MAIRS & POWER INC
Institutional investor · Portfolio as of Q4 2024
Top Holdings229 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 2M | $830.1M | 8.0% | $141.63 | +197.77% | 24 qtrssince 2019-Q1 | Increased 62 |
NVIDIA CORP | 5.9M | $790.3M | 7.6% | $112.04 | +22.68% | 23 qtrssince 2019-Q2 | Decreased 0 |
AMAZON.COM INC | 2.4M | $518.5M | 5.0% | $109.86 | +101.44% | 24 qtrssince 2019-Q1 | Increased 61 |
UNITEDHEALTH GROUP INC | 868,407 | $439.3M | 4.2% | $277.24 | +78.76% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC-CL C | 2.2M | $414.7M | 4.0% | $95.46 | +101.06% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 1.7M | $410.9M | 4.0% | $115.55 | +101.91% | 24 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.9M | $384.4M | 3.7% | $92.05 | +124.09% | 24 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 1.4M | $339M | 3.3% | $181.51 | +36.97% | 24 qtrssince 2019-Q1 | Increased 57 |
GRACO INC | 4M | $333.6M | 3.2% | $47.53 | +73.14% | 24 qtrssince 2019-Q1 | Increased 57 |
TORO CO | 3.6M | $287.8M | 2.8% | $68.49 | +14.64% | 24 qtrssince 2019-Q1 | Increased 56 |
VISA INC-CLASS A SHARES | 835,325 | $264M | 2.6% | $190.34 | +63.88% | 24 qtrssince 2019-Q1 | Increased 56 |
ELI LILLY & CO | 339,267 | $261.9M | 2.5% | $145.14 | +425.42% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALLIANT ENERGY CORP | 3.9M | $231.5M | 2.2% | $46.87 | +19.39% | 24 qtrssince 2019-Q1 | Decreased 0 |
MOTOROLA SOLUTIONS INC | 484,538 | $224M | 2.2% | $138.18 | +231.87% | 24 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 875,381 | $206.3M | 2.0% | $188.12 | +23.05% | 24 qtrssince 2019-Q1 | Increased 49 |
QUALCOMM INC | 1.3M | $202.5M | 2.0% | $73.39 | +106.02% | 24 qtrssince 2019-Q1 | Increased 49 |
US BANCORP | 4.2M | $201.2M | 1.9% | $35.17 | +30.02% | 24 qtrssince 2019-Q1 | Decreased 0 |
FASTENAL CO | 2.7M | $194.8M | 1.9% | $14.97 | +131.45% | 24 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 2.7M | $192.6M | 1.9% | $73.68 | -2.58% | 24 qtrssince 2019-Q1 | Decreased 0 |
ECOLAB INC | 783,309 | $183.5M | 1.8% | $169.18 | +37.21% | 24 qtrssince 2019-Q1 | Decreased 0 |
MAIRS & POWER INC manages $10.3B across 229 positions as of Q4 2024. Top holdings: MSFT (8.0%), NVDA (7.6%), AMZN (5.0%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 8 new positions, 7 exits, 63 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $10.3B across 229 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer