MAIRS & POWER INC
Institutional investor · Portfolio as of Q4 2022
Top Holdings227 positions
MICROSOFT CORP | 2.1M | $498.7M | 6.0% | $132.30 | +75.92% | 16 qtrssince 2019-Q1 | Increased 62 |
UNITEDHEALTH GROUP INC | 778,847 | $412.9M | 5.0% | $237.64 | +107.11% | 16 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 4.3M | $382.4M | 4.6% | $59.24 | +48.38% | 16 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 2.9M | $332.9M | 4.0% | $64.39 | +64.83% | 16 qtrssince 2019-Q1 | Decreased 0 |
US BANCORP DEL | 6.6M | $289.3M | 3.5% | $34.44 | +6.74% | 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% | $167.60 | -16.58% | 16 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.4M | $251.8M | 3.0% | $114.14 | +39.04% | 16 qtrssince 2019-Q1 | Decreased 0 |
BIO TECHNE CORP | 2.8M | $233M | 2.8% | $50.17 | +62.16% | 16 qtrssince 2019-Q1 | Increased 85 |
MEDTRONIC PLC | 2.8M | $217.7M | 2.6% | $73.60 | -6.64% | 16 qtrssince 2019-Q1 | Increased 53 |
HORMEL FOODS CORP | 4.7M | $213.8M | 2.6% | $36.45 | +8.24% | 16 qtrssince 2019-Q1 | Decreased 0 |
AMAZON COM INC | 2.5M | $211.3M | 2.5% | $155.46 | -45.97% | 16 qtrssince 2019-Q1 | Increased 55 |
FISERV INC | 2M | $204M | 2.5% | $91.89 | +9.99% | 16 qtrssince 2019-Q1 | Increased 53 |
NVIDIA CORP | 1.4M | $201.2M | 2.4% | $7.46 | +95.22% | 15 qtrssince 2019-Q2 | Increased 66 |
LITTELFUSE INC | 894,287 | $196.9M | 2.4% | $185.16 | +14.43% | 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 INC | 2.8M | $165.2M | 2.0% | $44.60 | +24.75% | 16 qtrssince 2019-Q1 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 603,516 | $155.5M | 1.9% | $137.70 | +79.50% | 16 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 1.4M | $154.5M | 1.9% | $69.59 | +45.31% | 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 Score: 3.5/5.0.
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
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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