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 Q3 2023 Q2 · filed 14 Nov · long equity

MSFT - Microsoft 7.59% Reduce −0.7% 2,047,386 $315.75 $646M −14,646 −$56M
GOOG - Alphabet · CL C 5.23% Reduce −2.5% 3,377,890 $131.85 $445M −85,485 +$26M
UNH - Unitedhealth Group 4.79% Add +2.8% 808,787 $504.19 $408M +22,118 +$30M
NVDA - Nvidia 4.13% Reduce −13.0% 809,488 $434.99 $352M −120,602 −$41M
AMZN - Amazon 3.98% Reduce −2.2% 2,664,451 $127.12 $339M −59,945 −$16M
GGG - Graco 3.58% Add +0.4% 4,186,367 $72.88 $305M +15,622 −$55M
TTC - TORO 3.13% Add +7.1% 3,206,648 $83.10 $266M +212,564 −$38M
JPM - Jpmorgan Chase & 2.87% Add +2.2% 1,685,291 $145.02 $244M +36,403 +$5M
ECL - Ecolab 2.79% Reduce −7.0% 1,401,841 $169.40 $237M −106,093 −$44M
MDT - Medtronic 2.72% Add +4.8% 2,957,473 $78.36 $232M +135,806 −$17M
LLY - Eli Lilly & 2.69% Reduce −10.2% 426,308 $537.13 $229M −48,513 +$6M
FISV - Fiserv 2.59% Reduce −0.6% 1,952,581 $112.96 $221M −10,860 −$27M
LFUS - Littelfuse 2.55% Reduce −1.6% 878,019 $247.32 $217M −14,156 −$43M
JNJ - Johnson & Johnson 2.46% Reduce −4.1% 1,345,151 $155.75 $210M −57,764 −$23M
TECH - Bio-Techne 2.44% Reduce −0.2% 3,053,580 $68.07 $208M −6,058 −$42M
USB - US Bancorp Del 2.44% Reduce −10.6% 6,280,821 $33.06 $208M −744,916 −$24M
HRL - Hormel Foods 2.39% Add +1.8% 5,350,095 $38.03 $203M +95,101 −$8M
FAST - Fastenal 2.07% Reduce −0.5% 3,233,893 $54.64 $177M −17,441 −$15M
NVT - Nvent Electric 2.02% Reduce −4.9% 3,241,577 $52.99 $172M −167,867 −$4M
QCOM - Qualcomm 1.91% Add +2.6% 1,462,981 $111.06 $162M +36,504 −$7M
FUL - Fuller H B 1.90% Add +0.7% 2,365,311 $68.61 $162M +15,466 −$6M
LNT - Alliant Energy 1.77% Add +14.3% 3,105,934 $48.45 $150M +388,503 +$8M
MSI - Motorola Solutions 1.70% Reduce −0.6% 531,911 $272.24 $145M −3,379 −$12M
V - VISA · CL A 1.69% Add +0.1% 626,489 $230.01 $144M +535 −$5M
SHW - Sherwin Williams 1.69% Reduce −0.6% 564,082 $255.05 $144M −3,491 −$7M
ABT - Abbott Labs 1.48% Reduce −0.4% 1,298,999 $96.85 $126M −4,640 −$16M
HON - Honeywell Intl 1.46% Add +3.7% 675,434 $184.74 $125M +24,397 −$10M
WFC - Wells Fargo 1.38% Reduce −6.2% 2,881,836 $40.86 $118M −189,012 −$13M
DCI - Donaldson 1.36% Reduce −13.2% 1,944,960 $59.64 $116M −295,595 −$24M
ROK - Rockwell Automation 1.26% Add +0.2% 375,552 $285.87 $107M +861 −$16M
ENTG - Entegris 1.25% Add +1.1% 1,137,765 $93.91 $107M +12,583 −$18M
TNC - Tennant 1.16% Reduce −7.6% 1,331,814 $74.15 $99M −109,570 −$18M
SYY - Sysco 1.08% Reduce −0.3% 1,394,739 $66.05 $92M −4,504 −$12M
PFG - Principal Financial 1.01% Reduce −0.8% 1,193,278 $72.07 $86M −9,381 −$5M
VZ - Verizon Communications 1.00% Add +4778.0% 2,630,183 $32.41 $85M +2,576,264 +$83M
SCHW - Schwab Charles 0.95% Reduce −3.5% 1,477,539 $54.90 $81M −54,331 −$6M
WK - Workiva · CL A 0.94% Reduce −1.6% 793,265 $101.34 $80M −12,843 −$2M
CRM - Salesforce 0.68% Reduce −6.2% 285,129 $202.78 $58M −18,712 −$6M
HD - Home Depot 0.66% Reduce −1.9% 186,586 $302.16 $56M −3,518 −$3M
TGT - Target 0.60% Add +0.1% 459,678 $110.57 $51M +568 −$10M
CHRW - C H Robinson Worldwide 0.58% Reduce −10.0% 570,671 $86.13 $49M −63,593 −$11M
PII - Polaris 0.46% Add +0.8% 379,124 $104.14 $39M +3,028 −$6M
AXP - American Express 0.44% Reduce −1.2% 248,726 $149.19 $37M −2,999 −$7M
ONB - Old Natl Bancorp Ind 0.37% Hold 2,163,702 $14.54 $31M
UPS - United Parcel Service · CL B 0.37% Reduce −4.6% 201,092 $155.87 $31M −9,621 −$6M
DIS - Disney Walt 0.35% Reduce −27.8% 367,282 $81.05 $30M −141,364 −$16M
DGII - Digi Intl 0.32% Reduce −6.9% 1,012,214 $27.00 $27M −75,144 −$16M
AAPL - Apple 0.30% Reduce −0.1% 150,504 $171.21 $26M −219 −$3M
MMM - 3M 0.30% Reduce −15.2% 269,097 $93.62 $25M −48,368 −$7M
GNRC - Generac 0.28% Reduce −25.0% 215,982 $108.96 $24M −72,003 −$19M

Showing top 50 of 210 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q2

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
First Intst Bancsystem 0.03% Exit 0 $23.84 $3M −110,947 −$3M
AVGO - Broadcom Exit 0 $867.05 $450K −519 −$450K
AMD - Advanced Micro Devices Exit 0 $114.00 $342K −3,000 −$342K
EPD - Enterprise Prods Partners L Exit 0 $26.32 $324K −12,310 −$324K
EW - Edwards Lifesciences Exit 0 $94.28 $277K −2,938 −$277K
Activision Blizzard Exit 0 $84.39 $266K −3,152 −$266K
BLK - Blackrock Exit 0 $692.11 $263K −380 −$263K
CMI - Cummins Exit 0 $244.72 $255K −1,042 −$255K
VOT - Vanguard Index Fds Exit 0 $205.41 $228K −1,110 −$228K
Otter Tail Exit 0 $78.93 $221K −2,800 −$221K
CMG - Chipotle Mexican Grill Exit 0 $2,140 $214K −100 −$214K
CAH - Cardinal Health Exit 0 $94.73 $212K −2,238 −$212K
SO - Southern Exit 0 $70.27 $208K −2,960 −$208K
LIN - Linde Exit 0 $381.58 $203K −532 −$203K
OTIS - Otis Worldwide Exit 0 $89.19 $203K −2,276 −$203K
EFA - Ishares Tr Exit 0 $72.35 $202K −2,792 −$202K
VLO - Valero Energy Exit 0 $117.10 $202K −1,725 −$202K
BCS - Barclays Exit 0 $7.85 $157K −20,000 −$157K

* 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 2023 Q2. 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