Mairs & Power Inc
- SEC CIK
- 0001070134
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 254
- +9 vs. Q1 2026
- Portfolio value
- $10.9B
- +$1.11B (+11.4%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 4,707,792 | $942.0M | 8.6% | −53,559−1.1% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 1,950,737 | $727.7M | 6.7% | +8,346+0.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 2,599,441 | $619.6M | 5.7% | −3,471−0.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 1,683,439 | $594.8M | 5.5% | +71,829+4.5% | Added | History |
| LLYEli Lilly & Co | Stock | 322,129 | $386.4M | 3.5% | −4,177−1.3% | Reduced | History |
| NVTnVent Electric plc | SHS | 2,052,813 | $348.2M | 3.2% | −13,607−0.7% | Reduced | History |
| AAPLApple Inc. | Stock | 1,138,448 | $329.4M | 3.0% | −69,950−5.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 923,550 | $302.3M | 2.8% | −130,647−12.4% | Reduced | History |
| VVisa Inc. | Stock | 852,050 | $292.3M | 2.7% | +11,133+1.3% | Added | History |
| GGGGraco Inc | COM | 3,797,451 | $287.1M | 2.6% | −18,233−0.5% | Reduced | History |
| LFUSLittelfuse Inc | COM | 602,104 | $274.2M | 2.5% | −122,606−16.9% | Reduced | History |
| TTCToro Co | COM | 2,676,474 | $260.7M | 2.4% | −42,509−1.6% | Reduced | History |
| ENTGEntegris Inc | COM | 1,301,640 | $234.1M | 2.1% | −41,464−3.1% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 559,951 | $232.7M | 2.1% | −181,132−24.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 476,245 | $227.4M | 2.1% | −10,008−2.1% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 544,876 | $226.3M | 2.1% | +4,144+0.8% | Added | History |
| ECLEcolab Inc. | Stock | 777,541 | $216.6M | 2.0% | +15,723+2.1% | Added | History |
| WECWec Energy Group, Inc. | Stock | 1,787,905 | $208.8M | 1.9% | −122,780−6.4% | Reduced | History |
| PANWPalo Alto Networks Inc | Stock | 599,841 | $204.6M | 1.9% | +67,162+12.6% | Added | History |
| LNTAlliant Energy Corp | Stock | 2,657,913 | $202.8M | 1.9% | −231,147−8.0% | Reduced | History |
| TECHBIO-TECHNE Corp | COM | 2,700,698 | $190.8M | 1.8% | −49,584−1.8% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 332,871 | $187.5M | 1.7% | +8,246+2.5% | Added | History |
| FASTFastenal Co | Stock | 3,870,891 | $185.9M | 1.7% | −51,551−1.3% | Reduced | History |
| SHWSherwin Williams Co | COM | 440,586 | $151.7M | 1.4% | +2,826+0.6% | Added | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 770,708 | $145.2M | 1.3% | −77,495−9.1% | Reduced | History |
| FULFuller H B Co | Stock | 2,435,168 | $141.9M | 1.3% | +73,551+3.1% | Added | History |
| VZVerizon Communications Inc | Stock | 3,291,850 | $139.4M | 1.3% | −23,586−0.7% | Reduced | History |
| WMWaste Management Inc | Stock | 591,025 | $131.7M | 1.2% | +192,785+48.4% | Added | History |
| ROKRockwell Automation, Inc | Stock | 257,811 | $127.6M | 1.2% | −25,742−9.1% | Reduced | History |
| FISVFiserv Inc | Stock | 2,293,029 | $112.5M | 1.0% | +140,176+6.5% | Added | History |
| JNJJohnson & Johnson | Stock | 423,010 | $107.4M | 1.0% | −154,580−26.8% | Reduced | History |
| AMPAmeriprise Financial Inc | COM | 214,056 | $98.2M | 0.9% | +17,009+8.6% | Added | History |
| CGNXCognex Corp | COM | 1,307,856 | $94.7M | 0.9% | +83,981+6.9% | Added | History |
| HRLHormel Foods Corp | COM | 3,398,047 | $84.3M | 0.8% | −19,912−0.6% | Reduced | History |
