MAIRS & POWER INC
Institutional investor · Portfolio as of Q1 2020
Top Holdings198 positions
Alphabet Inc | 287,421 | $334.2M | 4.9% | $57.88 | -0.50% | 5 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 1.9M | $294.7M | 4.3% | $114.17 | +30.69% | 5 qtrssince 2019-Q1 | Increased 62 |
Ecolab Inc | 1.7M | $270M | 3.9% | $163.08 | -10.86% | 5 qtrssince 2019-Q1 | Decreased 0 |
Medtronic PLC | 2.8M | $254.6M | 3.7% | $73.61 | +1.11% | 5 qtrssince 2019-Q1 | Decreased 0 |
US Bancorp | 7M | $242.7M | 3.5% | $34.73 | -24.66% | 5 qtrssince 2019-Q1 | Increased 61 |
3M Co | 1.8M | $242.4M | 3.5% | $131.72 | -30.86% | 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% | $113.80 | -3.61% | 5 qtrssince 2019-Q1 | Decreased 0 |
Roche Hldg Ltd Sponsored Adr I | 5M | $201.9M | 2.9% | $28.25 | +91.44% | 5 qtrssince 2019-Q1 | Decreased 0 |
Hormel Foods Corp | 4.3M | $201.4M | 2.9% | $35.87 | +6.37% | 5 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc | 789,514 | $196.9M | 2.9% | $215.17 | +3.51% | 5 qtrssince 2019-Q1 | Decreased 0 |
Bio-Techne Corp | 1M | $194.2M | 2.8% | $47.89 | -3.81% | 5 qtrssince 2019-Q1 | Increased 53 |
Walt Disney Co/The | 1.8M | $171.3M | 2.5% | $106.22 | -11.82% | 5 qtrssince 2019-Q1 | Increased 53 |
DONALDSON INC | 4.4M | $168M | 2.5% | $44.60 | -21.57% | 5 qtrssince 2019-Q1 | Decreased 0 |
Toro Co/The | 2.5M | $161.3M | 2.4% | $61.55 | -4.18% | 5 qtrssince 2019-Q1 | Decreased 0 |
Honeywell International Inc | 1.2M | $161.2M | 2.4% | $134.76 | -14.09% | 5 qtrssince 2019-Q1 | Decreased 0 |
Fiserv Inc | 1.7M | $160.5M | 2.3% | $88.36 | +7.50% | 5 qtrssince 2019-Q1 | Decreased 0 |
Fastenal Co | 4.7M | $147.4M | 2.2% | $13.31 | -0.26% | 5 qtrssince 2019-Q1 | Decreased 0 |
| 1.3M | $145.8M | 2.1% | $64.51 | +17.43% | 5 qtrssince 2019-Q1 | Increased 56 | |
CH Robinson Worldwide Inc | 2.1M | $140M | 2.0% | $73.15 | -21.50% | 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 Score: 3.5/5.0.
Active quarter - 4 new positions, 26 exits, 59 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $6.9B across 198 positions.
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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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