MAIRS & POWER INC
13F Reported Value
ⓘ$10.9B
Holdings
254
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (39.2% of disclosed assets). All figures are sourced directly from MAIRS & POWER INC’s Form 13F-HR filing with the SEC under CIK 1070134.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 85.9#5
Quality
$942.0M4,707,792 sh - 79.8#31
Quality
$727.7M1,950,737 sh - 68.7#300
Quality
$619.6M2,599,441 sh - 78.2
Quality
$594.8M1,683,439 sh - 87.5
Quality
$386.4M322,129 sh - —
Quality
$348.2M2,052,813 sh - 76.4
Quality
$329.4M1,138,448 sh - 70.7
Quality
$302.3M923,550 sh - 82.9
Quality
$292.3M852,050 sh - 63.4
Quality
$287.1M3,797,451 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 85.9#5 | $942.0M | 4,707,792 |
 MICROSOFT CORP$MSFT | 79.8#31 | $727.7M | 1,950,737 |
 AMAZON COM INC$AMZN | 68.7#300 | $619.6M | 2,599,441 |
 Alphabet Inc.$GOOGL | 78.2 | $594.8M | 1,683,439 |
 ELI LILLY & Co$LLY | 87.5 | $386.4M | 322,129 |
 nVent Electric plc$NVT | — | $348.2M | 2,052,813 |
 Apple Inc.$AAPL | 76.4 | $329.4M | 1,138,448 |
 JPMORGAN CHASE & CO$JPM | 70.7 | $302.3M | 923,550 |
 VISA INC.$V | 82.9 | $292.3M | 852,050 |
 GRACO INC$GGG | 63.4 | $287.1M | 3,797,451 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MAIRS & POWER INC's 254 positions.
Showing top 10 of 254 holdings.
Sector Allocation
Technology
$4.3B
Industrials
$1.4B
Healthcare
$1.3B
Financials
$1.2B
Consumer Discretionary
$1.1B
Utilities
$636.5M
Materials
$633.5M
Consumer Staples
$183.9M
Top Holdings — MAIRS & POWER INC (Q2 2026)
Top 150 of 254 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $942.0M | 8.6% | -1% | 85.9 |
| 2 | $MSFT | MICROSOFT CORP | $727.7M | 6.7% | +0% | 79.8 |
| 3 | $AMZN | AMAZON COM INC | $619.6M | 5.7% | -0% | 68.7 |
| 4 | $GOOGL | Alphabet Inc. | $594.8M | 5.5% | +4% | 78.2 |
| 5 | $LLY | ELI LILLY & Co | $386.4M | 3.5% | -1% | 87.5 |
| 6 | $NVT | nVent Electric plc | $348.2M | 3.2% | -1% | — |
| 7 | $AAPL | Apple Inc. | $329.4M | 3.0% | -6% | 76.4 |
| 8 | $JPM | JPMORGAN CHASE & CO | $302.3M | 2.8% | -12% | 70.7 |
| 9 | $V | VISA INC. | $292.3M | 2.7% | +1% | 82.9 |
| 10 | $GGG | GRACO INC | $287.1M | 2.6% | -0% | 63.4 |
| 11 |  $LFUS | LITTELFUSE INC /DE | $274.2M | 2.5% | -17% | 51.6 |
| 12 |  $TTC | TORO CO | $260.7M | 2.4% | -2% | 60.6 |
| 13 |  $ENTG | ENTEGRIS INC | $234.1M | 2.1% | -3% | 58 |
| 14 |  $UNH | UNITEDHEALTH GROUP INC | $232.7M | 2.1% | -24% | 62.7 |
| 15 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $227.4M | 2.1% | -2% | — |
| 16 |  $MSI | Motorola Solutions, Inc. | $226.3M | 2.1% | +1% | 71.8 |
| 17 |  $ECL | ECOLAB INC. | $216.6M | 2.0% | +2% | 63.3 |
| 18 |  $WEC | WEC ENERGY GROUP, INC. | $208.8M | 1.9% | -6% | 60.1 |
| 19 |  $PANW | Palo Alto Networks Inc | $204.6M | 1.9% | +13% | 65.5 |
| 20 |  $LNT | ALLIANT ENERGY CORP | $202.8M | 1.9% | -8% | 53.6 |
| 21 |  $TECH | BIO-TECHNE Corp | $190.8M | 1.8% | -2% | 58.9 |
| 22 |  $META | Meta Platforms, Inc. | $187.5M | 1.7% | +3% | 79.6 |
| 23 |  $FAST | FASTENAL CO | $185.9M | 1.7% | -1% | 66.9 |
| 24 |  $SHW | SHERWIN WILLIAMS CO | $151.7M | 1.4% | +1% | 61.3 |
| 25 |  $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $145.2M | 1.3% | -9% | 52.1 |
| 26 |  $FUL | FULLER H B CO | $141.9M | 1.3% | +3% | 50.9 |
| 27 |  $VZ | VERIZON COMMUNICATIONS INC | $139.4M | 1.3% | -1% | 65.8 |
| 28 |  $WM | WASTE MANAGEMENT INC | $131.7M | 1.2% | +48% | 67.6 |
| 29 |  $ROK | ROCKWELL AUTOMATION, INC | $127.6M | 1.2% | -9% | 63.6 |
| 30 |  $FISV | FISERV INC | $112.5M | 1.0% | +7% | 60.7 |
| 31 |  $JNJ | JOHNSON & JOHNSON | $107.4M | 1.0% | -27% | 69 |
| 32 |  $AMP | AMERIPRISE FINANCIAL INC | $98.2M | 0.9% | +9% | 68.7 |
| 33 |  $CGNX | COGNEX CORP | $94.7M | 0.9% | +7% | 66.9 |
| 34 |  $HRL | HORMEL FOODS CORP /DE/ | $84.3M | 0.8% | -1% | 51.8 |
| 35 |  $CASY | CASEYS GENERAL STORES INC | $72.4M | 0.7% | -5% | 65.1 |
| 36 |  $WFC | WELLS FARGO & COMPANY/MN | $72.1M | 0.7% | -36% | 61.8 |
| 37 |  $AJG | Arthur J. Gallagher & Co. | $71.5M | 0.7% | NEW | 71.2 |
| 38 |  $ABT | ABBOTT LABORATORIES | $66.2M | 0.6% | +1% | 65.5 |
| 39 |  $TXN | TEXAS INSTRUMENTS INC | $64.8M | 0.6% | -6% | 73.4 |
| 40 |  $TNC | TENNANT CO | $59.7M | 0.6% | -15% | 35.7 |
| 41 |  $ISRG | INTUITIVE SURGICAL INC | $58.2M | 0.5% | +47% | 79.9 |
| 42 |  $MMM | 3M CO | $56.6M | 0.5% | -1% | 64.9 |
| 43 |  $HD | HOME DEPOT, INC. | $53.8M | 0.5% | -1% | 60.3 |
| 44 |  $TRV | TRAVELERS COMPANIES, INC. | $51.7M | 0.5% | +10% | 75.9 |
| 45 |  $AXP | AMERICAN EXPRESS CO | $49.3M | 0.5% | -2% | 69.4 |
| 46 |  $IDA | IDACORP INC | $46.9M | 0.4% | +3% | 51.1 |
| 47 |  $MEDP | Medpace Holdings, Inc. | $45.9M | 0.4% | +1% | 76.2 |
| 48 |  $CME | CME GROUP INC. | $43.2M | 0.4% | NEW | 69.5 |
