MAIRS & POWER INC
Institutional investor · Portfolio as of Q3 2023
Top Holdings214 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $646.5M | 7.6% | $139.60 | +122.41% | 19 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 3.4M | $445.4M | 5.2% | $95.46 | +37.09% | 19 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 808,787 | $407.8M | 4.8% | $250.98 | +92.38% | 19 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORP | 809,488 | $352.1M | 4.1% | $15.46 | +181.13% | 18 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 2.7M | $338.7M | 4.0% | $109.42 | +16.18% | 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% | $66.81 | +18.90% | 19 qtrssince 2019-Q1 | Increased 61 |
JPMORGAN CHASE & CO | 1.7M | $244.4M | 2.9% | $114.07 | +20.17% | 19 qtrssince 2019-Q1 | Increased 54 |
ECOLAB INC | 1.4M | $237.5M | 2.8% | $169.18 | -2.14% | 19 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 3M | $231.7M | 2.7% | $75.98 | -3.42% | 19 qtrssince 2019-Q1 | Increased 55 |
ELI LILLY & CO | 426,308 | $229M | 2.7% | $145.14 | +262.53% | 19 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2M | $220.6M | 2.6% | $91.98 | +22.81% | 19 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 878,019 | $217.2M | 2.5% | $186.36 | +29.35% | 19 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.3M | $209.5M | 2.5% | $115.99 | +25.29% | 19 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 3.1M | $207.9M | 2.4% | $73.66 | -8.76% | 19 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 6.3M | $207.6M | 2.4% | $35.17 | -14.90% | 19 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 5.4M | $203.5M | 2.4% | $37.17 | -7.21% | 19 qtrssince 2019-Q1 | Increased 53 |
FASTENAL CO | 3.2M | $176.7M | 2.1% | $14.47 | +75.71% | 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% | $72.25 | +46.51% | 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 Rating: 4/5.0.
Active quarter - 6 new positions, 18 exits, 45 increased. Top move: TTC (INCREASED, conviction 61). Portfolio: $8.5B 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
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