MAIRS & POWER INC
Institutional investor · Portfolio as of Q1 2022
Top Holdings216 positions
Alphabet Inc. | 230,295 | $643.2M | 6.5% | $58.51 | +136.44% | 13 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp. | 2.1M | $633.5M | 6.4% | $129.28 | +129.76% | 13 qtrssince 2019-Q1 | Increased 62 |
UnitedHealth Group Inc. | 880,991 | $449.3M | 4.5% | $237.64 | +97.28% | 13 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com, Inc. | 122,424 | $399.1M | 4.0% | $163.63 | -0.39% | 13 qtrssince 2019-Q1 | Increased 61 |
US BANCORP DEL | 6.7M | $357.3M | 3.6% | $34.44 | +25.90% | 13 qtrssince 2019-Q1 | Decreased 0 |
Ecolab Inc. | 1.8M | $319.1M | 3.2% | $167.60 | +0.14% | 13 qtrssince 2019-Q1 | Decreased 0 |
Medtronic PLC | 2.6M | $292.2M | 2.9% | $73.87 | +29.58% | 13 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 4.1M | $288.1M | 2.9% | $45.07 | +45.91% | 13 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 657,962 | $284.9M | 2.9% | $48.26 | +119.58% | 13 qtrssince 2019-Q1 | Increased 53 |
Johnson & Johnson | 1.6M | $275.6M | 2.8% | $114.14 | +36.79% | 13 qtrssince 2019-Q1 | Increased 53 |
NVIDIA Corp. | 963,429 | $262.9M | 2.6% | $4.59 | +492.43% | 12 qtrssince 2019-Q2 | Decreased 0 |
HORMEL FOODS CORP | 5M | $258.9M | 2.6% | $36.45 | +20.54% | 13 qtrssince 2019-Q1 | Increased 54 |
TORO CO | 2.9M | $244.4M | 2.5% | $63.76 | +23.99% | 13 qtrssince 2019-Q1 | Increased 55 |
LITTELFUSE INC | 835,547 | $208.4M | 2.1% | $183.11 | +30.14% | 13 qtrssince 2019-Q1 | Increased 55 |
FISERV INC | 2M | $205.9M | 2.1% | $91.83 | +10.42% | 13 qtrssince 2019-Q1 | Decreased 0 |
Fastenal Co. | 3.2M | $192.4M | 1.9% | $13.31 | +99.96% | 13 qtrssince 2019-Q1 | Decreased 0 |
Motorola Solutions Inc | 775,708 | $187.9M | 1.9% | $137.70 | +66.95% | 13 qtrssince 2019-Q1 | Decreased 0 |
Eli Lilly & Co. | 651,512 | $186.6M | 1.9% | $119.37 | +130.95% | 13 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 1.2M | $185.8M | 1.9% | $63.32 | +118.20% | 13 qtrssince 2019-Q1 | Increased 52 |
Visa Inc | 821,101 | $182.1M | 1.8% | $161.57 | +32.61% | 13 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $9.9B across 216 positions as of Q1 2022. Top holdings: GOOG (6.5%), MSFT (6.4%), UNH (4.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 13 new positions, 15 exits, 76 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $9.9B 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.
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
Verify source filings on SEC EDGAR