| 49 |  $DCI | DONALDSON Co INC | $41.6M | 0.4% | -7% | 60.5 |
| 50 |  $WK | WORKIVA INC | $40.2M | 0.4% | +16% | 65.4 |
| 51 |  $PIPR | PIPER SANDLER COMPANIES | $39.4M | 0.4% | -0% | 72.6 |
| 52 |  $SFM | Sprouts Farmers Market, Inc. | $38.2M | 0.3% | +55% | 64.8 |
| 53 |  $PG | PROCTER & GAMBLE Co | $36.0M | 0.3% | +1% | 64.6 |
| 54 |  $USB | US BANCORP \DE\ | $33.9M | 0.3% | -7% | 65.3 |
| 55 |  $ZTS | Zoetis Inc. | $33.6M | 0.3% | +54% | 68.6 |
| 56 |  $QCOM | QUALCOMM INC/DE | $33.2M | 0.3% | -62% | 70.5 |
| 57 |  $XEL | XCEL ENERGY INC | $31.5M | 0.3% | -2% | 56.4 |
| 58 |  $BSY | BENTLEY SYSTEMS INC | $29.0M | 0.3% | +311% | 67.9 |
| 59 |  $ADP | AUTOMATIC DATA PROCESSING INC | $28.5M | 0.3% | +2% | 69.8 |
| 60 |  $MDT | Medtronic plc | $28.4M | 0.3% | -10% | 68.7 |
| 61 |  $GNRC | GENERAC HOLDINGS INC. | $27.3M | 0.3% | -6% | 54.4 |
| 62 |  $HONA | Honeywell Aerospace Inc. | $22.1M | 0.2% | NEW | — |
| 63 |  $GLW | CORNING INC /NY | $21.8M | 0.2% | -3% | 73.7 |
| 64 |  $TGT | TARGET CORP | $20.8M | 0.2% | -6% | 60.7 |
| 65 |  $SCHW | SCHWAB CHARLES CORP | $20.0M | 0.2% | -13% | 79.4 |
| 66 |  $GOOG | Alphabet Inc. | $19.3M | 0.2% | -3% | 78.2 |
| 67 |  $CAT | CATERPILLAR INC | $19.3M | 0.2% | -2% | 66.5 |
| 68 |  $DIS | Walt Disney Co | $16.7M | 0.1% | -28% | 60.1 |
| 69 |  $CLFD | Clearfield, Inc. | $15.3M | 0.1% | -47% | 30.3 |
| 70 |  $BMI | BADGER METER INC | $14.8M | 0.1% | -5% | 61 |
| 71 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $14.6M | 0.1% | -17% | 57.5 |
| 72 |  $AIR | AAR CORP | $12.0M | 0.1% | -6% | 60.8 |
| 73 |  $PLXS | PLEXUS CORP | $11.8M | 0.1% | -14% | 62.5 |
| 74 |  $BRK.B | BERKSHIRE HATHAWAY INC | $11.8M | 0.1% | -1% | 73.8 |
| 75 |  $ABBV | AbbVie Inc. | $11.2M | 0.1% | -1% | 72.6 |
| 76 |  $XOM.R34088 | EXXON MOBIL CORP | $11.2M | 0.1% | -2% | 57.9 |
| 77 |  $AMBA | AMBARELLA INC | $10.8M | 0.1% | +7% | 42.5 |
| 78 |  $KNF | Knife River Corp | $10.7M | 0.1% | -5% | 51.1 |
| 79 |  $HSY | HERSHEY CO | $10.7M | 0.1% | -5% | 65.7 |
| 80 | — | TRUST FOR PROFESSIONAL MANAG - MAIRS & PWR MINN | $10.5M | 0.1% | +15% | — |
| 81 |  $ONB | OLD NATIONAL BANCORP /IN/ | $10.1M | 0.1% | -10% | 66.8 |
| 82 |  $JBTM | JBT MAREL Corp | $9.8M | 0.1% | +14% | 64.3 |
| 83 |  $WTFC | WINTRUST FINANCIAL CORP | $9.4M | 0.1% | +2% | 60.3 |
| 84 |  $EMR | EMERSON ELECTRIC CO | $9.1M | 0.1% | -2% | 65.3 |
