MAIRS & POWER INC
Institutional investor · Portfolio as of Q3 2021
Top Holdings210 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL C | 231,756 | $617.7M | 6.2% | $58.28 | +129.12% | 11 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 2.1M | $587.4M | 5.9% | $126.60 | +116.65% | 11 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 6.5M | $387.6M | 3.9% | $35.11 | +41.69% | 11 qtrssince 2019-Q1 | Increased 57 |
ECOLAB INC | 1.8M | $381.3M | 3.8% | $169.18 | +19.82% | 11 qtrssince 2019-Q1 | Increased 58 |
UNITEDHEALTH GROUP INC | 930,760 | $363.7M | 3.6% | $242.36 | +53.93% | 11 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 107,105 | $351.8M | 3.5% | $163.91 | +0.70% | 11 qtrssince 2019-Q1 | Increased 72 |
MEDTRONIC PLC | 2.7M | $343M | 3.4% | $76.30 | +46.07% | 11 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 662,634 | $321.1M | 3.2% | $48.04 | +150.26% | 11 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 4.2M | $290.8M | 2.9% | $45.07 | +45.64% | 11 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 1.3M | $276.4M | 2.8% | $15.99 | +28.05% | 10 qtrssince 2019-Q2 | Increased 85 |
TORO CO | 2.6M | $253.9M | 2.5% | $62.46 | +48.39% | 11 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $249.9M | 2.5% | $115.79 | +25.18% | 11 qtrssince 2019-Q1 | Increased 53 |
VISA INC-CLASS A SHARES | 1.1M | $235.5M | 2.4% | $161.41 | +32.87% | 11 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.1M | $226.9M | 2.3% | $91.87 | +20.47% | 11 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 773,841 | $211.5M | 2.1% | $177.16 | +49.53% | 11 qtrssince 2019-Q1 | Increased 54 |
HORMEL FOODS CORP | 4.8M | $195.2M | 2.0% | $37.11 | -2.93% | 11 qtrssince 2019-Q1 | Increased 51 |
DONALDSON CO INC | 3.3M | $191.6M | 1.9% | $44.92 | +23.95% | 11 qtrssince 2019-Q1 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 815,724 | $189.5M | 1.9% | $138.18 | +62.13% | 11 qtrssince 2019-Q1 | Increased 48 |
ABBOTT LABORATORIES | 1.5M | $178.2M | 1.8% | $71.09 | +50.77% | 11 qtrssince 2019-Q1 | Increased 48 |
FASTENAL CO | 3.4M | $175.6M | 1.8% | $13.43 | +70.35% | 11 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $10B across 210 positions as of Q3 2021. Top holdings: GOOG (6.2%), MSFT (5.9%), USB (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 6 new positions, 8 exits, 58 increased. Top move: NVDA (INCREASED, conviction 85). Portfolio: $10.0B across 210 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