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CIK: 0001070134
Total reported value
$10.9B
$10.9B
245 檔
26.4%
During the Q1 2026 filing period, Mairs & Power Inc (CIK: 0001070134) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $10.9B across 245 reported positions.
In Q1 2026, Mairs & Power Inc adopted a defensive or profit-taking posture, trimming 85 positions and completely liquidating 20 holdings to manage risk exposure.
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% | +0.15% | -3.80% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.35% | -0.67% | +1.54% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.54% | +0.14% | +0.39% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.72% | +0.74% | -5.09% | |
| 5 | GGG | Graco Inc | Stock-Industrials | 3.30% | -0.67% | -2.30% | |
| 6 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.17% | -0.40% | -17.41% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.13% | -0.11% | -0.75% | |
| 8 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.07% | +0.47% | -5.51% | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.60% | +0.08% | +4.78% | |
| 10 | TTC | Toro Co | Stock-Industrials | 2.60% | -0.21% | -20.56% | |
| 11 | LFUS | Littelfuse Inc | Stock-Tech | 2.51% | +0.01% | -6.96% | |
| 12 | NVT | nVent Electric plc | Stock-Industrials | 2.50% | +0.69% | -2.12% | |
| 13 | MSI | Motorola Solutions Inc | Stock-Tech | 2.40% | -0.32% | +2.95% | |
| 14 | WEC | Wec Energy Group Inc | Stock-Utilities | 2.26% | -0.34% | +0.10% | |
| 15 | LNT | Alliant Energy CORP | Stock-Utilities | 2.12% | -0.26% | -2.30% | |
| 16 | ECL | Ecolab Inc | Stock-Materials | 2.07% | -0.08% | -1.14% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.05% | +0.09% | -10.77% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.90% | -0.18% | +2.56% | |
| 19 | FAST | Fastenal Co | Stock-Industrials | 1.86% | -0.15% | -15.96% | |
| 20 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.70% | -0.42% | -1.73% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.68% | +0.41% | -0.06% | |
| 22 | ENTG | Entegris Inc | Stock-Tech | 1.61% | +0.54% | -0.44% | |
| 23 | FUL | H.b. Fuller Co. | Stock-Materials | 1.49% | -0.19% | -2.05% | |
| 24 | TECH | Bio-techne CORP | Stock-Healthcare | 1.47% | +0.28% | -0.62% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.44% | -0.45% | -28.19% | |
| 26 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.44% | -0.11% | -1.66% | |
| 27 | SHW | Sherwin-williams Co/the | Stock-Materials | 1.43% | -0.04% | -6.78% | |
| 28 | FISV | Fiserv Inc | Stock-Other | 1.23% | -0.20% | +31.01% | |
| 29 | WFC | Wells Fargo & Co | Stock-Financials | 1.11% | -0.45% | -21.02% | |
| 30 | ROK | Rockwell Automation Inc | Stock-Industrials | 1.04% | +0.13% | -14.16% | |
| 31 | WM | Waste Management Inc | Stock-Industrials | 0.94% | +0.27% | +39724.00% | |
| 32 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.89% | +0.01% | +362.43% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.87% | +1.01% | +141.42% | |
| 34 | HRL | Hormel Foods CORP | Stock-Consumer Staples | 0.79% | -0.02% | -9.80% | |
| 35 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.15% | +1.93% | |
| 36 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.71% | -0.05% | -7.64% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.63% | -0.33% | -13.13% | |
| 38 | CGNX | Cognex CORP | Stock-Tech | 0.61% | +0.26% | +4.46% | |
| 39 | TNC | Tennant Co | Stock-Other | 0.55% | — | -25.02% | |
| 40 | MMM | 3m Co | Stock-Industrials | 0.52% | — | +0.77% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.52% | -0.03% | -2.33% | |
| 42 | HON | Honeywell International Inc | Stock-Industrials | 0.48% | -0.48% | EXIT | |
