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Mairs & Power Inc.

CIK 1070134 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Mairs & Power Inc. reported 254 US-listed holdings worth $10.90 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: NVIDIA Corp. (8.6%), Microsoft Corp. (6.7%) and Amazon.com Inc. (5.7%). Against the quarter before, it opened 17 positions, added to 54, trimmed 107 and sold out of 8.

Reported holdings$10.90B+11.4% on Q1 2026
Positions254+9 on Q1 2026
The largest ten44.3%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toTrimmed
NVDA8.6%MSFT6.7%AMZN5.7%GOOG5.5%LLY3.5%NVT3.2%AAPL3.0%JPM2.8%V2.7%GGG2.6%LFUS2.5%TTC2.4%ENTG2.1%UNH2.1%240 more46.5%

The 14 largest of its 254 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $10.63 billion in 228 positions$10.6BQ3 24Q4 2024: $10.34 billion in 229 positions$10.3BQ4 24Q1 2025: $9.61 billion in 221 positions$9.61BQ1 25Q2 2025: $10.13 billion in 235 positions$10.1BQ2 25Q3 2025: $10.64 billion in 248 positions$10.6BQ3 25Q4 2025: $10.39 billion in 243 positions$10.4BQ4 25Q1 2026: $9.79 billion in 245 positions$9.79BQ1 26Q2 2026: $10.90 billion in 254 positions$10.9BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 17Added 54Held 76Trimmed 107Sold out 8
Opened: 17Added: 54Held: 76Trimmed: 107Sold out: 8

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 17

  1. Arthur J. Gallagher & Co. AJG$71.5 million
  2. CME Group Inc. CME$43.2 million
  3. Honeywell Aerospace Inc. Com HONA$22.1 million
  4. MGE Energy Inc. MGEE$1.3 million
  5. iShares Russell Mid-Cap Growth ETF IWP$1.0 million
  6. iShares Core S&P Mid-Cap ETF IJH$829,395
  7. iShares Trust IWR$717,742
  8. iShares Russell 2000 ETF IWM$452,778

and 9 more in the table below

Added to 54

  1. Waste Management Inc. WM+192,785 shares · +48%
  2. Alphabet Inc. GOOG+71,829 shares · +4%
  3. Palo Alto Networks Inc. PANW+67,162 shares · +13%
  4. Bentley Systems Inc. BSY+733,956 shares · +311%
  5. Intuitive Surgical Inc. ISRG+46,574 shares · +47%
  6. Sprouts Farmers Market, Inc. SFM+159,649 shares · +55%
  7. Zoetis Inc. ZTS+164,399 shares · +54%
  8. Ameriprise Financial Inc. AMP+17,009 shares · +9%

and 46 more in the table below

Trimmed 107

  1. UnitedHealth Group Inc. UNH-181,132 shares · -24%
  2. Littelfuse Inc. LFUS-122,606 shares · -17%
  3. Qualcomm Inc. QCOM-298,223 shares · -62%
  4. JPMorgan Chase & Co. JPM-130,647 shares · -12%
  5. Wells Fargo & Company WFC-493,690 shares · -36%
  6. Johnson & Johnson JNJ-154,580 shares · -27%
  7. Apple Inc. AAPL-69,950 shares · -6%
  8. Alliant Energy Corp. LNT-231,147 shares · -8%

and 99 more in the table below

Sold out of 8

  1. Honeywell International Inc. HON$47.1 million last quarter
  2. UiPath, Inc. PATH$340,770 last quarter
  3. iShares Trust IBTG$326,653 last quarter
  4. Ulta Beauty, Inc. ULTA$316,240 last quarter
  5. SEI Investments Co. SEIC$258,951 last quarter
  6. Accenture plc ACN$243,698 last quarter
  7. United Therapeutics Corp. UTHR$207,543 last quarter
  8. Murphy Oil Corp. MUR$206,250 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
NVIDIA Corp. NVDA4,707,792$942.0 million8.64%-53,559
Microsoft Corp. MSFT1,950,737$727.7 million6.68%+8,346
Amazon.com Inc. AMZN2,599,441$619.6 million5.68%-3,471
Alphabet Inc. GOOG1,683,439$594.8 million5.46%+71,829
Eli Lilly & Co. LLY322,129$386.4 million3.54%-4,177
nVent Electric plc NVT2,052,813$348.2 million3.19%-13,607
Apple Inc. AAPL1,138,448$329.4 million3.02%-69,950
JPMorgan Chase & Co. JPM923,550$302.3 million2.77%-130,647
Visa Inc. V852,050$292.3 million2.68%+11,133
Graco Inc. GGG3,797,451$287.1 million2.63%-18,233
Littelfuse Inc. LFUS602,104$274.2 million2.52%-122,606
Toro Co. TTC2,676,474$260.7 million2.39%-42,509
Entegris Inc. ENTG1,301,640$234.1 million2.15%-41,464
UnitedHealth Group Inc. UNH559,951$232.7 million2.14%-181,132
Taiwan Semiconductor Manufacturing Company Limited TSM476,245$227.4 million2.09%-10,008
Motorola Solutions, Inc. MSI544,876$226.3 million2.08%+4,144
Ecolab Inc. ECL777,541$216.6 million1.99%+15,723
WEC Energy Group, Inc. WEC1,787,905$208.8 million1.92%-122,780
Palo Alto Networks Inc. PANW599,841$204.6 million1.88%+67,162
Alliant Energy Corp. LNT2,657,913$202.8 million1.86%-231,147
Bio-Techne Corp. TECH2,700,698$190.8 million1.75%-49,584
Meta Platforms, Inc. META332,871$187.5 million1.72%+8,246
Fastenal Co. FAST3,870,891$185.9 million1.71%-51,551
Sherwin Williams Co. SHW440,586$151.7 million1.39%+2,826
C. H. Robinson Worldwide, Inc. CHRW770,708$145.2 million1.33%-77,495
Fuller H B Co. FUL2,435,168$141.9 million1.30%+73,551
Verizon Communications Inc. VZ3,291,850$139.4 million1.28%-23,586
Waste Management Inc. WM591,025$131.7 million1.21%+192,785
Rockwell Automation, Inc. ROK257,811$127.6 million1.17%-25,742
Fiserv Inc. FISV2,293,029$112.5 million1.03%+140,176
Johnson & Johnson JNJ423,010$107.4 million0.99%-154,580
Ameriprise Financial Inc. AMP214,056$98.2 million0.90%+17,009
Cognex Corp. CGNX1,307,856$94.7 million0.87%+83,981
Hormel Foods Corp. HRL3,398,047$84.3 million0.77%-19,912
Casey's General Stores, Inc. CASY91,125$72.4 million0.66%-4,812
Wells Fargo & Company WFC872,186$72.1 million0.66%-493,690
Arthur J. Gallagher & Co. AJG311,539$71.5 million0.66%new
Abbott Laboratories ABT729,358$66.2 million0.61%+7,580
Texas Instruments Inc. TXN217,453$64.8 million0.59%-13,698
Tennant Co. TNC681,800$59.7 million0.55%-121,664
Intuitive Surgical Inc. ISRG146,459$58.2 million0.53%+46,574
3M Co. MMM349,350$56.6 million0.52%-2,498
Home Depot, Inc. HD152,452$53.8 million0.49%-946
Travelers Companies, Inc. TRV156,482$51.7 million0.47%+14,068
American Express Co. AXP145,612$49.3 million0.45%-3,209
Idacorp Inc. IDA309,970$46.9 million0.43%+8,593
Medpace Holdings, Inc. MEDP86,715$45.9 million0.42%+995
CME Group Inc. CME195,585$43.2 million0.40%new
Donaldson Co. Inc. DCI463,717$41.6 million0.38%-35,657
Workiva Inc. WK829,491$40.2 million0.37%+113,851
Piper Sandler Companies PIPR544,505$39.4 million0.36%-1,585
Sprouts Farmers Market, Inc. SFM451,826$38.2 million0.35%+159,649
Procter & Gamble Co. PG245,423$36.0 million0.33%+2,013
U.S. Bancorp USB561,453$33.9 million0.31%-40,065
Zoetis Inc. ZTS467,515$33.6 million0.31%+164,399
Qualcomm Inc. QCOM179,832$33.2 million0.30%-298,223
Xcel Energy Inc. XEL392,497$31.5 million0.29%-9,766
Bentley Systems Inc. BSY970,114$29.0 million0.27%+733,956
Automatic Data Processing Inc. ADP127,173$28.5 million0.26%+2,737
Medtronic plc MDT363,349$28.4 million0.26%-38,619
Generac Holdings Inc. GNRC93,395$27.3 million0.25%-6,352
Honeywell Aerospace Inc. Com HONA100,041$22.1 million0.20%new
Corning Inc. GLW85,447$21.8 million0.20%-2,803
Target Corp. TGT159,261$20.8 million0.19%-9,618
Charles Schwab Corp. SCHW216,288$20.0 million0.18%-31,444
Alphabet Inc. GOOGL54,128$19.3 million0.18%-1,638
Caterpillar Inc. CAT18,102$19.3 million0.18%-348
Walt Disney Co. DIS173,626$16.7 million0.15%-66,220
Clearfield Inc. CLFD385,257$15.3 million0.14%-346,476
Badger Meter Inc. BMI99,464$14.8 million0.14%-5,351
Principal Financial Group Inc. PFG135,283$14.6 million0.13%-28,601
AAR Corp. AIR83,933$12.0 million0.11%-5,458
Plexus Corp. PLXS39,276$11.8 million0.11%-6,592
Berkshire Hathaway Inc. Class B BRKB23,590$11.8 million0.11%-339
AbbVie Inc. ABBV44,702$11.2 million0.10%-615
ExxonMobil Holdings Corp. XOM81,802$11.2 million0.10%-1,721
Ambarella Inc. AMBA126,353$10.8 million0.10%+8,772
Knife River Corp. KNF128,377$10.7 million0.10%-6,051
Hershey Co. HSY61,044$10.7 million0.10%-3,516
Trust for Professional Manag MINN470,668$10.5 million0.10%+59,803
Old National Bancorp ONB389,291$10.1 million0.09%-43,900
JBT Marel Corp. JBTM67,465$9.8 million0.09%+8,365
Wintrust Financial Corp. WTFC58,659$9.4 million0.09%+915
Emerson Electric Co. EMR63,235$9.1 million0.08%-1,517
QCR Holdings Inc. QCRH91,002$8.9 million0.08%no change
Patrick Industries Inc. PATK94,824$8.5 million0.08%+36,930
Associated Banc-Corp ASB270,040$8.3 million0.08%no change
Vanguard S&P 500 VOO12,096$8.3 million0.08%-2,770
Radnet Inc. RDNT133,116$8.2 million0.08%no change
iShares Core S&P 500 ETF IVV10,654$8.0 million0.07%+4,193
Applied Materials Inc. AMAT11,007$8.0 million0.07%-320
Schwab Strategic Trust SCHB261,246$7.6 million0.07%no change
Black Hills Corp. BKH98,285$7.3 million0.07%no change
Life Time Group Holdings, Inc. LTH172,317$7.0 million0.06%no change
Chevron Corp. CVX41,147$6.8 million0.06%+2,130
Merck & Co., Inc. MRK51,519$6.6 million0.06%+1,171
Cullen/Frost Bankers, Inc. CFR42,696$6.6 million0.06%no change
Alerus Finl Corp. ALRS203,417$6.3 million0.06%+123,981
James Hardie Industries Plc - US ADR JHX240,716$6.3 million0.06%-45
SPDR S&P 500 SPY8,279$6.2 million0.06%-18,901
Woodward, Inc. WWD14,000$6.0 million0.05%no change
Trex Co. Inc. TREX116,022$5.8 million0.05%no change
Hub Group Inc. HUBG129,879$5.7 million0.05%-30,054
Solventum Corp. SOLV72,441$5.6 million0.05%-72
Glacier Bancorp, Inc. GBCI106,200$5.5 million0.05%no change
Oshkosh Corp. OSK33,183$5.1 million0.05%no change
Cintas Corp. CTAS27,262$4.6 million0.04%+4,824
Pentair plc PNR57,038$4.4 million0.04%-540
Kraft Heinz Co. KHC178,686$4.2 million0.04%-137,877
Polaris Inc. PII61,311$4.2 million0.04%-1,180
Sysco Corp. SYY48,544$4.1 million0.04%-50,735
McDonald's Corp. MCD14,085$3.8 million0.03%-244
Berkshire Hathaway Inc. Del5$3.7 million0.03%no change
NorthWestern Energy Group, Inc. NWE51,191$3.7 million0.03%-34,811
Hawkins Inc. HWKN25,136$3.6 million0.03%-815
Vanguard Mid Cap Index ETF VO39,348$3.2 million0.03%+28,351
General Electric Co. GE7,525$2.8 million0.03%no change
Vanguard Ftse Developed Markets VEA39,279$2.8 million0.03%-5,958
Costco Wholesale Corp. COST2,963$2.8 million0.03%no change
ConocoPhillips COP25,845$2.7 million0.02%-183
Nike, Inc. NKE63,845$2.6 million0.02%-2,110
APi Group Corp. APG57,969$2.5 million0.02%no change
General Mills Inc. GIS70,157$2.4 million0.02%-26,767
Cisco Systems, Inc. CSCO19,731$2.3 million0.02%-96
Intel Corp. INTC14,533$2.0 million0.02%+200
Oracle Corp. ORCL13,643$2.0 million0.02%-17,075
Coca-Cola Co. KO23,470$1.9 million0.02%+155
Xylem Inc. XYL15,450$1.8 million0.02%+1,360
Walmart Inc. WMT15,800$1.8 million0.02%+100
Amgen Inc. AMGN4,924$1.8 million0.02%-40
iShares Trust EFA16,317$1.7 million0.02%+615
Pfizer Inc. PFE67,679$1.6 million0.01%-4,150
RTX Corp. RTX8,446$1.6 million0.01%-116
Vanguard Small Cap ETF VB5,114$1.6 million0.01%-691
Lowe's Companies Inc. LOW6,832$1.5 million0.01%-18
Solstice Advanced Materials Inc. SOLS16,644$1.5 million0.01%-5,595
Bristol-Myers Squibb Co. BMY24,684$1.4 million0.01%+484
Westinghouse Air Brake Technologies Corp. WAB5,237$1.4 million0.01%no change
Broadcom Inc. AVGO3,663$1.4 million0.01%+130
Ciena Corp. CIEN2,800$1.4 million0.01%no change
MGE Energy Inc. MGEE16,508$1.3 million0.01%new
Invesco QQQ Trust QQQ1,770$1.3 million0.01%+10
SPDR Gold Trust GLD3,515$1.3 million0.01%+2,085
Stryker Corp. SYK4,072$1.3 million0.01%-83
PepsiCo Inc. PEP9,175$1.2 million0.01%+197
United Parcel Service Inc. UPS11,508$1.2 million0.01%-5,919
Snap-on Inc. SNA3,023$1.2 million0.01%-100
Bank of Montreal BMO6,746$1.2 million0.01%no change
Canadian Imperial Bank of Commerce CM10,176$1.2 million0.01%no change
Viasat Inc. VSAT13,000$1.2 million0.01%no change
Vericel Corp. VCEL25,865$1.2 million0.01%no change
Phillips 66 PSX6,554$1.1 million0.01%-50
Vanguard Scottsdale FDS VONE3,270$1.1 million0.01%no change
IDEXX Laboratories Inc. IDXX2,080$1.1 million0.01%no change
Becton Dickinson & Co. BDX7,119$1.1 million0.01%no change
NextEra Energy Inc. NEE12,097$1.1 million0.01%-175
Bank of America Corp. BAC18,591$1.1 million0.01%-3,116
Kimberly Clark Corp. KMB9,556$1.0 million0.01%-138
Vanguard Ftse Emerging Markets VWO17,355$1.0 million0.01%-3,160
iShares Russell Mid-Cap Growth ETF IWP7,058$1.0 million0.01%new
International Business Machines Corp. IBM3,647$1.0 million0.01%no change
Axogen Inc. AXGN22,000$1.0 million0.01%no change
GE Vernova Inc. GEV846$993,9320.01%no change
Advanced Micro Devices Inc. AMD1,648$957,3400.01%-282
Union Pacific Corp. UNP3,415$928,8800.01%-775
Idex Corp. IEX4,000$907,8000.01%no change
Technology Select Sector SPDR ETF XLK4,470$851,6630.01%no change
Bank of New York Mellon Corp. BNY5,888$851,4640.01%no change
Schwab Strategic Trust SCHF30,586$847,2320.01%no change
Chubb Ltd. CB2,456$836,8570.01%+17
iShares Core S&P Mid-Cap ETF IJH10,756$829,3950.01%new
Norfolk Southern Corp. NSC2,590$814,7880.01%-125
Oklo Inc. OKLO15,561$814,3070.01%no change
SPDR Ser Trust BIL8,627$790,5780.01%+1,642
Amcor plc AMCR17,129$742,5420.01%no change
iShares Trust IWR6,506$717,7420.01%new
Vanguard Scottsdale FDS VGLT12,875$710,4430.01%no change
Weyerhaeuser Co. WY29,517$706,6370.01%-6,600
Invesco Exchange Traded FD T RSP3,100$659,5250.01%-2,285
American Water Works Company, Inc. AWK5,000$657,9000.01%-25
Brady Corp. BRC7,000$640,9900.01%no change
Shell plc SHEL8,132$630,5550.01%no change
NVE Corp NVEC6,000$627,3000.01%no change
Thermo Fisher Scientific Inc. TMO1,241$622,1880.01%no change
iShares Russell 1000 Value Inde IWD2,562$621,1060.01%no change
