CIK: 0001070134
Total reported value
$9.8B
Reporting period: 2026-03-31 · Number of holdings: 245
MAIRS & POWER INC disclosed 245 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $9.8B and a quarterly turnover rate of 19.6%.
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Mairs & Power INC's disclosed holdings carry a Herfindahl concentration index of 0.031 — mathematically equivalent to about 32 equally-sized positions, well below its 245 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.56), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim MSFT
+1.5% -$206.1M
Add WM
+39724.0% $91.3M
Trim JPM
-17.4% -$101.2M
Add AMP
+362.4% $66.7M
Trim CRM
-83.1% -$69.1M
Add LFUS
-7.0% $48.9M
Showing top 200 holdings (of 245 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.49% | -0.39% | -3.80% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.35% | -1.55% | +1.54% | |
| 3 | AMZN | Amazon.com INC | Stock-Consumer Disc | 5.54% | -0.22% | +0.39% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.72% | -0.41% | -5.09% | |
| 5 | GGG | Graco INC | Stock-Industrials | 3.30% | — | -2.30% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.17% | -0.79% | -17.41% | |
| 7 | AAPL | Apple INC | Stock-Tech | 3.13% | -0.06% | -0.75% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.07% | -0.50% | -5.51% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.60% | -0.11% | +4.78% | |
| 10 | TTC | Toro Co | Stock-Industrials | 2.60% | +0.01% | -20.56% | |
| 11 | LFUS | Littelfuse INC | Stock-Tech | 2.51% | +0.61% | -6.96% | |
| 12 | NVT | nVent Electric plc | Stock-Industrials | 2.50% | +0.43% | -2.12% | |
| 13 | MSI | Motorola Solutions INC | Stock-Tech | 2.40% | +0.46% | +2.95% | |
| 14 | WEC | Wec Energy Group INC | Stock-Utilities | 2.26% | +0.32% | +0.10% | |
| 15 | LNT | Alliant Energy CORP | Stock-Utilities | 2.12% | +0.27% | -2.30% | |
| 16 | ECL | Ecolab INC | Stock-Materials | 2.07% | — | -1.14% | |
| 17 | UNH | Unitedhealth Group INC | Stock-Healthcare | 2.05% | -0.59% | -10.77% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.11% | +2.56% | |
| 19 | FAST | Fastenal Co | Stock-Industrials | 1.86% | +0.06% | -15.96% | |
| 20 | VZ | Verizon Communications INC | Stock-Comm Services | 1.70% | +0.38% | -1.73% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.68% | +0.26% | -0.06% | |
| 22 | ENTG | Entegris INC | Stock-Tech | 1.61% | +0.52% | -0.44% | |
| 23 | FUL | H.b. Fuller Co. | Stock-Materials | 1.49% | — | -2.05% | |
| 24 | TECH | Bio-techne CORP | Stock-Healthcare | 1.47% | -0.10% | -0.62% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | -0.16% | -28.19% | |
| 26 | CHRW | C.h. Robinson Worldwide INC | Stock-Industrials | 1.44% | — | -1.66% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.43% | -0.03% | -6.78% | |
| 28 | FISV | Fiserv INC | Stock-Other | 1.23% | +0.17% | +31.01% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 1.11% | -0.44% | -21.02% | |
| 30 | ROK | Rockwell Automation INC | Stock-Industrials | 1.04% | -0.20% | -14.16% | |
| 31 | WM | Waste Management INC | Stock-Industrials | 0.94% | +0.94% | +39724.00% | |
| 32 | AMP | Ameriprise Financial INC | Stock-Financials | 0.89% | +0.69% | +362.43% | |
| 33 | PANW | Palo Alto Networks INC | Stock-Tech | 0.87% | +0.48% | +141.42% | |
| 34 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.79% | -0.07% | -9.80% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.09% | +1.93% | |
| 36 | CASY | Casey's General Stores INC | Stock-Consumer Disc | 0.71% | +0.16% | -7.64% | |
| 37 | QCOM | Qualcomm INC | Stock-Tech | 0.63% | -0.28% | -13.13% | |
| 38 | CGNX | Cognex CORP | Stock-Tech | 0.61% | +0.20% | +4.46% | |
| 39 | TNC | Tennant Co | Stock-Other | 0.55% | -0.21% | -25.02% | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.52% | — | +0.77% | |
