MAIRS & POWER INC
Sector Allocation
- Technology37.9%$4.1B
- Industrials14.5%$1.6B
- Financials11.8%$1.3B
- Healthcare11.5%$1.3B
- Materials7.2%$785.2M
- Consumer Discretionary7.0%$764.7M
- Utilities5.8%$636.5M
- Consumer Staples1.9%$209.3M
- Communication Services1.5%$164.5M
- Other0.6%$66.0M
AUM History
13fpro.ai/research/fund/mairs-and-power-inc-1070134
Conviction and streaks
Stable · top 10 = 44.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NVDA
$942.0MMSFT
$727.7MAMZN
$619.6MGOOG
$594.8MLLY
$386.4MNVT
$348.2MAAPL
$329.4MJPM
$302.3MV
$292.3MGGG
$287.1MLFUS
$274.2MTTC
$260.7MENTG
$234.1MUNH
$232.7MTSM
$227.4MMSI
$226.3MECL
$216.6MWEC
$208.8MPANW
$204.6MLNT
$202.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/mairs-and-power-inc-1070134
MAIRS & POWER INC 13F holdings — Q2 2026
$10.9B portfolio (+11.4% QoQ) · 254 holdings · Q2 2026 13F · top 10 are 44% of the stock portfolio
$942.0M
8.6% of stocks
-1%This quarter-4.1%Since filed10+ qtrsHeld$727.7M
6.7% of stocks
+0.4%This quarter+7.5%Since filed10+ qtrsHeld$619.6M
5.7% of stocks
-0.1%This quarter-5.2%Since filed10+ qtrsHeld$594.8M
5.5% of stocks
+4%This quarter-8.5%Since filed10+ qtrsHeld$386.4M
3.5% of stocks
-1%This quarter+8.4%Since filed10+ qtrsHeld$348.2M
3.2% of stocks
-0.7%This quarter-24.6%Since filed10+ qtrsHeld$329.4M
3.0% of stocks
-6%This quarter+12.4%Since filed10+ qtrsHeld$302.3M
2.8% of stocks
-12%This quarter-7.9%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 6 qtrs in a row$292.3M
2.7% of stocks
+1%This quarter+11.0%Since filed10+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialAdded 3 qtrs in a row$287.1M
2.6% of stocks
-0.5%This quarter-19.4%Since filed10+ qtrsHeld
All holdings — MAIRS & POWER INC (Q2 2026)
254 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | LITTELFUSE INC /DE | Technology | $274.2M | 2.5% | 602K | -17% | 10+ qtrsTrimmed 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | TORO CO | Industrials | $260.7M | 2.4% | 2.68M | -2% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | ENTEGRIS INC | Materials | $234.1M | 2.1% | 1.30M | -3% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | UNITEDHEALTH GROUP INC | Healthcare | $232.7M | 2.1% | 560K | -24% | 10+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDadr | Technology | $227.4M | 2.1% | 476K | -2% | 6 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Motorola Solutions, Inc. | Technology | $226.3M | 2.1% | 545K | +0.8% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | ECOLAB INC. | Materials | $216.6M | 2.0% | 778K | +2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | WEC ENERGY GROUP, INC. | Utilities | $208.8M | 1.9% | 1.79M | -6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Palo Alto Networks Inc | Technology | $204.6M | 1.9% | 600K | +13% | 10+ qtrsAdded 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | ALLIANT ENERGY CORP | Utilities | $202.8M | 1.9% | 2.66M | -8% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | BIO-TECHNE Corp | Healthcare | $190.8M | 1.8% | 2.70M | -2% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Meta Platforms, Inc. | Technology | $187.5M | 1.7% | 333K | +3% | 10+ qtrsAdded 5 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | FASTENAL CO | Industrials | $185.9M | 1.7% | 3.87M | -1% | 10+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | SHERWIN WILLIAMS CO | Materials | $151.7M | 1.4% | 441K | +0.6% | 10+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | C. H. ROBINSON WORLDWIDE, INC. | Industrials | $145.2M | 1.3% | 771K | -9% | 10+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $FUL | FULLER H B CO | Materials | $141.9M | 1.3% | 2.44M | +3% | |||
