MAIRS & POWER INC
Institutional investor · Portfolio as of Q2 2020
Top Holdings201 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $405.9M | 5.3% | $119.79 | +58.16% | 6 qtrssince 2019-Q1 | Increased 65 |
ALPHABET INC-CL C | 284,210 | $401.8M | 5.2% | $58.00 | +19.37% | 6 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 1.7M | $329.9M | 4.3% | $164.40 | +12.16% | 6 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 7.8M | $288.5M | 3.8% | $35.10 | -18.14% | 6 qtrssince 2019-Q1 | Increased 63 |
MEDTRONIC PLC | 2.9M | $261.5M | 3.4% | $76.07 | +1.83% | 6 qtrssince 2019-Q1 | Increased 57 |
3M CO | 1.6M | $245.3M | 3.2% | $132.98 | -20.42% | 6 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 901,958 | $238.2M | 3.1% | $48.04 | +28.90% | 6 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.6M | $226.2M | 3.0% | $115.63 | +2.93% | 6 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 766,538 | $226.1M | 3.0% | $219.24 | +20.89% | 6 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 4.6M | $221.8M | 2.9% | $45.07 | -1.45% | 6 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 4.2M | $204.5M | 2.7% | $36.82 | +10.78% | 6 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 1.8M | $197.8M | 2.6% | $107.07 | +1.75% | 6 qtrssince 2019-Q1 | Increased 52 |
FASTENAL CO | 4.2M | $179.4M | 2.3% | $13.43 | +36.43% | 6 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.7M | $179M | 2.3% | $62.23 | -1.86% | 6 qtrssince 2019-Q1 | Increased 57 |
FISERV INC | 1.8M | $178.3M | 2.3% | $89.01 | +8.99% | 6 qtrssince 2019-Q1 | Increased 57 |
NVIDIA CORP | 459,029 | $174.4M | 2.3% | $4.35 | +110.85% | 5 qtrssince 2019-Q2 | Decreased 0 |
HONEYWELL INTL INC | 1.2M | $174M | 2.3% | $130.23 | -7.35% | 6 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 3.7M | $171.6M | 2.2% | $44.92 | -6.46% | 6 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 836,394 | $161.6M | 2.1% | $150.99 | +22.27% | 6 qtrssince 2019-Q1 | Increased 55 |
PRINCIPAL FINANCIAL GROUP | 3.6M | $151.4M | 2.0% | $37.96 | -13.35% | 6 qtrssince 2019-Q1 | Increased 52 |
MAIRS & POWER INC manages $7.7B across 201 positions as of Q2 2020. Top holdings: MSFT (5.3%), GOOG (5.2%), ECL (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 15 new positions, 12 exits, 45 increased. Top move: MSFT (INCREASED, conviction 65). Portfolio: $7.7B across 201 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