| 41 | HD | Home Depot INC | Stock-Consumer Disc | 0.52% | — | -2.33% | |
| 42 | HON | Honeywell International INC | Stock-Industrials | 0.48% | — | -10.91% | |
| 43 | ISRG | Intuitive Surgical INC | Stock-Healthcare | 0.47% | +0.13% | +60.39% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.46% | -0.11% | -6.67% | |
| 45 | TXN | Texas Instruments INC | Stock-Tech | 0.46% | — | -1.81% | |
| 46 | IDA | Idacorp INC | Stock-Utilities | 0.44% | — | -0.37% | |
| 47 | WK | Workiva INC | Stock-Tech | 0.44% | -0.16% | -1.70% | |
| 48 | DCI | Donaldson Co INC | Stock-Industrials | 0.43% | -0.05% | -10.93% | |
| 49 | PIPR | Piper Sandler Cos | Stock-Financials | 0.43% | +0.43% | NEW | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.42% | +0.10% | +25.14% |
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+19.5%
Based on 66% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 245 | $9.8B | 20 | |
| 2025-12-31 | 243 | $10.4B | 12 | |
| 2025-09-30 | 248 | $10.6B | 25 | |
| 2025-06-30 | 235 | $10.1B | 0 | |
| 2025-03-31 | 221 | $9.6B | 100 | |
| 2024-12-31 | 229 | $10.3B | 0 | |
| 2024-09-30 | 228 | $10.6B | 0 | |
| 2024-06-30 | 222 | $10.3B | 0 | |
| 2024-03-31 | 226 | $10.3B | 0 | |
| 2023-12-31 | 231 | $9.5B | 0 | |
| 2023-09-30 | 214 | $8.5B | 0 | |
| 2023-06-30 | 226 | $9.2B | 0 | |
| 2023-03-31 | 236 | $8.7B | 0 | |
| 2022-12-31 | 227 | $8.3B | 0 | |
| 2022-09-30 | 221 | $7.9B | 0 | |
| 2022-06-30 | 202 | $8.3B | 0 | |
| 2022-03-31 | 216 | $9.9B | 0 | |
| 2021-12-31 | 218 | $10.8B | 0 | |
| 2021-09-30 | 210 | $10.0B | 0 | |
| 2021-06-30 | 212 | $10.1B | 97 | |
| 2021-03-31 | 216 | $9.5B | 10 | |
| 2020-12-31 | 213 | $9.0B | 16 | |
| 2020-09-30 | 199 | $8.0B | 10 | |
| 2020-06-30 | 201 | $7.7B | 19 | |
| 2020-03-31 | 198 | $6.9B | 29 | |
| 2019-12-31 | 220 | $8.8B | 10 | |
| 2019-09-30 | 214 | $8.3B | 9 | |
| 2019-06-30 | 218 | $8.3B | 12 | |
| 2019-03-31 | 212 | $8.2B | 14 | |
| 2018-12-31 | 200 | $7.4B | 16 | |
| 2018-09-30 | 216 | $8.6B | 12 | |
| 2018-06-30 | 214 | $8.1B | 12 | |
| 2018-03-31 | 203 | $8.1B | 12 | |
| 2017-12-31 | 199 | $8.6B | 8 | |
| 2017-09-30 | 201 | $8.3B | 8 | |
| 2017-06-30 | 199 | $8.3B | 9 | |
| 2017-03-31 | 203 | $8.2B | 16 | |
| 2016-12-31 | 189 | $7.8B | 8 | |
| 2016-09-30 | 194 | $7.6B | 9 | |
| 2016-06-30 | 189 | $7.4B | 11 | |
| 2016-03-31 | 188 | $7.0B | 10 | |
| 2015-12-31 | 190 | $6.7B | 9 | |
| 2015-09-30 | 174 | $6.4B | 14 | |
| 2015-06-30 | 181 | $7.1B | 6 | |
| 2015-03-31 | 187 | $7.3B | 7 | |
| 2014-12-31 | 193 | $7.2B | 15 | |
| 2014-09-30 | 193 | $6.9B | 10 | |
| 2014-06-30 | 196 | $7.1B | 12 | |
| 2014-03-31 | 205 | $6.7B | 8 | |
| 2013-12-31 | 210 | $6.5B | 13 | |
| 2013-09-30 | 186 | $5.8B | 12 | |
| 2013-06-30 | 179 | $5.2B | 0 |
Mairs & Power INC's most significant position changes for 2026-03-31: Sold out: Piper Sandler Cos (62C); New buy: Piper Sandler Cos (PIPR); New buy: Sprouts Farmers Market INC (SFM); New buy: Vanguard S&p 500 ETF (VOO); New buy: Ambarella, Inc. (AMBA).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WM | Waste Management INC | +0.9% | +39724.00% | Add |
| 2 | AMP | Ameriprise Financial INC | +0.7% | +362.43% | Add |
| 3 | LFUS | Littelfuse INC | +0.6% | -6.96% | Trim |
| 4 | ENTG | Entegris INC | +0.5% | -0.44% | Trim |
| 5 | PANW | Palo Alto Networks INC | +0.5% | +141.42% | Add |
| 6 | MSI | Motorola Solutions INC | +0.5% | +2.95% | Add |
| 7 | NVT | nVent Electric plc | +0.4% | -2.12% | Trim |
| 8 | VZ | Verizon Communications INC | +0.4% | -1.73% | Trim |
| 9 | WEC | Wec Energy Group INC | +0.3% | +0.10% | Add |
| 10 | LNT | Alliant Energy CORP | +0.3% | -2.30% | Trim |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | -0.06% | Trim |
