MAIRS & POWER INC
Institutional investor · Portfolio as of Q1 2021
Top Holdings216 positions
ALPHABET INC | 262,666 | $543.4M | 5.7% | $58.17 | +76.15% | 9 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2M | $479.3M | 5.0% | $120.73 | +86.64% | 9 qtrssince 2019-Q1 | Increased 61 |
US BANCORP | 6.9M | $379.5M | 4.0% | $34.08 | +28.32% | 9 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 1.7M | $360.3M | 3.8% | $165.25 | +21.94% | 9 qtrssince 2019-Q1 | Increased 61 |
UNITEDHEALTH GROUP INC | 916,725 | $341.1M | 3.6% | $235.75 | +43.16% | 9 qtrssince 2019-Q1 | Increased 67 |
MEDTRONIC PLC | 2.8M | $335.6M | 3.5% | $73.87 | +34.93% | 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% | $47.89 | +94.58% | 9 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.7M | $280.8M | 2.9% | $61.68 | +52.98% | 9 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $253.1M | 2.7% | $113.80 | +24.08% | 9 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2M | $243.3M | 2.6% | $91.46 | +30.16% | 9 qtrssince 2019-Q1 | Increased 55 |
3M CO | 1.2M | $237.2M | 2.5% | $131.72 | +1.14% | 9 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 1.1M | $224.7M | 2.4% | $161.41 | +25.94% | 9 qtrssince 2019-Q1 | Increased 54 |
NVIDIA CORPORATION | 401,810 | $214.5M | 2.3% | $4.59 | +189.62% | 8 qtrssince 2019-Q2 | Increased 54 |
HORMEL FOODS CORP | 4.5M | $214.3M | 2.2% | $35.59 | +10.32% | 9 qtrssince 2019-Q1 | Increased 55 |
DONALDSON INC | 3.4M | $196.5M | 2.1% | $44.60 | +19.99% | 9 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 737,188 | $194.9M | 2.0% | $172.67 | +45.23% | 9 qtrssince 2019-Q1 | Increased 54 |
DISNEY WALT CO | 1M | $189.8M | 2.0% | $106.22 | +68.43% | 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% | $159.60 | -3.07% | 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 Score: 4/5.0.
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
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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