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Livermore
Livermore
ZHEN

Mairs & Power Inc

SEC CIK
0001070134
Latest filing
Aug 14, 2026

The latest 13F from Mairs & Power Inc covers Q2 2026 (filed Aug 14, 2026): 254 long positions worth $10.9B. The top 10 holdings make up 44.3% of the portfolio, and the largest is NVIDIA Corp (NVDA) at 8.6%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
17
Est. +$143.6M
Added
54
Est. +$230.8M
Reduced
110
Est. −$543.9M
Sold out
8
Est. −$49.0M

Top 5 holdings

Share of this quarter's portfolio value

  1. NVDANVIDIA Corp
    8.6%$942.0MHistory
  2. MSFTMicrosoft Corp
    6.7%$727.7MHistory
  3. AMZNAmazon Com Inc
    5.7%$619.6MHistory
  4. GOOGAlphabet Inc.
    5.5%$594.8MHistory
  5. LLYEli Lilly & Co
    3.5%$386.4MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. AJGArthur J. Gallagher & Co.
    +$71.5MNewHistory
  2. CMECME Group Inc.
    +$43.2MNewHistory
  3. WMWaste Management Inc
    +$43.0MAddedHistory
  4. GOOGAlphabet Inc.
    +$25.4MAddedHistory
  5. PANWPalo Alto Networks Inc
    +$22.9MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. PANWPalo Alto Networks Inc
    +1.00 pp0.9% → 1.9%History
  2. GOOGAlphabet Inc.
    +0.73 pp4.7% → 5.5%History
  3. AJGArthur J. Gallagher & Co.
    +0.66 pp0.0% → 0.7%History
  4. CMECME Group Inc.
    +0.40 pp0.0% → 0.4%History
  5. WMWaste Management Inc
    +0.27 pp0.9% → 1.2%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. UNHUnitedHealth Group Inc
    −$75.3MReducedHistory
  2. LFUSLittelfuse Inc
    −$55.8MReducedHistory
  3. QCOMQualcomm Inc
    −$55.1MReducedHistory
  4. HONHoneywell International Inc
    −$47.1MSold outHistory
  5. JPMJPMorgan Chase & Co
    −$42.8MReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. GGGGraco Inc
    −0.67 pp3.3% → 2.6%History
  2. HONHoneywell International Inc
    −0.48 pp0.5% → 0.0%History
  3. JNJJohnson & Johnson
    −0.46 pp1.4% → 1.0%History
  4. WFCWells Fargo & Company
    −0.45 pp1.1% → 0.7%History
  5. VZVerizon Communications Inc
    −0.42 pp1.7% → 1.3%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$10.9B
+$1.11B (+11.4%) vs. prior quarter
Positions
254
+9 vs. prior quarter
Top 10 concentration
44.3%
Top 10 as share of value
Turnover
3.6%
Q2 2026, one quarter
Average holding period
20.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $10.9B (Q2 2026)