| 85 |  $QCRH | QCR HOLDINGS INC | $8.9M | 0.1% | +0% | 45 |
| 86 |  $PATK | PATRICK INDUSTRIES INC | $8.5M | 0.1% | +64% | 51.4 |
| 87 |  $ASB | ASSOCIATED BANC-CORP | $8.3M | 0.1% | +0% | 64.9 |
| 88 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $8.3M | 0.1% | -19% | — |
| 89 |  $RDNT | RadNet, Inc. | $8.2M | 0.1% | +0% | 58.6 |
| 90 | — | ISHARES TR - CORE S&P500 ETF | $8.0M | 0.1% | +65% | — |
| 91 |  $AMAT | APPLIED MATERIALS INC /DE | $8.0M | 0.1% | -3% | 72.3 |
| 92 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $7.6M | 0.1% | +0% | — |
| 93 |  $BKH | BLACK HILLS CORP /SD/ | $7.3M | 0.1% | +0% | 53.3 |
| 94 |  $LTH | Life Time Group Holdings, Inc. | $7.0M | 0.1% | +0% | 60.9 |
| 95 |  $CVX | CHEVRON CORP | $6.8M | 0.1% | +5% | 62.8 |
| 96 |  $MRK | Merck & Co., Inc. | $6.6M | 0.1% | +2% | 59.9 |
| 97 |  $CFR | CULLEN/FROST BANKERS, INC. | $6.6M | 0.1% | +0% | 63.4 |
| 98 |  $ALRS | ALERUS FINANCIAL CORP | $6.3M | 0.1% | +156% | 47.3 |
| 99 |  $JHX | James Hardie Industries plc | $6.3M | 0.1% | -0% | — |
| 100 |  $SPY | SPDR S&P 500 ETF TRUST | $6.2M | 0.1% | -70% | — |
| 101 |  $WWD | Woodward, Inc. | $6.0M | 0.1% | +0% | 67.3 |
| 102 |  $TREX | TREX CO INC | $5.8M | 0.1% | +0% | 54.5 |
| 103 |  $HUBG | Hub Group, Inc. | $5.7M | 0.1% | -19% | 42.3 |
| 104 |  $SOLV | Solventum Corp | $5.6M | 0.1% | -0% | 55.2 |
| 105 |  $GBCI | GLACIER BANCORP, INC. | $5.5M | 0.1% | +0% | 68.1 |
| 106 |  $OSK | OSHKOSH CORP | $5.1M | 0.1% | +0% | 45.2 |
| 107 |  $CTAS | CINTAS CORP | $4.6M | 0.0% | +21% | 68.7 |
| 108 |  $PNR | PENTAIR plc | $4.4M | 0.0% | -1% | — |
| 109 |  $KHC | Kraft Heinz Co | $4.2M | 0.0% | -44% | 47 |
| 110 |  $PII | Polaris Inc. | $4.2M | 0.0% | -2% | 32.4 |
| 111 |  $SYY | SYSCO CORP | $4.1M | 0.0% | -51% | 54.7 |
| 112 |  $MCD | MCDONALDS CORP | $3.8M | 0.0% | -2% | 69 |
| 113 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.7M | 0.0% | +0% | 73.8 |
| 114 |  $NWE | NorthWestern Energy Group, Inc. | $3.7M | 0.0% | -40% | 46.9 |
| 115 |  $HWKN | HAWKINS INC | $3.6M | 0.0% | -3% | 55.6 |
| 116 | — | VANGUARD INDEX FDS - MID CAP ETF | $3.2M | 0.0% | +258% | — |
| 117 |  $GE | GENERAL ELECTRIC CO | $2.8M | 0.0% | +0% | 73.8 |
| 118 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.8M | 0.0% | -13% | — |
| 119 |  $COST | COSTCO WHOLESALE CORP /NEW | $2.8M | 0.0% | +0% | 66.2 |
