Mairs & Power Inc.

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

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

Mairs & Power's biggest moves in 2026 Q2 were opening Arthur J. Gallagher and CME Group, adding to Palo Alto Networks and Microsoft, trimming Nvent Electric and Graco, and selling out of Uipath and Ulta Beauty.

Portfolio

2026 Q2, filed 8/14/2026, top 12 of 254 holdings

Top 5 30.0%, top 10 44.3%

AUM over time

2026 Q2 $10.9B +11.4% QoQ

Q3 2021

Q1 2022

Q1 2023

Q1 2024

Q1 2025

Q1 2026

Latest book

2026 Q2 2026 Q1, filed 14 Aug, long equity only

Download CSV Download Excel All activity


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	+$8.6M
AMZN, Amazon	5.68%	Reduce −0.1%	2,599,441	$238.34	$620M	−3,471	+$77M
GOOG, Alphabet Class C	5.46%, was 4.72%	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 Electric	3.19%	Reduce −0.7%	2,052,813	$169.61	$348M	−13,607	+$104M
AAPL, Apple	3.02%, was 3.13%	Reduce −5.8%	1,138,448	$289.36	$329M	−69,950	+$23M
JPM, JPMorgan Chase	2.77%, was 3.17%	Reduce −12.4%	923,550	$327.33	$302M	−130,647	−$7.8M
V, Visa	2.68%, was 2.60%	Add +1.3%	852,050	$343.09	$292M	+11,133	+$38M
GGG, Graco	2.63%, was 3.30%	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%, was 2.60%	Reduce −1.6%	2,676,474	$97.42	$261M	−42,509	+$6.7M
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	−$8.4M
ECL, Ecolab	1.99%	Add +2.1%	777,541	$278.61	$217M	+15,723	+$14M
WEC, WEC Energy Group	1.92%, was 2.26%	Reduce −6.4%	1,787,905	$116.77	$209M	−122,780	−$12M
PANW, Palo Alto Networks	1.88%, was 0.87%	Add +12.6%	599,841	$341.02	$205M	+67,162	+$119M
LNT, Alliant Energy	1.86%, was 2.12%	Reduce −8.0%	2,657,913	$76.29	$203M	−231,147	−$4.5M
TECH, Bio-Techne	1.75%	Reduce −1.8%	2,700,698	$70.65	$191M	−49,584	+$47M
META, Meta Platforms	1.72%	Add +2.5%	332,871	$563.29	$188M	+8,246	+$1.8M
FAST, Fastenal	1.71%, was 1.86%	Reduce −1.3%	3,870,891	$48.03	$186M	−51,551	+$3.9M
SHW, Sherwin-Williams	1.39%	Add +0.6%	440,586	$344.32	$152M	+2,826	+$11M
CHRW, C.H. Robinson	1.33%, was 1.44%	Reduce −9.1%	770,708	$188.34	$145M	−77,495	+$4.3M
FUL, Fuller	1.30%	Add +3.1%	2,435,168	$58.29	$142M	+73,551	−$3.7M
VZ, Verizon	1.28%, was 1.70%	Reduce −0.7%	3,291,850	$42.34	$139M	−23,586	−$27M
WM, Waste Management	1.21%, was 0.94%	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	−$7.7M
JNJ, Johnson & Johnson	0.99%, was 1.44%	Reduce −26.8%	423,010	$253.97	$107M	−154,580	−$34M
