MAIRS & POWER INC

CIK

1070134

Location

St Paul, MN

Portfolio Value

Large $10,899,988,344

Diversification

Diversified

Filing Date

Global Rank

#509 / 8,794 ▼ 46 · as of Jun 2026

Top Industry

Semiconductors 11.9%

Period ended 3 months ago

Filed Aug 14, 2026 · 53d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

231 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

8.6%

+0.1 pts

Top 5

30.2%

+0.6 pts

Top 10

44.5%

+0.3 pts

HHI

310

Diversified+0

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.6%	$3,554,301,039	36
Industrials	16.5%	$1,796,880,381	49
Healthcare	11.0%	$1,195,084,132	29
Financial Services	10.7%	$1,166,496,853	33
Communication Services	8.8%	$958,079,039	6
Consumer Cyclical	7.1%	$775,443,858	13
Basic Materials	4.9%	$533,299,179	10
Utilities	4.6%	$504,820,543	10
Consumer Defensive	1.9%	$210,321,837	15
Unclassified	1.7%	$180,660,086	19
Energy	0.2%	$23,564,350	9
Real Estate	0.0%	$1,037,047	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
BSY	Bentley Systems Inc	+733,956	970,114	$28,996,707
WM	Waste Management Inc	+192,785	591,025	$131,727,652
ZTS	Zoetis Inc.	+164,399	467,515	$33,595,627
SFM	Sprouts Farmers Market, Inc.	+159,649	451,826	$38,215,443
FISV	Fiserv Inc	+140,176	2,293,029	$112,473,072
ALRS	Alerus Financial Corp	+123,981	203,417	$6,326,268
WK	Workiva Inc	+113,851	829,491	$40,238,608
CGNX	Cognex Corp	+83,981	1,307,856	$94,714,931
FUL	Fuller H B Co	+73,551	2,435,168	$141,945,942
GOOGL	Alphabet Inc.	+70,191	1,737,567	$614,153,224
PANW	Palo Alto Networks Inc	+67,162	599,841	$204,557,777
APCB	ActivePassive Core Bond ETF	+59,803	470,668	$10,540,609
ISRG	Intuitive Surgical Inc	+46,574	146,459	$58,243,815
PATK	Patrick Industries Inc	+36,930	94,824	$8,513,298
VB	Vanguard Morningstar Small-Cap ETF	+28,331	63,050	$14,237,086
AMP	Ameriprise Financial Inc	+17,009	214,056	$98,200,330
ECL	Ecolab Inc.	+15,723	777,541	$216,630,698
TRV	Travelers Companies, Inc.	+14,068	156,482	$51,657,837
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+12,416	72,042	$15,412,870
V	Visa Inc.	+11,133	852,050	$292,329,834
AMBA	Ambarella Inc	+8,772	126,353	$10,841,087
IDA	Idacorp Inc	+8,593	309,970	$46,898,461
JBTM	JBT MAREL Corp	+8,365	67,465	$9,782,425
