MAIRS & POWER INC
Institutional investor · Portfolio as of Q1 2023
Top Holdings236 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.2M | $627.4M | 7.2% | $139.60 | +99.22% | 17 qtrssince 2019-Q1 | Increased 64 |
ALPHABET INC-CL C | 3.9M | $409.6M | 4.7% | $95.46 | +5.35% | 17 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 779,313 | $368.3M | 4.2% | $242.48 | +84.17% | 17 qtrssince 2019-Q1 | Increased 57 |
TORO CO | 2.9M | $325.3M | 3.8% | $65.25 | +58.63% | 17 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.1M | $316.3M | 3.6% | $15.46 | +76.95% | 16 qtrssince 2019-Q2 | Decreased 0 |
GRACO INC | 4.2M | $310.1M | 3.6% | $45.50 | +53.40% | 17 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.7M | $282.2M | 3.3% | $109.42 | -6.78% | 17 qtrssince 2019-Q1 | Increased 62 |
ECOLAB INC | 1.7M | $280.3M | 3.2% | $169.18 | -6.23% | 17 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 6.9M | $247M | 2.8% | $35.32 | -11.81% | 17 qtrssince 2019-Q1 | Increased 54 |
LITTELFUSE INC | 894,425 | $239.8M | 2.8% | $186.36 | +37.83% | 17 qtrssince 2019-Q1 | Increased 52 |
FISERV INC | 2M | $228.5M | 2.6% | $91.98 | +22.86% | 17 qtrssince 2019-Q1 | Increased 52 |
MEDTRONIC PLC | 2.8M | $227.5M | 2.6% | $76.10 | -4.14% | 17 qtrssince 2019-Q1 | Increased 53 |
BIO-TECHNE CORP | 3M | $224.5M | 2.6% | $73.61 | -3.03% | 17 qtrssince 2019-Q1 | Increased 57 |
JOHNSON & JOHNSON | 1.4M | $220.4M | 2.5% | $115.99 | +21.61% | 17 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 5.1M | $202.5M | 2.3% | $37.27 | -5.81% | 17 qtrssince 2019-Q1 | Increased 57 |
ELI LILLY & CO | 548,438 | $188.3M | 2.2% | $145.14 | +130.69% | 17 qtrssince 2019-Q1 | Increased 59 |
QUALCOMM INC | 1.4M | $181.3M | 2.1% | $71.24 | +68.08% | 17 qtrssince 2019-Q1 | Increased 53 |
FASTENAL CO | 3.2M | $173M | 2.0% | $14.29 | +73.43% | 17 qtrssince 2019-Q1 | Increased 52 |
JPMORGAN CHASE & CO | 1.3M | $167.6M | 1.9% | $107.62 | +11.43% | 17 qtrssince 2019-Q1 | Increased 61 |
MOTOROLA SOLUTIONS INC | 577,225 | $165.2M | 1.9% | $138.18 | +97.77% | 17 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $8.7B across 236 positions as of Q1 2023. Top holdings: MSFT (7.2%), GOOG (4.7%), UNH (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 23 new positions, 14 exits, 80 increased. Top move: MSFT (INCREASED, conviction 64). Portfolio: $8.7B across 236 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