AMP, Ameriprise Financial	0.90%, was 0.89%	Add +8.6%	214,056	$458.76	$98M	+17,009	+$11M
CGNX, Cognex	0.87%, was 0.61%	Add +6.9%	1,307,856	$72.42	$95M	+83,981	+$35M
HRL, Hormel Foods	0.77%, was 0.79%	Reduce −0.6%	3,398,047	$24.82	$84M	−19,912	+$6.9M
CASY, Caseys Gen Stores	0.66%, was 0.71%	Reduce −5.0%	91,125	$794.79	$72M	−4,812	+$2.6M
WFC, Wells Fargo	0.66%, was 1.11%	Reduce −36.1%	872,186	$82.64	$72M	−493,690	−$37M
AJG, Arthur J. Gallagher	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	−$7.9M
TXN, Texas Instruments	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	+$6.3M
ISRG, Intuitive Surgical	0.53%, was 0.47%	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	+$5.5M
HD, Home Depot	0.49%, was 0.52%	Reduce −0.6%	152,452	$352.68	$54M	−946	+$3.3M
TRV, Travelers	0.47%, was 0.42%	Add +9.9%	156,482	$330.12	$52M	+14,068	+$10M
AXP, American Express	0.45%, was 0.46%	Reduce −2.2%	145,612	$338.25	$49M	−3,209	+$4.2M
IDA, Idacorp	0.43%	Add +2.9%	309,970	$151.30	$47M	+8,593	+$3.8M
MEDP, Medpace	0.42%	Add +1.2%	86,715	$529.59	$46M	+995	+$4.8M
CME, CME Group	0.40%	New	195,585	$220.83	$43M	+195,585	+$43M
DCI, Donaldson	0.38%, was 0.43%	Reduce −7.1%	463,717	$89.77	$42M	−35,657	−$754K
WK, Workiva	0.37%	Add +15.9%	829,491	$48.51	$40M	+113,851	−$2.4M
PIPR, Piper Sandler Companies	0.36%, was 0.43%	Reduce −0.3%	544,505	$72.34	$39M	−1,585	−$2.4M
SFM, Sprouts Farmers Market	0.35%, was 0.23%	Add +54.6%	451,826	$84.58	$38M	+159,649	+$16M
PG, Procter & Gamble	0.33%	Add +0.8%	245,423	$146.64	$36M	+2,013	+$831K
USB, U.S. Bancorp	0.31%, was 0.32%	Reduce −6.7%	561,453	$60.40	$34M	−40,065	+$2.6M
ZTS, Zoetis	0.31%	Add +54.2%	467,515	$71.86	$34M	+164,399	−$2.2M
QCOM, Qualcomm	0.30%, was 0.63%	Reduce −62.4%	179,832	$184.79	$33M	−298,223	−$28M
XEL, Xcel Energy	0.29%, was 0.33%	Reduce −2.4%	392,497	$80.30	$32M	−9,766	−$438K
BSY, Bentley Systems	0.27%, was 0.08%	Add +310.8%	970,114	$29.89	$29M	+733,956	+$21M
ADP, Automatic Data Processing	0.26%	Add +2.2%	127,173	$223.95	$28M	+2,737	+$3.2M
MDT, Medtronic	0.26%, was 0.36%	Reduce −9.6%	363,349	$78.23	$28M	−38,619	−$6.4M
GNRC, Generac	0.25%	Reduce −6.4%	93,395	$292.81	$27M	−6,352	+$7.9M
HON, Honeywell	0.20%	New	100,041	$221.08	$22M	+100,041	+$22M
GLW, Corning	0.20%	Reduce −3.2%	85,447	$255.43	$22M	−2,803	+$9.8M
TGT, Target	0.19%, was 0.21%	Reduce −5.7%	159,261	$130.61	$21M	−9,618	+$333K