MSFT	Microsoft Corp	+8,346	1,950,737	$727,663,915
META	Meta Platforms, Inc.	+8,246	332,871	$187,502,905
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	−493,690	872,186	$72,077,451
CLFD	Clearfield, Inc.	−346,476	385,257	$15,329,376
QCOM	Qualcomm Inc/De	−298,223	179,832	$33,231,155
LNT	Alliant Energy Corp	−231,147	2,657,913	$202,772,182
UNH	Unitedhealth Group Inc	−181,132	559,951	$232,732,434
JNJ	Johnson & Johnson	−154,580	423,010	$107,431,849
KHC	Kraft Heinz Co	−137,877	178,686	$4,220,563
JPM	Jpmorgan Chase & Co	−130,647	923,550	$302,305,621
WEC	Wec Energy Group, Inc.	−122,780	1,787,905	$208,773,666
LFUS	Littelfuse Inc /De	−122,606	602,104	$274,156,014
TNC	Tennant Co	−121,664	681,800	$59,684,772
CHRW	C. H. Robinson Worldwide, Inc.	−77,495	770,708	$145,155,144
AAPL	Apple Inc.	−69,950	1,138,448	$329,421,313
DIS	Walt Disney Co	−66,220	173,626	$16,711,502
NVDA	Nvidia Corp	−53,559	4,707,792	$941,982,101
FAST	Fastenal Co	−51,551	3,870,891	$185,918,894
SYY	Sysco Corp	−50,735	48,544	$4,057,307
TECH	BIO-TECHNE Corp	−49,584	2,700,698	$190,804,313
CRM	Salesforce, Inc.	−47,340	2,656	$416,088
ONB	Old National Bancorp /In/	−43,900	389,291	$10,082,636
TTC	Toro Co	−42,509	2,676,474	$260,742,097
ENTG	Entegris Inc	−41,464	1,301,640	$234,112,970
USB	US Bancorp De	−40,065	561,453	$33,911,761
MDT	Medtronic plc	−38,619	363,349	$28,424,792
DCI	DONALDSON Co INC	−35,657	463,717	$41,627,875
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
AJG	Arthur J. Gallagher & Co.	311,539	$71,520,008
CME	Cme Group Inc.	195,585	$43,191,035
HONA	Honeywell Aerospace Inc.	100,041	$22,117,064
MGEE	Mge Energy Inc	16,508	$1,346,062
—		7,058	$1,033,361
LRCX	Lam Research Corp	765	$331,497
VRT	Vertiv Holdings Co	780	$261,159
MS	Morgan Stanley	1,036	$216,565
RF	Regions Financial Corp	7,000	$211,400
ECG	Everus Construction Group, Inc.	1,250	$207,437
AME	Ametek Inc/	850	$205,649
CARR	CARRIER GLOBAL Corp	2,785	$204,279
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	208,448	$47,115,508
PATH	UiPath, Inc.	30,700	$340,770
ULTA	Ulta Beauty, Inc.	605	$316,239
SEIC	Sei Investments Co	3,300	$258,951
ACN	Accenture plc	1,229	$243,698
UTHR	UNITED THERAPEUTICS Corp	350	$207,543
MUR	Murphy Oil Corp	5,000	$206,250
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

