MAIRS & POWER INC
Institutional investor · Portfolio as of Q1 2020
Top Holdings198 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL C | 287,421 | $334.2M | 4.9% | $58.00 | -1.87% | 5 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.9M | $294.7M | 4.3% | $115.09 | +32.55% | 5 qtrssince 2019-Q1 | Increased 62 |
ECOLAB INC | 1.7M | $270M | 3.9% | $164.40 | -7.68% | 5 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 2.8M | $254.6M | 3.7% | $76.05 | +3.19% | 5 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 7M | $242.7M | 3.5% | $35.81 | -21.75% | 5 qtrssince 2019-Q1 | Increased 61 |
3M CO | 1.8M | $242.4M | 3.5% | $132.98 | -30.24% | 5 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 4.7M | $230.5M | 3.4% | $45.07 | -0.31% | 5 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.7M | $229.4M | 3.3% | $115.63 | -2.22% | 5 qtrssince 2019-Q1 | Decreased 0 |
Roche Hldg Ltd Sponsored Adr I | 5M | $201.9M | 2.9% | $28.25 | +93.28% | 5 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 4.3M | $201.4M | 2.9% | $36.82 | +6.68% | 5 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 789,514 | $196.9M | 2.9% | $219.24 | +4.38% | 5 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 1M | $194.2M | 2.8% | $48.04 | -3.22% | 5 qtrssince 2019-Q1 | Increased 53 |
WALT DISNEY CO/THE | 1.8M | $171.3M | 2.5% | $107.07 | -8.94% | 5 qtrssince 2019-Q1 | Increased 53 |
DONALDSON CO INC | 4.4M | $168M | 2.5% | $44.92 | -20.77% | 5 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.5M | $161.3M | 2.4% | $62.33 | -2.37% | 5 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 1.2M | $161.2M | 2.4% | $130.23 | -15.40% | 5 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.7M | $160.5M | 2.3% | $88.36 | +11.28% | 5 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 4.7M | $147.4M | 2.2% | $13.43 | -1.17% | 5 qtrssince 2019-Q1 | Decreased 0 |
| 1.3M | $145.8M | 2.1% | $64.51 | +17.43% | 5 qtrssince 2019-Q1 | Increased 56 | |
C.H. ROBINSON WORLDWIDE INC | 2.1M | $140M | 2.0% | $73.58 | -22.63% | 5 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $6.9B across 198 positions as of Q1 2020. Top holdings: GOOG (4.9%), MSFT (4.3%), ECL (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 4 new positions, 26 exits, 59 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $6.9B across 198 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