MAIRS & POWER INC
Institutional investor · Portfolio as of Q3 2024
Top Holdings228 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $841.3M | 7.9% | $139.60 | +203.76% | 23 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 6M | $733.1M | 6.9% | $112.04 | +8.32% | 22 qtrssince 2019-Q2 | Decreased 0 |
UNITEDHEALTH GROUP INC | 891,662 | $521.3M | 4.9% | $277.24 | +104.04% | 23 qtrssince 2019-Q1 | Increased 61 |
ALPHABET INC-CL C | 2.7M | $458.7M | 4.3% | $95.46 | +72.28% | 23 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.4M | $440.3M | 4.1% | $109.83 | +71.14% | 23 qtrssince 2019-Q1 | Increased 57 |
JPMORGAN CHASE & CO | 1.7M | $362.8M | 3.4% | $115.55 | +76.51% | 23 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 3.9M | $344.1M | 3.2% | $47.31 | +80.06% | 23 qtrssince 2019-Q1 | Increased 60 |
FISERV INC | 1.9M | $340.2M | 3.2% | $92.05 | +93.79% | 23 qtrssince 2019-Q1 | Increased 57 |
APPLE INC | 1.3M | $313.9M | 3.0% | $181.19 | +27.53% | 23 qtrssince 2019-Q1 | Increased 55 |
ELI LILLY & CO | 341,961 | $303M | 2.8% | $145.14 | +501.97% | 23 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 3.4M | $297.6M | 2.8% | $68.02 | +23.69% | 23 qtrssince 2019-Q1 | Increased 56 |
ALLIANT ENERGY CORP | 4.1M | $248.5M | 2.3% | $46.87 | +21.53% | 23 qtrssince 2019-Q1 | Increased 56 |
LITTELFUSE INC | 860,984 | $228.4M | 2.1% | $187.39 | +38.92% | 23 qtrssince 2019-Q1 | Increased 53 |
QUALCOMM INC | 1.3M | $221.9M | 2.1% | $72.60 | +128.01% | 23 qtrssince 2019-Q1 | Increased 53 |
MOTOROLA SOLUTIONS INC | 488,752 | $219.8M | 2.1% | $138.18 | +218.79% | 23 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 788,803 | $216.9M | 2.0% | $183.17 | +47.87% | 23 qtrssince 2019-Q1 | Increased 60 |
BIO-TECHNE CORP | 2.7M | $215.6M | 2.0% | $73.68 | +5.98% | 23 qtrssince 2019-Q1 | Decreased 0 |
VERIZON COMMUNICATIONS INC | 4.8M | $215.1M | 2.0% | $31.23 | +30.18% | 23 qtrssince 2019-Q1 | Increased 55 |
US BANCORP | 4.6M | $208.2M | 2.0% | $35.17 | +21.21% | 23 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 794,679 | $202.9M | 1.9% | $169.18 | +48.56% | 23 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $10.6B across 228 positions as of Q3 2024. Top holdings: MSFT (7.9%), NVDA (6.9%), UNH (4.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 13 new positions, 7 exits, 57 increased. Top move: UNH (INCREASED, conviction 61). Portfolio: $10.6B across 228 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