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%

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

Book

2025 Q1 2024 Q4, filed 15 May, long equity only

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MSFT, Microsoft	7.80%	Add +1.4%	1,996,217	$375.39	$749M	+26,838	−$81M
NVDA, Nvidia	6.54%, was 7.64%	Reduce −1.4%	5,801,914	$108.38	$629M	−83,078	−$161M
UNH, UnitedHealth Group	4.94%, was 4.25%	Add +4.4%	906,654	$523.75	$475M	+38,247	+$36M
AMZN, Amazon	4.75%	Add +1.4%	2,397,617	$190.26	$456M	+34,129	−$62M
JPM, JPMorgan Chase	4.24%	Reduce −3.0%	1,662,770	$245.30	$408M	−51,519	−$3.1M
FISV, Fiserv	3.95%	Reduce −8.2%	1,717,557	$220.83	$379M	−153,852	−$5.1M
GGG, Graco	3.41%	Reduce −0.8%	3,924,283	$83.51	$328M	−32,920	−$5.8M
GOOG, Alphabet Class C	3.33%, was 4.01%	Reduce −5.9%	2,048,093	$156.23	$320M	−129,271	−$95M
LLY, Eli Lilly	3.13%, was 2.53%	Add +7.5%	364,793	$825.91	$301M	+25,526	+$39M
AAPL, Apple	3.13%	Add +0.1%	1,355,592	$222.13	$301M	+2,006	−$38M
V, Visa	3.01%	Reduce −1.3%	824,113	$350.46	$289M	−11,212	+$25M
TTC, Toro	2.76%	Add +1.6%	3,651,436	$72.75	$266M	+57,954	−$22M
MSI, Motorola Solutions	2.18%	Reduce −1.4%	477,605	$437.81	$209M	−6,933	−$15M
FAST, Fastenal	2.17%	Reduce −0.7%	2,689,855	$77.55	$209M	−19,576	+$14M
ECL, Ecolab	2.04%	Reduce −1.3%	773,186	$253.52	$196M	−10,123	+$12M
LNT, Alliant Energy	2.04%, was 2.24%	Reduce −22.2%	3,044,638	$64.35	$196M	−869,329	−$36M
LFUS, Littelfuse	1.81%	Add +0.9%	883,427	$196.74	$174M	+8,046	−$32M
JNJ, Johnson & Johnson	1.72%	Reduce −2.6%	999,021	$165.84	$166M	−26,355	+$17M
SHW, Sherwin-Williams	1.71%	Reduce −2.2%	471,331	$349.19	$165M	−10,450	+$812K
WFC, Wells Fargo	1.63%	Reduce −5.4%	2,184,792	$71.79	$157M	−125,760	−$5.4M
VZ, Verizon	1.62%	Reduce −0.6%	3,428,852	$45.36	$156M	−20,628	+$18M
TECH, Bio-Techne	1.62%, was 1.86%	Reduce −0.8%	2,651,793	$58.63	$155M	−21,975	−$37M
WEC, WEC Energy Group	1.58%, was 0.69%	Add +81.9%	1,389,081	$108.98	$151M	+625,323	+$80M
QCOM, Qualcomm	1.52%, was 1.96%	Reduce −28.0%	949,922	$153.61	$146M	−368,523	−$57M
FUL, Fuller	1.43%	Add +10.4%	2,440,392	$56.12	$137M	+229,169	−$12M
ABT, Abbott Laboratories	1.40%	Reduce −5.6%	1,016,988	$132.65	$135M	−59,927	+$13M
HRL, Hormel Foods	1.38%, was 1.29%	Add +0.3%	4,271,793	$30.94	$132M	+13,228	−$1.4M
NVT, Nvent Electric	1.28%, was 1.56%	Reduce −0.4%	2,352,460	$52.42	$123M	−8,995	−$38M
TNC, Tennant	1.18%, was 1.12%	Add +0.1%	1,421,410	$79.75	$113M	+1,715	−$2.4M
ROK, Rockwell Automation	1.13%, was 1.16%	Reduce −0.1%	418,461	$258.38	$108M	−348	−$12M
CHRW, C.H. Robinson	0.92%, was 0.85%	Add +1.4%	865,898	$102.40	$89M	+12,357	+$480K
USB, U.S. Bancorp	0.91%, was 1.95%	Reduce −50.8%	2,067,615	$42.22	$87M	−2,138,623	−$114M
