MAIRS & POWER INC
Institutional investor · Portfolio as of Q4 2022
Top Holdings227 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2.1M | $498.7M | 6.0% | $133.16 | +75.89% | 16 qtrssince 2019-Q1 | Increased 62 |
UNITEDHEALTH GROUP INC | 778,847 | $412.9M | 5.0% | $242.36 | +107.09% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 4.3M | $382.4M | 4.6% | $95.46 | -7.74% | 16 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.9M | $332.9M | 4.0% | $65.25 | +64.74% | 16 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP | 6.6M | $289.3M | 3.5% | $35.46 | +6.63% | 16 qtrssince 2019-Q1 | Decreased 0 |
GRACO INC | 4.3M | $288.2M | 3.5% | $45.50 | +40.85% | 16 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 1.8M | $258.8M | 3.1% | $169.18 | -16.69% | 16 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.4M | $251.8M | 3.0% | $115.99 | +39.02% | 16 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 2.8M | $233M | 2.8% | $73.78 | +10.59% | 16 qtrssince 2019-Q1 | Increased 85 |
MEDTRONIC PLC | 2.8M | $217.7M | 2.6% | $76.13 | -6.75% | 16 qtrssince 2019-Q1 | Increased 53 |
HORMEL FOODS CORP | 4.7M | $213.8M | 2.6% | $37.44 | +8.16% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMAZON.COM INC | 2.5M | $211.3M | 2.5% | $110.05 | -23.67% | 16 qtrssince 2019-Q1 | Increased 55 |
FISERV INC | 2M | $204M | 2.5% | $91.95 | +9.92% | 16 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 1.4M | $201.2M | 2.4% | $15.46 | -5.58% | 15 qtrssince 2019-Q2 | Increased 66 |
LITTELFUSE INC | 894,287 | $196.9M | 2.4% | $186.35 | +14.36% | 16 qtrssince 2019-Q1 | Increased 52 |
ELI LILLY & CO | 482,848 | $176.6M | 2.1% | $119.37 | +197.84% | 16 qtrssince 2019-Q1 | Decreased 0 |
FULLER H B CO | 2.5M | $176.3M | 2.1% | $43.87 | +55.20% | 16 qtrssince 2019-Q1 | Decreased 0 |
DONALDSON CO INC | 2.8M | $165.2M | 2.0% | $44.92 | +24.73% | 16 qtrssince 2019-Q1 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 603,516 | $155.5M | 1.9% | $138.18 | +80.35% | 16 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 1.4M | $154.5M | 1.9% | $70.70 | +45.28% | 16 qtrssince 2019-Q1 | Increased 50 |
MAIRS & POWER INC manages $8.3B across 227 positions as of Q4 2022. Top holdings: MSFT (6.0%), UNH (5.0%), GOOG (4.6%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 11 new positions, 5 exits, 33 increased. Top move: TECH (INCREASED, conviction 85). Portfolio: $8.3B across 227 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