MAIRS & POWER INC
Institutional investor · Portfolio as of Q2 2023
Top Holdings226 positions
MICROSOFT CORP | 2.1M | $702.2M | 7.6% | $138.88 | +139.08% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 3.5M | $419M | 4.6% | $59.24 | +102.29% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 930,090 | $393.4M | 4.3% | $7.46 | +465.25% | 17 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 786,669 | $378.1M | 4.1% | $239.74 | +87.54% | 18 qtrssince 2019-Q1 | Increased 57 |
GRACO INC | 4.2M | $360.1M | 3.9% | $45.50 | +82.03% | 18 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 2.7M | $355.2M | 3.9% | $151.33 | -13.86% | 18 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 3M | $304.3M | 3.3% | $65.10 | +47.39% | 18 qtrssince 2019-Q1 | Increased 58 |
ECOLAB INC | 1.5M | $281.5M | 3.1% | $167.60 | +7.68% | 18 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 892,175 | $259.9M | 2.8% | $185.17 | +52.07% | 18 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 3.1M | $249.8M | 2.7% | $52.09 | +54.11% | 18 qtrssince 2019-Q1 | Increased 53 |
MEDTRONIC PLC | 2.8M | $248.6M | 2.7% | $73.59 | +7.60% | 18 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2M | $247.7M | 2.7% | $91.92 | +37.24% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.6M | $239.8M | 2.6% | $112.13 | +20.60% | 18 qtrssince 2019-Q1 | Increased 66 |
JOHNSON & JOHNSON | 1.4M | $232.2M | 2.5% | $114.14 | +32.20% | 18 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP DEL | 7M | $232.1M | 2.5% | $34.18 | -16.18% | 18 qtrssince 2019-Q1 | Increased 54 |
LILLY ELI & CO | 474,821 | $222.7M | 2.4% | $145.14 | +215.86% | 18 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 5.3M | $211.4M | 2.3% | $36.29 | -2.75% | 18 qtrssince 2019-Q1 | Increased 54 |
FASTENAL CO | 3.3M | $191.8M | 2.1% | $14.36 | +90.03% | 18 qtrssince 2019-Q1 | Increased 53 |
NVENT ELECTRIC PLC | 3.4M | $176.2M | 1.9% | $20.85 | +139.66% | 18 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 1.4M | $169.8M | 1.8% | $70.28 | +57.85% | 18 qtrssince 2019-Q1 | Increased 48 |
MAIRS & POWER INC manages $9.2B across 226 positions as of Q2 2023. Top holdings: MSFT (7.6%), GOOG (4.6%), NVDA (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 9 new positions, 19 exits, 50 increased. Top move: JPM (INCREASED, conviction 66). Portfolio: $9.2B across 226 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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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