Mairs & Power Inc
- SEC CIK
- 0001070134
- 最新申報
- 2026/8/14
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/8/14 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 254
- 較 2026 年第 1 季 +9
- 總值
- $109.0 億
- 較 2026 年第 1 季 +$11.1 億 (+11.4%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| NVDANVIDIA Corp | Stock | 4,707,792 | $9.42 億 | 8.6% | −53,559−1.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,950,737 | $7.28 億 | 6.7% | +8,346+0.4% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,599,441 | $6.20 億 | 5.7% | −3,471−0.1% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,683,439 | $5.95 億 | 5.5% | +71,829+4.5% | 加碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 322,129 | $3.86 億 | 3.5% | −4,177−1.3% | 減碼 | 歷史 |
| NVTnVent Electric plc | SHS | 2,052,813 | $3.48 億 | 3.2% | −13,607−0.7% | 減碼 | 歷史 |
| AAPLApple Inc. | Stock | 1,138,448 | $3.29 億 | 3.0% | −69,950−5.8% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 923,550 | $3.02 億 | 2.8% | −130,647−12.4% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 852,050 | $2.92 億 | 2.7% | +11,133+1.3% | 加碼 | 歷史 |
| GGGGraco Inc | COM | 3,797,451 | $2.87 億 | 2.6% | −18,233−0.5% | 減碼 | 歷史 |
| LFUSLittelfuse Inc | COM | 602,104 | $2.74 億 | 2.5% | −122,606−16.9% | 減碼 | 歷史 |
| TTCToro Co | COM | 2,676,474 | $2.61 億 | 2.4% | −42,509−1.6% | 減碼 | 歷史 |
| ENTGEntegris Inc | COM | 1,301,640 | $2.34 億 | 2.1% | −41,464−3.1% | 減碼 | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 559,951 | $2.33 億 | 2.1% | −181,132−24.4% | 減碼 | 歷史 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 476,245 | $2.27 億 | 2.1% | −10,008−2.1% | 減碼 | 歷史 |
| MSIMotorola Solutions, Inc. | Stock | 544,876 | $2.26 億 | 2.1% | +4,144+0.8% | 加碼 | 歷史 |
| ECLEcolab Inc. | Stock | 777,541 | $2.17 億 | 2.0% | +15,723+2.1% | 加碼 | 歷史 |
| WECWec Energy Group, Inc. | Stock | 1,787,905 | $2.09 億 | 1.9% | −122,780−6.4% | 減碼 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 599,841 | $2.05 億 | 1.9% | +67,162+12.6% | 加碼 | 歷史 |
| LNTAlliant Energy Corp | Stock | 2,657,913 | $2.03 億 | 1.9% | −231,147−8.0% | 減碼 | 歷史 |
| TECHBIO-TECHNE Corp | COM | 2,700,698 | $1.91 億 | 1.8% | −49,584−1.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 332,871 | $1.88 億 | 1.7% | +8,246+2.5% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 3,870,891 | $1.86 億 | 1.7% | −51,551−1.3% | 減碼 | 歷史 |
| SHWSherwin Williams Co | COM | 440,586 | $1.52 億 | 1.4% | +2,826+0.6% | 加碼 | 歷史 |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 770,708 | $1.45 億 | 1.3% | −77,495−9.1% | 減碼 | 歷史 |
| FULFuller H B Co | Stock | 2,435,168 | $1.42 億 | 1.3% | +73,551+3.1% | 加碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 3,291,850 | $1.39 億 | 1.3% | −23,586−0.7% | 減碼 | 歷史 |
| WMWaste Management Inc | Stock | 591,025 | $1.32 億 | 1.2% | +192,785+48.4% | 加碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 257,811 | $1.28 億 | 1.2% | −25,742−9.1% | 減碼 | 歷史 |
| FISVFiserv Inc | Stock | 2,293,029 | $1.12 億 | 1.0% | +140,176+6.5% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 423,010 | $1.07 億 | 1.0% | −154,580−26.8% | 減碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 214,056 | $9,820 萬 | 0.9% | +17,009+8.6% | 加碼 | 歷史 |
| CGNXCognex Corp | COM | 1,307,856 | $9,471 萬 | 0.9% | +83,981+6.9% | 加碼 | 歷史 |
