MAIRS & POWER INC

CIK

1070134

Location

St Paul, MN

Portfolio Value

Mid $9,229,828,486

Diversification

Diversified

Filing Date

Global Rank

#445 / 8,588 ▼ 13

Top Industry

Semiconductors 12.2%

3Y Alpha vs SPY

-7.1%

Period ended 3 months ago

Filed May 14, 2026 · 35d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+47.4%

SPY

+76.8%

Annualised alpha

-7.1%

Max drawdown

−19.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

213 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.0%

−0.5 pts

Top 5

29.5%

−3.5 pts

Top 10

44.3%

−3.9 pts

HHI

321

Diversified−40

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	33.3%	$3,075,733,496	37
Industrials	17.7%	$1,637,841,965	45
Healthcare	11.5%	$1,059,907,916	30
Financial Services	10.6%	$979,234,255	29
Consumer Cyclical	7.5%	$688,610,148	14
Utilities	5.6%	$518,650,864	9
Basic Materials	5.5%	$511,028,507	10
Communication Services	4.2%	$391,746,999	6
Consumer Defensive	2.1%	$196,535,293	15
Unclassified	1.5%	$140,252,478	6
Energy	0.3%	$29,055,616	10
Real Estate	0.0%	$1,230,949	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	+509,603	2,152,853	$120,129,197
WM	Waste Management Inc	+397,240	398,240	$91,511,569
PANW	Palo Alto Networks Inc	+312,032	532,679	$85,399,097
AMP	Ameriprise Financial Inc	+154,436	197,047	$87,567,686
BSY	Bentley Systems Inc	+153,172	236,158	$8,293,868
JHX	James Hardie Industries plc	+150,088	240,761	$4,560,013
ZTS	Zoetis Inc.	+76,716	303,116	$35,831,342
CGNX	Cognex Corp	+52,279	1,223,875	$59,957,636
V	Visa Inc.	+38,399	840,917	$254,158,754
ISRG	Intuitive Surgical Inc	+37,608	99,885	$46,045,986
RDNT	RadNet, Inc.	+37,468	133,116	$7,439,853
MSFT	Microsoft Corp	+29,495	1,942,391	$719,014,876
TRV	Travelers Companies, Inc.	+28,614	142,414	$41,539,315
PG	PROCTER & GAMBLE Co	+27,144	243,410	$35,158,140
TREX	Trex Co Inc	+25,370	116,022	$4,225,521
MEDP	Medpace Holdings, Inc.	+19,055	85,720	$41,161,886
PATH	UiPath, Inc.	+18,575	30,700	$340,770
CVX	Chevron Corp	+17,405	39,017	$8,072,617
MSI	Motorola Solutions, Inc.	+15,518	540,732	$234,661,466
ABT	Abbott Laboratories	+13,697	721,778	$74,104,947
ADP	Automatic Data Processing Inc	+13,655	124,436	$25,282,906
HWKN	Hawkins Inc	+13,382	25,951	$3,986,073
WTFC	Wintrust Financial Corp	+11,111	57,744	$8,022,951
KNF	Knife River Corp	+10,573	134,428	$10,976,046
AMZN	Amazon Com Inc	+10,144	2,602,912	$542,108,482
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
KHC	Kraft Heinz Co	−1,356,268	316,563	$7,119,501
FAST	Fastenal Co	−745,057	3,922,442	$182,001,308
TTC	Toro Co	−703,840	2,718,983	$254,061,771
HRL	Hormel Foods Corp /De/	−371,554	3,417,959	$77,416,771
WFC	Wells Fargo & Company/Mn	−363,465	1,365,876	$108,737,388
TNC	Tennant Co	−268,160	803,464	$53,350,009
CRM	Salesforce, Inc.	−246,017	49,996	$9,332,753
JNJ	Johnson & Johnson	−226,756	577,590	$141,186,099
JPM	Jpmorgan Chase & Co	−222,207	1,054,197	$310,102,589
NVDA	Nvidia Corp	−188,297	4,761,351	$830,379,614
SKYT	SkyWater Technology, Inc	−169,131	13,000	$356,330
ONB	Old National Bancorp /In/	−156,769	433,191	$9,573,521
GGG	Graco Inc	−89,898	3,815,684	$322,997,650
UNH	Unitedhealth Group Inc	−89,452	741,083	$200,529,648
HUBG	Hub Group, Inc.	−76,103	159,933	$5,763,985
QCOM	Qualcomm Inc/De	−72,253	478,055	$61,563,922
LNT	Alliant Energy Corp	−67,887	2,889,060	$207,318,945
DCI	DONALDSON Co INC	−61,279	499,374	$42,381,871
VZ	Verizon Communications Inc	−58,236	3,315,436	$166,434,887
DIS	Walt Disney Co	−56,337	239,846	$23,116,357
LFUS	Littelfuse Inc /De	−54,241	724,710	$245,930,338
FUL	Fuller H B Co	−49,450	2,361,617	$145,664,536
PFG	Principal Financial Group Inc	−47,934	163,884	$14,767,587
ROK	Rockwell Automation, Inc	−46,781	283,553	$101,761,500
USB	US Bancorp De	−46,462	601,518	$31,284,951
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
SFM	Sprouts Farmers Market, Inc.	292,177	$22,535,612
AMBA	Ambarella Inc	117,581	$6,053,069
APG	APi Group Corp	57,969	$2,348,903
SOLS	Solstice Advanced Materials Inc.	22,239	$1,693,722
AMCR	Amcor plc	17,129	$680,877
GLD	Spdr Gold Trust	1,430	$615,314
MDY	Spdr S&P Midcap 400 ETF Trust	819	$505,126
WAT	Waters Corp /De/	958	$285,292
MU	Micron Technology Inc	693	$234,123
UTHR	UNITED THERAPEUTICS Corp	350	$207,543
MUR	Murphy Oil Corp	5,000	$206,250
ADI	Analog Devices Inc	648	$206,154
TKR	Timken Co	2,000	$201,140
SNAP	Snap Inc	22,525	$103,615
No positions match the current search.