231 tracked positions · $10,899,988,344 total · filing declares 254 positions · $10,899,987,528 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 231 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	4,707,792	-53,559	$941,982,101	+13.4%	8.64%
MSFT	Microsoft Corp Technology	Added	1,950,737	+8,346	$727,663,915	+1.2%	6.68%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,599,441	-3,471	$619,550,767	+14.3%	5.68%
GOOGL	Alphabet Inc. Communication Services	Added	1,737,567	+70,191	$614,153,224	+28.4%	5.63%
LLY	ELI LILLY & Co Healthcare	Reduced	322,129	-4,177	$386,371,218	+28.7%	3.54%
NVT	nVent Electric plc Industrials	Reduced	2,052,813	-13,607	$348,177,612	+42.5%	3.19%
AAPL	Apple Inc. Technology	Reduced	1,138,448	-69,950	$329,421,313	+7.4%	3.02%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	923,550	-130,647	$302,305,621	−2.5%	2.77%
V	Visa Inc. Financial Services	Added	852,050	+11,133	$292,329,834	+15.0%	2.68%
GGG	Graco Inc Industrials	Reduced	3,797,451	-18,233	$287,125,270	−11.1%	2.63%
LFUS	Littelfuse Inc /De Technology	Reduced	602,104	-122,606	$274,156,014	+11.5%	2.52%
TTC	Toro Co Industrials	Reduced	2,676,474	-42,509	$260,742,097	+2.6%	2.39%
ENTG	Entegris Inc Technology	Reduced	1,301,640	-41,464	$234,112,970	+48.7%	2.15%
UNH	Unitedhealth Group Inc Healthcare	Reduced	559,951	-181,132	$232,732,434	+16.1%	2.14%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	476,245	-10,008	$227,440,324	+38.4%	2.09%
MSI	Motorola Solutions, Inc. Technology	Added	544,876	+4,144	$226,281,554	−3.6%	2.08%
ECL	Ecolab Inc. Basic Materials	Added	777,541	+15,723	$216,630,698	+6.9%	1.99%
WEC	Wec Energy Group, Inc. Utilities	Reduced	1,787,905	-122,780	$208,773,666	−5.6%	1.92%
PANW	Palo Alto Networks Inc Technology	Added	599,841	+67,162	$204,557,777	+139.5%	1.88%
LNT	Alliant Energy Corp Utilities	Reduced	2,657,913	-231,147	$202,772,182	−2.2%	1.86%
TECH	BIO-TECHNE Corp Healthcare	Reduced	2,700,698	-49,584	$190,804,313	+32.8%	1.75%
META	Meta Platforms, Inc. Communication Services	Added	332,871	+8,246	$187,502,905	+1.0%	1.72%
FAST	Fastenal Co Industrials	Reduced	3,870,891	-51,551	$185,918,894	+2.2%	1.71%
SHW	Sherwin Williams Co Basic Materials	Added	440,586	+2,826	$151,702,571	+8.1%	1.39%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Reduced	770,708	-77,495	$145,155,144	+3.0%	1.33%
FUL	Fuller H B Co Basic Materials	Added	2,435,168	+73,551	$141,945,942	−2.6%	1.30%
VZ	Verizon Communications Inc Communication Services	Reduced	3,291,850	-23,586	$139,376,929	−16.3%	1.28%
WM	Waste Management Inc Industrials	Added	591,025	+192,785	$131,727,652	+43.9%	1.21%
ROK	Rockwell Automation, Inc Industrials	Reduced	257,811	-25,742	$127,637,069	+25.4%	1.17%
FISV	Fiserv Inc	Added	2,293,029	+140,176	$112,473,072	−6.4%	1.03%
JNJ	Johnson & Johnson Healthcare	Reduced	423,010	-154,580	$107,431,849	−23.9%	0.99%
AMP	Ameriprise Financial Inc Financial Services	Added	214,056	+17,009	$98,200,330	+12.1%	0.90%
CGNX	Cognex Corp Technology	Added	1,307,856	+83,981	$94,714,931	+58.0%	0.87%
HRL	Hormel Foods Corp /De/ Consumer Defensive	Reduced	3,398,047	-19,912	$84,339,526	+8.9%	0.77%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	91,125	-4,812	$72,425,238	+3.7%	0.66%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	872,186	-493,690	$72,077,451	−33.7%	0.66%
AJG	Arthur J. Gallagher & Co. Financial Services	NEW	311,539	NEW	$71,520,008	NEW	0.66%
ABT	Abbott Laboratories Healthcare	Added	729,358	+7,580	$66,181,944	−10.7%	0.61%
TXN	Texas Instruments Inc Technology	Reduced	217,453	-13,698	$64,816,215	+44.4%	0.59%
TNC	Tennant Co Industrials	Reduced	681,800	-121,664	$59,684,772	+11.9%	0.55%
ISRG	Intuitive Surgical Inc Healthcare	Added	146,459	+46,574	$58,243,815	+26.5%	0.53%
MMM	3M Co Industrials	Reduced	349,350	-2,498	$56,563,258	+10.7%	0.52%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	152,452	-946	$53,766,771	+6.6%	0.49%
TRV	Travelers Companies, Inc. Financial Services	Added	156,482	+14,068	$51,657,837	+24.4%	0.47%
AXP	American Express Co Financial Services	Reduced	145,612	-3,209	$49,253,259	+9.4%	0.45%
IDA	Idacorp Inc Utilities	Added	309,970	+8,593	$46,898,461	+8.8%	0.43%
MEDP	Medpace Holdings, Inc. Healthcare	Added	86,715	+995	$45,923,396	+11.6%	0.42%
CME	Cme Group Inc. Financial Services	NEW	195,585	NEW	$43,191,035	NEW	0.40%
DCI	DONALDSON Co INC Industrials	Reduced	463,717	-35,657	$41,627,875	−1.8%	0.38%
WK	Workiva Inc Technology	Added	829,491	+113,851	$40,238,608	−5.7%	0.37%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.