MAIRS & POWER INC

CIK

1070134

Location

St Paul, MN

Portfolio Value

Small $196,535,293

Diversification

Diversified

Filing Date

Global Rank

#445 / 8,586 ▼ 13

Top Industry

Semiconductors 12.2%

3Y Alpha vs SPY

-7.5%

Period ended 3 months ago

Filed May 14, 2026 · 33d

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

+47.3%

SPY

+78.1%

Annualised alpha

-7.5%

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

15 positions · $196,535,293 total · Consumer Defensive only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
HRL	Hormel Foods Corp /De/ Consumer Defensive	Reduced	3,417,959	-371,554	$77,416,771	−13.8%	39.39%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	243,410	+27,144	$35,158,140	+13.4%	17.89%
SFM	Sprouts Farmers Market, Inc. Consumer Defensive	NEW	292,177	NEW	$22,535,612	NEW	11.47%
TGT	Target Corp Consumer Defensive	Reduced	168,879	-25,879	$20,468,134	+7.5%	10.41%
HSY	Hershey Co Consumer Defensive	Reduced	64,560	-3,048	$13,421,378	+9.1%	6.83%
KHC	Kraft Heinz Co Consumer Defensive	Reduced	316,563	-1,356,268	$7,119,501	−82.4%	3.62%
SYY	Sysco Corp Consumer Defensive	Reduced	99,279	-39,255	$7,081,571	−30.6%	3.60%
GIS	General Mills Inc Consumer Defensive	Reduced	96,924	-11,553	$3,607,511	−28.5%	1.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,963	+30	$2,952,422	+16.7%	1.50%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,700	-300	$1,951,196	+9.5%	0.99%
KO	Coca Cola Co Consumer Defensive	Reduced	23,315	-96	$1,773,105	+8.3%	0.90%
PEP	Pepsico Inc Consumer Defensive	Reduced	8,978	-125	$1,394,193	+6.7%	0.71%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	9,694	-725	$935,180	−11.0%	0.48%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,537	-112	$419,467	−1.3%	0.21%
MO	Altria Group, Inc. Consumer Defensive	Added	4,563	+2	$301,112	+14.5%	0.15%