| CASYCaseys General Stores Inc | COM | 91,125 | $72.4M | 0.7% | −4,812−5.0% | Reduced | History |
| WFCWells Fargo & Company | Stock | 872,186 | $72.1M | 0.7% | −493,690−36.1% | Reduced | History |
| AJGArthur J. Gallagher & Co. | COM | 311,539 | $71.5M | 0.7% | +311,539 | New | History |
| ABTAbbott Laboratories | Stock | 729,358 | $66.2M | 0.6% | +7,580+1.1% | Added | History |
| TXNTexas Instruments Inc | Stock | 217,453 | $64.8M | 0.6% | −13,698−5.9% | Reduced | History |
| TNCTennant Co | COM | 681,800 | $59.7M | 0.5% | −121,664−15.1% | Reduced | History |
| ISRGIntuitive Surgical Inc | COM NEW | 146,459 | $58.2M | 0.5% | +46,574+46.6% | Added | History |
| MMM3M Co | Stock | 349,350 | $56.6M | 0.5% | −2,498−0.7% | Reduced | History |
| HDHome Depot, Inc. | Stock | 152,452 | $53.8M | 0.5% | −946−0.6% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 156,482 | $51.7M | 0.5% | +14,068+9.9% | Added | History |
| AXPAmerican Express Co | Stock | 145,612 | $49.3M | 0.5% | −3,209−2.2% | Reduced | History |
| IDAIdacorp Inc | COM | 309,970 | $46.9M | 0.4% | +8,593+2.9% | Added | History |
| MEDPMedpace Holdings, Inc. | COM | 86,715 | $45.9M | 0.4% | +995+1.2% | Added | History |
| CMECME Group Inc. | COM | 195,585 | $43.2M | 0.4% | +195,585 | New | History |
| DCIDonaldson Co Inc | Stock | 463,717 | $41.6M | 0.4% | −35,657−7.1% | Reduced | History |
| WKWorkiva Inc | COM CL A | 829,491 | $40.2M | 0.4% | +113,851+15.9% | Added | History |
| PIPRPiper Sandler Companies | COM NEW | 544,505 | $39.4M | 0.4% | −1,585−0.3% | Reduced | History |
| SFMSprouts Farmers Market, Inc. | COM | 451,826 | $38.2M | 0.4% | +159,649+54.6% | Added | History |
| PGProcter & Gamble Co | Stock | 245,423 | $36.0M | 0.3% | +2,013+0.8% | Added | History |
| USBUS Bancorp DE | COM NEW | 561,453 | $33.9M | 0.3% | −40,065−6.7% | Reduced | History |
| ZTSZoetis Inc. | Stock | 467,515 | $33.6M | 0.3% | +164,399+54.2% | Added | History |
| QCOMQualcomm Inc | Stock | 179,832 | $33.2M | 0.3% | −298,223−62.4% | Reduced | History |
| XELXcel Energy Inc | Stock | 392,497 | $31.5M | 0.3% | −9,766−2.4% | Reduced | History |
| BSYBentley Systems Inc | COM CL B | 970,114 | $29.0M | 0.3% | +733,956+310.8% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 127,173 | $28.5M | 0.3% | +2,737+2.2% | Added | History |
| MDTMedtronic plc | Stock | 363,349 | $28.4M | 0.3% | −38,619−9.6% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 93,395 | $27.3M | 0.3% | −6,352−6.4% | Reduced | History |
| HONAHoneywell Aerospace Inc. | COM | 100,041 | $22.1M | 0.2% | +100,041 | New | History |
| GLWCorning Inc | COM | 85,447 | $21.8M | 0.2% | −2,803−3.2% | Reduced | History |
| TGTTarget Corp | Stock | 159,261 | $20.8M | 0.2% | −9,618−5.7% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 216,288 | $20.0M | 0.2% | −31,444−12.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 54,128 | $19.3M | 0.2% | −1,638−2.9% | Reduced | History |
| CATCaterpillar Inc | Stock | 18,102 | $19.3M | 0.2% | −348−1.9% | Reduced | History |
| DISWalt Disney Co | Stock | 173,626 | $16.7M | 0.2% | −66,220−27.6% | Reduced | History |
| CLFDClearfield, Inc. | COM | 385,257 | $15.3M | 0.1% | −346,476−47.4% | Reduced | History |
| BMIBadger Meter Inc | COM | 99,464 | $14.8M | 0.1% | −5,351−5.1% | Reduced | History |