Q1 2021: $9.53BQ2 2021: $10.1BQ3 2021: $9.99BQ4 2021: $10.8BQ1 2022: $9.93BQ2 2022: $8.34BQ3 2022: $7.93BQ4 2022: $8.31BQ1 2023: $8.67BQ2 2023: $9.19BQ3 2023: $8.52BQ4 2023: $9.49BQ1 2024: $10.3BQ2 2024: $10.3BQ3 2024: $10.6BQ4 2024: $10.3BQ1 2025: $9.61BQ2 2025: $10.1BQ3 2025: $10.6BQ4 2025: $10.4BQ1 2026: $9.79BQ2 2026: $10.9B
Q1 2021Q2 2026
13F filings of Mairs & Power Inc by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 2026254$10.9BNVDAMSFTAMZNvs. Q1 2026SEC
Q1 2026May 14, 2026245$9.79BNVDAMSFTAMZNvs. Q4 2025SEC
Q4 2025Feb 17, 2026243$10.4BMSFTNVDAAMZNvs. Q3 2025SEC
Q3 2025Nov 14, 2025248$10.6BNVDAMSFTAMZNvs. Q2 2025SEC
Q2 2025Aug 14, 2025235$10.1BMSFTNVDAAMZNvs. Q1 2025SEC
Q1 2025May 15, 2025221$9.61BMSFTNVDAUNHvs. Q4 2024SEC
Q4 2024Feb 14, 2025229$10.3BMSFTNVDAAMZNvs. Q3 2024SEC
Q3 2024Nov 14, 2024228$10.6BMSFTNVDAUNHvs. Q2 2024SEC
Q2 2024Aug 14, 2024222$10.3BMSFTNVDAGOOGvs. Q1 2024SEC
Q1 2024May 15, 2024226$10.3BMSFTNVDAGOOGvs. Q4 2023SEC
Q4 2023Feb 14, 2024231$9.49BMSFTGOOGUNHvs. Q3 2023SEC
Q3 2023Nov 14, 2023214$8.52BMSFTGOOGUNHvs. Q2 2023SEC
Q2 2023Aug 14, 2023226$9.19BMSFTGOOGNVDAvs. Q1 2023SEC
Q1 2023May 15, 2023236$8.67BMSFTGOOGUNHvs. Q4 2022SEC
Q4 2022Feb 14, 2023227$8.31BMSFTUNHGOOGvs. Q3 2022SEC
Q3 2022Nov 14, 2022221$7.93BMSFTGOOGUNHvs. Q2 2022SEC
Q2 2022Aug 15, 2022202$8.34BMSFTGOOGUNHvs. Q1 2022SEC
Q1 2022May 16, 2022216$9.93BGOOGMSFTUNHvs. Q4 2021SEC
Q4 2021Feb 14, 2022218$10.8BMSFTGOOGUNHvs. Q3 2021SEC
Q3 2021Nov 15, 2021210$9.99BGOOGMSFTUSBvs. Q2 2021SEC
Q2 2021Aug 16, 2021212$10.1BGOOGMSFTUSBvs. Q1 2021SEC
Q1 2021May 14, 2021216$9.53BGOOGMSFTUSB–SEC

13D and 13G filings

Companies where Mairs & Power Inc reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

1 company, largest stake first.

Companies where Mairs & Power Inc owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
CLFDClearfield, Inc.13G6.03%852.3K sharesNewMay 15, 20251 filingMay 15, 2025SEC

Latest filings

16 filings on file made by Mairs & Power Inc or listing it as a reporting person, newest first.

Schedule 13D and 13G filings by Mairs & Power Inc
CompanyFiled (ET)FormStakeChangeEvent dateFiling
TNCTennant CoMay 13, 202610:42 AM ET13G/A4.40%789.9K shares−1.51 ppfrom 5.91%Below 5%Mar 31, 2026SEC
TNCTennant CoFeb 17, 20263:11 PM ET13G/A5.91%1.07M shares−1.66 ppfrom 7.57%Dec 31, 2025SEC
TNCTennant CoMay 15, 20253:57 PM ET13G/A7.57%1.42M shares–Mar 31, 2025SEC
CLFDClearfield, Inc.May 15, 20253:56 PM ET13G6.03%852.3K sharesNewMar 31, 2025SEC
TNCTennant CoFeb 14, 202413G/AOld format–––SEC
TNCTennant CoFeb 14, 202313G/AOld format–––SEC
FULFuller H B CoFeb 14, 202313G/AOld format–––SEC
DGIIDigi International IncFeb 14, 202313G/AOld format–––SEC
TNCTennant CoFeb 14, 202213G/AOld format–––SEC
NVECNve CorpFeb 14, 202213G/AOld format–––SEC
FULFuller H B CoFeb 14, 202213G/AOld format–––SEC
DGIIDigi International IncFeb 14, 202213G/AOld format–––SEC
DGIIDigi International IncFeb 16, 202113GOld format–New–SEC
FULFuller H B CoFeb 16, 202113G/AOld format–––SEC
NVECNve CorpFeb 16, 202113G/AOld format–––SEC
TNCTennant CoFeb 16, 202113G/AOld format–––SEC