MAIRS & POWER INC
Institutional investor · Portfolio as of Q4 2021
Top Holdings218 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $677.6M | 6.3% | $126.60 | +159.33% | 12 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 232,694 | $673.3M | 6.2% | $58.63 | +147.20% | 12 qtrssince 2019-Q1 | Increased 61 |
UNITEDHEALTH GROUP INC | 917,537 | $460.7M | 4.3% | $242.36 | +94.54% | 12 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 1.8M | $425.4M | 3.9% | $169.18 | +32.12% | 12 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 115,601 | $385.5M | 3.6% | $164.25 | +2.67% | 12 qtrssince 2019-Q1 | Increased 62 |
US BANCORP | 6.7M | $377.6M | 3.5% | $35.46 | +31.78% | 12 qtrssince 2019-Q1 | Increased 59 |
NVIDIA CORP | 1.2M | $339M | 3.1% | $15.99 | +84.72% | 11 qtrssince 2019-Q2 | Decreased 0 |
BIO-TECHNE CORP | 653,815 | $338.2M | 3.1% | $48.04 | +159.75% | 12 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 4.1M | $333.8M | 3.1% | $45.07 | +68.26% | 12 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 2.7M | $282.4M | 2.6% | $76.30 | +21.33% | 12 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.7M | $272.2M | 2.5% | $63.78 | +46.03% | 12 qtrssince 2019-Q1 | Increased 55 |
JOHNSON & JOHNSON | 1.6M | $265.4M | 2.5% | $115.88 | +32.26% | 12 qtrssince 2019-Q1 | Increased 53 |
LITTELFUSE INC | 802,624 | $252.6M | 2.3% | $181.59 | +65.65% | 12 qtrssince 2019-Q1 | Increased 55 |
HORMEL FOODS CORP | 4.9M | $239.1M | 2.2% | $37.25 | +13.50% | 12 qtrssince 2019-Q1 | Increased 54 |
VISA INC-CLASS A SHARES | 1.1M | $229.9M | 2.1% | $161.57 | +29.37% | 12 qtrssince 2019-Q1 | Increased 53 |
FULLER H B CO | 2.7M | $218.9M | 2.0% | $43.68 | +74.36% | 12 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 2.1M | $216.6M | 2.0% | $91.87 | +13.77% | 12 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 3.3M | $212.7M | 2.0% | $13.43 | +112.50% | 12 qtrssince 2019-Q1 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 777,374 | $211.2M | 2.0% | $138.18 | +87.07% | 12 qtrssince 2019-Q1 | Decreased 0 |
ABBOTT LABORATORIES | 1.5M | $211.1M | 2.0% | $71.09 | +80.31% | 12 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $10.8B across 218 positions as of Q4 2021. Top holdings: MSFT (6.3%), GOOG (6.2%), UNH (4.3%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 16 new positions, 8 exits, 66 increased. Top move: AMZN (INCREASED, conviction 62). Portfolio: $10.8B across 218 positions.
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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