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 Q4 2023 Q3 · filed 14 Feb · long equity

MSFT - Microsoft 7.83% Reduce −3.5% 1,975,744 $376.04 $743M −71,642 +$96M
GOOG - Alphabet · CL C 4.97% Reduce −1.0% 3,343,819 $140.93 $471M −34,071 +$26M
UNH - Unitedhealth Group 4.50% Add +0.3% 811,055 $526.47 $427M +2,268 +$19M
AMZN - Amazon 3.93% Reduce −7.9% 2,452,975 $151.94 $373M −211,476 +$34M
NVDA - Nvidia 3.89% Reduce −7.8% 746,438 $495.22 $370M −63,050 +$18M
GGG - Graco 3.68% Reduce −3.9% 4,024,787 $86.76 $349M −161,580 +$44M
TTC - TORO 3.26% Add +0.6% 3,225,547 $95.99 $310M +18,899 +$43M
JPM - Jpmorgan Chase & 3.10% Add +2.5% 1,727,101 $170.10 $294M +41,810 +$49M
USB - US Bancorp Del 2.75% Reduce −3.9% 6,037,103 $43.28 $261M −243,718 +$54M
FISV - Fiserv 2.72% Reduce −0.5% 1,943,707 $132.84 $258M −8,874 +$38M
ECL - Ecolab 2.56% Reduce −12.5% 1,226,530 $198.35 $243M −175,311 +$6M
MDT - Medtronic 2.55% Reduce −0.7% 2,937,957 $82.38 $242M −19,516 +$10M
TECH - Bio-Techne 2.50% Add +0.8% 3,079,483 $77.16 $238M +25,903 +$30M
LFUS - Littelfuse 2.42% Reduce −2.1% 859,245 $267.56 $230M −18,774 +$13M
LLY - Eli Lilly & 2.41% Reduce −7.9% 392,689 $582.92 $229M −33,619 −$77K
FAST - Fastenal 2.18% Reduce −1.3% 3,190,597 $64.77 $207M −43,296 +$30M
QCOM - Qualcomm 2.13% Reduce −4.4% 1,399,244 $144.63 $202M −63,737 +$40M
JNJ - Johnson & Johnson 2.09% Reduce −6.0% 1,264,667 $156.74 $198M −80,484 −$11M
FUL - Fuller H B 1.95% Reduce −3.7% 2,276,800 $81.41 $185M −88,511 +$23M
HRL - Hormel Foods 1.85% Add +2.0% 5,459,039 $32.11 $175M +108,944 −$28M
NVT - Nvent Electric 1.78% Reduce −12.0% 2,853,642 $59.09 $169M −387,935 −$3M
V - VISA · CL A 1.72% Add +0.2% 627,753 $260.35 $163M +1,264 +$19M
LNT - Alliant Energy 1.72% Add +2.2% 3,173,484 $51.30 $163M +67,550 +$12M
MSI - Motorola Solutions 1.66% Reduce −5.5% 502,457 $313.09 $157M −29,454 +$13M
SHW - Sherwin Williams 1.55% Reduce −16.1% 473,053 $311.90 $148M −91,029 +$4M
HON - Honeywell Intl 1.50% Add +0.4% 677,823 $209.71 $142M +2,389 +$17M
ABT - Abbott Labs 1.49% Reduce −1.0% 1,285,461 $110.07 $141M −13,538 +$16M
WFC - Wells Fargo 1.44% Reduce −3.4% 2,783,702 $49.22 $137M −98,134 +$19M
VZ - Verizon Communications 1.35% Add +28.8% 3,386,406 $37.70 $128M +756,223 +$42M
DCI - Donaldson 1.30% Reduce −2.9% 1,888,681 $65.35 $123M −56,279 +$7M
ENTG - Entegris 1.26% Reduce −12.3% 998,159 $119.82 $120M −139,606 +$13M
ROK - Rockwell Automation 1.26% Add +2.4% 384,684 $310.48 $119M +9,132 +$12M
TNC - Tennant 1.20% Reduce −8.0% 1,224,709 $92.69 $114M −107,105 +$15M
AAPL - Apple 1.19% Add +288.6% 584,900 $192.53 $113M +434,396 +$87M
SYY - Sysco 1.09% Add +1.2% 1,412,120 $73.13 $103M +17,381 +$11M
SCHW - Schwab Charles 1.07% Reduce −0.5% 1,469,537 $68.80 $101M −8,002 +$20M
PFG - Principal Financial 0.99% Reduce −0.1% 1,191,691 $78.67 $94M −1,587 +$8M
WK - Workiva · CL A 0.82% Reduce −3.1% 768,573 $101.53 $78M −24,692 −$2M
CRM - Salesforce 0.77% Reduce −2.1% 279,155 $263.14 $73M −5,974 +$16M
TGT - Target 0.69% Reduce −0.3% 458,228 $142.42 $65M −1,450 +$14M
HD - Home Depot 0.65% Reduce −4.1% 178,942 $346.55 $62M −7,644 +$6M
CHRW - C H Robinson Worldwide 0.53% Add +1.1% 576,746 $86.39 $50M +6,075 +$673K
AXP - American Express 0.48% Reduce −2.9% 241,580 $187.34 $45M −7,146 +$8M
BBY - Best Buy 0.44% Add +9155.1% 532,167 $78.28 $42M +526,417 +$41M
PII - Polaris 0.37% Reduce −2.4% 369,884 $94.77 $35M −9,240 −$4M
DIS - Disney Walt 0.36% Add +4.3% 383,004 $90.29 $35M +15,722 +$5M
TXN - Texas Instrs 0.33% Add +31.7% 184,568 $170.46 $31M +44,452 +$9M
UPS - United Parcel Service · CL B 0.32% Reduce −4.6% 191,829 $157.23 $30M −9,263 −$1M
MMM - 3M 0.30% Reduce −4.7% 256,353 $109.32 $28M −12,744 +$3M
ONB - Old Natl Bancorp Ind 0.29% Reduce −25.9% 1,603,286 $16.89 $27M −560,416 −$4M

Showing top 50 of 214 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Sleep Number 0.04% Exit 0 $24.59 $4M −149,958 −$4M
VRTX - Vertex Pharmaceuticals Exit 0 $348.34 $263K −755 −$263K
PLUG - Plug Power Exit 0 $7.60 $76K −10,000 −$76K

* 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 Q3. 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