MAIRS & POWER INC — 13F Holdings & Portfolio
CIK 1070134 · latest 13F-HR filed 2026-05-14
MAIRS & POWER INC manages $9.79B in 13F-reported U.S. long-equity assets across 245 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (8.49%), MSFT (7.35%), AMZN (5.54%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 22 new positions, exited 20, added to 91, and trimmed 83.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$9.79B
Long-equity book
245
Distinct positions
2026-03-31
Filed 2026-05-14
+22 / −20 / ↑91 / ↓83
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- WASTE MGMT INC DEL$91.3M +41551.1%
- AMERIPRISE FINL INC$66.7M +319.1%
- LITTELFUSE INC$48.9M +24.8%
- PALO ALTO NETWORKS INC$44.8M +110.1%
- ENTEGRIS INC$43.8M +38.6%
Top Trims
- MICROSOFT CORP-$206.1M -22.3%
- JPMORGAN CHASE & CO-$101.2M -24.6%
- NVIDIA CORPORATION-$92.7M -10.0%
- UNITEDHEALTH GROUP INC-$73.6M -26.9%
- ELI LILLY & CO-$71.0M -19.1%
New Positions
- PIPER SANDLER COMPANIES$41.8M
- SPROUTS FMRS MKT INC$22.5M
- VANGUARD INDEX FDS$8.9M
- AMBARELLA INC$6.1M
- API GROUP CORP$2.3M
Exited Positions
- PIPER SANDLER COMPANIES$59.7M
- INSPIRE MED SYS INC$5.3M
- MGP INGREDIENTS INC NEW$4.2M
- CLEARWATER ANALYTICS HLDGS I$2.2M
- GENTHERM INC$1.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 67066G104 | $830.4M | 8.49% | 4,761,351 | SH |
| 2 | MICROSOFT CORP | MSFT | 594918104 | $719.0M | 7.35% | 1,942,391 | SH |
| 3 | AMAZON COM INC | AMZN | 023135106 | $542.1M | 5.54% | 2,602,912 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $462.3M | 4.72% | 1,611,610 | SH |
| 5 | GRACO INC | GGG | 384109104 | $323.0M | 3.30% | 3,815,684 | SH |
| 6 | JPMORGAN CHASE & CO | JPM | 46625H100 | $310.1M | 3.17% | 1,054,197 | SH |
| 7 | APPLE INC | AAPL | 037833100 | $306.7M | 3.13% | 1,208,398 | SH |
| 8 | ELI LILLY & CO | LLY | 532457108 | $300.1M | 3.07% | 326,306 | SH |
| 9 | VISA INC | V | 92826C839 | $254.2M | 2.60% | 840,917 | SH |
| 10 | TORO CO | TTC | 891092108 | $254.1M | 2.60% | 2,718,983 | SH |
| 11 | LITTELFUSE INC | LFUS | 537008104 | $245.9M | 2.51% | 724,710 | SH |
| 12 | NVENT ELEC PLC | NVT | G6700G107 | $244.4M | 2.50% | 2,066,420 | SH |
| 13 | MOTOROLA SOLUTIONS INC | MSI | 620076307 | $234.7M | 2.40% | 540,732 | SH |
| 14 | WEC ENERGY GROUP INC | WEC | 92939U106 | $221.2M | 2.26% | 1,910,685 | SH |
| 15 | ALLIANT ENERGY CORP | LNT | 018802108 | $207.3M | 2.12% | 2,889,060 | SH |
| 16 | ECOLAB INC | ECL | 278865100 | $202.7M | 2.07% | 761,818 | SH |
| 17 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $200.5M | 2.05% | 741,083 | SH |
| 18 | META PLATFORMS INC | META | 30303M102 | $185.7M | 1.90% | 324,625 | SH |