Sold Out

Positions the filer fully exited

13 positions

Ticker	Company	Shares	Value
PIPR	Piper Sandler Companies	175,861	$14,935,435
INSP	Inspire Medical Systems, Inc.	57,616	$5,313,923
MGPI	Mgp Ingredients Inc	173,245	$4,209,853
CWAN	Clearwater Analytics Holdings, Inc.	92,510	$2,231,341
THRM	Gentherm Inc	52,946	$1,925,646
EXAS	EXACT SCIENCES CORP	17,236	$1,750,488
CVRX	CVRx, Inc.	142,456	$1,011,437
ADSK	Autodesk, Inc.	801	$237,104
RF	Regions Financial Corp	7,620	$206,502
ETN	Eaton Corp plc	648	$206,394
NVS	Novartis AG	1,485	$204,736
BLK	BlackRock, Inc.	190	$203,364
SONY	Sony Group Corp	7,830	$200,448
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

213 positions · $9,229,828,486 total · as of Mar 31, 2026

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

Showing 1–50 of 213 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PLUG	Plug Power Inc Industrials	Held	10,000	0	$22,600	+14.7%	0.00%
AEBI	Aebi Schmidt Holding AG Industrials	Held	10,401	0	$100,993	−23.2%	0.00%
SNAP	Snap Inc Communication Services	NEW	22,525	NEW	$103,615	NEW	0.00%
CLF	Cleveland-Cliffs Inc. Basic Materials	Held	13,500	0	$114,075	−36.4%	0.00%
TKR	Timken Co Industrials	NEW	2,000	NEW	$201,140	NEW	0.00%
ADI	Analog Devices Inc Technology	NEW	648	NEW	$206,154	NEW	0.00%
MUR	Murphy Oil Corp Energy	NEW	5,000	NEW	$206,250	NEW	0.00%
UTHR	UNITED THERAPEUTICS Corp Healthcare	NEW	350	NEW	$207,543	NEW	0.00%
DHR	Danaher Corp /De/ Healthcare	Reduced	1,135	-34	$215,196	−19.6%	0.00%
MRSH	Marsh & Mclennan Companies, Inc. Financial Services	Reduced	1,300	-56	$225,485	−10.4%	0.00%
MU	Micron Technology Inc Technology	NEW	693	NEW	$234,123	NEW	0.00%
MSA	MSA Safety Inc Industrials	Held	1,470	0	$241,006	+2.4%	0.00%
ACN	Accenture plc Technology	Added	1,229	+45	$243,698	−23.3%	0.00%
UFCS	United Fire Group Inc Financial Services	Held	6,600	0	$244,596	+2.0%	0.00%
SEIC	Sei Investments Co Financial Services	Held	3,300	0	$258,951	−4.3%	0.00%
MA	Mastercard Inc Financial Services	Reduced	520	-104	$259,823	−27.1%	0.00%
BP	Bp PLC Energy	Reduced	5,610	-890	$263,670	+16.8%	0.00%
SLB	Slb Limited/Nv Energy	Held	5,500	0	$282,645	+33.9%	0.00%
HOG	Harley-Davidson, Inc. Consumer Cyclical	Held	14,000	0	$283,080	−1.3%	0.00%
CMI	Cummins Inc Industrials	Held	528	0	$284,074	+5.4%	0.00%