SCHW, Charles Schwab	0.18%, was 0.24%	Reduce −12.7%	216,288	$92.27	$20M	−31,444	−$3.3M
GOOGL, Alphabet Class A	0.18%	Reduce −2.9%	54,128	$357.37	$19M	−1,638	+$3.3M
CAT, Caterpillar	0.18%	Reduce −1.9%	18,102	$1,065	$19M	−348	+$6.2M
DIS, Disney	0.15%, was 0.24%	Reduce −27.6%	173,626	$96.25	$17M	−66,220	−$6.4M
CLFD, Clearfield	0.14%, was 0.20%	Reduce −47.4%	385,257	$39.79	$15M	−346,476	−$4M
BMI, Badger Meter	0.14%, was 0.16%	Reduce −5.1%	99,464	$148.38	$15M	−5,351	−$1.2M
PFG, Principal Financial	0.13%, was 0.15%	Reduce −17.5%	135,283	$107.78	$15M	−28,601	−$187K
AIR, Aar	0.11%	Reduce −6.1%	83,933	$142.93	$12M	−5,458	+$2.2M
PLXS, Plexus	0.11%	Reduce −14.4%	39,276	$300.67	$12M	−6,592	+$2.5M
BRK.B, Berkshire Hathaway Class B	0.11%, was 0.12%	Reduce −1.4%	23,590	$500.39	$12M	−339	+$337K
ABBV, AbbVie	0.10%	Reduce −1.4%	44,702	$251.64	$11M	−615	+$1.4M
XOM, Exxon Mobil	0.10%, was 0.14%	Reduce −2.1%	81,802	$136.72	$11M	−1,721	−$3M
AMBA, Ambarella	0.10%, was 0.06%	Add +7.5%	126,353	$85.80	$11M	+8,772	+$4.8M
KNF, Knife River	0.10%, was 0.11%	Reduce −4.5%	128,377	$83.65	$11M	−6,051	−$237K
HSY, Hershey	0.10%, was 0.14%	Reduce −5.4%	61,044	$175.45	$11M	−3,516	−$2.7M
MINN	0.10%, was 0.09%	Add +14.6%	470,668	$22.40	$11M	+59,803	+$1.5M
ONB, Old National Bancorp Ind	0.09%, was 0.10%	Reduce −10.1%	389,291	$25.90	$10M	−43,900	+$509K
JBTM, JBT Marel	0.09%, was 0.08%	Add +14.2%	67,465	$145.00	$9.8M	+8,365	+$2.2M
WTFC, Wintrust Financial	0.09%, was 0.08%	Add +1.6%	58,659	$160.72	$9.4M	+915	+$1.4M
EMR, Emerson Electric	0.08%, was 0.09%	Reduce −2.3%	63,235	$143.15	$9.1M	−1,517	+$568K
QCRH, QCR	0.08%	Hold	91,002	$97.35	$8.9M	—	—
PATK, Patrick Industries	0.08%, was 0.07%	Add +63.8%	94,824	$89.78	$8.5M	+36,930	+$2.1M
ASB, Associated Banc-Corp	0.08%	Hold	270,040	$30.77	$8.3M	—	—
VOO, Vanguard S&P 500 ETF	0.08%, was 0.09%	Reduce −18.6%	12,096	$686.84	$8.3M	−2,770	−$575K
RDNT, Radnet	0.08%	Hold	133,116	$61.67	$8.2M	—	—
IVV, iShares Core S&P 500 ETF	0.07%, was 0.04%	Add +64.9%	10,654	$748.87	$8M	+4,193	+$3.8M
AMAT, Applied Materials	0.07%	Reduce −2.8%	11,007	$723.00	$8M	−320	+$4.1M
SCHB, Schwab Strategic Trust	0.07%	Hold	261,246	$28.96	$7.6M	—	—
BKH, Black Hills	0.07%	Hold	98,285	$74.40	$7.3M	—	—
LTH, Life Time Group	0.06%	Hold	172,317	$40.84	$7M	—	—
CVX, Chevron	0.06%	Add +5.5%	41,147	$165.76	$6.8M	+2,130	−$1.3M
MRK, Merck	0.06%	Add +2.3%	51,519	$128.50	$6.6M	+1,171	+$564K
CFR, Cullen Frost Bankers	0.06%	Hold	42,696	$154.52	$6.6M	—	—
