MAIRS & POWER INC
Institutional investor · Portfolio as of Q4 2019
Top Holdings220 positions
Alphabet Inc. | 295,960 | $395.7M | 4.5% | $57.88 | +14.41% | 4 qtrssince 2019-Q1 | Increased 57 |
US BANCORP DEL | 6.5M | $387M | 4.4% | $35.41 | +25.69% | 4 qtrssince 2019-Q1 | Decreased 0 |
3M CO | 1.9M | $338.9M | 3.8% | $131.72 | -11.45% | 4 qtrssince 2019-Q1 | Increased 57 |
Ecolab Inc. | 1.7M | $336.7M | 3.8% | $163.08 | +10.10% | 4 qtrssince 2019-Q1 | Decreased 0 |
Medtronic PLC | 2.9M | $333.6M | 3.8% | $73.61 | +26.40% | 4 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 2M | $297.6M | 3.4% | $113.80 | +6.55% | 4 qtrssince 2019-Q1 | Increased 57 |
Microsoft Corp. | 1.7M | $269M | 3.1% | $110.82 | +34.26% | 4 qtrssince 2019-Q1 | Increased 57 |
GRACO INC | 5.1M | $264.6M | 3.0% | $45.07 | +6.03% | 4 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON INC | 4.4M | $254.3M | 2.9% | $44.60 | +16.53% | 4 qtrssince 2019-Q1 | Decreased 0 |
DISNEY WALT CO | 1.8M | $253.8M | 2.9% | $106.35 | +31.85% | 4 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 5.4M | $243.5M | 2.8% | $35.87 | +2.34% | 4 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 797,882 | $234.6M | 2.7% | $215.17 | +21.49% | 4 qtrssince 2019-Q1 | Increased 54 |
Roche Hldg Ltd Sponsored Adr I | 5.4M | $221.5M | 2.5% | $28.25 | +18.14% | 4 qtrssince 2019-Q1 | Increased 53 |
BIO-TECHNE CORP | 1M | $220.2M | 2.5% | $47.93 | +11.09% | 4 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 1.2M | $217.3M | 2.5% | $134.76 | +13.04% | 4 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.5M | $199.6M | 2.3% | $61.55 | +16.83% | 4 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.7M | $197.3M | 2.2% | $88.36 | +30.86% | 4 qtrssince 2019-Q1 | Decreased 0 |
Fastenal Co. | 5.2M | $192M | 2.2% | $13.31 | +17.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
PRINCIPAL FINANCIAL GROUP IN | 3.2M | $173.4M | 2.0% | $38.22 | +11.54% | 4 qtrssince 2019-Q1 | Increased 53 |
C H ROBINSON WORLDWIDE INC | 2.2M | $170.9M | 1.9% | $73.15 | -7.93% | 4 qtrssince 2019-Q1 | Increased 50 |
MAIRS & POWER INC manages $8.8B across 220 positions as of Q4 2019. Top holdings: GOOG (4.5%), USB (4.4%), MMM (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3.5/5.0.
Active quarter - 18 new positions, 12 exits, 86 increased. Top move: GOOG (INCREASED, conviction 57). Portfolio: $8.8B across 220 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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