WAT	Waters Corp /De/ Healthcare	NEW	958	NEW	$285,292	NEW	0.00%
BOH	Bank Of Hawaii Corp Financial Services	Held	4,000	0	$297,000	+8.6%	0.00%
MO	Altria Group, Inc. Consumer Defensive	Added	4,563	+2	$301,112	+14.5%	0.00%
IAU	Ishares Gold Trust	Held	3,525	0	$310,764	+8.6%	0.00%
ULTA	Ulta Beauty, Inc. Consumer Cyclical	Reduced	605	-1,205	$316,239	−71.1%	0.00%
GILD	Gilead Sciences, Inc. Healthcare	Held	2,275	0	$317,066	+13.5%	0.00%
DE	Deere & Co Industrials	Reduced	572	-30	$322,207	+15.0%	0.00%
EPD	Enterprise Products Partners L.P. Energy	Held	8,600	0	$325,424	+18.0%	0.00%
T	At&T Inc. Communication Services	Held	11,327	0	$328,369	+16.7%	0.00%
NTRS	Northern Trust Corp Financial Services	Held	2,400	0	$334,968	+2.2%	0.00%
DGII	Digi International Inc Technology	Reduced	7,000	-1,000	$337,400	−2.6%	0.00%
MPC	Marathon Petroleum Corp Energy	Added	1,390	+89	$339,410	+60.4%	0.00%
PATH	UiPath, Inc. Technology	Added	30,700	+18,575	$340,770	+71.5%	0.00%
AMT	American Tower Corp /Ma/ Real Estate	Held	2,020	0	$348,611	−1.7%	0.00%
SKYT	SkyWater Technology, Inc Technology	Reduced	13,000	-169,131	$356,330	−89.2%	0.00%
LHX	L3harris Technologies, Inc. /De/ Industrials	Held	1,033	0	$356,539	+17.6%	0.00%
BBY	Best Buy Co Inc Consumer Cyclical	Reduced	5,895	-762	$378,459	−15.1%	0.00%
BAX	Baxter International Inc Healthcare	Reduced	22,543	-2,013	$378,722	−19.3%	0.00%
ITW	Illinois Tool Works Inc Industrials	Reduced	1,484	-249	$386,270	−9.5%	0.00%
AMD	Advanced Micro Devices Inc Technology	Reduced	1,930	-83	$392,619	−8.9%	0.00%
NVEC	Nve Corp /New/ Technology	Held	6,000	0	$393,000	+10.4%	0.00%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,537	-112	$419,467	−1.3%	0.00%
HBAN	Huntington Bancshares Inc /Md/ Financial Services	Reduced	27,243	-460	$426,352	−11.3%	0.00%
CAH	Cardinal Health Inc Healthcare	Held	2,121	0	$448,188	+2.8%	0.00%
TT	Trane Technologies plc Industrials	Reduced	1,097	-46	$457,163	+2.8%	0.00%
RGR	Sturm Ruger & Co Inc Industrials	Held	12,000	0	$481,080	+22.8%	0.01%
ADBE	Adobe Inc. Technology	Held	2,009	0	$488,347	−30.5%	0.01%
MDY	Spdr S&P Midcap 400 ETF Trust	NEW	819	NEW	$505,126	NEW	0.01%
MOS	Mosaic Co Basic Materials	Reduced	20,000	-4,000	$510,000	−11.8%	0.01%
BA	Boeing Co Industrials	Added	2,597	+327	$516,880	+4.9%	0.01%