| 43 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.47% | +0.06% | +60.39% | |
| 44 | AXP | American Express Co | Stock-Financials | 0.46% | -0.01% | -6.67% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.46% | +0.13% | -1.81% | |
| 46 | IDA | Idacorp Inc | Stock-Utilities | 0.44% | -0.01% | -0.37% | |
| 47 | WK | Workiva Inc | Stock-Tech | 0.44% | -0.07% | -1.70% | |
| 48 | DCI | Donaldson Co Inc | Stock-Industrials | 0.43% | -0.05% | -10.93% | |
| 49 | PIPR | Piper Sandler Cos | Stock-Financials | 0.43% | -0.07% | — | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.42% | +0.05% | +25.14% |
| # | 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 | GGG | Graco Inc | +0.2% | -2.30% | Trim |
| 13 | CGNX | Cognex CORP | +0.2% | +4.46% | Add |
| 14 | FISV | Fiserv Inc | +0.2% | +31.01% | Add |
| 15 | CASY | Casey's General Stores Inc | +0.2% | -7.64% | Trim |
| 16 | ISRG | Intuitive Surgical Inc | +0.1% | +60.39% | Add |
| 17 | ECL | Ecolab Inc | +0.1% | -1.14% | Trim |
| 18 | FUL | H.b. Fuller Co. | +0.1% | -2.05% | Trim |
| 19 | CHRW | C.h. Robinson Worldwide Inc | +0.1% | -1.66% | Trim |
| 20 | TRV | Travelers Cos Inc/the | +0.1% | +25.14% | Add |
| 21 | ZTS | Zoetis Inc | +0.1% | +33.89% | Add |
| 22 | IDA | Idacorp Inc | +0.1% | -0.37% | Trim |
| 23 | TXN | Texas Instruments Inc | +0.1% | -1.81% | Trim |
| 24 | FAST | Fastenal Co | +0.1% | -15.96% | Trim |
| 25 | GNRC | Generac Holdings Inc | +0.1% | -8.13% | Trim |
| 26 | PG | Procter & Gamble Co/the | +0.1% | +12.55% | Add |
| 27 | MEDP | Medpace Holdings Inc | +0.1% | +28.58% | Add |
| 28 | BSY | Bentley Systems Inc-class B | +0.1% | +184.58% | Add |
| 29 | CVX | Chevron CORP | +0.1% | +80.53% | Add |
| 30 | XEL | Xcel Energy Inc | +0.1% | +1.51% | Add |
| 31 | GLW | Corning Inc | 0% | -2.32% | Trim |
| 32 | XOM | Exxon Mobil CORP | 0% | -3.56% | Trim |
| 33 | HON | Honeywell International Inc | 0% | -10.91% | Trim |
| 34 | JHX | James Hardie Industries plc | 0% | +165.53% | Add |
| 35 | VEA | Vanguard Ftse Developed ETF | 0% | +781.98% | Add |
| 36 | PLXS | Plexus CORP | 0% | — | Unchanged |
| 37 | CAT | Caterpillar Inc | 0% | -0.03% | Trim |
| 38 | KNF | Knife River CORP | 0% | +8.54% | Add |
| 39 | TGT | Target CORP | 0% | -13.29% | Trim |
| 40 | VO | Vanguard Mid-cap ETF | 0% | +424.92% | Add |
| 41 | HWKN | Hawkins Inc | 0% | +106.47% | Add |
| 42 | MINN | Mairs & Power Mn Muni Bond | 0% | +26.52% | Add |
| 43 | WTFC | Wintrust Financial CORP | 0% | +23.83% | Add |
| 44 | VB | Vanguard Small-cap ETF | 0% | +288.03% | Add |
| 45 | HSY | Hershey Co/the | 0% | -4.51% | Trim |
| 46 | COP | Conocophillips | 0% | +0.66% | Add |
| 47 | TTC | Toro Co | 0% | -20.56% | Trim |
| 48 | TREX | Trex Company Inc | 0% | +27.99% | Add |
| 49 | AMAT | Applied Materials Inc | 0% | — | Unchanged |
| 50 | XYL | Xylem Inc | 0% | +136.01% | Add |
According to official SEC Form 13F filings, Mairs & Power Inc reported a total U.S. public equity portfolio value of $10.9B across 245 disclosed positions in Q1 2026.
During Q1 2026, Mairs & Power Inc's top holdings by market value included NVDA (8.5%)、MSFT (7.3%)、AMZN (5.5%). The largest single position, NVDA, represented 8.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AMZN) accounted for 26.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
PIPR
市值: $41.8M
Top Position Liquidated / Trimmed
62C
前期市值: $59.7M
In Q1 2026, Mairs & Power Inc made 181 total portfolio adjustments, initiating 22 new buys, adding to 54 positions, trimming 85 holdings, and fully liquidating 20 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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