| 27 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $139.4M | 1.3% | 3.29M | -0.7% | |||
| 28 | $WM | WASTE MANAGEMENT INC | Utilities | $131.7M | 1.2% | 591K | +48% | |||
| 29 | $ROK | ROCKWELL AUTOMATION, INC | Industrials | $127.6M | 1.2% | 258K | -9% | |||
| 30 | $FISV | FISERV INC | Financials | $112.5M | 1.0% | 2.29M | +7% | |||
| 31 | $JNJ | JOHNSON & JOHNSON | Healthcare | $107.4M | 1.0% | 423K | -27% | |||
| 32 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $98.2M | 0.9% | 214K | +9% | |||
| 33 | $CGNX | COGNEX CORP | Technology | $94.7M | 0.9% | 1.31M | +7% | |||
| 34 | $HRL | HORMEL FOODS CORP /DE/ | Consumer Staples | $84.3M | 0.8% | 3.40M | -0.6% | |||
| 35 | $CASY | CASEYS GENERAL STORES INC | Consumer Discretionary | $72.4M | 0.7% | 91K | -5% | |||
| 36 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $72.1M | 0.7% | 872K | -36% | |||
| 37 | $AJG | Arthur J. Gallagher & Co. | Financials | $71.5M | 0.7% | 312K | New | |||
| 38 | $ABT | ABBOTT LABORATORIES | Healthcare | $66.2M | 0.6% | 729K | +1% | |||
| 39 | $TXN | TEXAS INSTRUMENTS INC | Technology | $64.8M | 0.6% | 217K | -6% | |||
| 40 | $TNC | TENNANT CO | Industrials | $59.7M | 0.6% | 682K | -15% | |||
| 41 | $ISRG | INTUITIVE SURGICAL INC | Healthcare | $58.2M | 0.5% | 146K | +47% | |||
| 42 | $MMM | 3M CO | Healthcare | $56.6M | 0.5% | 349K | -0.7% | |||
| 43 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $53.8M | 0.5% | 152K | -0.6% | |||
| 44 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $51.7M | 0.5% | 156K | +10% | |||
| 45 | $AXP | AMERICAN EXPRESS CO | Financials | $49.3M | 0.5% | 146K | -2% | |||
| 46 | $IDA | IDACORP INC | Utilities | $46.9M | 0.4% | 310K | +3% | |||
| 47 | $MEDP | Medpace Holdings, Inc. | Healthcare | $45.9M | 0.4% | 87K | +1% | |||
| 48 | $CME | CME GROUP INC. | Financials | $43.2M | 0.4% | 196K | New | |||
| 49 | $DCI | DONALDSON Co INC | Industrials | $41.6M | 0.4% | 464K | -7% | |||
| 50 | $WK | WORKIVA INC | Technology | $40.2M | 0.4% | 829K | +16% | |||
| 51 | $PIPR | PIPER SANDLER COMPANIES | Financials | $39.4M | 0.4% | 545K | -0.3% | |||
| 52 | $SFM | Sprouts Farmers Market, Inc. | Consumer Staples | $38.2M | 0.3% | 452K | +55% | |||
| 53 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $36.0M | 0.3% | 245K | +0.8% | |||
| 54 | $USB | US BANCORP \DE\ | Financials | $33.9M | 0.3% | 561K | -7% | |||
| 55 | $ZTS | Zoetis Inc. | Healthcare | $33.6M | 0.3% | 468K | +54% | |||
| 56 | $QCOM | QUALCOMM INC/DE | Technology | $33.2M | 0.3% | 180K | -62% | |||
| 57 | $XEL | XCEL ENERGY INC | Utilities | $31.5M | 0.3% | 392K | -2% | |||
| 58 | $BSY | BENTLEY SYSTEMS INC | Technology | $29.0M | 0.3% | 970K | +311% | |||
| 59 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $28.5M | 0.3% | 127K | +2% | |||
| 60 | $MDT | Medtronic plc | Healthcare | $28.4M | 0.3% | 363K | -10% | |||
