MAIRS & POWER INC
Institutional investor · Portfolio as of Q4 2023
Top Holdings231 positions
Microsoft Corp. | 2M | $743M | 7.8% | $138.88 | +165.10% | 20 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 3.3M | $471.2M | 5.0% | $59.24 | +135.67% | 20 qtrssince 2019-Q1 | Decreased 0 |
UnitedHealth Group Inc. | 811,055 | $427M | 4.5% | $246.83 | +100.98% | 20 qtrssince 2019-Q1 | Increased 57 |
Amazon.com, Inc. | 2.5M | $372.7M | 3.9% | $151.33 | +0.40% | 20 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA Corp. | 746,438 | $369.7M | 3.9% | $7.46 | +561.84% | 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% | $66.14 | +38.07% | 20 qtrssince 2019-Q1 | Increased 57 |
JPMorgan Chase & Co. | 1.7M | $293.8M | 3.1% | $113.80 | +40.96% | 20 qtrssince 2019-Q1 | Increased 58 |
US BANCORP DEL | 6M | $261.3M | 2.8% | $34.18 | +12.70% | 20 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.9M | $258.2M | 2.7% | $91.92 | +44.52% | 20 qtrssince 2019-Q1 | Decreased 0 |
Ecolab Inc. | 1.2M | $243.3M | 2.6% | $167.60 | +15.08% | 20 qtrssince 2019-Q1 | Decreased 0 |
Medtronic PLC | 2.9M | $242M | 2.6% | $73.47 | +2.48% | 20 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 3.1M | $237.6M | 2.5% | $52.30 | +45.45% | 20 qtrssince 2019-Q1 | Increased 53 |
LITTELFUSE INC | 859,245 | $229.9M | 2.4% | $185.17 | +40.41% | 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% | $14.36 | +112.51% | 20 qtrssince 2019-Q1 | Decreased 0 |
QUALCOMM INC | 1.4M | $202.4M | 2.1% | $71.12 | +92.05% | 20 qtrssince 2019-Q1 | Decreased 0 |
Johnson & Johnson | 1.3M | $198.2M | 2.1% | $114.14 | +27.11% | 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% | $36.09 | -20.72% | 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 Score: 3.5/5.0.
Active quarter - 20 new positions, 3 exits, 55 increased. Top move: JPM (INCREASED, conviction 58). Portfolio: $9.5B across 231 positions.
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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
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