ALRS, Alerus Financial	0.06%, was 0.02%	Add +156.1%	203,417	$31.10	$6.3M	+123,981	+$4.4M
JHX, James Hardie Industries	0.06%	Reduce 0.0%	240,716	$26.18	$6.3M	−45	+$1.7M
SPY, SPDR S&P 500 ETF Trust	0.06%, was 0.18%	Reduce −69.5%	8,279	$746.79	$6.2M	−18,901	−$11M
WWD, Woodward	0.05%	Hold	14,000	$425.44	$6M	—	—
TREX, TREX Inc	0.05%	Hold	116,022	$50.04	$5.8M	—	—
HUBG, Hub Group	0.05%, was 0.06%	Reduce −18.8%	129,879	$43.79	$5.7M	−30,054	−$77K
SOLV, Solventum	0.05%	Reduce −0.1%	72,441	$77.15	$5.6M	−72	+$854K
GBCI, Glacier Bancorp	0.05%	Hold	106,200	$51.58	$5.5M	—	—
OSK, Oshkosh	0.05%	Hold	33,183	$153.48	$5.1M	—	—
CTAS, Cintas	0.04%	Add +21.5%	27,262	$170.08	$4.6M	+4,824	+$842K
PNR, Pentair	0.04%, was 0.05%	Reduce −0.9%	57,038	$76.66	$4.4M	−540	−$643K
KHC, Kraft Heinz	0.04%, was 0.07%	Reduce −43.6%	178,686	$23.62	$4.2M	−137,877	−$2.9M
PII, Polaris	0.04%	Reduce −1.9%	61,311	$68.44	$4.2M	−1,180	+$790K
SYY, Sysco	0.04%, was 0.07%	Reduce −51.1%	48,544	$83.58	$4.1M	−50,735	−$3M
MCD, McDonald's	0.03%, was 0.05%	Reduce −1.7%	14,085	$270.30	$3.8M	−244	−$646K
BRK.A, Berkshire Hathaway Class A	0.03%	Hold	5	$748,850	$3.7M	—	—
NWE	0.03%, was 0.06%	Reduce −40.5%	51,191	$71.62	$3.7M	−34,811	−$2M
HWKN, Hawkins	0.03%, was 0.04%	Reduce −3.1%	25,136	$142.10	$3.6M	−815	−$414K
VO, Vanguard Index Funds	0.03%	Add +257.8%	39,348	$80.57	$3.2M	+28,351	+$12K
GE, GE Aerospace	0.03%	Hold	7,525	$373.73	$2.8M	—	—
VEA, Vanguard Tax-Managed Funds	0.03%	Reduce −13.2%	39,279	$71.25	$2.8M	−5,958	−$100K
COST, Costco	0.03%	Hold	2,963	$935.47	$2.8M	—	—
COP, ConocoPhillips	0.02%, was 0.04%	Reduce −0.7%	25,845	$103.96	$2.7M	−183	−$749K
NKE, Nike	0.02%, was 0.04%	Reduce −3.2%	63,845	$41.05	$2.6M	−2,110	−$863K
APG, Api Group	0.02%	Hold	57,969	$42.35	$2.5M	—	—
GIS, General Mills	0.02%, was 0.04%	Reduce −27.6%	70,157	$34.80	$2.4M	−26,767	−$1.2M
CSCO, Cisco	0.02%	Reduce −0.5%	19,731	$117.46	$2.3M	−96	+$779K
INTC, Intel	0.02%, was 0.01%	Add +1.4%	14,533	$139.63	$2M	+200	+$1.4M
ORCL, Oracle	0.02%, was 0.05%	Reduce −55.6%	13,643	$146.55	$2M	−17,075	−$2.5M
KO, Coca-Cola	0.02%	Add +0.7%	23,470	$81.27	$1.9M	+155	+$134K
XYL, Xylem	0.02%	Add +9.7%	15,450	$118.21	$1.8M	+1,360	+$143K
WMT, Walmart	0.02%	Add +0.6%	15,800	$113.26	$1.8M	+100	−$162K
AMGN, Amgen	0.02%	Reduce −0.8%	4,924	$362.12	$1.8M	−40	+$36K
EFA, iShares Trust	0.02%	Add +3.9%	16,317	$103.88	$1.7M	+615	+$170K