| 61 | $GNRC | GENERAC HOLDINGS INC. | Technology | $27.3M | 0.3% | 93K | -6% | |||
| 62 | $HONA | Honeywell Aerospace Inc. | Industrials | $22.1M | 0.2% | 100K | New | |||
| 63 | $GLW | CORNING INC /NY | Materials | $21.8M | 0.2% | 85K | -3% | |||
| 64 | $TGT | TARGET CORP | Consumer Staples | $20.8M | 0.2% | 159K | -6% | |||
| 65 | $SCHW | SCHWAB CHARLES CORP | Financials | $20.0M | 0.2% | 216K | -13% | |||
| 66 | $GOOGL | Alphabet Inc. | Technology | $19.3M | 0.2% | 54K | -3% | |||
| 67 | $CAT | CATERPILLAR INC | Industrials | $19.3M | 0.2% | 18K | -2% | |||
| 68 | $DIS | Walt Disney Co | Communication Services | $16.7M | 0.1% | 174K | -28% | |||
| 69 | $CLFD | Clearfield, Inc. | Technology | $15.3M | 0.1% | 385K | -47% | |||
| 70 | $BMI | BADGER METER INC | Technology | $14.8M | 0.1% | 99K | -5% | |||
| 71 | $PFG | PRINCIPAL FINANCIAL GROUP INC | Financials | $14.6M | 0.1% | 135K | -17% | |||
| 72 | $AIR | AAR CORP | Industrials | $12.0M | 0.1% | 84K | -6% | |||
| 73 | $PLXS | PLEXUS CORP | Technology | $11.8M | 0.1% | 39K | -14% | |||
| 74 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $11.8M | 0.1% | 24K | -1% | |||
| 75 | $ABBV | AbbVie Inc. | Healthcare | $11.2M | 0.1% | 45K | -1% | |||
| 76 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $11.2M | 0.1% | 82K | -2% | |||
| 77 | $AMBA | AMBARELLA INC | Technology | $10.8M | 0.1% | 126K | +7% | |||
| 78 | $KNF | Knife River Corp | Materials | $10.7M | 0.1% | 128K | -5% | |||
| 79 | $HSY | HERSHEY CO | Consumer Staples | $10.7M | 0.1% | 61K | -5% | |||
| 80 | — | TRUST FOR PROFESSIONAL MANAG - MAIRS & PWR MINN | — | $10.5M | 0.1% | 471K | +15% | |||
| 81 | $ONB | OLD NATIONAL BANCORP /IN/ | Financials | $10.1M | 0.1% | 389K | -10% | |||
| 82 | $JBTM | JBT MAREL Corp | Industrials | $9.8M | 0.1% | 67K | +14% | |||
| 83 | $WTFC | WINTRUST FINANCIAL CORP | Financials | $9.4M | 0.1% | 59K | +2% | |||
| 84 | $EMR | EMERSON ELECTRIC CO | Industrials | $9.1M | 0.1% | 63K | -2% | |||
| 85 | $QCRH | QCR HOLDINGS INC | Financials | $8.9M | 0.1% | 91K | — | |||
| 86 | $PATK | PATRICK INDUSTRIES INC | Industrials | $8.5M | 0.1% | 95K | +64% | |||
| 87 | $ASB | ASSOCIATED BANC-CORP | Financials | $8.3M | 0.1% | 270K | — | |||
| 88 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $8.3M | 0.1% | 12K | -19% | |||
| 89 | $RDNT | RadNet, Inc. | Healthcare | $8.2M | 0.1% | 133K | — | |||
| 90 | — | ISHARES TR - CORE S&P500 ETF | — | $8.0M | 0.1% | 11K | +65% | |||
| 91 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $8.0M | 0.1% | 11K | -3% | |||
| 92 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | — | $7.6M | 0.1% | 261K | — | |||
| 93 | $BKH | BLACK HILLS CORP /SD/ | Utilities | $7.3M | 0.1% | 98K | — | |||
| 94 | $LTH | Life Time Group Holdings, Inc. | Communication Services | $7.0M | 0.1% | 172K | — | |||
| 95 | $CVX | CHEVRON CORP | Energy | $6.8M | 0.1% | 41K | +5% | |||
| 96 | $MRK | Merck & Co., Inc. | Healthcare | $6.6M | 0.1% | 52K | +2% | |||
| 97 | $CFR | CULLEN/FROST BANKERS, INC. | Financials | $6.6M | 0.1% | 43K | — | |||
| 98 | $ALRS | ALERUS FINANCIAL CORP | Financials | $6.3M | 0.1% | 203K | +156% | |||
| 99 | $JHX | James Hardie Industries plc | Materials | $6.3M | 0.1% | 241K | -0.0% | |||
| 100 | $SPY | SPDR S&P 500 ETF TRUST | — | $6.2M | 0.1% | 8,279 | -70% | |||