ENTG, Entegris	0.85%, was 0.90%	Reduce 0.0%	938,193	$87.48	$82M	−80	−$11M
DCI, Donaldson	0.78%, was 0.85%	Reduce −14.5%	1,120,149	$67.06	$75M	−189,826	−$13M
KHC, Kraft Heinz	0.75%, was 0.41%	Add +71.1%	2,372,182	$30.43	$72M	+985,915	+$30M
CRM, Salesforce	0.71%	Add +5.6%	254,855	$268.36	$68M	+13,464	−$12M
PFG, Principal Financial	0.70%	Reduce −3.8%	791,944	$84.37	$67M	−31,534	+$3.1M
TSM, Taiwan Semiconductor	0.69%	New	397,657	$166.00	$66M	+397,657	+$66M
HON, Honeywell	0.68%, was 0.78%	Reduce −13.1%	308,951	$211.75	$65M	−46,559	−$15M
Piper Sandler Companies	0.63%	Add +1.2%	244,607	$247.66	$61M	+2,985	−$12M
CASY, Caseys Gen Stores	0.61%	Reduce −2.4%	134,486	$434.04	$58M	−3,263	+$3.8M
HD, Home Depot	0.59%, was 0.61%	Reduce −3.8%	154,687	$366.49	$57M	−6,126	−$5.9M
WK, Workiva	0.58%	Add +0.7%	738,824	$75.91	$56M	+4,794	−$24M
BBY, Best Buy	0.58%	Add +0.7%	751,028	$73.61	$55M	+4,984	−$8.7M
AXP, American Express	0.54%, was 0.61%	Reduce −8.4%	193,117	$269.05	$52M	−17,673	−$11M
MDT, Medtronic	0.50%, was 0.60%	Reduce −30.6%	538,183	$89.86	$48M	−237,176	−$14M
TGT, Target	0.46%, was 0.58%	Reduce −5.3%	423,125	$104.36	$44M	−23,865	−$16M
TXN, Texas Instruments	0.43%	Reduce −0.8%	228,037	$179.70	$41M	−1,774	−$2.1M
SCHW, Charles Schwab	0.41%, was 0.79%	Reduce −53.8%	507,197	$78.28	$40M	−590,359	−$42M
ADP, Automatic Data Processing	0.34%	Reduce −0.2%	108,160	$305.53	$33M	−254	+$1.3M
DIS, Disney	0.32%, was 0.35%	Reduce −4.2%	314,821	$98.70	$31M	−13,766	−$5.5M
MMM, 3M	0.30%	Reduce −1.2%	198,112	$146.86	$29M	−2,419	+$3.2M
PG, Procter & Gamble	0.29%	Reduce −6.2%	161,279	$170.42	$27M	−10,590	−$1.3M
XEL, Xcel Energy	0.28%	Reduce −0.3%	374,314	$70.79	$26M	−975	+$1.2M
ULTA, Ulta Beauty	0.28%	Add +0.5%	72,148	$366.54	$26M	+366	−$4.8M
CLFD, Clearfield	0.26%, was 0.13%	Add +103.3%	852,220	$29.72	$25M	+433,014	+$12M
SYY, Sysco	0.26%, was 0.30%	Reduce −19.7%	328,741	$75.04	$25M	−80,571	−$6.6M
BMI, Badger Meter	0.23%, was 0.25%	Reduce −4.9%	115,890	$190.25	$22M	−6,011	−$3.8M
GNRC, Generac	0.20%, was 0.25%	Reduce −8.5%	153,397	$126.65	$19M	−14,287	−$6.6M
TRV, Travelers	0.19%	Reduce −6.2%	69,593	$264.46	$18M	−4,585	+$536K
ONB, Old National Bancorp Ind	0.19%, was 0.20%	Reduce −11.0%	846,566	$21.19	$18M	−104,796	−$2.7M
META, Meta Platforms	0.15%	Reduce −3.1%	25,507	$576.36	$15M	−805	−$705K
AMP, Ameriprise Financial	0.14%, was 0.15%	Reduce −1.9%	27,633	$484.11	$13M	−528	−$1.6M
BRK.B, Berkshire Hathaway Class B	0.14%	Reduce −5.3%	24,604	$532.58	$13M	−1,389	+$1.3M
Azek	0.13%	Reduce −11.4%	252,086	$48.89	$12M	−32,489	−$1.2M
JBTM, JBT Marel	0.13%, was 0.16%	Reduce −24.0%	99,128	$122.20	$12M	−31,254	−$4.5M
HSY, Hershey	0.12%, was 0.13%	Reduce −13.4%	67,845	$171.03	$12M	−10,501	−$1.7M
