MAIRS & POWER INC
Institutional investor · Portfolio as of Q3 2022
Top Holdings221 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $476.1M | 6.0% | $131.40 | +76.03% | 15 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL C | 4.7M | $450M | 5.7% | $95.46 | +1.99% | 15 qtrssince 2019-Q1 | Increased 98 |
UNITEDHEALTH GROUP INC | 794,763 | $401.4M | 5.1% | $242.36 | +98.14% | 15 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 6.7M | $270.5M | 3.4% | $35.46 | -1.52% | 15 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 2.4M | $269.5M | 3.4% | $111.49 | +2.97% | 15 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 3.1M | $266.6M | 3.4% | $65.25 | +25.57% | 15 qtrssince 2019-Q1 | Increased 57 |
GRACO INC | 4.3M | $257.6M | 3.3% | $45.50 | +25.11% | 15 qtrssince 2019-Q1 | Increased 56 |
ECOLAB INC | 1.8M | $257.6M | 3.2% | $169.18 | -16.79% | 15 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.4M | $236.2M | 3.0% | $115.99 | +28.65% | 15 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 2.8M | $224.9M | 2.8% | $76.16 | -2.19% | 15 qtrssince 2019-Q1 | Increased 57 |
HORMEL FOODS CORP | 4.7M | $215.6M | 2.7% | $37.44 | +8.38% | 15 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 673,620 | $191.3M | 2.4% | $48.99 | +43.33% | 15 qtrssince 2019-Q1 | Increased 54 |
FISERV INC | 2M | $187M | 2.4% | $91.86 | +3.26% | 15 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 890,836 | $177M | 2.2% | $186.24 | +5.68% | 15 qtrssince 2019-Q1 | Increased 54 |
ELI LILLY & CO | 498,053 | $161M | 2.0% | $119.37 | +162.51% | 15 qtrssince 2019-Q1 | Decreased 0 |
FULLER H B CO | 2.6M | $155.6M | 2.0% | $43.87 | +29.87% | 15 qtrssince 2019-Q1 | Increased 48 |
QUALCOMM INC | 1.3M | $152.1M | 1.9% | $69.29 | +53.84% | 15 qtrssince 2019-Q1 | Increased 49 |
DONALDSON CO INC | 3M | $147.7M | 1.9% | $44.92 | +4.90% | 15 qtrssince 2019-Q1 | Decreased 0 |
WELLS FARGO & CO | 3.6M | $146.8M | 1.9% | $31.52 | +15.32% | 15 qtrssince 2019-Q1 | Increased 48 |
MOTOROLA SOLUTIONS INC | 640,730 | $143.5M | 1.8% | $138.18 | +57.15% | 15 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $7.9B across 221 positions as of Q3 2022. Top holdings: MSFT (6.0%), GOOG (5.7%), UNH (5.1%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 38 new positions, 19 exits, 69 increased. Top move: GOOG (INCREASED, conviction 98). Portfolio: $7.9B across 221 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