MAIRS & POWER INC
Institutional investor · Portfolio as of Q2 2023
Top Holdings226 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.1M | $702.2M | 7.6% | $139.60 | +135.50% | 18 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 3.5M | $419M | 4.6% | $95.46 | +24.78% | 18 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 930,090 | $393.4M | 4.3% | $15.46 | +163.80% | 17 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 786,669 | $378.1M | 4.1% | $244.46 | +85.91% | 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% | $109.42 | +16.89% | 18 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 3M | $304.3M | 3.3% | $65.91 | +43.85% | 18 qtrssince 2019-Q1 | Increased 58 |
ECOLAB INC | 1.5M | $281.5M | 3.1% | $169.18 | +5.91% | 18 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 892,175 | $259.9M | 2.8% | $186.36 | +49.05% | 18 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 3.1M | $249.8M | 2.7% | $73.66 | +6.26% | 18 qtrssince 2019-Q1 | Increased 53 |
MEDTRONIC PLC | 2.8M | $248.6M | 2.7% | $76.10 | +5.87% | 18 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2M | $247.7M | 2.7% | $91.98 | +34.87% | 18 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.6M | $239.8M | 2.6% | $113.56 | +18.56% | 18 qtrssince 2019-Q1 | Increased 66 |
JOHNSON & JOHNSON | 1.4M | $232.2M | 2.5% | $115.99 | +31.05% | 18 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 7M | $232.1M | 2.5% | $35.17 | -16.92% | 18 qtrssince 2019-Q1 | Increased 54 |
ELI LILLY & 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% | $37.22 | -3.55% | 18 qtrssince 2019-Q1 | Increased 54 |
FASTENAL CO | 3.3M | $191.8M | 2.1% | $14.47 | +88.56% | 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% | $71.39 | +56.52% | 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 Rating: 4/5.0.
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
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.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer