M&

Mairs & Power INC

Diversified strategyMomentum followerQuality / disciplined sizing

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%.

Personality snowflake

Concentration
12.32
Portfolio Stability
19.6
Momentum/Contrarian
100
Sector conviction
52.47
Diversification
100
Sizing Uniformity
74.37

Recent moves

  • 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

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1NVDANvidia CORPStock-Tech8.49%-0.39%-3.80%
2MSFTMicrosoft CORPStock-Tech7.35%-1.55%+1.54%
3AMZNAmazon.com INCStock-Consumer Disc5.54%-0.22%+0.39%
4GOOGAlphabet Inc-cl CStock-Comm Services4.72%-0.41%-5.09%
5GGGGraco INCStock-Industrials3.30%—-2.30%
6JPMJpmorgan Chase & CoStock-Financials3.17%-0.79%-17.41%
7AAPLApple INCStock-Tech3.13%-0.06%-0.75%
8LLYEli Lilly & CoStock-Healthcare3.07%-0.50%-5.51%
9VVisa Inc-class A SharesStock-Financials2.60%-0.11%+4.78%
10TTCToro CoStock-Industrials2.60%+0.01%-20.56%
11LFUSLittelfuse INCStock-Tech2.51%+0.61%-6.96%
12NVTnVent Electric plcStock-Industrials2.50%+0.43%-2.12%
13MSIMotorola Solutions INCStock-Tech2.40%+0.46%+2.95%
14WECWec Energy Group INCStock-Utilities2.26%+0.32%+0.10%
15LNTAlliant Energy CORPStock-Utilities2.12%+0.27%-2.30%
16ECLEcolab INCStock-Materials2.07%—-1.14%
17UNHUnitedhealth Group INCStock-Healthcare2.05%-0.59%-10.77%
18METAMeta Platforms Inc-class AStock-Comm Services1.90%-0.11%+2.56%
19FASTFastenal CoStock-Industrials1.86%+0.06%-15.96%
20VZVerizon Communications INCStock-Comm Services1.70%+0.38%-1.73%
21TSMTaiwan Semiconductor-sp AdrStock-Tech1.68%+0.26%-0.06%
22ENTGEntegris INCStock-Tech1.61%+0.52%-0.44%
23FULH.b. Fuller Co.Stock-Materials1.49%—-2.05%
24TECHBio-techne CORPStock-Healthcare1.47%-0.10%-0.62%
25JNJJohnson & JohnsonStock-Healthcare1.44%-0.16%-28.19%
26CHRWC.h. Robinson Worldwide INCStock-Industrials1.44%—-1.66%
27SHWSherwin-williams Co/theStock-Materials1.43%-0.03%-6.78%
28FISVFiserv INCStock-Other1.23%+0.17%+31.01%
29WFCWells Fargo & CoStock-Financials1.11%-0.44%-21.02%
30ROKRockwell Automation INCStock-Industrials1.04%-0.20%-14.16%
31WMWaste Management INCStock-Industrials0.94%+0.94%+39724.00%
32AMPAmeriprise Financial INCStock-Financials0.89%+0.69%+362.43%
33PANWPalo Alto Networks INCStock-Tech0.87%+0.48%+141.42%
34HRLHormel Foods CORPStock-Consumer Staples0.79%-0.07%-9.80%
35ABTAbbott LaboratoriesStock-Healthcare0.76%-0.09%+1.93%
36CASYCasey's General Stores INCStock-Consumer Disc0.71%+0.16%-7.64%
37QCOMQualcomm INCStock-Tech0.63%-0.28%-13.13%
38CGNXCognex CORPStock-Tech0.61%+0.20%+4.46%
39TNCTennant CoStock-Other0.55%-0.21%-25.02%
40MMM3m CoStock-Industrials0.52%—+0.77%
41HDHome Depot INCStock-Consumer Disc0.52%—-2.33%
42HONHoneywell International INCStock-Industrials0.48%—-10.91%
43ISRGIntuitive Surgical INCStock-Healthcare0.47%+0.13%+60.39%
44AXPAmerican Express CoStock-Financials0.46%-0.11%-6.67%
45TXNTexas Instruments INCStock-Tech0.46%—-1.81%
46IDAIdacorp INCStock-Utilities0.44%—-0.37%
47WKWorkiva INCStock-Tech0.44%-0.16%-1.70%
48DCIDonaldson Co INCStock-Industrials0.43%-0.05%-10.93%
49PIPRPiper Sandler CosStock-Financials0.43%+0.43%NEW
50TRVTravelers Cos Inc/theStock-Financials0.42%+0.10%+25.14%
1–50 of 245

Holding changes this quarter

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).