| 101 | $WWD | Woodward, Inc. | Technology | $6.0M | 0.1% | 14K | — | |||
| 102 | $TREX | TREX CO INC | Industrials | $5.8M | 0.1% | 116K | — | |||
| 103 | $HUBG | Hub Group, Inc. | Industrials | $5.7M | 0.1% | 130K | -19% | |||
| 104 | $SOLV | Solventum Corp | Healthcare | $5.6M | 0.1% | 72K | -0.1% | |||
| 105 | $GBCI | GLACIER BANCORP, INC. | Financials | $5.5M | 0.1% | 106K | — | |||
| 106 | $OSK | OSHKOSH CORP | Industrials | $5.1M | 0.1% | 33K | — | |||
| 107 | $CTAS | CINTAS CORP | Consumer Discretionary | $4.6M | 0.0% | 27K | +21% | |||
| 108 | $PNR | PENTAIR plc | Industrials | $4.4M | 0.0% | 57K | -0.9% | |||
| 109 | $KHC | Kraft Heinz Co | Consumer Staples | $4.2M | 0.0% | 179K | -44% | |||
| 110 | $PII | Polaris Inc. | Industrials | $4.2M | 0.0% | 61K | -2% | |||
| 111 | $SYY | SYSCO CORP | Consumer Discretionary | $4.1M | 0.0% | 49K | -51% | |||
| 112 | $MCD | MCDONALDS CORP | Consumer Discretionary | $3.8M | 0.0% | 14K | -2% | |||
| 113 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $3.7M | 0.0% | 5 | — | |||
| 114 | $NWE | NorthWestern Energy Group, Inc. | Utilities | $3.7M | 0.0% | 51K | -40% | |||
| 115 | $HWKN | HAWKINS INC | Consumer Staples | $3.6M | 0.0% | 25K | -3% | |||
| 116 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $3.2M | 0.0% | 39K | +258% | |||
| 117 | $GE | GENERAL ELECTRIC CO | Industrials | $2.8M | 0.0% | 7,525 | — | |||
| 118 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.8M | 0.0% | 39K | -13% | |||
| 119 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $2.8M | 0.0% | 2,963 | — | |||
| 120 | $COP | CONOCOPHILLIPS | Energy | $2.7M | 0.0% | 26K | -0.7% | |||
| 121 | $NKE | NIKE, Inc. | Consumer Discretionary | $2.6M | 0.0% | 64K | -3% | |||
| 122 | $APG | APi Group Corp | Industrials | $2.5M | 0.0% | 58K | — | |||
| 123 | $GIS | GENERAL MILLS INC | Consumer Staples | $2.4M | 0.0% | 70K | -28% | |||
| 124 | $CSCO | CISCO SYSTEMS, INC. | Technology | $2.3M | 0.0% | 20K | -0.5% | |||
| 125 | $INTC | INTEL CORP | Technology | $2.0M | 0.0% | 15K | +1% | |||
| 126 | $ORCL | ORACLE CORP | Technology | $2.0M | 0.0% | 14K | -56% | |||
| 127 | $KO | COCA COLA CO | Consumer Staples | $1.9M | 0.0% | 23K | +0.7% | |||
| 128 | $XYL | Xylem Inc. | Industrials | $1.8M | 0.0% | 15K | +10% | |||
| 129 | $WMT | Walmart Inc. | Consumer Staples | $1.8M | 0.0% | 16K | +0.6% | |||
| 130 | $AMGN | AMGEN INC | Healthcare | $1.8M | 0.0% | 4,924 | -0.8% | |||
| 131 | — | ISHARES TR - MSCI EAFE ETF | — | $1.7M | 0.0% | 16K | +4% | |||
| 132 | $PFE | PFIZER INC | Healthcare | $1.6M | 0.0% | 68K | -6% | |||
| 133 | $RTX | RTX Corp | Industrials | $1.6M | 0.0% | 8,446 | -1% | |||
| 134 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $1.6M | 0.0% | 5,114 | -12% | |||
| 135 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $1.5M | 0.0% | 6,832 | -0.3% | |||
| 136 | $SOLS | Solstice Advanced Materials Inc. | Healthcare | $1.5M | 0.0% | 17K | -25% | |||
| 137 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $1.4M | 0.0% | 25K | +2% | |||
| 138 | $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | Industrials | $1.4M | 0.0% | 5,237 | — | |||
| 139 | $AVGO | Broadcom Inc. | Technology | $1.4M | 0.0% | 3,663 | +4% | |||