| 12 | CGNX | Cognex CORP | +0.2% | +4.46% | Add |
| 13 | FISV | Fiserv INC | +0.2% | +31.01% | Add |
| 14 | CASY | Casey's General Stores INC | +0.2% | -7.64% | Trim |
| 15 | ISRG | Intuitive Surgical INC | +0.1% | +60.39% | Add |
| 16 | TRV | Travelers Cos Inc/the | +0.1% | +25.14% | Add |
| 17 | ZTS | Zoetis INC | +0.1% | +33.89% | Add |
| 18 | FAST | Fastenal Co | +0.1% | -15.96% | Trim |
| 19 | TTC | Toro Co | 0% | -20.56% | Trim |
| 20 | SHW | Sherwin-williams Co/the | 0% | -6.78% | Trim |
| 21 | DCI | Donaldson Co INC | -0.1% | -10.93% | Trim |
| 22 | AAPL | Apple INC | -0.1% | -0.75% | Trim |
| 23 | HRL | Hormel Foods CORP | -0.1% | -9.80% | Trim |
| 24 | DIS | Walt Disney Co/the | -0.1% | -19.02% | Trim |
| 25 | ABT | Abbott Laboratories | -0.1% | +1.93% | Add |
| 26 | TECH | Bio-techne CORP | -0.1% | -0.62% | Trim |
| 27 | V | Visa Inc-class A Shares | -0.1% | +4.78% | Add |
| 28 | META | Meta Platforms Inc-class A | -0.1% | +2.56% | Add |
| 29 | AXP | American Express Co | -0.1% | -6.67% | Trim |
| 30 | JNJ | Johnson & Johnson | -0.2% | -28.19% | Trim |
| 31 | WK | Workiva INC | -0.2% | -1.70% | Trim |
| 32 | ROK | Rockwell Automation INC | -0.2% | -14.16% | Trim |
| 33 | TNC | Tennant Co | -0.2% | -25.02% | Trim |
| 34 | AMZN | Amazon.com INC | -0.2% | +0.39% | Add |
| 35 | QCOM | Qualcomm INC | -0.3% | -13.13% | Trim |
| 36 | KHC | Kraft Heinz Co/the | -0.3% | -81.08% | Trim |
| 37 | NVDA | Nvidia CORP | -0.4% | -3.80% | Trim |
| 38 | GOOG | Alphabet Inc-cl C | -0.4% | -5.09% | Trim |
| 39 | WFC | Wells Fargo & Co | -0.4% | -21.02% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.5% | -5.51% | Trim |
| 41 | UNH | Unitedhealth Group INC | -0.6% | -10.77% | Trim |
| 42 | CRM | Salesforce INC | -0.7% | -83.11% | Trim |
| 43 | JPM | Jpmorgan Chase & Co | -0.8% | -17.41% | Trim |
| 44 | MSFT | Microsoft CORP | -1.6% | +1.54% | Add |
| 45 | 62C | Piper Sandler Cos | — | EXIT | Sold out |
| 46 | PIPR | Piper Sandler Cos | — | NEW | New buy |
| 47 | SFM | Sprouts Farmers Market INC | — | NEW | New buy |
| 48 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 49 | AMBA | Ambarella, Inc. | — | NEW | New buy |
| 50 | INSP | Inspire Medical Systems INC | — | EXIT | Sold out |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-14 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-17 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-14 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-14 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-14 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-14 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-15 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-15 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-14 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-15 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-16 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-16 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-15 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-14 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-14 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-14 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-14 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-15 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-15 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-16 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-16 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-14 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-17 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-15 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-14 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-14 | 13F-HR | View on EDGAR |
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