| HRLHormel Foods Corp | COM | 3,398,047 | $8,434 萬 | 0.8% | −19,912−0.6% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 91,125 | $7,243 萬 | 0.7% | −4,812−5.0% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 872,186 | $7,208 萬 | 0.7% | −493,690−36.1% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 311,539 | $7,152 萬 | 0.7% | +311,539 | 新進 | 歷史 |
| ABTAbbott Laboratories | Stock | 729,358 | $6,618 萬 | 0.6% | +7,580+1.1% | 加碼 | 歷史 |
| TXNTexas Instruments Inc | Stock | 217,453 | $6,482 萬 | 0.6% | −13,698−5.9% | 減碼 | 歷史 |
| TNCTennant Co | COM | 681,800 | $5,968 萬 | 0.5% | −121,664−15.1% | 減碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 146,459 | $5,824 萬 | 0.5% | +46,574+46.6% | 加碼 | 歷史 |
| MMM3M Co | Stock | 349,350 | $5,656 萬 | 0.5% | −2,498−0.7% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 152,452 | $5,377 萬 | 0.5% | −946−0.6% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 156,482 | $5,166 萬 | 0.5% | +14,068+9.9% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 145,612 | $4,925 萬 | 0.5% | −3,209−2.2% | 減碼 | 歷史 |
| IDAIdacorp Inc | COM | 309,970 | $4,690 萬 | 0.4% | +8,593+2.9% | 加碼 | 歷史 |
| MEDPMedpace Holdings, Inc. | COM | 86,715 | $4,592 萬 | 0.4% | +995+1.2% | 加碼 | 歷史 |
| CMECME Group Inc. | COM | 195,585 | $4,319 萬 | 0.4% | +195,585 | 新進 | 歷史 |
| DCIDonaldson Co Inc | Stock | 463,717 | $4,163 萬 | 0.4% | −35,657−7.1% | 減碼 | 歷史 |
| WKWorkiva Inc | COM CL A | 829,491 | $4,024 萬 | 0.4% | +113,851+15.9% | 加碼 | 歷史 |
| PIPRPiper Sandler Companies | COM NEW | 544,505 | $3,939 萬 | 0.4% | −1,585−0.3% | 減碼 | 歷史 |
| SFMSprouts Farmers Market, Inc. | COM | 451,826 | $3,822 萬 | 0.4% | +159,649+54.6% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 245,423 | $3,599 萬 | 0.3% | +2,013+0.8% | 加碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 561,453 | $3,391 萬 | 0.3% | −40,065−6.7% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 467,515 | $3,360 萬 | 0.3% | +164,399+54.2% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 179,832 | $3,323 萬 | 0.3% | −298,223−62.4% | 減碼 | 歷史 |
| XELXcel Energy Inc | Stock | 392,497 | $3,152 萬 | 0.3% | −9,766−2.4% | 減碼 | 歷史 |
| BSYBentley Systems Inc | COM CL B | 970,114 | $2,900 萬 | 0.3% | +733,956+310.8% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 127,173 | $2,848 萬 | 0.3% | +2,737+2.2% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 363,349 | $2,842 萬 | 0.3% | −38,619−9.6% | 減碼 | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 93,395 | $2,735 萬 | 0.3% | −6,352−6.4% | 減碼 | 歷史 |
| HONAHoneywell Aerospace Inc. | COM | 100,041 | $2,212 萬 | 0.2% | +100,041 | 新進 | 歷史 |
| GLWCorning Inc | COM | 85,447 | $2,183 萬 | 0.2% | −2,803−3.2% | 減碼 | 歷史 |
| TGTTarget Corp | Stock | 159,261 | $2,080 萬 | 0.2% | −9,618−5.7% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 216,288 | $1,996 萬 | 0.2% | −31,444−12.7% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 54,128 | $1,934 萬 | 0.2% | −1,638−2.9% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 18,102 | $1,928 萬 | 0.2% | −348−1.9% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 173,626 | $1,671 萬 | 0.2% | −66,220−27.6% | 減碼 | 歷史 |
| CLFDClearfield, Inc. | COM | 385,257 | $1,533 萬 | 0.1% | −346,476−47.4% | 減碼 | 歷史 |
| BMIBadger Meter Inc | COM | 99,464 | $1,476 萬 | 0.1% | −5,351−5.1% | 減碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 135,283 | $1,458 萬 | 0.1% | −28,601−17.5% | 減碼 | 歷史 |
