Follow-The-Filings

Featured 13F manager

Mairs & Power Inc.

St Paul, MN 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $10.9B
  • 254 Positions
  • 2026 Q2
  • +11.4% QoQ
  • Top 5 30.0%

Portfolio

2026 Q2 · filed 8/14/2026 · 254 long · top 12 shown

top 5 30.0% · top 10 44.3%

AUM over time

2026 Q2 $10.9B +11.4% QoQ
2021 Q3 · $10B 2021 Q3 · $10B
Q3 2021
2021 Q4 · $10.8B · +8.0% QoQ 2021 Q4 · $10.8B · +8.0% QoQ
Q4
2022 Q1 · $9.9B · −8.1% QoQ 2022 Q1 · $9.9B · −8.1% QoQ
Q1 2022
2022 Q2 · $8.3B · −15.9% QoQ 2022 Q2 · $8.3B · −15.9% QoQ
Q2
2022 Q3 · $7.9B · −5.0% QoQ 2022 Q3 · $7.9B · −5.0% QoQ
Q3
2022 Q4 · $8.3B · +4.8% QoQ 2022 Q4 · $8.3B · +4.8% QoQ
Q4
2023 Q1 · $8.7B · +4.3% QoQ 2023 Q1 · $8.7B · +4.3% QoQ
Q1 2023
2023 Q2 · $9.2B · +6.1% QoQ 2023 Q2 · $9.2B · +6.1% QoQ
Q2
2023 Q3 · $8.5B · −7.3% QoQ 2023 Q3 · $8.5B · −7.3% QoQ
Q3
2023 Q4 · $9.5B · +11.4% QoQ 2023 Q4 · $9.5B · +11.4% QoQ
Q4
2024 Q1 · $10.3B · +8.8% QoQ 2024 Q1 · $10.3B · +8.8% QoQ
Q1 2024
2024 Q2 · $10.3B · +0.2% QoQ 2024 Q2 · $10.3B · +0.2% QoQ
Q2
2024 Q3 · $10.6B · +2.7% QoQ 2024 Q3 · $10.6B · +2.7% QoQ
Q3
2024 Q4 · $10.3B · −2.8% QoQ 2024 Q4 · $10.3B · −2.8% QoQ
Q4
2025 Q1 · $9.6B · −7.0% QoQ 2025 Q1 · $9.6B · −7.0% QoQ
Q1 2025
2025 Q2 · $10.1B · +5.4% QoQ 2025 Q2 · $10.1B · +5.4% QoQ
Q2
2025 Q3 · $10.6B · +5.0% QoQ 2025 Q3 · $10.6B · +5.0% QoQ
Q3
2025 Q4 · $10.4B · −2.3% QoQ 2025 Q4 · $10.4B · −2.3% QoQ
Q4
2026 Q1 · $9.8B · −5.8% QoQ 2026 Q1 · $9.8B · −5.8% QoQ
Q1 2026
2026 Q2 · $10.9B · +11.4% QoQ 2026 Q2 · $10.9B · +11.4% QoQ
Q2

Latest book

2026 Q2 2026 Q1 · filed 14 Aug · long equity

NVDA - Nvidia 8.64% Reduce −1.1% 4,707,792 $200.09 $942M −53,559 +$112M
MSFT - Microsoft 6.68% Add +0.4% 1,950,737 $373.02 $728M +8,346 +$9M
AMZN - Amazon 5.68% Reduce −0.1% 2,599,441 $238.34 $620M −3,471 +$77M
GOOG - Alphabet · CL C 5.46% Add +4.5% 1,683,439 $353.33 $595M +71,829 +$133M
LLY - Eli Lilly & 3.54% Reduce −1.3% 322,129 $1,199 $386M −4,177 +$86M
NVT - Nvent Elec 3.19% Reduce −0.7% 2,052,813 $169.61 $348M −13,607 +$104M
AAPL - Apple 3.02% Reduce −5.8% 1,138,448 $289.36 $329M −69,950 +$23M
JPM - Jpmorgan Chase & 2.77% Reduce −12.4% 923,550 $327.33 $302M −130,647 −$8M
V - VISA · CL A 2.68% Add +1.3% 852,050 $343.09 $292M +11,133 +$38M
GGG - Graco 2.63% Reduce −0.5% 3,797,451 $75.61 $287M −18,233 −$36M
LFUS - Littelfuse 2.52% Reduce −16.9% 602,104 $455.33 $274M −122,606 +$28M
TTC - TORO 2.39% Reduce −1.6% 2,676,474 $97.42 $261M −42,509 +$7M
ENTG - Entegris 2.15% Reduce −3.1% 1,301,640 $179.86 $234M −41,464 +$77M
UNH - Unitedhealth Group 2.14% Reduce −24.4% 559,951 $415.63 $233M −181,132 +$32M
TSM - Taiwan Semiconductor 2.09% Reduce −2.1% 476,245 $477.57 $227M −10,008 +$63M
MSI - Motorola Solutions 2.08% Add +0.8% 544,876 $415.29 $226M +4,144 −$8M
ECL - Ecolab 1.99% Add +2.1% 777,541 $278.61 $217M +15,723 +$14M
WEC - WEC Energy Group 1.92% Reduce −6.4% 1,787,905 $116.77 $209M −122,780 −$12M
PANW - Palo Alto Networks 1.88% Add +12.6% 599,841 $341.02 $205M +67,162 +$119M
LNT - Alliant Energy 1.86% Reduce −8.0% 2,657,913 $76.29 $203M −231,147 −$5M
TECH - Bio-Techne 1.75% Reduce −1.8% 2,700,698 $70.65 $191M −49,584 +$47M
META - Meta Platforms · CL A 1.72% Add +2.5% 332,871 $563.29 $188M +8,246 +$2M
FAST - Fastenal 1.71% Reduce −1.3% 3,870,891 $48.03 $186M −51,551 +$4M
SHW - Sherwin Williams 1.39% Add +0.6% 440,586 $344.32 $152M +2,826 +$11M
CHRW - C H Robinson Worldwide In 1.33% Reduce −9.1% 770,708 $188.34 $145M −77,495 +$4M
FUL - Fuller H B 1.30% Add +3.1% 2,435,168 $58.29 $142M +73,551 −$4M
VZ - Verizon Communications 1.28% Reduce −0.7% 3,291,850 $42.34 $139M −23,586 −$27M
WM - Waste Mgmt Del 1.21% Add +48.4% 591,025 $222.88 $132M +192,785 +$40M
ROK - Rockwell Automation 1.17% Reduce −9.1% 257,811 $495.08 $128M −25,742 +$26M
FISV - Fiserv 1.03% Add +6.5% 2,293,029 $49.05 $112M +140,176 −$8M
JNJ - Johnson & Johnson 0.99% Reduce −26.8% 423,010 $253.97 $107M −154,580 −$34M
AMP - Ameriprise Finl 0.90% Add +8.6% 214,056 $458.76 $98M +17,009 +$11M
CGNX - Cognex 0.87% Add +6.9% 1,307,856 $72.42 $95M +83,981 +$35M
HRL - Hormel Foods 0.77% Reduce −0.6% 3,398,047 $24.82 $84M −19,912 +$7M
CASY - Caseys Gen Stores 0.66% Reduce −5.0% 91,125 $794.79 $72M −4,812 +$3M
WFC - Wells Fargo & 0.66% Reduce −36.1% 872,186 $82.64 $72M −493,690 −$37M
AJG - Gallagher Arthur J & 0.66% New 311,539 $229.57 $72M +311,539 +$72M
ABT - Abbott Laboratories 0.61% Add +1.1% 729,358 $90.74 $66M +7,580 −$8M
TXN - Texas Instrs 0.59% Reduce −5.9% 217,453 $298.07 $65M −13,698 +$20M
TNC - Tennant 0.55% Reduce −15.1% 681,800 $87.54 $60M −121,664 +$6M
ISRG - Intuitive Surgical 0.53% Add +46.6% 146,459 $397.68 $58M +46,574 +$12M
MMM - 3M 0.52% Reduce −0.7% 349,350 $161.91 $57M −2,498 +$5M
HD - Home Depot 0.49% Reduce −0.6% 152,452 $352.68 $54M −946 +$3M
TRV - Travelers Companies 0.47% Add +9.9% 156,482 $330.12 $52M +14,068 +$10M
AXP - American Express 0.45% Reduce −2.2% 145,612 $338.25 $49M −3,209 +$4M
IDA - Idacorp 0.43% Add +2.9% 309,970 $151.30 $47M +8,593 +$4M
MEDP - Medpace 0.42% Add +1.2% 86,715 $529.59 $46M +995 +$5M
CME - CME Group 0.40% New 195,585 $220.83 $43M +195,585 +$43M
DCI - Donaldson 0.38% Reduce −7.1% 463,717 $89.77 $42M −35,657 −$754K
WK - Workiva · CL A 0.37% Add +15.9% 829,491 $48.51 $40M +113,851 −$2M

Showing top 50 of 244 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2026 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
HON - Honeywell Intl 0.48% Exit 0 $226.03 $47M −208,448 −$47M
PATH - Uipath · CL A Exit 0 $11.11 $341K −30,700 −$341K
IBTG - Ishares Tr Exit 0 $22.94 $327K −14,255 −$327K
ULTA - Ulta Beauty Exit 0 $522.31 $316K −605 −$316K
SEIC - Sei Invts Exit 0 $78.48 $259K −3,300 −$259K
ACN - Accenture Ireland · CLASS A Exit 0 $198.54 $244K −1,229 −$244K
UTHR - United Therapeutics Exit 0 $594.29 $208K −350 −$208K
MUR - Murphy Oil Exit 0 $41.20 $206K −5,000 −$206K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2026 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 254 $10.9B +11.4% 13F-HR 8/14/2026 000117266126003496
2026 Q1 245 $9.8B −5.8% 13F-HR 5/14/2026 000117266126001819
2025 Q4 243 $10.4B −2.3% 13F-HR 2/17/2026 000117266126001057
2025 Q3 248 $10.6B +5.0% 13F-HR 11/14/2025 000117266125004985
2025 Q2 235 $10.1B +5.4% 13F-HR 8/14/2025 000117266125003391
2025 Q1 221 $9.6B −7.0% 13F-HR 5/15/2025 000117266125002089
2024 Q4 229 $10.3B −2.8% 13F-HR 2/14/2025 000117266125000936
2024 Q3 228 $10.6B +2.7% 13F-HR 11/14/2024 000117266124004776
2024 Q2 222 $10.3B +0.2% 13F-HR 8/14/2024 000117266124003458
2024 Q1 226 $10.3B +8.8% 13F-HR 5/15/2024 000117266124002334
2023 Q4 231 $9.5B +11.4% 13F-HR 2/14/2024 000117266124001540
2023 Q3 214 $8.5B −7.3% 13F-HR 11/14/2023 000117266123003911
2023 Q2 226 $9.2B +6.1% 13F-HR 8/14/2023 000117266123003105
2023 Q1 236 $8.7B +4.3% 13F-HR 5/15/2023 000117266123002191
2022 Q4 227 $8.3B +4.8% 13F-HR 2/14/2023 000117266123001162
2022 Q3 221 $7.9B −5.0% 13F-HR 11/14/2022 000117266122002437
2022 Q2 202 $8.3B −15.9% 13F-HR 8/15/2022 000117266122001872
2022 Q1 216 $9.9B −8.1% 13F-HR 5/16/2022 000117266122001407
2021 Q4 218 $10.8B +8.0% 13F-HR 2/14/2022 000117266122000530
2021 Q3 210 $10B 13F-HR 11/15/2021 000117266121002287

About

MAIRS & POWER INC

20 processed 13Fs on this site · 2021 Q3–2026 Q2

SEC filing name
MAIRS & POWER INC
Location
St Paul, MN
All SEC filings
View on sec.gov