| 140 | $CIEN | CIENA CORP | Technology | $1.4M | 0.0% | 2,800 | — | |||
| 141 | $MGEE | MGE ENERGY INC | Utilities | $1.3M | 0.0% | 17K | New | |||
| 142 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.3M | 0.0% | 1,770 | +0.6% | |||
| 143 | $GLD | SPDR GOLD TRUST | Financials | $1.3M | 0.0% | 3,515 | +146% | |||
| 144 | $SYK | STRYKER CORP | Healthcare | $1.3M | 0.0% | 4,072 | -2% | |||
| 145 | $PEP | PEPSICO INC | Consumer Staples | $1.2M | 0.0% | 9,175 | +2% | |||
| 146 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.2M | 0.0% | 12K | -34% | |||
| 147 | $SNA | Snap-on Inc | Industrials | $1.2M | 0.0% | 3,023 | -3% | |||
| 148 | $BMO | BANK OF MONTREAL /CAN/ | Financials | $1.2M | 0.0% | 6,746 | — | |||
| 149 | $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | Financials | $1.2M | 0.0% | 10K | — | |||
| 150 | $VSAT | VIASAT INC | Communication Services | $1.2M | 0.0% | 13K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 17 new, 56 added to, 109 trimmed, 8 sold out. Share-count changes; largest moves by dollar size first.
New positions (17)
$AJGArthur J. Gallagher & Co.$71.5M
first bought this quarter
$CMECME GROUP INC.$43.2M
first bought this quarter
$HONAHoneywell Aerospace Inc.$22.1M
first bought this quarter
$MGEEMGE ENERGY INC$1.3M
first bought this quarter
- ISHARES TR - RUS MD CP GR ETF$1.0M
first bought this quarter
- ISHARES TR - CORE S&P MCP ETF$829K
first bought this quarter
+11 more in the Excel export
Added to (56)
$WMWASTE MANAGEMENT INC+48%
now $131.7M · held 10+ qtrs, 2 adds in a row
now $594.8M · held 10+ qtrs
now $204.6M · held 10+ qtrs, 6 adds in a row
$BSYBENTLEY SYSTEMS INC+311%
now $29.0M · held 3 qtrs, 3 adds in a row
$ISRGINTUITIVE SURGICAL INC+47%
now $58.2M · held 3 qtrs, 3 adds in a row
$SFMSprouts Farmers Market, Inc.+55%
now $38.2M · held 2 qtrs, 2 adds in a row
+50 more in the Excel export
Trimmed (109)
now $232.7M · held 10+ qtrs, 3 trims in a row
now $274.2M · held 10+ qtrs, 5 trims in a row
$QCOMQUALCOMM INC/DE-62%
now $33.2M · held 10+ qtrs, 6 trims in a row
now $302.3M · held 10+ qtrs, 6 trims in a row
$WFCWELLS FARGO & COMPANY/MN-36%
now $72.1M · held 10+ qtrs, 3 trims in a row
$JNJJOHNSON & JOHNSON-27%
now $107.4M · held 10+ qtrs, 4 trims in a row
+103 more in the Excel export
Holdings by quarter
Every 13F MAIRS & POWER INC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow MAIRS & POWER?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of MAIRS & POWER's top 20 holdings: 73/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-2.6%
Value-weighted move of the 10 largest stock positions
Turnover
4%
Last quarter; 13% over the last 4
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
97%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
MAIRS & POWER INC disclosed 254 positions worth $10.9B in its Form 13F-HR for Q2 2026, led by $NVDA (NVIDIA CORP) at 8.6% of the equity portfolio, followed by $MSFT and $AMZN. During the quarter the fund opened 17 new positions and exited 8 — including a new stake in $AJG and a full exit from $HON. The portfolio is most concentrated in Technology (37.9% of disclosed assets). All figures are sourced directly from MAIRS & POWER INC’s Form 13F-HR filing with the SEC under CIK 1070134.
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