Position changes disclosed by Mairs & Power INC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1WMWaste Management INC+0.9%+39724.00%Add
2AMPAmeriprise Financial INC+0.7%+362.43%Add
3LFUSLittelfuse INC+0.6%-6.96%Trim
4ENTGEntegris INC+0.5%-0.44%Trim
5PANWPalo Alto Networks INC+0.5%+141.42%Add
6MSIMotorola Solutions INC+0.5%+2.95%Add
7NVTnVent Electric plc+0.4%-2.12%Trim
8VZVerizon Communications INC+0.4%-1.73%Trim
9WECWec Energy Group INC+0.3%+0.10%Add
10LNTAlliant Energy CORP+0.3%-2.30%Trim
11TSMTaiwan Semiconductor-sp Adr+0.3%-0.06%Trim
12CGNXCognex CORP+0.2%+4.46%Add
13FISVFiserv INC+0.2%+31.01%Add
14CASYCasey's General Stores INC+0.2%-7.64%Trim
15ISRGIntuitive Surgical INC+0.1%+60.39%Add
16TRVTravelers Cos Inc/the+0.1%+25.14%Add
17ZTSZoetis INC+0.1%+33.89%Add
18FASTFastenal Co+0.1%-15.96%Trim
19TTCToro Co0%-20.56%Trim
20SHWSherwin-williams Co/the0%-6.78%Trim
21DCIDonaldson Co INC-0.1%-10.93%Trim
22AAPLApple INC-0.1%-0.75%Trim
23HRLHormel Foods CORP-0.1%-9.80%Trim
24DISWalt Disney Co/the-0.1%-19.02%Trim
25ABTAbbott Laboratories-0.1%+1.93%Add
26TECHBio-techne CORP-0.1%-0.62%Trim
27VVisa Inc-class A Shares-0.1%+4.78%Add
28METAMeta Platforms Inc-class A-0.1%+2.56%Add
29AXPAmerican Express Co-0.1%-6.67%Trim
30JNJJohnson & Johnson-0.2%-28.19%Trim
31WKWorkiva INC-0.2%-1.70%Trim
32ROKRockwell Automation INC-0.2%-14.16%Trim
33TNCTennant Co-0.2%-25.02%Trim
34AMZNAmazon.com INC-0.2%+0.39%Add
35QCOMQualcomm INC-0.3%-13.13%Trim
36KHCKraft Heinz Co/the-0.3%-81.08%Trim
37NVDANvidia CORP-0.4%-3.80%Trim
38GOOGAlphabet Inc-cl C-0.4%-5.09%Trim
39WFCWells Fargo & Co-0.4%-21.02%Trim
40LLYEli Lilly & Co-0.5%-5.51%Trim
41UNHUnitedhealth Group INC-0.6%-10.77%Trim
42CRMSalesforce INC-0.7%-83.11%Trim
43JPMJpmorgan Chase & Co-0.8%-17.41%Trim
44MSFTMicrosoft CORP-1.6%+1.54%Add
4562CPiper Sandler Cos—EXITSold out
46PIPRPiper Sandler Cos—NEWNew buy
47SFMSprouts Farmers Market INC—NEWNew buy
48VOOVanguard S&p 500 ETF—NEWNew buy
49AMBAAmbarella, Inc.—NEWNew buy
50INSPInspire Medical Systems INC—EXITSold out

FAQ

What is Mairs & Power INC and what type of investor is it?
Mairs & Power INC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $9.8B, spread across 245 disclosed positions.
What are Mairs & Power INC's largest equity positions?
Based on the latest 13F filing, Mairs & Power INC's top holdings by market value are: 1. Nvidia CORP (NVDA) — $830.4M (8.5%) 2. Microsoft CORP (MSFT) — $719.0M (7.3%) 3. Amazon.com INC (AMZN) — $542.1M (5.5%) 4. Alphabet Inc-cl C (GOOG) — $462.3M (4.7%) 5. Graco INC (GGG) — $323.0M (3.3%)
What changes did Mairs & Power INC make in its most recent portfolio filing?
In the latest reported quarter, Mairs & Power INC made 50 notable position adjustments: 4 new positions were initiated, 15 existing holdings were added to, 29 positions were partially reduced, and 2 were completely exited. The largest of these moves: 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)
What sectors does Mairs & Power INC focus on?
Mairs & Power INC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 32.2% • Industrials: 16.6% • Health Care: 11.2% • Financials: 10.7% • Communication Services: 9.0% • Consumer Discretionary: 7.4%