MAIRS & POWER INC
Institutional investor · Portfolio as of Q4 2020
Top Holdings213 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ALPHABET INC-CL C | 283,533 | $496.7M | 5.5% | $58.28 | +48.14% | 8 qtrssince 2019-Q1 | Increased 61 |
MICROSOFT CORP | 2M | $451.6M | 5.0% | $121.18 | +75.54% | 8 qtrssince 2019-Q1 | Increased 60 |
US BANCORP | 7.7M | $360.7M | 4.0% | $35.10 | +6.14% | 8 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 1.6M | $343.6M | 3.8% | $164.40 | +23.96% | 8 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 2.9M | $339.5M | 3.8% | $76.30 | +31.47% | 8 qtrssince 2019-Q1 | Increased 57 |
GRACO INC | 4.3M | $314M | 3.5% | $45.07 | +49.47% | 8 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 775,924 | $272.1M | 3.0% | $221.30 | +43.69% | 8 qtrssince 2019-Q1 | Increased 58 |
BIO-TECHNE CORP | 848,081 | $269.3M | 3.0% | $48.04 | +61.35% | 8 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.7M | $259.1M | 2.9% | $62.46 | +39.93% | 8 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.6M | $246M | 2.7% | $115.63 | +17.09% | 8 qtrssince 2019-Q1 | Decreased 0 |
3M CO | 1.4M | $243.8M | 2.7% | $132.98 | -9.35% | 8 qtrssince 2019-Q1 | Decreased 0 |
VISA INC-CLASS A SHARES | 1M | $227.3M | 2.5% | $160.52 | +30.63% | 8 qtrssince 2019-Q1 | Increased 58 |
FISERV INC | 1.9M | $222M | 2.5% | $90.09 | +25.30% | 8 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 391,496 | $204.4M | 2.3% | $4.35 | +201.44% | 7 qtrssince 2019-Q2 | Decreased 0 |
WALT DISNEY CO/THE | 1.1M | $203.6M | 2.3% | $107.07 | +65.31% | 8 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 4.3M | $198.1M | 2.2% | $36.88 | +7.28% | 8 qtrssince 2019-Q1 | Increased 54 |
DONALDSON CO INC | 3.5M | $196.4M | 2.2% | $44.92 | +15.47% | 8 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 719,475 | $183.2M | 2.0% | $171.42 | +40.62% | 8 qtrssince 2019-Q1 | Increased 58 |
FASTENAL CO | 3.6M | $177M | 2.0% | $13.43 | +58.52% | 8 qtrssince 2019-Q1 | Decreased 0 |
HONEYWELL INTL INC | 831,275 | $176.8M | 2.0% | $130.23 | +37.86% | 8 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $9B across 213 positions as of Q4 2020. Top holdings: GOOG (5.5%), MSFT (5.0%), USB (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 17 new positions, 3 exits, 67 increased. Top move: GOOG (INCREASED, conviction 61). Portfolio: $9.0B across 213 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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