MAIRS & POWER INC
Institutional investor · Portfolio as of Q3 2019
Top Holdings214 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
US BANCORP | 6.6M | $363.2M | 4.4% | $36.43 | +16.67% | 3 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 295,177 | $359.8M | 4.3% | $57.97 | +4.87% | 3 qtrssince 2019-Q1 | Increased 57 |
ECOLAB INC | 1.8M | $347.8M | 4.2% | $164.40 | +12.56% | 3 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 3M | $322.9M | 3.9% | $76.05 | +18.99% | 3 qtrssince 2019-Q1 | Decreased 0 |
3M CO | 1.9M | $314.3M | 3.8% | $133.05 | -18.17% | 3 qtrssince 2019-Q1 | Increased 58 |
JOHNSON & JOHNSON | 2M | $262.6M | 3.2% | $115.59 | -6.68% | 3 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 4.7M | $246.2M | 3.0% | $44.92 | +4.10% | 3 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 5.5M | $241.9M | 2.9% | $36.82 | -1.74% | 3 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.7M | $236.2M | 2.9% | $111.36 | +17.03% | 3 qtrssince 2019-Q1 | Increased 53 |
GRACO INC | 5.1M | $235.4M | 2.8% | $45.07 | -6.45% | 3 qtrssince 2019-Q1 | Decreased 0 |
WALT DISNEY CO/THE | 1.8M | $230M | 2.8% | $107.17 | +17.77% | 3 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 1.3M | $216.2M | 2.6% | $130.23 | +6.79% | 3 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2M | $204.6M | 2.5% | $88.36 | +16.13% | 3 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 1M | $203.6M | 2.5% | $48.07 | -0.29% | 3 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.7M | $199.6M | 2.4% | $62.33 | +6.80% | 3 qtrssince 2019-Q1 | Decreased 0 |
Roche Hldg Ltd Sponsored Adr I | 5.4M | $197.6M | 2.4% | $28.23 | +5.85% | 3 qtrssince 2019-Q1 | Increased 53 |
ABBOTT LABORATORIES | 2.3M | $195.4M | 2.4% | $69.76 | +5.49% | 3 qtrssince 2019-Q1 | Decreased 0 |
C.H. ROBINSON WORLDWIDE INC | 2.1M | $177.2M | 2.1% | $73.87 | -2.29% | 3 qtrssince 2019-Q1 | Increased 55 |
FASTENAL CO | 5.2M | $170.9M | 2.1% | $13.43 | +2.00% | 3 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 781,469 | $169.8M | 2.1% | $218.25 | -10.90% | 3 qtrssince 2019-Q1 | Increased 58 |
MAIRS & POWER INC manages $8.3B across 214 positions as of Q3 2019. Top holdings: USB (4.4%), GOOG (4.3%), ECL (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 12 new positions, 16 exits, 62 increased. Top move: MMM (INCREASED, conviction 58). Portfolio: $8.3B across 214 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