M&
MAIRS & POWER INC
MAIRS & POWER INC · Investor
1Y performance ⓘ
+20%
AUM (13F)
$9.8B
# of Holdings
245
3Y performance ⓘ
+59%
vs S&P 500 ⓘ
−20%
Updated
Mar 31
MAIRS & POWER INC's MAIRS & POWER INC holds 245 U.S.-equity positions worth $9.8B (SEC 13F, Q1 2026). Top positions: NVIDIA CORP 8.5%, MICROSOFT CORP 7.3%, Amazon.Com Inc 5.5%. 13F-replication return is +59% over 3 years (-20 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 8.5% | 4.8M | $830M | ▼ 3.8% (−188K) | $28.02 | $230.82 (+724%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 7.3% | 1.9M | $719M | ▲ 1.5% (+29K) | $293.23 | $519.35 (+77%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 5.5% | 2.6M | $542M | — | $114.13 | $249.66 (+119%) | 2026-03-31 |
| GOOG Alphabet Inc. Class C Capital Stock | 4.7% | 1.6M | $462M | ▼ 5.1% (−86K) | $104.00 | $341.94 (+229%) | 2026-03-31 |
| GGG Graco Inc | 3.3% | 3.8M | $323M | ▼ 2.3% (−90K) | $73.87 | $76.94 (+4%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 3.2% | 1.1M | $310M | ▼ 17% (−222K) | $135.03 | $330.16 (+145%) | 2026-03-31 |
| AAPL Apple Inc. | 3.1% | 1.2M | $307M | ▼ 0.7% (−9K) | $194.45 | $332.30 (+71%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 3.1% | 326K | $300M | ▼ 5.5% (−19K) | $377.77 | $1,150.39 (+205%) | 2026-03-31 |
| V VISA Inc. | 2.6% | 841K | $254M | ▲ 4.8% (+38K) | $243.62 | $361.52 (+48%) | 2026-03-31 |
| TTC Toro Company (The) | 2.6% | 2.7M | $254M | ▼ 21% (−704K) | $105.93 | $96.06 (−9%) | 2026-03-31 |
| LFUS Littelfuse Inc | 2.5% | 725K | $246M | ▼ 7.0% (−54K) | $266.87 | $426.60 (+60%) | 2026-03-31 |
| NVT nVent Electric plc Ordinary Shares | 2.5% | 2.1M | $244M | ▼ 2.1% (−45K) | $42.95 | $160.53 (+274%) | 2026-03-31 |
| MSI Motorola Solutions, Inc. New | 2.4% | 541K | $235M | ▲ 3.0% (+16K) | $302.05 | $446.46 (+48%) | 2026-03-31 |
| WEC WEC Energy Group, Inc. | 2.3% | 1.9M | $221M | — | $103.43 | $100.16 (−3%) | 2026-03-31 |
| LNT Alliant Energy Corporation Common Stock | 2.1% | 2.9M | $207M | ▼ 2.3% (−68K) | $52.58 | $63.02 (+20%) | 2026-03-31 |
| ECL Ecolab, Inc. | 2.1% | 762K | $203M | ▼ 1.1% (−9K) | $167.60 | $270.56 (+61%) | 2026-03-31 |
| UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | 2.0% | 741K | $201M | ▼ 11% (−89K) | $456.94 | $369.91 (−19%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 1.9% | 325K | $186M | ▲ 2.6% (+8K) | $699.29 | $732.25 (+5%) | 2026-03-31 |
| FAST Fastenal Co | 1.9% | 3.9M | $182M | ▼ 16% (−745K) | $27.22 | $49.46 (+82%) | 2026-03-31 |
| VZ Verizon Communications | 1.7% | 3.3M | $166M | ▼ 1.7% (−58K) | $36.15 | $45.90 (+27%) | 2026-03-31 |
| TSM Taiwan Semiconductor Manufac | 1.7% | 486K | $164M | — | $183.09 | $456.19 (+149%) | 2026-03-31 |
| ENTG Entegris Inc | 1.6% | 1.3M | $157M | — | $85.45 | $156.31 (+83%) | 2026-03-31 |
| FUL H.B. Fuller Company | 1.5% | 2.4M | $146M | ▼ 2.1% (−49K) | $67.45 | $49.20 (−27%) | 2026-03-31 |
| TECH Bio-Techne Corp. | 1.5% | 2.8M | $144M | ▼ 0.6% (−17K) | $73.17 | $72.42 (−1%) | 2026-03-31 |
| JNJ Johnson & Johnson | 1.4% | 578K | $141M | ▼ 28% (−227K) | $154.97 | $263.33 (+70%) | 2026-03-31 |
