MAIRS & POWER INC
Institutional investor · Portfolio as of Q4 2023
Top Holdings231 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $743M | 7.8% | $139.60 | +165.42% | 20 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 3.3M | $471.2M | 5.0% | $95.46 | +46.53% | 20 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 811,055 | $427M | 4.5% | $251.69 | +101.00% | 20 qtrssince 2019-Q1 | Increased 57 |
AMAZON.COM INC | 2.5M | $372.7M | 3.9% | $109.42 | +38.86% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORP | 746,438 | $369.7M | 3.9% | $15.46 | +220.07% | 19 qtrssince 2019-Q2 | Decreased 0 |
GRACO INC | 4M | $349.2M | 3.7% | $45.59 | +83.61% | 20 qtrssince 2019-Q1 | Decreased 0 |
TORO CO | 3.2M | $309.6M | 3.3% | $66.96 | +38.09% | 20 qtrssince 2019-Q1 | Increased 57 |
JPMORGAN CHASE & CO | 1.7M | $293.8M | 3.1% | $115.23 | +40.56% | 20 qtrssince 2019-Q1 | Increased 58 |
US BANCORP | 6M | $261.3M | 2.8% | $35.17 | +12.65% | 20 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.9M | $258.2M | 2.7% | $91.98 | +44.43% | 20 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 1.2M | $243.3M | 2.6% | $169.18 | +14.92% | 20 qtrssince 2019-Q1 | Decreased 0 |
MEDTRONIC PLC | 2.9M | $242M | 2.6% | $75.98 | +2.39% | 20 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 3.1M | $237.6M | 2.5% | $73.68 | +3.54% | 20 qtrssince 2019-Q1 | Increased 53 |
LITTELFUSE INC | 859,245 | $229.9M | 2.4% | $186.36 | +40.32% | 20 qtrssince 2019-Q1 | Decreased 0 |
ELI LILLY & CO | 392,689 | $228.9M | 2.4% | $145.14 | +294.16% | 20 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 3.2M | $206.7M | 2.2% | $14.47 | +110.87% | 20 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 1.4M | $202.4M | 2.1% | $72.25 | +92.01% | 20 qtrssince 2019-Q1 | Decreased 0 |
JOHNSON & JOHNSON | 1.3M | $198.2M | 2.1% | $115.99 | +27.10% | 20 qtrssince 2019-Q1 | Decreased 0 |
FULLER H B CO | 2.3M | $185.4M | 2.0% | $44.02 | +77.84% | 20 qtrssince 2019-Q1 | Decreased 0 |
HORMEL FOODS CORP | 5.5M | $175.3M | 1.8% | $37.02 | -20.66% | 20 qtrssince 2019-Q1 | Increased 49 |
MAIRS & POWER INC manages $9.5B across 231 positions as of Q4 2023. Top holdings: MSFT (7.8%), GOOG (5.0%), UNH (4.5%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4.5/5.0.
Active quarter - 20 new positions, 3 exits, 55 increased. Top move: JPM (INCREASED, conviction 58). Portfolio: $9.5B across 231 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