MAIRS & POWER INC
Institutional investor · Portfolio as of Q2 2024
Top Holdings222 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $874.7M | 8.5% | $139.60 | +216.62% | 22 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 6.2M | $764.2M | 7.4% | $112.04 | +10.22% | 21 qtrssince 2019-Q2 | Increased 99 |
ALPHABET INC-CL C | 2.8M | $516.4M | 5.0% | $95.46 | +90.92% | 22 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.4M | $454.2M | 4.4% | $109.42 | +76.62% | 22 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 844,815 | $430.2M | 4.2% | $261.25 | +88.85% | 22 qtrssince 2019-Q1 | Increased 59 |
JPMORGAN CHASE & CO | 1.7M | $348.6M | 3.4% | $115.55 | +68.67% | 22 qtrssince 2019-Q1 | Increased 57 |
ELI LILLY & CO | 350,150 | $317M | 3.1% | $145.14 | +514.33% | 22 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 3.2M | $303.5M | 2.9% | $67.10 | +35.31% | 22 qtrssince 2019-Q1 | Increased 53 |
GRACO INC | 3.8M | $298.2M | 2.9% | $45.59 | +68.75% | 22 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.9M | $282M | 2.7% | $91.98 | +62.04% | 22 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.3M | $274.5M | 2.7% | $179.50 | +16.23% | 22 qtrssince 2019-Q1 | Increased 69 |
QUALCOMM INC | 1.3M | $259M | 2.5% | $72.25 | +166.86% | 22 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 2.9M | $231.4M | 2.2% | $76.09 | -0.63% | 22 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 848,926 | $217M | 2.1% | $186.36 | +34.74% | 22 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 5.2M | $204.8M | 2.0% | $35.17 | +5.80% | 22 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 834,391 | $198.6M | 1.9% | $169.18 | +38.57% | 22 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 2.7M | $196.3M | 1.9% | $73.68 | -3.64% | 22 qtrssince 2019-Q1 | Decreased 0 |
ALLIANT ENERGY CORP | 3.8M | $195M | 1.9% | $46.18 | +2.57% | 22 qtrssince 2019-Q1 | Increased 55 |
MOTOROLA SOLUTIONS INC | 494,963 | $191.1M | 1.8% | $138.18 | +175.10% | 22 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 4.6M | $189.4M | 1.8% | $30.82 | +19.19% | 22 qtrssince 2019-Q1 | Increased 55 |
MAIRS & POWER INC manages $10.3B across 222 positions as of Q2 2024. Top holdings: MSFT (8.5%), NVDA (7.4%), GOOG (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 7 new positions, 11 exits, 55 increased. Top move: NVDA (INCREASED, conviction 99). Portfolio: $10.3B across 222 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