| CHRW C.H. Robinson Worldwide, Inc. | 1.4% | 848K | $141M | ▼ 1.7% (−14K) | $98.60 | $148.40 (+51%) | 2026-03-31 |
| SHW The Sherwin-Williams Company | 1.4% | 438K | $140M | ▼ 6.8% (−32K) | $234.04 | $319.00 (+36%) | 2026-03-31 |
| FISV Fiserv, Inc. Common Stock | 1.2% | 2.2M | $120M | ▲ 31% (+510K) | $99.48 | $45.88 (−54%) | 2026-03-31 |
| WFC Wells Fargo & Co. | 1.1% | 1.4M | $109M | ▼ 21% (−363K) | $37.38 | $79.50 (+113%) | 2026-03-31 |
| ROK Rockwell Automation, Inc. | 1.0% | 284K | $102M | ▼ 14% (−47K) | $294.63 | $435.24 (+48%) | 2026-03-31 |
| WM Waste Management, Inc. | 0.9% | 398K | $92M | ▲ 39724% (+397K) | $229.75 | $203.25 (−12%) | 2026-03-31 |
| AMP Ameriprise Financial, Inc. | 0.9% | 197K | $88M | ▲ 362% (+154K) | $446.48 | $493.75 (+11%) | 2026-03-31 |
| PANW Palo Alto Networks, Inc. Common Stock | 0.9% | 533K | $85M | ▲ 141% (+312K) | $169.54 | $390.28 (+130%) | 2026-03-31 |
| HRL Hormel Foods Corporation | 0.8% | 3.4M | $77M | ▼ 9.8% (−372K) | $39.60 | $19.74 (−50%) | 2026-03-31 |
| ABT Abbott Laboratories | 0.8% | 722K | $74M | ▲ 1.9% (+14K) | $101.29 | $98.68 (−3%) | 2026-03-31 |
| CASY Casey's General Stores Inc | 0.7% | 96K | $70M | ▼ 7.6% (−8K) | $290.17 | $606.01 (+109%) | 2026-03-31 |
| QCOM Qualcomm Inc | 0.6% | 478K | $62M | ▼ 13% (−72K) | $127.56 | $183.72 (+44%) | 2026-03-31 |
| CGNX Cognex Corp | 0.6% | 1.2M | $60M | ▲ 4.5% (+52K) | $39.67 | $60.92 (+54%) | 2026-03-31 |
| TNC TENNANT COMPANY | 0.6% | 803K | $53M | ▼ 25% (−268K) | $72.57 | $67.33 (−7%) | 2026-03-31 |
| MMM 3M Company | 0.5% | 352K | $51M | ▲ 0.8% (+3K) | $116.03 | $164.13 (+41%) | 2026-03-31 |
| HD Home Depot, Inc. | 0.5% | 153K | $50M | ▼ 2.3% (−4K) | $296.55 | $280.69 (−5%) | 2026-03-31 |
| HON Honeywell International, Inc. | 0.5% | 208K | $47M | ▼ 11% (−26K) | $179.98 | $210.84 (+17%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 0.5% | 100K | $46M | ▲ 60% (+38K) | $526.69 | $408.78 (−22%) | 2026-03-31 |
| AXP American Express Company | 0.5% | 149K | $45M | ▼ 6.7% (−11K) | $164.95 | $302.93 (+84%) | 2026-03-31 |
| TXN Texas Instruments Incorporated | 0.5% | 231K | $45M | ▼ 1.8% (−4K) | $179.24 | $280.60 (+57%) | 2026-03-31 |
| IDA IDACORP, Inc. | 0.4% | 301K | $43M | — | $118.37 | $129.95 (+10%) | 2026-03-31 |
| WK Workiva Inc. | 0.4% | 716K | $43M | ▼ 1.7% (−12K) | $99.10 | $68.22 (−31%) | 2026-03-31 |
| DCI Donaldson Company, Inc. | 0.4% | 499K | $42M | ▼ 11% (−61K) | $65.34 | $87.10 (+33%) | 2026-03-31 |
| PIPR Piper Sandler Companies | 0.4% | 546K | $42M | NEW (+546K) | $76.55 | $64.52 (−16%) | 2026-03-31 |
| TRV The Travelers Companies, Inc. | 0.4% | 142K | $42M | ▲ 25% (+29K) | $230.36 | $355.75 (+54%) | 2026-03-31 |
Showing top 50 of 245 holdings by value.
FAQ ▾
What are MAIRS & POWER INC's largest holdings?
As of the latest 13F: NVIDIA CORP 8.5%, MICROSOFT CORP 7.3%, Amazon.Com Inc 5.5%, Alphabet Inc. Class C Capital Stock 4.7%, Graco Inc 3.3%.
How big is MAIRS & POWER INC's 13F portfolio?
$9.8B across 245 disclosed U.S.-equity positions.
What is MAIRS & POWER INC's 3-year performance?
+59% (13F-replication, price return), -20 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.