MAIRS & POWER INC
Institutional investor · Portfolio as of Q1 2019
Top Holdings212 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
3M CO | 1.7M | $361.4M | 4.4% | $135.09 | 0.00% | 1 qtr | New 86 |
ECOLAB INC | 2M | $357.7M | 4.3% | $164.40 | 0.00% | 1 qtr | New 86 |
ALPHABET INC-CL C | 277,308 | $325.4M | 4.0% | $58.23 | 0.00% | 1 qtr | New 86 |
US BANCORP | 6.6M | $318.3M | 3.9% | $36.41 | 0.00% | 1 qtr | New 86 |
JOHNSON & JOHNSON | 2.1M | $290.2M | 3.5% | $115.59 | 0.00% | 1 qtr | New 85 |
MEDTRONIC PLC | 3.1M | $278.8M | 3.4% | $76.01 | 0.00% | 1 qtr | New 85 |
GRACO INC | 5.3M | $261.5M | 3.2% | $45.07 | 0.00% | 1 qtr | New 85 |
HORMEL FOODS CORP | 5.8M | $259M | 3.1% | $36.82 | 0.00% | 1 qtr | New 85 |
HONEYWELL INTL INC | 1.6M | $254.8M | 3.1% | $130.23 | 0.00% | 1 qtr | New 85 |
DONALDSON CO INC | 5M | $252.7M | 3.1% | $44.92 | 0.00% | 1 qtr | New 85 |
ABBOTT LABORATORIES | 3M | $240.7M | 2.9% | $69.76 | 0.00% | 1 qtr | New 79 |
BIO-TECHNE CORP | 1.2M | $229.1M | 2.8% | $48.07 | 0.00% | 1 qtr | New 79 |
WALT DISNEY CO/THE | 1.9M | $216.1M | 2.6% | $107.17 | 0.00% | 1 qtr | New 79 |
TORO CO | 2.8M | $194.3M | 2.4% | $62.33 | 0.00% | 1 qtr | New 79 |
MICROSOFT CORP | 1.6M | $193.8M | 2.4% | $110.82 | 0.00% | 1 qtr | New 79 |
FASTENAL CO | 2.8M | $180.1M | 2.2% | $13.31 | 0.00% | 1 qtr | New 79 |
FISERV INC | 2M | $179.8M | 2.2% | $88.28 | 0.00% | 1 qtr | New 79 |
Roche Hldg Ltd Sponsored Adr I | 5.2M | $177.9M | 2.2% | $28.19 | 0.00% | 1 qtr | New 79 |
C.H. ROBINSON WORLDWIDE INC | 1.9M | $166.7M | 2.0% | $74.02 | 0.00% | 1 qtr | New 79 |
AMERICAN EXPRESS CO | 1.4M | $151.7M | 1.8% | $99.68 | 0.00% | 1 qtr | New 69 |
MAIRS & POWER INC manages $8.2B across 212 positions as of Q1 2019. Top holdings: MMM (4.4%), ECL (4.3%), GOOG (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 212 new positions, 0 exits, 0 increased. Top move: MMM (NEW, conviction 86). Portfolio: $8.2B across 212 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer