Mairs & Power
What Mairs & Power held at the end of Q2 2026, from its 13F filed on 2026-08-14, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$10.90B
Q2 2026
Positions
254
shares, no options
Top 10
44%
of the portfolio
Changes
+69 / −109
17 new, 8 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| NVDANVIDIA CORPORATION | 8.64% | 4,707,792 | $941.98M | Reduced 1% |
| MSFTMICROSOFT CORP | 6.68% | 1,950,737 | $727.66M | Unchanged |
| AMZNAMAZON COM INC | 5.68% | 2,599,441 | $619.55M | Unchanged |
| GOOGALPHABET INC · CAP STK CL C | 5.46% | 1,683,439 | $594.81M | Added 4% |
| LLYELI LILLY & CO | 3.54% | 322,129 | $386.37M | Reduced 1% |
| NVTNVENT ELEC PLC · SHS | 3.19% | 2,052,813 | $348.18M | Reduced 1% |
| AAPLAPPLE INC | 3.02% | 1,138,448 | $329.42M | Reduced 6% |
| JPMJPMORGAN CHASE & CO | 2.77% | 923,550 | $302.31M | Reduced 12% |
| VVISA INC · COM CL A | 2.68% | 852,050 | $292.33M | Added 1% |
| GGGGRACO INC | 2.63% | 3,797,451 | $287.13M | Unchanged |
| LFUSLITTELFUSE INC | 2.52% | 602,104 | $274.16M | Reduced 17% |
| TTCTORO CO | 2.39% | 2,676,474 | $260.74M | Reduced 2% |
| ENTGENTEGRIS INC | 2.15% | 1,301,640 | $234.11M | Reduced 3% |
| UNHUNITEDHEALTH GROUP INC | 2.14% | 559,951 | $232.73M | Reduced 24% |
| TSMTAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS | 2.09% | 476,245 | $227.44M | Reduced 2% |
| MSIMOTOROLA SOLUTIONS INC | 2.08% | 544,876 | $226.28M | Added 1% |
| ECLECOLAB INC | 1.99% | 777,541 | $216.63M | Added 2% |
| WECWEC ENERGY GROUP INC | 1.92% | 1,787,905 | $208.77M | Reduced 6% |
| PANWPALO ALTO NETWORKS INC | 1.88% | 599,841 | $204.56M | Added 13% |
| LNTALLIANT ENERGY CORP | 1.86% | 2,657,913 | $202.77M | Reduced 8% |
| TECHBIO-TECHNE CORP | 1.75% | 2,700,698 | $190.80M | Reduced 2% |
| METAMETA PLATFORMS INC · CL A | 1.72% | 332,871 | $187.50M | Added 3% |
| FASTFASTENAL CO | 1.71% | 3,870,891 | $185.92M | Reduced 1% |
| SHWSHERWIN WILLIAMS CO | 1.39% | 440,586 | $151.70M | Added 1% |
| CHRWC H ROBINSON WORLDWIDE IN | 1.33% | 770,708 | $145.16M | Reduced 9% |
| FULFULLER H B CO | 1.30% | 2,435,168 | $141.95M | Added 3% |
| VZVERIZON COMMUNICATIONS INC | 1.28% | 3,291,850 | $139.38M | Reduced 1% |
| WMWASTE MGMT INC DEL | 1.21% | 591,025 | $131.73M | Added 48% |
| ROKROCKWELL AUTOMATION INC | 1.17% | 257,811 | $127.64M | Reduced 9% |
| FISVFISERV INC | 1.03% | 2,293,029 | $112.47M | Added 7% |
| JNJJOHNSON & JOHNSON | 0.99% | 423,010 | $107.43M | Reduced 27% |
| AMPAMERIPRISE FINL INC | 0.90% | 214,056 | $98.20M | Added 9% |
| CGNXCOGNEX CORP | 0.87% | 1,307,856 | $94.71M | Added 7% |
| HRLHORMEL FOODS CORP | 0.77% | 3,398,047 | $84.34M | Reduced 1% |
| CASYCASEYS GEN STORES INC | 0.66% | 91,125 | $72.43M | Reduced 5% |
| WFCWELLS FARGO & CO | 0.66% | 872,186 | $72.08M | Reduced 36% |
| AJGGALLAGHER ARTHUR J & CO | 0.66% | 311,539 | $71.52M | New |
| ABTABBOTT LABORATORIES | 0.61% | 729,358 | $66.18M | Added 1% |
| TXNTEXAS INSTRS INC | 0.59% | 217,453 | $64.82M | Reduced 6% |
| TNCTENNANT CO | 0.55% | 681,800 | $59.68M | Reduced 15% |
| ISRGINTUITIVE SURGICAL INC | 0.53% | 146,459 | $58.24M | Added 47% |
| MMM3M CO | 0.52% | 349,350 | $56.56M | Reduced 1% |
| HDHOME DEPOT INC | 0.49% | 152,452 | $53.77M | Reduced 1% |
| TRVTRAVELERS COMPANIES INC | 0.47% | 156,482 | $51.66M | Added 10% |
| AXPAMERICAN EXPRESS CO | 0.45% | 145,612 | $49.25M | Reduced 2% |
| IDAIDACORP INC | 0.43% | 309,970 | $46.90M | Added 3% |
| MEDPMEDPACE HLDGS INC | 0.42% | 86,715 | $45.92M | Added 1% |
| CMECME GROUP INC | 0.40% | 195,585 | $43.19M | New |
| DCIDONALDSON INC | 0.38% | 463,717 | $41.63M | Reduced 7% |
| WKWORKIVA INC · COM CL A | 0.37% | 829,491 | $40.24M | Added 16% |
| PIPRPIPER SANDLER COMPANIES | 0.36% | 544,505 | $39.39M | Unchanged |
| SFMSPROUTS FMRS MKT INC | 0.35% | 451,826 | $38.22M | Added 55% |
| PGPROCTER & GAMBLE CO | 0.33% | 245,423 | $35.99M | Added 1% |
| USBUS BANCORP | 0.31% | 561,453 | $33.91M | Reduced 7% |
| ZTSZOETIS INC · CL A | 0.31% | 467,515 | $33.60M | Added 54% |
| QCOMQUALCOMM INC | 0.30% | 179,832 | $33.23M | Reduced 62% |
| XELXCEL ENERGY INC | 0.29% | 392,497 | $31.52M | Reduced 2% |
| BSYBENTLEY SYS INC · COM CL B | 0.27% | 970,114 | $29.00M | Added 311% |
| ADPAUTOMATIC DATA PROCESSING IN | 0.26% | 127,173 | $28.48M | Added 2% |
| MDTMEDTRONIC PLC · SHS | 0.26% | 363,349 | $28.42M | Reduced 10% |
| GNRCGENERAC HLDGS INC | 0.25% | 93,395 | $27.35M | Reduced 6% |
| HONAHONEYWELL AEROSPACE INC | 0.20% | 100,041 | $22.12M | New |
| GLWCORNING INC | 0.20% | 85,447 | $21.83M | Reduced 3% |
| TGTTARGET CORP | 0.19% | 159,261 | $20.80M | Reduced 6% |
| SCHWSCHWAB CHARLES CORP | 0.18% | 216,288 | $19.96M | Reduced 13% |
| GOOGLALPHABET INC · CAP STK CL A | 0.18% | 54,128 | $19.34M | Reduced 3% |
| CATCATERPILLAR INC | 0.18% | 18,102 | $19.28M | Reduced 2% |
| DISDISNEY WALT CO | 0.15% | 173,626 | $16.71M | Reduced 28% |
| CLFDCLEARFIELD INC | 0.14% | 385,257 | $15.33M | Reduced 47% |
| BMIBADGER METER INC | 0.14% | 99,464 | $14.76M | Reduced 5% |
| PFGPRINCIPAL FINANCIAL GROUP IN | 0.13% | 135,283 | $14.58M | Reduced 17% |
| AIRAAR CORP | 0.11% | 83,933 | $12.00M | Reduced 6% |
| PLXSPLEXUS CORP | 0.11% | 39,276 | $11.81M | Reduced 14% |
| BRK-BBERKSHIRE HATHAWAY INC DEL · CL B NEW | 0.11% | 23,590 | $11.80M | Reduced 1% |
| ABBVABBVIE INC | 0.10% | 44,702 | $11.25M | Reduced 1% |
| EXXON MOBIL CORP | 0.10% | 81,802 | $11.18M | Reduced 2% |
| AMBAAMBARELLA INC · SHS | 0.10% | 126,353 | $10.84M | Added 7% |
| KNFKNIFE RIVER CORP | 0.10% | 128,377 | $10.74M | Reduced 5% |
| HSYHERSHEY CO | 0.10% | 61,044 | $10.71M | Reduced 5% |
| MINNTRUST FOR PROFESSIONAL MANAG · MAIRS & PWR MINN | 0.10% | 470,668 | $10.54M | Added 15% |
| ONBOLD NATL BANCORP IND | 0.09% | 389,291 | $10.08M | Reduced 10% |
| JBTMJBT MAREL CORPORATION | 0.09% | 67,465 | $9.78M | Added 14% |
| WTFCWINTRUST FINL CORP | 0.09% | 58,659 | $9.43M | Added 2% |
| EMREMERSON ELEC CO | 0.08% | 63,235 | $9.05M | Reduced 2% |
| QCRHQCR HLDGS INC | 0.08% | 91,002 | $8.86M | Unchanged |
| PATKPATRICK INDS INC | 0.08% | 94,824 | $8.51M | Added 64% |
| ASBASSOCIATED BANC-CORP | 0.08% | 270,040 | $8.31M | Unchanged |
| VOOVANGUARD INDEX FDS · S&P 500 ETF SHS | 0.08% | 12,096 | $8.31M | Reduced 19% |
| RDNTRADNET INC | 0.08% | 133,116 | $8.21M | Unchanged |
| IVVISHARES TR · CORE S&P500 ETF | 0.07% | 10,654 | $7.98M | Added 65% |
| AMATAPPLIED MATLS INC | 0.07% | 11,007 | $7.96M | Reduced 3% |
| SCHBSCHWAB STRATEGIC TR · US BRD MKT ETF | 0.07% | 261,246 | $7.57M | Unchanged |
| BKHBLACK HILLS CORP | 0.07% | 98,285 | $7.31M | Unchanged |
| LTHLIFE TIME GROUP HOLDINGS INC | 0.06% | 172,317 | $7.04M | Unchanged |
| CVXCHEVRON CORPORATION | 0.06% | 41,147 | $6.82M | Added 5% |
| MRKMERCK & CO INC | 0.06% | 51,519 | $6.62M | Added 2% |
| CFRCULLEN FROST BANKERS INC | 0.06% | 42,696 | $6.60M | Unchanged |
| ALRSALERUS FINL CORP | 0.06% | 203,417 | $6.33M | Added 156% |
| JHXJAMES HARDIE INDS PLC · ORD SHS | 0.06% | 240,716 | $6.30M | Unchanged |
| SPYSTATE STR SPDR S&P 500 ETF T · TR UNIT | 0.06% | 8,279 | $6.18M | Reduced 70% |
| WWDWOODWARD INC | 0.05% | 14,000 | $5.96M | Unchanged |
| TREXTREX INC | 0.05% | 116,022 | $5.81M | Unchanged |
| HUBGHUB GROUP INC · CL A | 0.05% | 129,879 | $5.69M | Reduced 19% |
| SOLVSOLVENTUM CORP · COM SHS | 0.05% | 72,441 | $5.59M | Unchanged |
| GBCIGLACIER BANCORP INC NEW | 0.05% | 106,200 | $5.48M | Unchanged |
| OSKOSHKOSH CORP | 0.05% | 33,183 | $5.09M | Unchanged |
| CTASCINTAS CORP | 0.04% | 27,262 | $4.64M | Added 21% |
| PNRPENTAIR PLC · SHS | 0.04% | 57,038 | $4.37M | Reduced 1% |
| KHCKRAFT HEINZ CO | 0.04% | 178,686 | $4.22M | Reduced 44% |
| PIIPOLARIS INC | 0.04% | 61,311 | $4.20M | Reduced 2% |
| SYYSYSCO CORP | 0.04% | 48,544 | $4.06M | Reduced 51% |
| MCDMCDONALDS CORP | 0.03% | 14,085 | $3.81M | Reduced 2% |
| BRK-ABERKSHIRE HATHAWAY INC DEL · CL A | 0.03% | 5 | $3.74M | Unchanged |
| NWENORTHWESTERN ENERGY GROUP IN | 0.03% | 51,191 | $3.67M | Reduced 40% |
| HWKNHAWKINS INC | 0.03% | 25,136 | $3.57M | Reduced 3% |
| VOVANGUARD INDEX FDS · MID CAP ETF | 0.03% | 39,348 | $3.17M | Added 258% |
| GEGE AEROSPACE | 0.03% | 7,525 | $2.81M | Unchanged |
| VEAVANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT | 0.03% | 39,279 | $2.80M | Reduced 13% |
| COSTCOSTCO WHOLESALE CORPORATION | 0.03% | 2,963 | $2.77M | Unchanged |
| COPCONOCOPHILLIPS | 0.02% | 25,845 | $2.69M | Reduced 1% |
| NKENIKE INC · CL B | 0.02% | 63,845 | $2.62M | Reduced 3% |
| APGAPI GROUP CORP · COM STK | 0.02% | 57,969 | $2.45M | Unchanged |
| GISGENERAL MILLS INC | 0.02% | 70,157 | $2.44M | Reduced 28% |
| CSCOCISCO SYS INC | 0.02% | 19,731 | $2.32M | Unchanged |
| INTCINTEL CORP | 0.02% | 14,533 | $2.03M | Added 1% |
| ORCLORACLE CORP | 0.02% | 13,643 | $2.00M | Reduced 56% |
| KOCOCA COLA CO | 0.02% | 23,470 | $1.91M | Added 1% |
| XYLXYLEM INC | 0.02% | 15,450 | $1.83M | Added 10% |
| WMTWALMART INC | 0.02% | 15,800 | $1.79M | Added 1% |
| AMGNAMGEN INC | 0.02% | 4,924 | $1.78M | Reduced 1% |
| EFAISHARES TR · MSCI EAFE ETF | 0.02% | 16,317 | $1.69M | Added 4% |
| PFEPFIZER INC | 0.01% | 67,679 | $1.63M | Reduced 6% |
| RTXRTX CORPORATION | 0.01% | 8,446 | $1.60M | Reduced 1% |
| VBVANGUARD INDEX FDS · SMALL CP ETF | 0.01% | 5,114 | $1.55M | Reduced 12% |
| LOWLOWES COS INC | 0.01% | 6,832 | $1.51M | Unchanged |
| SOLSSOLSTICE ADVANCED MATLS INC · COM SHS | 0.01% | 16,644 | $1.47M | Reduced 25% |
| BMYBRISTOL-MYERS SQUIBB CO | 0.01% | 24,684 | $1.42M | Added 2% |
| WABWABTEC | 0.01% | 5,237 | $1.41M | Unchanged |
| AVGOBROADCOM INC | 0.01% | 3,663 | $1.38M | Added 4% |
| CIENCIENA CORP | 0.01% | 2,800 | $1.37M | Unchanged |
| MGEEMGE ENERGY INC | 0.01% | 16,508 | $1.35M | New |
| QQQINVESCO QQQ TR · UNIT SER 1 | 0.01% | 1,770 | $1.30M | Added 1% |
| GLDSPDR GOLD TR · GOLD SHS | 0.01% | 3,515 | $1.29M | Added 146% |
| SYKSTRYKER CORPORATION | 0.01% | 4,072 | $1.28M | Reduced 2% |
| PEPPEPSICO INC | 0.01% | 9,175 | $1.24M | Added 2% |
| UPSUNITED PARCEL SVCS INC · CL B | 0.01% | 11,508 | $1.24M | Reduced 34% |
| SNASNAP ON INC | 0.01% | 3,023 | $1.22M | Reduced 3% |
| BMOBANK MONTREAL MEDIUM | 0.01% | 6,746 | $1.19M | Unchanged |
| CMCANADIAN IMPERIAL BANK OF CO | 0.01% | 10,176 | $1.17M | Unchanged |
| VSATVIASAT INC | 0.01% | 13,000 | $1.17M | Unchanged |
And 104 smaller positions, each in the filing.
Sold out in Q2 2026
ACNHONEYWELL INTL INCIBTGMURSEICPATHULTAUTHR
Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 254 positions | $10.90B | 2026-08-14 |
| 2026-03-31 | 245 positions | $9.79B | 2026-05-14 |
| 2025-12-31 | 243 positions | $10.39B | 2026-02-17 |
| 2025-09-30 | 248 positions | $10.64B | 2025-11-14 |
| 2025-06-30 | 235 positions | $10.13B | 2025-08-14 |
| 2025-03-31 | 221 positions | $9.61B | 2025-05-15 |
| 2024-12-31 | 229 positions | $10.34B | 2025-02-14 |
| 2024-09-30 | 228 positions | $10.63B | 2024-11-14 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.