PFE, Pfizer	0.01%, was 0.02%	Reduce −5.8%	67,679	$24.08	$1.6M	−4,150	−$387K
RTX	0.01%, was 0.02%	Reduce −1.4%	8,446	$189.73	$1.6M	−116	−$49K
VB, Vanguard Index Funds	0.01%, was 0.02%	Reduce −11.9%	5,114	$303.14	$1.6M	−691	+$30K
LOW, Lowe's	0.01%, was 0.02%	Reduce −0.3%	6,832	$220.49	$1.5M	−18	−$112K
SOLS, Solstice Advanced Materials	0.01%, was 0.02%	Reduce −25.2%	16,644	$88.60	$1.5M	−5,595	−$219K
BMY, Bristol Myers Squibb	0.01%	Add +2.0%	24,684	$57.62	$1.4M	+484	−$45K
WAB, Wabtec	0.01%	Hold	5,237	$269.60	$1.4M	—	—
AVGO, Broadcom	0.01%	Add +3.7%	3,663	$377.75	$1.4M	+130	+$290K
CIEN, Ciena	0.01%	Hold	2,800	$490.56	$1.4M	—	—
MGEE, Mge Energy	0.01%	New	16,508	$81.54	$1.3M	+16,508	+$1.3M
QQQ, Invesco QQQ Trust	0.01%	Add +0.6%	1,770	$736.48	$1.3M	+10	+$288K
GLD, SPDR Gold Shares	0.01%	Add +145.8%	3,515	$368.38	$1.3M	+2,085	+$680K
SYK, Stryker	0.01%	Reduce −2.0%	4,072	$314.84	$1.3M	−83	−$83K
PEP, PepsiCo	0.01%	Add +2.2%	9,175	$135.40	$1.2M	+197	−$152K
UPS	0.01%, was 0.02%	Reduce −34.0%	11,508	$107.50	$1.2M	−5,919	−$477K
SNA, Snap On	0.01%	Reduce −3.2%	3,023	$402.40	$1.2M	−100	+$82K
BMO, Bank Montreal Medium	0.01%	Hold	6,746	$176.70	$1.2M	—	—
CM, Canadian Imperial Bank Of	0.01%	Hold	10,176	$115.00	$1.2M	—	—
VSAT, Viasat	0.01%	Hold	13,000	$89.81	$1.2M	—	—
VCEL, Vericel	0.01%	Hold	25,865	$44.49	$1.2M	—	—
PSX, Phillips 66	0.01%	Reduce −0.8%	6,554	$169.05	$1.1M	−50	−$95K
VONE, Vanguard Scottsdale Funds	0.01%	Hold	3,270	$338.00	$1.1M	—	—
IDXX, Idexx Laboratories	0.01%	Hold	2,080	$526.44	$1.1M	—	—
BDX, Becton Dickinson	0.01%	Hold	7,119	$151.33	$1.1M	—	—
NEE, NextEra Energy	0.01%	Reduce −1.4%	12,097	$87.77	$1.1M	−175	−$78K
BAC, Bank of America	0.01%	Reduce −14.4%	18,591	$56.98	$1.1M	−3,116	+$1K
KMB, Kimberly-Clark	0.01%	Reduce −1.4%	9,556	$109.77	$1M	−138	+$114K
VWO	0.01%	Reduce −15.4%	17,355	$59.69	$1M	−3,160	−$73K
IWP, iShares Trust	0.01%	New	7,058	$146.46	$1M	+7,058	+$1M
IBM	0.01%	Hold	3,647	$281.21	$1M	—	—
AXGN, Axogen	0.01%	Hold	22,000	$46.19	$1M	—	—
GEV, GE Vernova	0.01%	Hold	846	$1,175	$994K	—	—
AMD, Advanced Micro Devices	0.01%	Reduce −14.6%	1,648	$580.91	$957K	−282	+$565K
UNP, Union Pacific	0.01%	Reduce −18.5%	3,415	$272.00	$929K	−775	−$88K
IEX, Idex	0.01%	Hold	4,000	$226.95	$908K	—	—
XLK, Select Sector SPDR Trust	0.01%	Hold	4,470	$190.53	$852K	—	—
BK, BNY	0.01%	Hold	5,888	$144.61	$851K	—	—
SCHF, Schwab Strategic Trust	0.01%	Hold	30,586	$27.70	$847K	—	—
CB, Chubb	0.01%	Add +0.7%	2,456	$340.74	$837K	+17	+$42K