| AIRAar Corp | Stock | 83,933 | $1,200 萬 | 0.1% | −5,458−6.1% | 減碼 | 歷史 |
| PLXSPlexus Corp | COM | 39,276 | $1,181 萬 | 0.1% | −6,592−14.4% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 23,590 | $1,180 萬 | 0.1% | −339−1.4% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 44,702 | $1,125 萬 | 0.1% | −615−1.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 81,802 | $1,118 萬 | 0.1% | −1,721−2.1% | 減碼 | 歷史 |
| AMBAAmbarella Inc | SHS | 126,353 | $1,084 萬 | 0.1% | +8,772+7.5% | 加碼 | 歷史 |
| KNFKnife River Corp | Stock | 128,377 | $1,074 萬 | 0.1% | −6,051−4.5% | 減碼 | 歷史 |
| HSYHershey Co | COM | 61,044 | $1,071 萬 | 0.1% | −3,516−5.4% | 減碼 | 歷史 |
| Mairs & Power Minnesota Municipal Bond ETF89834G836 | ETF | 470,668 | $1,054 萬 | 0.1% | +59,803+14.6% | 加碼 | – |
| ONBOld National Bancorp | Stock | 389,291 | $1,008 萬 | 0.1% | −43,900−10.1% | 減碼 | 歷史 |
| JBTMJBT Marel Corp | COM | 67,465 | $978.2 萬 | 0.1% | +8,365+14.2% | 加碼 | 歷史 |
| WTFCWintrust Financial Corp | COM | 58,659 | $942.8 萬 | 0.1% | +915+1.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 63,235 | $905.2 萬 | 0.1% | −1,517−2.3% | 減碼 | 歷史 |
| QCRHQCR Holdings Inc | COM | 91,002 | $885.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PATKPatrick Industries Inc | COM | 94,824 | $851.3 萬 | 0.1% | +36,930+63.8% | 加碼 | 歷史 |
| ASBAssociated Banc-Corp | COM | 270,040 | $830.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 12,096 | $830.8 萬 | 0.1% | −2,770−18.6% | 減碼 | – |
| RDNTRadNet, Inc. | COM | 133,116 | $820.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 10,654 | $797.8 萬 | 0.1% | +4,193+64.9% | 加碼 | – |
| AMATApplied Materials Inc | Stock | 11,007 | $795.8 萬 | 0.1% | −320−2.8% | 減碼 | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 261,246 | $756.6 萬 | 0.1% | 00.0% | 不變 | – |
| BKHBlack Hills Corp | COM | 98,285 | $731.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 172,317 | $703.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| CVXChevron Corp | Stock | 41,147 | $682.1 萬 | 0.1% | +2,130+5.5% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 51,519 | $662.0 萬 | 0.1% | +1,171+2.3% | 加碼 | 歷史 |
| CFRCullen/Frost Bankers, Inc. | COM | 42,696 | $659.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ALRSAlerus Financial Corp | COM | 203,417 | $632.6 萬 | 0.1% | +123,981+156.1% | 加碼 | 歷史 |
| JHXJames Hardie Industries plc | Stock | 240,716 | $630.2 萬 | 0.1% | −450.0% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 8,279 | $618.3 萬 | 0.1% | −18,901−69.5% | 減碼 | 歷史 |
2026 年第 1 季之後清倉（8 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2026 年第 1 季股數 | 2026 年第 1 季市值 | 2026 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| HONHoneywell International Inc | COM | 208,448 | $4,712 萬 | 0.5% | 歷史 |
| PATHUiPath, Inc. | Stock | 30,700 | $34.1 萬 | <0.1% | 歷史 |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 14,255 | $32.7 萬 | <0.1% | – |
| ULTAUlta Beauty, Inc. | Stock | 605 | $31.6 萬 | <0.1% | 歷史 |
| SEICSEI Investments Co | COM | 3,300 | $25.9 萬 | <0.1% | 歷史 |
| ACNAccenture plc | Stock | 1,229 | $24.4 萬 | <0.1% | 歷史 |
| UTHRUnited Therapeutics Corp | COM | 350 | $20.8 萬 | <0.1% | 歷史 |
| MURMurphy Oil Corp | COM | 5,000 | $20.6 萬 | <0.1% | 歷史 |