| 19 | FASTENAL CO | FAST | 311900104 | $182.0M | 1.86% | 3,922,442 | SH |
| 20 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $166.4M | 1.70% | 3,315,436 | SH |
| 21 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $164.3M | 1.68% | 486,253 | SH |
| 22 | ENTEGRIS INC | ENTG | 29362U104 | $157.5M | 1.61% | 1,343,104 | SH |
| 23 | FULLER H B CO | FUL | 359694106 | $145.7M | 1.49% | 2,361,617 | SH |
| 24 | BIO-TECHNE CORP | TECH | 09073M104 | $143.7M | 1.47% | 2,750,282 | SH |
| 25 | JOHNSON & JOHNSON | JNJ | 478160104 | $141.2M | 1.44% | 577,590 | SH |
| 26 | C H ROBINSON WORLDWIDE IN | CHRW | 12541W209 | $140.9M | 1.44% | 848,203 | SH |
| 27 | SHERWIN WILLIAMS CO | SHW | 824348106 | $140.3M | 1.43% | 437,760 | SH |
| 28 | FISERV INC | FISV | 337738108 | $120.1M | 1.23% | 2,152,853 | SH |
| 29 | WELLS FARGO & CO | WFC | 949746101 | $108.7M | 1.11% | 1,365,876 | SH |
| 30 | ROCKWELL AUTOMATION INC | ROK | 773903109 | $101.8M | 1.04% | 283,553 | SH |
| 31 | WASTE MGMT INC DEL | WM | 94106L109 | $91.5M | 0.94% | 398,240 | SH |
| 32 | AMERIPRISE FINL INC | AMP | 03076C106 | $87.6M | 0.89% | 197,047 | SH |
| 33 | PALO ALTO NETWORKS INC | PANW | 697435105 | $85.4M | 0.87% | 532,679 | SH |
| 34 | HORMEL FOODS CORP | HRL | 440452100 | $77.4M | 0.79% | 3,417,959 | SH |
| 35 | ABBOTT LABORATORIES | ABT | 002824100 | $74.1M | 0.76% | 721,778 | SH |
| 36 | CASEYS GEN STORES INC | CASY | 147528103 | $69.8M | 0.71% | 95,937 | SH |
| 37 | QUALCOMM INC | QCOM | 747525103 | $61.6M | 0.63% | 478,055 | SH |
| 38 | COGNEX CORP | CGNX | 192422103 | $60.0M | 0.61% | 1,223,875 | SH |
| 39 | TENNANT CO | TNC | 880345103 | $53.4M | 0.55% | 803,464 | SH |
| 40 | 3M CO | MMM | 88579Y101 | $51.1M | 0.52% | 351,848 | SH |
| 41 | HOME DEPOT INC | HD | 437076102 | $50.5M | 0.52% | 153,398 | SH |
| 42 | HONEYWELL INTL INC | HON | 438516106 | $47.1M | 0.48% | 208,448 | SH |
| 43 | INTUITIVE SURGICAL INC | ISRG | 46120E602 | $46.0M | 0.47% | 99,885 | SH |
| 44 | AMERICAN EXPRESS CO | AXP | 025816109 | $45.0M | 0.46% | 148,821 | SH |
| 45 | TEXAS INSTRS INC | TXN | 882508104 | $44.9M | 0.46% | 231,151 | SH |
| 46 | IDACORP INC | IDA | 451107106 | $43.1M | 0.44% | 301,377 | SH |
| 47 | WORKIVA INC | WK | 98139A105 | $42.7M | 0.44% | 715,640 | SH |
| 48 | DONALDSON INC | DCI | 257651109 | $42.4M | 0.43% | 499,374 | SH |
| 49 | PIPER SANDLER COMPANIES | PIPR | 724078209 | $41.8M | 0.43% | 546,090 | SH |
| 50 | TRAVELERS COMPANIES INC | TRV | 89417E109 | $41.5M | 0.42% | 142,414 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $9.79B | 245 | 0001172661-26-001819 |
| 2025-12-31 | 2026-02-17 | $10.39B | 243 | 0001172661-26-001057 |
| 2025-09-30 | 2025-11-14 | $10.64B | 248 | 0001172661-25-004985 |