IJH, iShares Trust	0.01%	New	10,756	$77.11	$829K	+10,756	+$829K
NSC, Norfolk Southern	0.01%	Reduce −4.6%	2,590	$314.59	$815K	−125	+$36K
OKLO	0.01%	Hold	15,561	$52.33	$814K	—	—
BIL, SPDR Series Trust	0.01%	Add +23.5%	8,627	$91.64	$791K	+1,642	+$150K
AMCR, Amcor	0.01%	Hold	17,129	$43.35	$743K	—	—
IWR, iShares Trust	0.01%	New	6,506	$110.32	$718K	+6,506	+$718K
VGLT, Vanguard Scottsdale Funds	0.01%	Hold	12,875	$55.18	$710K	—	—
WY, Weyerhaeuser	0.01%	Reduce −18.3%	29,517	$23.94	$707K	−6,600	−$176K
RSP	0.01%	Reduce −42.4%	3,100	$212.75	$660K	−2,285	−$374K
AWK	0.01%	Reduce −0.5%	5,000	$131.58	$658K	−25	−$26K
BRC, Brady	0.01%	Hold	7,000	$91.57	$641K	—	—
SHEL, Shell	0.01%	Hold	8,132	$77.54	$631K	—	—
NVEC, Nve	0.01%	Hold	6,000	$104.55	$627K	—	—
TMO, Thermo Fisher Scientific	0.01%	Hold	1,241	$501.36	$622K	—	—
IWD, iShares Trust	0.01%	Hold	2,562	$242.43	$621K	—	—
ACWX, iShares Trust	0.01%	Hold	7,550	$76.11	$575K	—	—
BA, Boeing	0.01%	Add +2.0%	2,650	$216.47	$574K	+53	+$57K
VTI, Vanguard Index Funds	0.01%	Add +0.1%	1,547	$370.02	$572K	+1	+$76K
ZBH, Zimmer Biomet	0.01%	Reduce −17.7%	6,625	$86.09	$570K	−1,425	−$158K
STT, State Street	0.01%	Reduce −2.6%	798	$703.45	$561K	−21	+$56K
DGII, Digi International	0.00%	Hold	7,000	$74.95	$525K	—	—
TJX, TJX Companies	0.00%	Add +3.0%	3,415	$151.50	$517K	+100	−$12K
CAH, Cardinal Health	0.00%	Hold	2,121	$237.56	$504K	—	—
TT, Trane Technologies	0.00%	Reduce −8.5%	1,004	$491.16	$493K	−93	+$36K
MU, Micron Technology	0.00%	Reduce −40.8%	410	$1,154	$473K	−283	+$239K
NEM, Newmont	0.00%	Hold	5,000	$93.40	$467K	—	—
HBAN, Huntington Bancshares	0.00%	Reduce −3.9%	26,178	$17.73	$464K	−1,065	+$38K
PM, Philip Morris International	0.00%	Hold	2,537	$180.91	$459K	—	—
IXN, iShares Trust	0.00%	Hold	3,150	$144.61	$456K	—	—
RGR, Sturm Ruger	0.00%	Hold	12,000	$37.85	$454K	—	—
SKYT, Skywater Technology	0.00%	Hold	13,000	$34.82	$453K	—	—
BSX, Boston Scientific	0.00%, was 0.01%	Reduce −2.6%	9,914	$42.68	$423K	−262	−$215K
BBY, Best Buy	0.00%	Reduce −6.7%	5,500	$75.88	$417K	−395	+$39K
NTRS, Northern Trust	0.00%	Hold	2,400	$173.84	$417K	—	—
CRM, Salesforce	0.00%, was 0.10%	Reduce −94.7%	2,656	$156.66	$416K	−47,340	−$8.9M
ITW, Illinois Tool Works	0.00%	Add +3.4%	1,534	$270.47	$415K	+50	+$29K
ADBE, Adobe	0.00%	Reduce −2.0%	1,969	$205.02	$404K	−40	−$85K
VIG, Vanguard Specialized Funds	0.00%, was 0.01%	Reduce −26.5%	1,690	$236.62	$400K	−610	−$95K