iShares Trust ACWX7,550$574,6310.01%no change
Boeing Co. BA2,650$573,6460.01%+53
VG Totl STK Vprs VTI1,547$572,4280.01%+1
Zimmer Biomet Holdings, Inc. ZBH6,625$570,3460.01%-1,425
SPDR S&P MidCap 400 ETF MDY798$561,3530.01%-21
Digi International Inc. DGII7,000$524,6500.00%no change
TJX Companies Inc. TJX3,415$517,3730.00%+100
Cardinal Health Inc. CAH2,121$503,8650.00%no change
Trane Technologies plc TT1,004$493,1250.00%-93
Micron Technology Inc. MU410$473,2590.00%-283
Newmont Corp. NEM5,000$467,0000.00%no change
Huntington Bancshares Inc. HBAN26,178$464,1360.00%-1,065
Philip Morris International Inc. PM2,537$458,9690.00%no change
iShares Trust IXN3,150$455,5060.00%no change
Sturm Ruger & Co. Inc. RGR12,000$454,2000.00%no change
iShares Russell 2000 ETF IWM1,507$452,7780.00%new
Skywater Technology Inc. SKYT13,000$452,6600.00%no change
Boston Scientific Corp. BSX9,914$423,1300.00%-262
Best Buy Co., Inc. BBY5,500$417,3400.00%-395
Northern Trust Corp. NTRS2,400$417,2160.00%no change
Salesforce, Inc. CRM2,656$416,0890.00%-47,340
Illinois Tool Works Inc. ITW1,534$414,9010.00%+50
iShares Trust IWO1,040$409,7180.00%new
Adobe Inc. ADBE1,969$403,6840.00%-40
Vanguard Specialized Funds VIG1,690$399,8880.00%-610
Cummins Inc. CMI528$376,5750.00%no change
iShares Edge MSCI Min Vol USA ETF USMV3,826$368,9070.00%-58
Waters Corp. WAT959$359,6630.00%+1
iShares Core S&P Small-Cap ETF IJR2,410$357,4270.00%no change
Vanguard Growth ETF VUG4,128$355,5860.00%+3,440
Marathon Petroleum Corp. MPC1,390$355,3810.00%no change
Deere & Co. DE557$353,3220.00%-15
iShares Trust IWS2,112$348,0790.00%new
United Fire Group Inc. UFCS6,600$346,1040.00%no change
iShares S&P Growth Index FD IVW2,509$345,0630.00%no change
Harley-Davidson, Inc. HOG14,000$342,4400.00%no change
Mosaic Co. MOS16,000$339,0400.00%-4,000
Lam Research Corp. LRCX765$331,4970.00%new
American Tower Corp. AMT2,020$330,4110.00%no change
Altria Group, Inc. MO4,566$328,5200.00%+3
Bank of Hawaii Corp. BOH4,000$325,9600.00%no change
Vanguard World FD VGT2,690$321,4710.00%+2,356
Enterprise Products Partners LP EPD8,600$316,1360.00%no change
L3Harris Technologies, Inc. LHX1,033$300,1790.00%no change
Timken Co. TKR2,000$290,6400.00%no change
Gilead Sciences, Inc. GILD2,275$287,4240.00%no change
Vanguard Large Cap ETF VV817$280,9740.00%no change
Baxter International Inc. BAX12,532$267,1820.00%-10,011
iShares Gold Trust IAU3,525$266,1730.00%no change
Vanguard FTSE All-World ex-US ETF VEU3,178$266,1580.00%no change
Vertiv Holdings Co. VRT780$261,1600.00%new
iShares S&P 500 Value ETF IVE1,143$259,5300.00%no change
MSA Safety Inc. MSA1,470$256,6330.00%no change
SLB Limited SLB5,500$255,6950.00%no change
AT&T Inc. T11,327$234,4690.00%no change
Danaher Corp. DHR1,142$217,5280.00%+7
Morgan Stanley MS1,036$216,5650.00%new
Regions Financial Corp. RF7,000$211,4000.00%new
Everus Construction Group, Inc. ECG1,250$207,4380.00%new
BP plc BP5,610$207,2900.00%no change
AMETEK Inc. AME850$205,6490.00%new
Carrier Global Corp. CARR2,785$204,2800.00%new
Mastercard Inc. MA395$202,8720.00%-125
Analog Devices Inc. ADI509$202,1600.00%-139
Marsh & McLennan Companies, Inc. MRSH1,200$200,0040.00%-100
Aebi Schmidt Hldg AG F AEBI10,401$130,5330.00%no change
Cleveland-Cliffs Inc. CLF13,500$126,7650.00%no change
Snap Inc. SNAP22,525$100,0110.00%no change
Plug Power Inc. PLUG10,000$27,1000.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 8 it sold out of are in the box above.