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

2024 Q1 2023 Q4 · filed 15 May · long equity

MSFT - Microsoft 8.01% Reduce −0.5% 1,966,804 $420.72 $827M −8,940 +$85M
NVDA - Nvidia 5.74% Reduce −12.1% 655,857 $903.56 $593M −90,581 +$223M
GOOG - Alphabet · CL C 4.73% Reduce −4.1% 3,205,267 $152.26 $488M −138,552 +$17M
AMZN - Amazon 4.24% Reduce −0.9% 2,430,175 $180.38 $438M −22,800 +$66M
UNH - Unitedhealth Group 3.91% Add +0.7% 816,526 $494.70 $404M +5,471 −$23M
GGG - Graco 3.43% Reduce −5.8% 3,792,159 $93.46 $354M −232,628 +$5M
JPM - Jpmorgan Chase & 3.33% Reduce −0.6% 1,716,546 $200.30 $344M −10,555 +$50M
FISV - Fiserv 2.95% Reduce −1.8% 1,909,516 $159.82 $305M −34,191 +$47M
TTC - TORO 2.88% Add +0.6% 3,244,481 $91.63 $297M +18,934 −$12M
LLY - Eli Lilly & 2.75% Reduce −7.2% 364,467 $777.96 $284M −28,222 +$55M
USB - US Bancorp Del 2.53% Reduce −3.1% 5,849,322 $44.70 $261M −187,781 +$179K
MDT - Medtronic 2.52% Add +1.7% 2,986,579 $87.15 $260M +48,622 +$18M
ECL - Ecolab 2.22% Reduce −19.2% 991,564 $230.90 $229M −234,966 −$14M
QCOM - Qualcomm 2.15% Reduce −6.2% 1,312,754 $169.30 $222M −86,490 +$20M
TECH - Bio-Techne 2.02% Reduce −3.9% 2,959,357 $70.39 $208M −120,126 −$29M
LFUS - Littelfuse 2.01% Reduce −0.2% 857,751 $242.35 $208M −1,494 −$22M
FAST - Fastenal 2.01% Reduce −15.6% 2,692,096 $77.14 $208M −498,501 +$1M
NVT - Nvent Electric 1.92% Reduce −7.8% 2,630,651 $75.40 $198M −222,991 +$30M
HRL - Hormel Foods 1.87% Add +1.6% 5,548,480 $34.89 $194M +89,441 +$18M
JNJ - Johnson & Johnson 1.86% Reduce −3.8% 1,216,514 $158.19 $192M −48,153 −$6M
MSI - Motorola Solutions 1.72% Reduce −0.3% 500,799 $354.98 $178M −1,658 +$20M
V - VISA · CL A 1.70% Reduce −0.1% 627,269 $279.08 $175M −484 +$12M
FUL - Fuller H B 1.66% Reduce −5.6% 2,149,029 $79.74 $171M −127,771 −$14M
VZ - Verizon Communications 1.63% Add +18.3% 4,004,841 $41.96 $168M +618,435 +$40M
LNT - Alliant Energy 1.62% Add +4.7% 3,321,368 $50.40 $167M +147,884 +$5M
AAPL - Apple 1.59% Add +63.4% 955,549 $171.48 $164M +370,649 +$51M
SHW - Sherwin Williams 1.55% Reduce −2.6% 460,977 $347.33 $160M −12,076 +$13M
WFC - Wells Fargo 1.50% Reduce −4.1% 2,668,307 $57.96 $155M −115,395 +$18M
TNC - Tennant 1.38% Reduce −4.5% 1,169,609 $121.61 $142M −55,100 +$29M
ABT - Abbott Labs 1.38% Reduce −2.8% 1,249,673 $113.66 $142M −35,788 +$547K
HON - Honeywell Intl 1.32% Reduce −1.9% 664,822 $205.25 $136M −13,001 −$6M
ENTG - Entegris 1.29% Reduce −5.1% 947,489 $140.54 $133M −50,670 +$14M
DCI - Donaldson 1.16% Reduce −15.2% 1,601,031 $74.68 $120M −287,650 −$4M
ROK - Rockwell Automation 1.08% Reduce −0.5% 382,874 $291.33 $112M −1,810 −$8M
PFG - Principal Financial 1.03% Add +3.1% 1,228,314 $86.31 $106M +36,623 +$12M
SYY - Sysco 1.00% Reduce −10.1% 1,269,689 $81.18 $103M −142,431 −$195K
SCHW - Schwab Charles 0.97% Reduce −5.6% 1,386,956 $72.34 $100M −82,581 −$772K
TGT - Target 0.79% Add +0.1% 458,724 $177.21 $81M +496 +$16M
CRM - Salesforce 0.78% Reduce −4.3% 267,036 $301.18 $80M −12,119 +$7M
HD - Home Depot 0.63% Reduce −5.5% 169,118 $383.60 $65M −9,824 +$3M
WK - Workiva · CL A 0.62% Reduce −1.5% 757,234 $84.80 $64M −11,339 −$14M
BBY - Best Buy 0.55% Add +30.2% 692,770 $82.03 $57M +160,603 +$15M
AXP - American Express 0.52% Reduce −2.9% 234,619 $227.69 $53M −6,961 +$8M
CHRW - C H Robinson Worldwide 0.51% Add +20.0% 692,273 $76.14 $53M +115,527 +$3M
Piper Sandler Companies 0.50% Add +110.7% 259,355 $198.49 $51M +136,260 +$30M
DIS - Disney Walt 0.45% Reduce −0.8% 380,098 $122.36 $47M −2,906 +$12M
CASY - Caseys Gen Stores 0.42% Add +218.0% 137,774 $318.45 $44M +94,447 +$32M
PII - Polaris 0.35% Reduce −1.1% 365,653 $100.12 $37M −4,231 +$2M
TXN - Texas Instrs 0.35% Add +11.5% 205,817 $174.21 $36M +21,249 +$4M
ULTA - Ulta Beauty 0.33% New 64,766 $522.88 $34M +64,766 +$34M

Showing top 50 of 219 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2023 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Catalent 0.06% Exit 0 $44.93 $6M −137,182 −$6M
Physicians Rlty Tr 0.06% Exit 0 $13.31 $6M −422,188 −$6M
Select Sector Spdr Tr 0.03% Exit 0 $72.04 $3M −44,420 −$3M
Select Sector Spdr Tr 0.03% Exit 0 $136.38 $3M −19,483 −$3M
Select Sector Spdr Tr Exit 0 $63.28 $423K −6,685 −$423K
ET - Energy Transfer L P Exit 0 $13.82 $380K −27,500 −$380K
RF - Regions Financial Exit 0 $19.40 $291K −15,000 −$291K
BIIB - Biogen Exit 0 $258.95 $246K −950 −$246K
AME - Ametek Exit 0 $165.19 $243K −1,471 −$243K
NVS - Novartis AG Exit 0 $100.79 $204K −2,024 −$204K
VGT - Vanguard World Fds Exit 0 $483.33 $203K −420 −$203K
ELAN - Elanco Animal Health Exit 0 $14.88 $200K −13,442 −$200K
JPC — Exit 0 $6.78 $183K −26,999 −$183K

* 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 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