KNF, Knife River	0.12%	Add +0.1%	127,020	$90.21	$11M	+85	−$1.4M
INSP, Inspire Medical Systems	0.12%	Add +9.4%	70,776	$159.28	$11M	+6,105	−$716K
HUBG, Hub Group	0.11%, was 0.12%	Reduce −1.5%	279,149	$37.17	$10M	−4,150	−$2.2M
AIR, Aar	0.10%, was 0.11%	Reduce −4.2%	180,032	$55.99	$10M	−7,917	−$1.4M
MEDP, Medpace	0.10%	Add +0.1%	32,433	$304.69	$9.9M	+25	−$885K
ABBV, AbbVie	0.09%	Reduce −8.3%	41,962	$209.52	$8.8M	−3,808	+$659K
QCRH, QCR	0.09%	Add +0.1%	120,013	$71.32	$8.6M	+75	−$1.1M
PLXS, Plexus	0.08%, was 0.12%	Reduce −23.7%	62,470	$128.13	$8M	−19,439	−$4.8M
BKH, Black Hills	0.08%	Reduce −11.0%	124,950	$60.65	$7.6M	−15,395	−$635K
ASB, Associated Banc	0.08%	Reduce −9.0%	333,716	$22.53	$7.5M	−32,861	−$1.2M
CFR, Cullen Frost Bankers	0.08%, was 0.10%	Reduce −18.4%	59,920	$125.20	$7.5M	−13,481	−$2.4M
WTFC, Wintrust Financial	0.08%, was 0.10%	Reduce −24.1%	65,375	$112.46	$7.4M	−20,760	−$3.4M
NWE	0.07%	Reduce −9.6%	123,885	$57.87	$7.2M	−13,110	−$155K
GIS, General Mills	0.07%, was 0.08%	Reduce −11.3%	109,206	$59.79	$6.5M	−13,846	−$1.3M
EMR, Emerson Electric	0.07%, was 0.08%	Reduce −7.5%	59,065	$109.64	$6.5M	−4,813	−$1.4M
GBCI, Glacier Bancorp	0.06%, was 0.07%	Reduce −15.2%	128,805	$44.22	$5.7M	−23,075	−$1.9M
SCHB, Schwab Strategic Trust	0.06%	Hold	261,246	$21.53	$5.6M	—	—
PNR, Pentair	0.06%	Reduce −4.2%	62,510	$87.48	$5.5M	−2,730	−$1.1M
CAT, Caterpillar	0.06%	Reduce −0.8%	16,553	$329.80	$5.5M	−140	−$596K
UPS	0.06%, was 0.08%	Reduce −24.9%	48,467	$109.99	$5.3M	−16,062	−$2.8M
PANW, Palo Alto Networks	0.05%	Add +2.8%	30,191	$170.64	$5.2M	+835	−$190K
SPY, SPDR S&P 500 ETF Trust	0.05%	Reduce −0.8%	8,944	$559.39	$5M	−72	−$281K
Jamf	0.05%	Add +0.1%	399,234	$12.15	$4.9M	+253	−$755K
BRK.A, Berkshire Hathaway Class A	0.05%	Hold	6	$798,442	$4.8M	—	—
MRK, Merck	0.05%	Reduce −1.4%	53,159	$89.76	$4.8M	−741	−$590K
MGPI, MGP Ingredients	0.05%	Add +6.0%	161,568	$29.38	$4.7M	+9,080	−$1.3M
MCD, McDonald's	0.04%, was 0.05%	Reduce −18.6%	13,325	$312.36	$4.2M	−3,053	−$585K
GLW, Corning	0.04%	Reduce −3.3%	89,245	$45.78	$4.1M	−3,025	−$299K
Gentherm	0.04%, was 0.07%	Reduce −19.8%	151,992	$26.74	$4.1M	−37,636	−$3.5M
OSK, Oshkosh	0.04%, was 0.05%	Reduce −16.4%	42,020	$94.08	$4M	−8,240	−$825K
NEOG, Neogen	0.04%, was 0.05%	Reduce −2.5%	455,289	$8.67	$3.9M	−11,519	−$1.7M
LTH, Life Time Group	0.04%, was 0.02%	Add +12.8%	125,470	$30.20	$3.8M	+14,250	+$1.3M
GOOGL, Alphabet Class A	0.04%, was 0.05%	Reduce −8.1%	23,787	$154.64	$3.7M	−2,104	−$1.2M
CTAS, Cintas	0.04%, was 0.03%	Add +12.6%	16,804	$205.53	$3.5M	+1,884	+$728K
PII, Polaris	0.04%, was 0.03%	Add +48.4%	84,215	$40.94	$3.4M	+27,464	+$178K
CVX, Chevron	0.04%	Reduce −3.9%	20,309	$167.29	$3.4M	−815	+$338K
