 qtrssince 2019-Q1 | Increased 53 |
ECOLAB INC | 777,541 | $216.6M | 2.0% | $173.29 | +67.69% | 30 qtrssince 2019-Q1 | Increased 49 |
WEC ENERGY GROUP INC | 1.8M | $208.8M | 1.9% | $98.50 | +9.16% | 30 qtrssince 2019-Q1 | Decreased 0 |
PALO ALTO NETWORKS INC | 599,841 | $204.6M | 1.9% | $188.46 | +80.04% | 14 qtrssince 2023-Q1 | Increased 54 |
ALLIANT ENERGY CORP | 2.7M | $202.8M | 1.9% | $46.87 | +47.04% | 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: 3.5/5.0.
Active quarter - 17 new positions, 8 exits, 56 increased. Top move: GOOG (INCREASED, conviction 64). Portfolio: $10.9B across 254 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR