MAIRS & POWER INC
Institutional investor · Portfolio as of Q1 2022
Top Holdings216 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL C | 230,295 | $643.2M | 6.5% | $58.63 | +141.50% | 13 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.1M | $633.5M | 6.4% | $130.06 | +133.97% | 13 qtrssince 2019-Q1 | Increased 62 |
UNITEDHEALTH GROUP INC | 880,991 | $449.3M | 4.5% | $242.36 | +101.46% | 13 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 122,424 | $399.1M | 4.0% | $164.37 | +1.17% | 13 qtrssince 2019-Q1 | Increased 61 |
US BANCORP | 6.7M | $357.3M | 3.6% | $35.46 | +30.56% | 13 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 1.8M | $319.1M | 3.2% | $169.18 | +2.18% | 13 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 2.6M | $292.2M | 2.9% | $76.30 | +30.33% | 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% | $48.42 | +124.23% | 13 qtrssince 2019-Q1 | Increased 53 |
JOHNSON & JOHNSON | 1.6M | $275.6M | 2.8% | $115.99 | +38.60% | 13 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 963,429 | $262.9M | 2.6% | $15.99 | +72.90% | 12 qtrssince 2019-Q2 | Decreased 0 |
HORMEL FOODS CORP | 5M | $258.9M | 2.6% | $37.44 | +20.34% | 13 qtrssince 2019-Q1 | Increased 54 |
TORO CO | 2.9M | $244.4M | 2.5% | $64.59 | +25.23% | 13 qtrssince 2019-Q1 | Increased 55 |
LITTELFUSE INC | 835,547 | $208.4M | 2.1% | $184.08 | +32.97% | 13 qtrssince 2019-Q1 | Increased 55 |
FISERV INC | 2M | $205.9M | 2.1% | $91.87 | +11.18% | 13 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 3.2M | $192.4M | 1.9% | $13.43 | +98.13% | 13 qtrssince 2019-Q1 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 775,708 | $187.9M | 1.9% | $138.18 | +66.75% | 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% | $64.10 | +118.80% | 13 qtrssince 2019-Q1 | Increased 52 |
VISA INC-CLASS A SHARES | 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 Rating: 4/5.0.
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
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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