MAIRS & POWER INC
Institutional investor · Portfolio as of Q3 2023
Top Holdings214 positions
MICROSOFT CORP | 2M | $646.5M | 7.6% | $138.88 | +122.14% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 3.4M | $445.4M | 5.2% | $59.24 | +120.49% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 808,787 | $407.8M | 4.8% | $246.13 | +92.37% | 19 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORPORATION | 809,488 | $352.1M | 4.1% | $7.46 | +481.29% | 18 qtrssince 2019-Q2 | Decreased 0 |
AMAZON COM INC | 2.7M | $338.7M | 4.0% | $151.33 | -16.00% | 19 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 4.2M | $305.1M | 3.6% | $45.59 | +53.75% | 19 qtrssince 2019-Q1 | Increased 57 |
TORO CO | 3.2M | $266.5M | 3.1% | $65.99 | +18.87% | 19 qtrssince 2019-Q1 | Increased 61 |
JPMORGAN CHASE & CO | 1.7M | $244.4M | 2.9% | $112.64 | +20.52% | 19 qtrssince 2019-Q1 | Increased 54 |
ECOLAB INC | 1.4M | $237.5M | 2.8% | $167.60 | -2.00% | 19 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 3M | $231.7M | 2.7% | $73.47 | -3.33% | 19 qtrssince 2019-Q1 | Increased 55 |
LILLY ELI & CO | 426,308 | $229M | 2.7% | $145.14 | +262.53% | 19 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2M | $220.6M | 2.6% | $91.92 | +22.89% | 19 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 878,019 | $217.2M | 2.5% | $185.17 | +29.43% | 19 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.3M | $209.5M | 2.5% | $114.14 | +25.30% | 19 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 3.1M | $207.9M | 2.4% | $52.09 | +28.64% | 19 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP DEL | 6.3M | $207.6M | 2.4% | $34.18 | -14.88% | 19 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 5.4M | $203.5M | 2.4% | $36.24 | -7.29% | 19 qtrssince 2019-Q1 | Increased 53 |
FASTENAL CO | 3.2M | $176.7M | 2.1% | $14.36 | +77.08% | 19 qtrssince 2019-Q1 | Decreased 0 |
NVENT ELECTRIC PLC | 3.2M | $171.8M | 2.0% | $20.85 | +146.58% | 19 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 1.5M | $162.5M | 1.9% | $71.12 | +46.54% | 19 qtrssince 2019-Q1 | Increased 49 |
MAIRS & POWER INC manages $8.5B across 214 positions as of Q3 2023. Top holdings: MSFT (7.6%), GOOG (5.2%), UNH (4.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 6 new positions, 18 exits, 45 increased. Top move: TTC (INCREASED, conviction 61). Portfolio: $8.5B across 214 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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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
Verify source filings on SEC EDGAR