MAIRS & POWER INC
Institutional investor · Portfolio as of Q2 2022
Top Holdings202 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $518M | 6.2% | $130.06 | +94.47% | 14 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 232,892 | $509.4M | 6.1% | $59.21 | +88.16% | 14 qtrssince 2019-Q1 | Increased 61 |
UNITEDHEALTH GROUP INC | 827,962 | $425.3M | 5.1% | $242.36 | +100.19% | 14 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 6.7M | $307M | 3.7% | $35.46 | +10.20% | 14 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.6M | $280.8M | 3.4% | $111.49 | -2.30% | 14 qtrssince 2019-Q1 | Increased 91 |
ECOLAB INC | 1.8M | $276.9M | 3.3% | $169.18 | -12.77% | 14 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $260.3M | 3.1% | $115.99 | +37.47% | 14 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 4.3M | $254.6M | 3.1% | $45.47 | +23.63% | 14 qtrssince 2019-Q1 | Increased 59 |
TORO CO | 3M | $230.5M | 2.8% | $65.02 | +10.47% | 14 qtrssince 2019-Q1 | Increased 56 |
MEDTRONIC PLC | 2.6M | $230.4M | 2.8% | $76.30 | +6.45% | 14 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 655,930 | $227.4M | 2.7% | $48.42 | +76.81% | 14 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 4.8M | $225.9M | 2.7% | $37.44 | +12.62% | 14 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 860,512 | $218.6M | 2.6% | $185.87 | +32.15% | 14 qtrssince 2019-Q1 | Increased 54 |
FISERV INC | 2.1M | $182.7M | 2.2% | $91.86 | -1.04% | 14 qtrssince 2019-Q1 | Increased 53 |
ELI LILLY & CO | 524,244 | $170M | 2.0% | $119.37 | +162.37% | 14 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 1.3M | $169M | 2.0% | $68.64 | +75.14% | 14 qtrssince 2019-Q1 | Increased 57 |
MOTOROLA SOLUTIONS INC | 750,521 | $157.3M | 1.9% | $138.18 | +45.81% | 14 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 1.4M | $157.3M | 1.9% | $71.09 | +40.25% | 14 qtrssince 2019-Q1 | Decreased 0 |
FULLER H B CO | 2.6M | $153.6M | 1.8% | $43.68 | +30.27% | 14 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 996,479 | $151.1M | 1.8% | $15.97 | -2.82% | 13 qtrssince 2019-Q2 | Increased 49 |
MAIRS & POWER INC manages $8.3B across 202 positions as of Q2 2022. Top holdings: MSFT (6.2%), GOOG (6.1%), UNH (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 2 new positions, 16 exits, 42 increased. Top move: AMZN (INCREASED, conviction 91). Portfolio: $8.3B across 202 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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