MAIRS & POWER INC
Institutional investor · Portfolio as of Q2 2021
Top Holdings212 positions
Alphabet Inc | 244,982 | $614M | 6.1% | $58.17 | +113.42% | 10 qtrssince 2019-Q1 | Decreased 0 |
Microsoft Corp | 2.1M | $572.3M | 5.7% | $125.95 | +106.02% | 10 qtrssince 2019-Q1 | Increased 64 |
US Bancorp | 6.5M | $371M | 3.7% | $34.08 | +33.14% | 10 qtrssince 2019-Q1 | Decreased 0 |
Ecolab Inc | 1.8M | $371M | 3.7% | $167.16 | +16.25% | 10 qtrssince 2019-Q1 | Increased 61 |
UnitedHealth Group Inc | 923,506 | $369.8M | 3.7% | $236.70 | +54.02% | 10 qtrssince 2019-Q1 | Increased 57 |
Medtronic PLC | 2.8M | $342.7M | 3.4% | $73.87 | +42.50% | 10 qtrssince 2019-Q1 | Decreased 0 |
Bio-Techne Corp | 728,836 | $328.2M | 3.2% | $47.89 | +129.58% | 10 qtrssince 2019-Q1 | Decreased 0 |
Graco Inc | 4.2M | $314.8M | 3.1% | $45.07 | +57.18% | 10 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp | 376,258 | $301M | 3.0% | $4.59 | +334.09% | 9 qtrssince 2019-Q2 | Decreased 0 |
Toro Co/The | 2.6M | $290.6M | 2.9% | $61.68 | +63.81% | 10 qtrssince 2019-Q1 | Decreased 0 |
Amazon.com Inc | 82,089 | $282.4M | 2.8% | $163.17 | +5.42% | 10 qtrssince 2019-Q1 | Increased 70 |
Johnson & Johnson | 1.5M | $253.5M | 2.5% | $113.80 | +25.15% | 10 qtrssince 2019-Q1 | Decreased 0 |
Visa Inc | 1.1M | $247.7M | 2.4% | $161.41 | +39.28% | 10 qtrssince 2019-Q1 | Decreased 0 |
3M Co | 1.2M | $232.2M | 2.3% | $131.72 | +5.03% | 10 qtrssince 2019-Q1 | Decreased 0 |
Fiserv Inc | 2.1M | $223.8M | 2.2% | $91.83 | +16.40% | 10 qtrssince 2019-Q1 | Increased 54 |
Hormel Foods Corp | 4.5M | $216.8M | 2.1% | $36.19 | +10.68% | 10 qtrssince 2019-Q1 | Increased 53 |
DONALDSON INC | 3.3M | $212M | 2.1% | $44.60 | +31.52% | 10 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 754,165 | $192.2M | 1.9% | $174.23 | +38.94% | 10 qtrssince 2019-Q1 | Increased 49 |
Wells Fargo & Co | 4.1M | $184.4M | 1.8% | $31.45 | +26.96% | 10 qtrssince 2019-Q1 | Decreased 0 |
Fastenal Co | 3.5M | $183M | 1.8% | $13.31 | +72.33% | 10 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $10.1B across 212 positions as of Q2 2021. Top holdings: GOOG (6.1%), MSFT (5.7%), USB (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 7 new positions, 11 exits, 48 increased. Top move: AMZN (INCREASED, conviction 70). Portfolio: $10.1B across 212 positions.
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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
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