CMI, Cummins	0.00%	Hold	528	$713.21	$377K	—	—
USMV, iShares Trust	0.00%	Reduce −1.5%	3,826	$96.42	$369K	−58	+$9K
WAT, Waters	0.00%	Add +0.1%	959	$375.04	$360K	+1	+$74K
IJR, iShares Trust	0.00%	Hold	2,410	$148.31	$357K	—	—
VUG, Vanguard Index Funds	0.00%	Add +500.0%	4,128	$86.14	$356K	+3,440	+$55K
MPC, Marathon Petroleum	0.00%	Hold	1,390	$255.67	$355K	—	—
DE, Deere	0.00%	Reduce −2.6%	557	$634.33	$353K	−15	+$31K
UFCS, United Fire Group	0.00%	Hold	6,600	$52.44	$346K	—	—
IVW, iShares Trust	0.00%	Hold	2,509	$137.53	$345K	—	—
HOG, Harley Davidson	0.00%	Hold	14,000	$24.46	$342K	—	—
MOS, Mosaic	0.00%, was 0.01%	Reduce −20.0%	16,000	$21.19	$339K	−4,000	−$171K
AMT, American Tower	0.00%	Hold	2,020	$163.57	$330K	—	—
MO, Altria	0.00%	Add +0.1%	4,566	$71.95	$329K	+3	+$27K
BOH, Bank Hawaii	0.00%	Hold	4,000	$81.49	$326K	—	—
VGT, Vanguard World Fund	0.00%	Add +705.4%	2,690	$119.51	$321K	+2,356	+$88K
EPD, Enterprise Products Partners	0.00%	Hold	8,600	$36.76	$316K	—	—
LHX, L3Harris	0.00%	Hold	1,033	$290.59	$300K	—	—
TKR, Timken	0.00%	Hold	2,000	$145.32	$291K	—	—
GILD, Gilead Sciences	0.00%	Hold	2,275	$126.34	$287K	—	—
VV, Vanguard Index Funds	0.00%	Hold	817	$343.91	$281K	—	—
BAX, Baxter International	0.00%	Reduce −44.4%	12,532	$21.32	$267K	−10,011	−$112K
IAU, iShares Gold Trust	0.00%	Hold	3,525	$75.51	$266K	—	—
VEU	0.00%	Hold	3,178	$83.75	$266K	—	—
IVE, iShares Trust	0.00%	Hold	1,143	$227.06	$260K	—	—
MSA, MSA Safety	0.00%	Hold	1,470	$174.58	$257K	—	—
SLB	0.00%	Hold	5,500	$46.49	$256K	—	—
T, AT&T	0.00%	Hold	11,327	$20.70	$234K	—	—
DHR, Danaher	0.00%	Add +0.6%	1,142	$190.48	$218K	+7	+$2K
BP, BP PLC	0.00%	Hold	5,610	$36.95	$207K	—	—
MA, Mastercard	0.00%	Reduce −24.0%	395	$513.60	$203K	−125	−$57K
ADI, Analog Devices	0.00%	Reduce −21.5%	509	$397.17	$202K	−139	−$4K
MMC, Marsh McLennan	0.00%	Reduce −7.7%	1,200	$166.67	$200K	−100	−$25K
AEBI, Aebi Schmidt	0.00%	Hold	10,401	$12.55	$131K	—	—
CLF, Cleveland-Cliffs	0.00%	Hold	13,500	$9.39	$127K	—	—
SNAP	0.00%	Hold	22,525	$4.44	$100K	—	—
PLUG, Plug Power	0.00%	Hold	10,000	$2.71	$27K	—	—

Showing top 50 of 244 by value

Exits / last held

Gone since 2026 Q1, shown at their last reported size.

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

Filings history

20 periods, with AUM normalized

Newest 13Fs

Period	Holds	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 to 2026 Q2

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