MAIRS & POWER INC
Institutional investor · Portfolio as of Q4 2024
Top Holdings229 positions
Microsoft Corp. | 2M | $830.1M | 8.0% | $140.88 | +195.14% | 24 qtrssince 2019-Q1 | Increased 62 |
NVIDIA Corp. | 5.9M | $790.3M | 7.6% | $7.46 | +1695.24% | 23 qtrssince 2019-Q2 | Decreased 0 |
Amazon.com, Inc. | 2.4M | $518.5M | 5.0% | $151.53 | +44.78% | 24 qtrssince 2019-Q1 | Increased 61 |
UnitedHealth Group Inc. | 868,407 | $439.3M | 4.2% | $272.02 | +77.97% | 24 qtrssince 2019-Q1 | Decreased 0 |
Alphabet Inc. | 2.2M | $414.7M | 4.0% | $59.24 | +219.61% | 24 qtrssince 2019-Q1 | Decreased 0 |
JPMorgan Chase & Co. | 1.7M | $410.9M | 4.0% | $114.12 | +102.82% | 24 qtrssince 2019-Q1 | Decreased 0 |
FISERV INC | 1.9M | $384.4M | 3.7% | $91.99 | +123.31% | 24 qtrssince 2019-Q1 | Decreased 0 |
Apple Inc. | 1.4M | $339M | 3.3% | $177.14 | +40.35% | 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% | $67.67 | +14.50% | 24 qtrssince 2019-Q1 | Increased 56 |
Visa Inc | 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% | $137.70 | +229.35% | 24 qtrssince 2019-Q1 | Decreased 0 |
LITTELFUSE INC | 875,381 | $206.3M | 2.0% | $186.96 | +23.79% | 24 qtrssince 2019-Q1 | Increased 49 |
QUALCOMM INC | 1.3M | $202.5M | 2.0% | $72.24 | +104.80% | 24 qtrssince 2019-Q1 | Increased 49 |
US BANCORP DEL | 4.2M | $201.2M | 1.9% | $34.18 | +30.30% | 24 qtrssince 2019-Q1 | Decreased 0 |
Fastenal Co. | 2.7M | $194.8M | 1.9% | $14.86 | +133.15% | 24 qtrssince 2019-Q1 | Decreased 0 |
BIO-TECHNE CORP | 2.7M | $192.6M | 1.9% | $52.30 | +36.37% | 24 qtrssince 2019-Q1 | Decreased 0 |
Ecolab Inc. | 783,309 | $183.5M | 1.8% | $167.60 | +37.28% | 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 Score: 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.
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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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