Mairs & Power INC 13F holdings
Mairs & Power INC reported 230 positions with a total reported value of $10.9B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: NVDA NVIDIA CORPORATION (8.6%), MSFT MICROSOFT CORP (6.7%), AMZN AMAZON COM INC (5.7%), GOOGL ALPHABET INC (5.6%), LLY ELI LILLY & CO (3.5%). Against 2026-03-31 it opened 11 new positions and exited 7. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 230 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| NVDA NVIDIA CORPORATION | 4,707,792 | $942.0M | 8.6% |
| MSFT MICROSOFT CORP | 1,950,737 | $727.7M | 6.7% |
| AMZN AMAZON COM INC | 2,599,441 | $619.6M | 5.7% |
| GOOGL ALPHABET INC | 1,737,567 | $614.2M | 5.6% |
| LLY ELI LILLY & CO | 322,129 | $386.4M | 3.5% |
| NVT NVENT ELEC PLC | 2,052,813 | $348.2M | 3.2% |
| AAPL APPLE INC | 1,138,448 | $329.4M | 3.0% |
| JPM JPMORGAN CHASE & CO | 923,550 | $302.3M | 2.8% |
| V VISA INC | 852,050 | $292.3M | 2.7% |
| GGG GRACO INC | 3,797,451 | $287.1M | 2.6% |
| LFUS LITTELFUSE INC | 602,104 | $274.2M | 2.5% |
| TTC TORO CO | 2,676,474 | $260.7M | 2.4% |
| ENTG ENTEGRIS INC | 1,301,640 | $234.1M | 2.1% |
| UNH UNITEDHEALTH GROUP INC | 559,951 | $232.7M | 2.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 476,245 | $227.4M | 2.1% |
| MSI MOTOROLA SOLUTIONS INC | 544,876 | $226.3M | 2.1% |
| ECL ECOLAB INC | 777,541 | $216.6M | 2.0% |
| WEC WEC ENERGY GROUP INC | 1,787,905 | $208.8M | 1.9% |
| PANW PALO ALTO NETWORKS INC | 599,841 | $204.6M | 1.9% |
| LNT ALLIANT ENERGY CORP | 2,657,913 | $202.8M | 1.9% |
| TECH BIO-TECHNE CORP | 2,700,698 | $190.8M | 1.8% |
| META META PLATFORMS INC | 332,871 | $187.5M | 1.7% |
| FAST FASTENAL CO | 3,870,891 | $185.9M | 1.7% |
| SHW SHERWIN WILLIAMS CO | 440,586 | $151.7M | 1.4% |
| CHRW C H ROBINSON WORLDWIDE IN | 770,708 | $145.2M | 1.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 11 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| AJG GALLAGHER ARTHUR J & CO | 311,539 | $71.5M | 0.7% |
| CME CME GROUP INC | 195,585 | $43.2M | 0.4% |
| HONA HONEYWELL AEROSPACE INC | 100,041 | $22.1M | 0.2% |
| MGEE MGE ENERGY INC | 16,508 | $1.3M | <0.1% |
| LRCX LAM RESEARCH CORP | 765 | $331.5K | <0.1% |
| VRT VERTIV HOLDINGS CO | 780 | $261.2K | <0.1% |
| MS MORGAN STANLEY | 1,036 | $216.6K | <0.1% |
| RF REGIONS FINANCIAL CORP NEW | 7,000 | $211.4K | <0.1% |
| ECG EVERUS CONSTR GROUP | 1,250 | $207.4K | <0.1% |
| AME AMETEK INC | 850 | $205.6K | <0.1% |
| CARR CARRIER GLOBAL CORPORATION | 2,785 | $204.3K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 7 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| HONEYWELL INTL INC | 208,448 | $47.1M | 0.5% |
| PATH UIPATH INC | 30,700 | $340.8K | <0.1% |
| ULTA ULTA BEAUTY INC | 605 | $316.2K | <0.1% |
| SEI INVTS CO | 3,300 | $259.0K | <0.1% |
| ACN ACCENTURE PLC IRELAND | 1,229 | $243.7K | <0.1% |
| UTHR UNITED THERAPEUTICS CORP DEL | 350 | $207.5K | <0.1% |
| MUR MURPHY OIL CORP | 5,000 | $206.2K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| WASTE MGMT INC DEL | 398,240 | 591,025 | +48.4% | $131.7M |
| GOOGL ALPHABET INC | 1,667,376 | 1,737,567 | +4.2% | $614.2M |
| PANW PALO ALTO NETWORKS INC | 532,679 | 599,841 | +12.6% | $204.6M |
| BSY BENTLEY SYS INC | 236,158 | 970,114 | +310.8% | $29.0M |
| ISRG INTUITIVE SURGICAL INC | 99,885 | 146,459 | +46.6% | $58.2M |
| SPROUTS FMRS MKT INC | 292,177 | 451,826 | +54.6% | $38.2M |
| ZTS ZOETIS INC | 303,116 | 467,515 | +54.2% | $33.6M |
| AMERIPRISE FINL INC | 197,047 | 214,056 | +8.6% | $98.2M |
| FISV FISERV INC | 2,152,853 | 2,293,029 | +6.5% | $112.5M |
| VANGUARD INDEX FDS | 34,719 | 63,050 | +81.6% | $14.2M |
| CGNX COGNEX CORP | 1,223,875 | 1,307,856 | +6.9% | $94.7M |
| WK WORKIVA INC | 715,640 | 829,491 | +15.9% | $40.2M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| UNH UNITEDHEALTH GROUP INC | 741,083 | 559,951 | -24.4% | $232.7M |
| LFUS LITTELFUSE INC | 724,710 | 602,104 | -16.9% | $274.2M |
| QCOM QUALCOMM INC | 478,055 | 179,832 | -62.4% | $33.2M |
| JPM JPMORGAN CHASE & CO | 1,054,197 | 923,550 | -12.4% | $302.3M |
| WFC WELLS FARGO & CO | 1,365,876 | 872,186 | -36.1% | $72.1M |
| JNJ JOHNSON & JOHNSON | 577,590 | 423,010 | -26.8% | $107.4M |
| AAPL APPLE INC | 1,208,398 | 1,138,448 | -5.8% | $329.4M |
| LNT ALLIANT ENERGY CORP | 2,889,060 | 2,657,913 | -8.0% | $202.8M |
| CHRW C H ROBINSON WORLDWIDE IN | 848,203 | 770,708 | -9.1% | $145.2M |
| WEC WEC ENERGY GROUP INC | 1,910,685 | 1,787,905 | -6.4% | $208.8M |
| SPY STATE STR SPDR S&P 500 ETF T | 27,180 | 8,279 | -69.5% | $6.2M |
| CLFD CLEARFIELD INC | 731,733 | 385,257 | -47.4% | $15.3M |
CIK 1070134 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
More 13F data
Source: U.S. Securities and Exchange Commission (EDGAR) and other official
government data · Updated 2026-10-12 ·
For informational purposes only, not investment advice.
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