MAIRS & POWER INC

CIK

1070134

Location

St Paul, MN

Portfolio Value

Large $10,847,214,963

Diversification

Diversified

Filing Date

Global Rank

#442 / 8,517 ▼ 17

Top Industry

Semiconductors 11.9%

3Y Alpha vs SPY

+19.4%

Period ended 46 days ago

Filed Aug 14, 2026 · 1d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+174.1%

SPY

+75.3%

Annualised alpha

+19.4%

Max drawdown

−19.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.7%

+0.2 pts

Top 5

30.3%

+0.6 pts

Top 10

44.7%

+0.4 pts

HHI

313

Diversified+1

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	32.8%	$3,554,301,039	36
Industrials	16.6%	$1,796,880,381	49
Healthcare	11.0%	$1,195,084,132	29
Financial Services	10.8%	$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	4.7%	$504,820,543	10
Consumer Defensive	1.9%	$210,321,837	15
Unclassified	1.2%	$127,886,705	11
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
ISRG	Intuitive Surgical Inc	+46,574	146,459	$58,243,815
PATK	Patrick Industries Inc	+36,930	94,824	$8,513,298
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
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
ABT	Abbott Laboratories	+7,580	729,358	$66,181,944
CTAS	Cintas Corp	+4,824	27,262	$4,636,720
MSI	Motorola Solutions, Inc.	+4,144	544,876	$226,281,554
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

11 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
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

223 tracked positions · $10,847,214,963 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 223 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%	8.68%
MSFT	Microsoft Corp Technology	Added	1,950,737	+8,346	$727,663,915	+1.2%	6.71%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	2,599,441	-3,471	$619,550,767	+14.3%	5.71%
GOOGL	Alphabet Inc. Communication Services	Added	1,737,567	+70,191	$614,153,224	+28.4%	5.66%
LLY	ELI LILLY & Co Healthcare	Reduced	322,129	-4,177	$386,371,218	+28.7%	3.56%
NVT	nVent Electric plc Industrials	Reduced	2,052,813	-13,607	$348,177,612	+42.5%	3.21%
AAPL	Apple Inc. Technology	Reduced	1,138,448	-69,950	$329,421,313	+7.4%	3.04%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	923,550	-130,647	$302,305,621	−2.5%	2.79%
V	Visa Inc. Financial Services	Added	852,050	+11,133	$292,329,834	+15.0%	2.69%
GGG	Graco Inc Industrials	Reduced	3,797,451	-18,233	$287,125,270	−11.1%	2.65%
LFUS	Littelfuse Inc /De Technology	Reduced	602,104	-122,606	$274,156,014	+11.5%	2.53%
TTC	Toro Co Industrials	Reduced	2,676,474	-42,509	$260,742,097	+2.6%	2.40%
ENTG	Entegris Inc Technology	Reduced	1,301,640	-41,464	$234,112,970	+48.7%	2.16%
UNH	Unitedhealth Group Inc Healthcare	Reduced	559,951	-181,132	$232,732,434	+16.1%	2.15%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	476,245	-10,008	$227,440,324	+38.4%	2.10%
MSI	Motorola Solutions, Inc. Technology	Added	544,876	+4,144	$226,281,554	−3.6%	2.09%
ECL	Ecolab Inc. Basic Materials	Added	777,541	+15,723	$216,630,698	+6.9%	2.00%
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%	1.89%
LNT	Alliant Energy Corp Utilities	Reduced	2,657,913	-231,147	$202,772,182	−2.2%	1.87%
TECH	BIO-TECHNE Corp Healthcare	Reduced	2,700,698	-49,584	$190,804,313	+32.8%	1.76%
META	Meta Platforms, Inc. Communication Services	Added	332,871	+8,246	$187,502,905	+1.0%	1.73%
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%	1.40%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Reduced	770,708	-77,495	$145,155,144	+3.0%	1.34%
FUL	Fuller H B Co Basic Materials	Added	2,435,168	+73,551	$141,945,942	−2.6%	1.31%
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%	1.18%
FISV	Fiserv Inc	Added	2,293,029	+140,176	$112,473,072	−6.4%	1.04%
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%	0.91%
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%	0.78%
CASY	Caseys General Stores Inc Consumer Cyclical	Reduced	91,125	-4,812	$72,425,238	+3.7%	0.67%
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%	0.60%
TNC	Tennant Co Industrials	Reduced	681,800	-911,559	$59,684,772	−43.6%	0.55%
ISRG	Intuitive Surgical Inc Healthcare	Added	146,459	+46,574	$58,243,815	+26.5%	0.54%
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%	0.50%
TRV	Travelers Companies, Inc. Financial Services	Added	156,482	+14,068	$51,657,837	+24.4%	0.48%
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.