MAIRS & POWER INC
Institutional investor · Portfolio as of Q1 2021
Top Holdings216 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL C | 262,666 | $543.4M | 5.7% | $58.28 | +75.05% | 9 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2M | $479.3M | 5.0% | $121.32 | +83.80% | 9 qtrssince 2019-Q1 | Increased 61 |
US BANCORP | 6.9M | $379.5M | 4.0% | $35.10 | +29.48% | 9 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 1.7M | $360.3M | 3.8% | $166.63 | +22.44% | 9 qtrssince 2019-Q1 | Increased 61 |
UNITEDHEALTH GROUP INC | 916,725 | $341.1M | 3.6% | $240.38 | +43.75% | 9 qtrssince 2019-Q1 | Increased 67 |
MEDTRONIC PLC | 2.8M | $335.6M | 3.5% | $76.30 | +35.77% | 9 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 4.2M | $302.3M | 3.2% | $45.07 | +48.34% | 9 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 770,035 | $294.1M | 3.1% | $48.04 | +90.25% | 9 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.7M | $280.8M | 2.9% | $62.46 | +54.33% | 9 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $253.1M | 2.7% | $115.63 | +24.58% | 9 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2M | $243.3M | 2.6% | $91.51 | +31.97% | 9 qtrssince 2019-Q1 | Increased 55 |
3M CO | 1.2M | $237.2M | 2.5% | $132.98 | +2.17% | 9 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.1M | $224.7M | 2.4% | $161.41 | +25.94% | 9 qtrssince 2019-Q1 | Increased 54 |
NVIDIA CORP | 401,810 | $214.5M | 2.3% | $4.57 | +181.14% | 8 qtrssince 2019-Q2 | Increased 54 |
HORMEL FOODS CORP | 4.5M | $214.3M | 2.2% | $37.11 | +11.15% | 9 qtrssince 2019-Q1 | Increased 55 |
DONALDSON CO INC | 3.4M | $196.5M | 2.1% | $44.92 | +21.93% | 9 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 737,188 | $194.9M | 2.0% | $173.32 | +44.44% | 9 qtrssince 2019-Q1 | Increased 54 |
WALT DISNEY CO/THE | 1M | $189.8M | 2.0% | $107.07 | +69.29% | 9 qtrssince 2019-Q1 | Decreased 0 |
FULLER H B CO | 2.9M | $185.2M | 1.9% | $43.67 | +34.38% | 9 qtrssince 2019-Q1 | Increased 48 |
AMAZON.COM INC | 58,474 | $180.9M | 1.9% | $159.98 | -4.51% | 9 qtrssince 2019-Q1 | Increased 65 |
MAIRS & POWER INC manages $9.5B across 216 positions as of Q1 2021. Top holdings: GOOG (5.7%), MSFT (5.0%), USB (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 11 new positions, 8 exits, 46 increased. Top move: UNH (INCREASED, conviction 67). Portfolio: $9.5B across 216 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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer