MAIRS & POWER INC
Institutional investor · Portfolio as of Q2 2019
Top Holdings218 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ECOLAB INC | 1.8M | $361.6M | 4.3% | $164.40 | +12.10% | 2 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 6.6M | $347.7M | 4.2% | $36.43 | +9.45% | 2 qtrssince 2019-Q1 | Increased 57 |
3M CO | 1.9M | $324.1M | 3.9% | $133.60 | -14.92% | 2 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL C | 294,246 | $318.1M | 3.8% | $57.97 | -7.46% | 2 qtrssince 2019-Q1 | Increased 60 |
MEDTRONIC PLC | 3.1M | $300.6M | 3.6% | $76.05 | +6.86% | 2 qtrssince 2019-Q1 | Increased 57 |
JOHNSON & JOHNSON | 2.1M | $287.6M | 3.5% | $115.59 | +0.32% | 2 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 5.1M | $257.7M | 3.1% | $45.07 | +1.64% | 2 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 5M | $254.3M | 3.1% | $44.92 | +2.03% | 2 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 1.8M | $250.2M | 3.0% | $107.17 | +25.76% | 2 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 5.7M | $232.1M | 2.8% | $36.82 | -8.96% | 2 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 1.3M | $226.7M | 2.7% | $130.23 | +10.40% | 2 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.7M | $225.7M | 2.7% | $111.20 | +13.61% | 2 qtrssince 2019-Q1 | Increased 54 |
BIO-TECHNE CORP | 1.1M | $222.7M | 2.7% | $48.07 | +5.18% | 2 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 2.5M | $209.4M | 2.5% | $69.76 | +5.63% | 2 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.1M | $191M | 2.3% | $88.36 | +3.17% | 2 qtrssince 2019-Q1 | Increased 54 |
Roche Hldg Ltd Sponsored Adr I | 5.4M | $188.2M | 2.3% | $28.21 | +1.98% | 2 qtrssince 2019-Q1 | Increased 54 |
TORO CO | 2.8M | $185.8M | 2.2% | $62.33 | -2.50% | 2 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 704,389 | $171.9M | 2.1% | $220.85 | -0.66% | 2 qtrssince 2019-Q1 | Increased 67 |
FASTENAL CO | 5.2M | $171.1M | 2.1% | $13.43 | +1.05% | 2 qtrssince 2019-Q1 | Increased 82 |
PRINCIPAL FINANCIAL GROUP | 2.9M | $168M | 2.0% | $38.73 | +16.38% | 2 qtrssince 2019-Q1 | Increased 53 |
MAIRS & POWER INC manages $8.3B across 218 positions as of Q2 2019. Top holdings: ECL (4.3%), USB (4.2%), MMM (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 12 new positions, 6 exits, 57 increased. Top move: FAST (INCREASED, conviction 82). Portfolio: $8.3B across 218 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