MAIRS & POWER INC
Institutional investor · Portfolio as of Q1 2026
Top Holdings245 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 4.8M | $830.4M | 8.5% | $112.12 | +60.58% | 28 qtrssince 2019-Q2 | Decreased 0 |
MICROSOFT CORP | 1.9M | $719M | 7.3% | $151.49 | +166.64% | 29 qtrssince 2019-Q1 | Increased 62 |
AMAZON.COM INC | 2.6M | $542.1M | 5.5% | $119.94 | +74.03% | 29 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL C | 1.6M | $462.3M | 4.7% | $95.46 | +217.99% | 29 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 3.8M | $323M | 3.3% | $48.02 | +74.99% | 29 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.1M | $310.1M | 3.2% | $115.55 | +159.86% | 29 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.2M | $306.7M | 3.1% | $186.50 | +35.84% | 29 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 326,306 | $300.1M | 3.1% | $193.02 | +375.02% | 29 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 840,917 | $254.2M | 2.6% | $197.54 | +52.40% | 29 qtrssince 2019-Q1 | Increased 55 |
TORO CO | 2.7M | $254.1M | 2.6% | $68.54 | +44.66% | 29 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 724,710 | $245.9M | 2.5% | $188.22 | +83.33% | 29 qtrssince 2019-Q1 | Decreased 0 |
NVENT ELECTRIC PLC | 2.1M | $244.4M | 2.5% | $20.87 | +465.28% | 29 qtrssince 2019-Q1 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 540,732 | $234.7M | 2.4% | $177.53 | +170.50% | 29 qtrssince 2019-Q1 | Increased 54 |
WEC ENERGY GROUP INC | 1.9M | $221.2M | 2.3% | $98.50 | +15.53% | 29 qtrssince 2019-Q1 | Increased 52 |
ALLIANT ENERGY CORP | 2.9M | $207.3M | 2.1% | $46.87 | +50.82% | 29 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 761,818 | $202.7M | 2.1% | $171.12 | +74.42% | 29 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 741,083 | $200.5M | 2.0% | $290.12 | -0.31% | 29 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC-CLASS A | 324,625 | $185.7M | 1.9% | $699.95 | -6.41% | 29 qtrssince 2019-Q1 | Increased 49 |
FASTENAL CO | 3.9M | $182M | 1.9% | $27.92 | +64.39% | 29 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 3.3M | $166.4M | 1.7% | $31.23 | +62.90% | 29 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $9.8B across 245 positions as of Q1 2026. Top holdings: NVDA (8.5%), MSFT (7.3%), AMZN (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 20 new positions, 18 exits, 63 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $9.8B across 245 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
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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