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

Book

2023 Q1 2022 Q4 · filed 15 May · long equity

MSFT - Microsoft 7.24% Add +4.6% 2,176,326 $288.30 $627M +96,678 +$129M
GOOG - Alphabet · CL C 4.73% Reduce −8.6% 3,938,703 $104.00 $410M −370,973 +$27M
UNH - Unitedhealth Group 4.25% Add +0.1% 779,313 $472.59 $368M +466 −$45M
TTC - TORO 3.75% Reduce −0.5% 2,926,565 $111.16 $325M −14,337 −$8M
NVDA - Nvidia 3.65% Reduce −17.3% 1,138,758 $277.77 $316M −237,809 +$115M
GGG - Graco 3.58% Reduce −0.9% 4,247,553 $73.01 $310M −38,038 +$22M
AMZN - Amazon 3.26% Add +8.6% 2,732,442 $103.29 $282M +216,372 +$71M
ECL - Ecolab 3.23% Reduce −4.8% 1,693,219 $165.53 $280M −85,055 +$21M
USB - US Bancorp Del 2.85% Add +3.3% 6,851,434 $36.05 $247M +217,154 −$42M
LFUS - Littelfuse 2.77% Add 0.0% 894,425 $268.09 $240M +138 +$43M
FISV - Fiserv 2.64% Add +0.1% 2,021,538 $113.03 $228M +2,823 +$24M
MDT - Medtronic 2.63% Add +0.8% 2,822,396 $80.62 $228M +21,027 +$10M
TECH - Bio-Techne 2.59% Add +7.6% 3,025,978 $74.19 $224M +214,948 −$8M
JNJ - Johnson & Johnson 2.54% Reduce −0.2% 1,422,013 $155.00 $220M −3,524 −$31M
HRL - Hormel Foods 2.34% Add +8.2% 5,077,966 $39.88 $203M +385,256 −$11M
LLY - Lilly Eli & 2.17% Add +13.6% 548,438 $343.42 $188M +65,590 +$12M
QCOM - Qualcomm 2.09% Add +1.1% 1,421,151 $127.58 $181M +15,665 +$27M
FAST - Fastenal 2.00% Add +8.2% 3,206,679 $53.94 $173M +243,220 +$33M
JPM - Jpmorgan Chase & 1.93% Add +31.0% 1,286,279 $130.31 $168M +304,480 +$36M
MSI - Motorola Solutions 1.91% Reduce −4.4% 577,225 $286.13 $165M −26,291 +$10M
FUL - Fuller H B 1.87% Reduce −4.0% 2,363,566 $68.45 $162M −98,594 −$15M
DCI - Donaldson 1.83% Reduce −13.3% 2,432,943 $65.34 $159M −373,630 −$6M
NVT - Nvent Electric 1.70% Reduce −3.4% 3,435,076 $42.94 $148M −119,572 +$11M
V - VISA · CL A 1.64% Reduce −0.6% 629,139 $225.46 $142M −3,499 +$10M
ABT - Abbott Labs 1.54% Reduce −1.0% 1,318,972 $101.26 $134M −12,948 −$13M
SHW - Sherwin Williams 1.48% Reduce 0.0% 568,885 $224.77 $128M −21 −$7M
HON - Honeywell Intl 1.46% Reduce −2.7% 660,546 $191.12 $126M −18,363 −$19M
WFC - Wells Fargo 1.34% Reduce −2.0% 3,109,185 $37.38 $116M −63,725 −$15M
SYY - Sysco 1.23% Add +12.5% 1,384,743 $77.23 $107M +154,395 +$13M
TNC - Tennant 1.21% Reduce −6.1% 1,532,716 $68.53 $105M −99,232 +$5M
ROK - Rockwell Automation 1.17% Add 0.0% 345,789 $293.45 $101M +139 +$12M
DIS - Disney Walt 1.08% Add +0.2% 935,348 $100.13 $94M +2,182 +$13M
PFG - Principal Financial 1.05% Reduce −5.9% 1,218,735 $74.32 $91M −76,182 −$18M
ENTG - Entegris 1.04% Add +10.5% 1,097,544 $82.01 $90M +104,136 +$25M
WK - Workiva · CL A 1.00% Reduce −0.3% 849,391 $102.41 $87M −2,629 +$15M
CRM - Salesforce 0.99% Reduce −28.4% 431,448 $199.78 $86M −171,228 +$6M
SCHW - Schwab Charles 0.92% Add +0.5% 1,525,015 $52.38 $80M +7,225 −$46M
TGT - Target 0.90% Reduce −10.4% 469,197 $165.63 $78M −54,377 −$320K
CHRW - C H Robinson Worldwide 0.83% Reduce −33.0% 723,136 $99.37 $72M −356,838 −$27M
HD - Home Depot 0.68% Reduce −22.0% 199,949 $295.12 $59M −56,250 −$22M
LNT - Alliant Energy 0.67% Add +59.5% 1,087,797 $53.40 $58M +405,997 +$20M
MMM - 3M 0.66% Reduce −9.7% 541,909 $105.11 $57M −57,935 −$15M
Catalent 0.65% Add +560.3% 861,686 $65.71 $57M +731,180 +$51M
JAMF 0.52% Add +12.4% 2,336,393 $19.42 $45M +257,897 +$1M
UPS - United Parcel Service · CL B 0.51% Reduce −4.5% 229,596 $193.99 $45M −10,888 +$3M
AXP - American Express 0.50% Reduce −10.1% 261,115 $164.95 $43M −29,406 +$146K
PII - Polaris 0.49% Reduce −1.6% 386,145 $110.63 $43M −6,178 +$3M
NTRS - Northern Tr 0.48% Reduce −7.5% 472,928 $88.13 $42M −38,094 −$4M
DGII - Digi Intl 0.46% Reduce −11.1% 1,172,759 $33.68 $39M −146,817 −$9M
GNRC - Generac 0.44% Add +21.6% 350,844 $108.01 $38M +62,407 +$9M

Showing top 50 of 217 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2022 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
PRLB - Proto Labs 0.01% Exit 0 $25.54 $551K −21,572 −$551K
HYLN - Hyliion Exit 0 $2.34 $324K −138,347 −$324K
CSX - CSX Corp Exit 0 $30.93 $312K −10,087 −$312K
CCJ - Cameco Exit 0 $22.67 $272K −12,000 −$272K
CEG - Constellation Energy Exit 0 $86.18 $247K −2,866 −$247K
Ishares Tr Exit 0 $220.63 $246K −1,115 −$246K
GM - General Mtrs Exit 0 $33.71 $242K −7,179 −$242K
VTI - Vanguard Index Fds Exit 0 $191.02 $217K −1,136 −$217K
MUR - Murphy Oil Exit 0 $43.00 $215K −5,000 −$215K
MSA - Msa Safety Exit 0 $144.22 $212K −1,470 −$212K
EFA - Ishares Tr Exit 0 $65.59 $207K −3,156 −$207K
Vodafone Group Exit 0 $10.15 $116K −11,431 −$116K
RIG - Transocean Exit 0 $4.60 $46K −10,000 −$46K
NNDM - Nano Dimension Exit 0 $2.30 $23K −10,000 −$23K

* 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 2022 Q4. 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