| PFGPrincipal Financial Group Inc | COM | 135,283 | $14.6M | 0.1% | −28,601−17.5% | Reduced | History |
| AIRAar Corp | Stock | 83,933 | $12.0M | 0.1% | −5,458−6.1% | Reduced | History |
| PLXSPlexus Corp | COM | 39,276 | $11.8M | 0.1% | −6,592−14.4% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 23,590 | $11.8M | 0.1% | −339−1.4% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 44,702 | $11.2M | 0.1% | −615−1.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 81,802 | $11.2M | 0.1% | −1,721−2.1% | Reduced | History |
| AMBAAmbarella Inc | SHS | 126,353 | $10.8M | 0.1% | +8,772+7.5% | Added | History |
| KNFKnife River Corp | Stock | 128,377 | $10.7M | 0.1% | −6,051−4.5% | Reduced | History |
| HSYHershey Co | COM | 61,044 | $10.7M | 0.1% | −3,516−5.4% | Reduced | History |
| Mairs & Power Minnesota Municipal Bond ETF89834G836 | ETF | 470,668 | $10.5M | 0.1% | +59,803+14.6% | Added | – |
| ONBOld National Bancorp | Stock | 389,291 | $10.1M | 0.1% | −43,900−10.1% | Reduced | History |
| JBTMJBT Marel Corp | COM | 67,465 | $9.78M | 0.1% | +8,365+14.2% | Added | History |
| WTFCWintrust Financial Corp | COM | 58,659 | $9.43M | 0.1% | +915+1.6% | Added | History |
| EMREmerson Electric Co | Stock | 63,235 | $9.05M | 0.1% | −1,517−2.3% | Reduced | History |
| QCRHQCR Holdings Inc | COM | 91,002 | $8.86M | 0.1% | 00.0% | Unchanged | History |
| PATKPatrick Industries Inc | COM | 94,824 | $8.51M | 0.1% | +36,930+63.8% | Added | History |
| ASBAssociated Banc-Corp | COM | 270,040 | $8.31M | 0.1% | 00.0% | Unchanged | History |
| Vanguard S&P 500 ETF922908363 | ETF | 12,096 | $8.31M | 0.1% | −2,770−18.6% | Reduced | – |
| RDNTRadNet, Inc. | COM | 133,116 | $8.21M | 0.1% | 00.0% | Unchanged | History |
| iShares Core S&P 500 ETF464287200 | ETF | 10,654 | $7.98M | 0.1% | +4,193+64.9% | Added | – |
| AMATApplied Materials Inc | Stock | 11,007 | $7.96M | 0.1% | −320−2.8% | Reduced | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 261,246 | $7.57M | 0.1% | 00.0% | Unchanged | – |
| BKHBlack Hills Corp | COM | 98,285 | $7.31M | 0.1% | 00.0% | Unchanged | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 172,317 | $7.04M | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 41,147 | $6.82M | 0.1% | +2,130+5.5% | Added | History |
| MRKMerck & Co., Inc. | Stock | 51,519 | $6.62M | 0.1% | +1,171+2.3% | Added | History |
| CFRCullen/Frost Bankers, Inc. | COM | 42,696 | $6.60M | 0.1% | 00.0% | Unchanged | History |
| ALRSAlerus Financial Corp | COM | 203,417 | $6.33M | 0.1% | +123,981+156.1% | Added | History |
| JHXJames Hardie Industries plc | Stock | 240,716 | $6.30M | 0.1% | −450.0% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,279 | $6.18M | 0.1% | −18,901−69.5% | Reduced | History |
Sold out since Q1 2026 (8)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 208,448 | $47.1M | 0.5% | History |
| PATHUiPath, Inc. | Stock | 30,700 | $340.8K | <0.1% | History |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 14,255 | $326.7K | <0.1% | – |
| ULTAUlta Beauty, Inc. | Stock | 605 | $316.2K | <0.1% | History |
| SEICSEI Investments Co | COM | 3,300 | $259.0K | <0.1% | History |
| ACNAccenture plc | Stock | 1,229 | $243.7K | <0.1% | History |
| UTHRUnited Therapeutics Corp | COM | 350 | $207.5K | <0.1% | History |
| MURMurphy Oil Corp | COM | 5,000 | $206.3K | <0.1% | History |