| 120 |  $COP | CONOCOPHILLIPS | $2.7M | 0.0% | -1% | 70.2 |
| 121 |  $NKE | NIKE, Inc. | $2.6M | 0.0% | -3% | 49.3 |
| 122 |  $APG | APi Group Corp | $2.5M | 0.0% | +0% | 65.4 |
| 123 |  $GIS | GENERAL MILLS INC | $2.4M | 0.0% | -28% | 50.7 |
| 124 |  $CSCO | CISCO SYSTEMS, INC. | $2.3M | 0.0% | -0% | 70.3 |
| 125 |  $INTC | INTEL CORP | $2.0M | 0.0% | +1% | 45.6 |
| 126 |  $ORCL | ORACLE CORP | $2.0M | 0.0% | -56% | 66.2 |
| 127 |  $KO | COCA COLA CO | $1.9M | 0.0% | +1% | 69.5 |
| 128 |  $XYL | Xylem Inc. | $1.8M | 0.0% | +10% | 65.8 |
| 129 |  $WMT | Walmart Inc. | $1.8M | 0.0% | +1% | 60.2 |
| 130 |  $AMGN | AMGEN INC | $1.8M | 0.0% | -1% | 79.2 |
| 131 | — | ISHARES TR - MSCI EAFE ETF | $1.7M | 0.0% | +4% | — |
| 132 |  $PFE | PFIZER INC | $1.6M | 0.0% | -6% | 62 |
| 133 |  $RTX | RTX Corp | $1.6M | 0.0% | -1% | 73.2 |
| 134 | — | VANGUARD INDEX FDS - SMALL CP ETF | $1.6M | 0.0% | -12% | — |
| 135 |  $LOW | LOWES COMPANIES INC | $1.5M | 0.0% | -0% | 60.8 |
| 136 |  $SOLS | Solstice Advanced Materials Inc. | $1.5M | 0.0% | -25% | 61.6 |
| 137 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.4M | 0.0% | +2% | 70.4 |
| 138 |  $WAB | WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | $1.4M | 0.0% | +0% | 66.3 |
| 139 |  $AVGO | Broadcom Inc. | $1.4M | 0.0% | +4% | 84.5 |
| 140 |  $CIEN | CIENA CORP | $1.4M | 0.0% | +0% | 72.9 |
| 141 |  $MGEE | MGE ENERGY INC | $1.3M | 0.0% | NEW | 52.2 |
| 142 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.3M | 0.0% | +1% | — |
| 143 |  $GLD | SPDR GOLD TRUST | $1.3M | 0.0% | +146% | — |
| 144 |  $SYK | STRYKER CORP | $1.3M | 0.0% | -2% | 72.1 |
| 145 |  $PEP | PEPSICO INC | $1.2M | 0.0% | +2% | 63.4 |
| 146 |  $UPS | UNITED PARCEL SERVICE INC | $1.2M | 0.0% | -34% | 58.6 |
| 147 |  $SNA | Snap-on Inc | $1.2M | 0.0% | -3% | 63 |
| 148 |  $BMO | BANK OF MONTREAL /CAN/ | $1.2M | 0.0% | +0% | 76 |
| 149 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $1.2M | 0.0% | +0% | 76.4 |
| 150 |  $VSAT | VIASAT INC | $1.2M | 0.0% | +0% | 58.8 |
New Positions (17)
$AJG Arthur J. Gallagher & Co.$71.5M$CME CME GROUP INC.$43.2M$HONA Honeywell Aerospace Inc.$22.1M$MGEE MGE ENERGY INC$1.3M
$LRCX LAM RESEARCH CORP$331,497
$VRT Vertiv Holdings Co$261,160
$MS MORGAN STANLEY$216,565
$RF REGIONS FINANCIAL CORP$211,400
$ECG Everus Construction Group, Inc.$207,438
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