COP, ConocoPhillips	0.03%	Add +7.3%	31,529	$105.02	$3.3M	+2,155	+$398K
XOM, Exxon Mobil	0.03%	Reduce −25.9%	23,913	$118.93	$2.8M	−8,376	−$629K
Exact Sciences	0.03%	Add +2.1%	61,695	$43.29	$2.7M	+1,285	−$724K
SOLV, Solventum	0.03%	Reduce −0.9%	35,043	$76.04	$2.7M	−330	+$328K
IVV, iShares Core S&P 500 ETF	0.03%	Reduce −0.3%	4,636	$561.86	$2.6M	−15	−$133K
WWD, Woodward	0.03%	Hold	14,000	$182.49	$2.6M	—	—
COST, Costco	0.03%	Reduce −1.4%	2,700	$945.78	$2.6M	−39	+$44K
CWAN	0.03%, was 0.02%	Add +59.8%	94,010	$26.80	$2.5M	+35,170	+$900K
ORCL, Oracle	0.02%	Add +1.9%	13,785	$139.81	$1.9M	+255	−$327K
CGNX, Cognex	0.02%	New	63,359	$29.83	$1.9M	+63,359	+$1.9M
PFE, Pfizer	0.02%	Reduce −7.2%	73,589	$25.34	$1.9M	−5,713	−$239K
ALRS, Alerus Financial	0.02%	Reduce 0.0%	97,664	$18.46	$1.8M	−10	−$76K
CVRX	0.02%	Hold	144,281	$12.23	$1.8M	—	—
BDX, Becton Dickinson	0.02%	Reduce −5.3%	7,220	$229.06	$1.7M	−406	−$76K
SYK, Stryker	0.02%	Reduce −16.4%	4,411	$372.25	$1.6M	−864	−$257K
ZBH, Zimmer Biomet	0.02%	Reduce −1.7%	14,450	$113.18	$1.6M	−250	+$83K
BMY, Bristol Myers Squibb	0.02%, was 0.01%	Add +1.5%	26,560	$60.99	$1.6M	+398	+$140K
LOW, Lowe's	0.02%	Reduce −0.8%	6,824	$233.23	$1.6M	−56	−$106K
AMGN, Amgen	0.02%	Reduce −11.5%	4,961	$311.55	$1.5M	−646	+$84K
KO, Coca-Cola	0.02%, was 0.01%	Add +3.1%	20,895	$71.62	$1.5M	+630	+$235K
HWKN, Hawkins	0.01%	Hold	13,320	$105.92	$1.4M	—	—
GE, GE Aerospace	0.01%	Reduce −13.8%	6,847	$200.15	$1.4M	−1,093	+$46K
KMB, Kimberly-Clark	0.01%	Reduce −6.6%	9,483	$142.22	$1.3M	−671	+$18K
UNP, Union Pacific	0.01%	Add +7.1%	5,641	$236.24	$1.3M	+375	+$132K
WMT, Walmart	0.01%	Add +13.4%	15,033	$87.79	$1.3M	+1,780	+$122K
PSX, Phillips 66	0.01%	Add +26.7%	10,287	$123.48	$1.3M	+2,171	+$346K
SNA, Snap On	0.01%	Reduce −17.3%	3,585	$337.01	$1.2M	−750	−$263K
CSCO, Cisco	0.01%	Add +5.3%	18,831	$61.71	$1.2M	+942	+$103K
VCEL, Vericel	0.01%	Hold	25,915	$44.62	$1.2M	—	—
AMCR, Amcor	0.01%	Hold	118,090	$9.70	$1.1M	—	—
PEP, PepsiCo	0.01%	Reduce −3.7%	7,510	$149.94	$1.1M	−290	−$60K
AMAT, Applied Materials	0.01%	Reduce −1.3%	7,377	$145.12	$1.1M	−100	−$145K
WY, Weyerhaeuser Co. Mountain Be	0.01%	Hold	36,431	$29.28	$1.1M	—	—
BAX, Baxter International	0.01%	Reduce −26.0%	30,446	$34.23	$1M	−10,677	−$157K
BSX, Boston Scientific	0.01%	Hold	10,311	$100.88	$1M	—	—
SKYT, Skywater Technology	0.01%	Hold	141,170	$7.09	$1M	—	—
IDXX, Idexx Laboratories	0.01%	Reduce −4.0%	2,306	$419.95	$968K	−96	−$25K
EFA, iShares Trust	0.01%	New	11,571	$81.73	$946K	+11,571	+$946K
BAC, Bank of America	0.01%	Reduce −1.1%	22,342	$41.73	$932K	−250	−$61K
RTX	0.01%	Reduce −21.3%	6,653	$132.46	$881K	−1,799	−$97K
XLK, Select Sector SPDR Trust	0.01%	Reduce −34.2%	4,187	$206.49	$865K	−2,172	−$614K
MOS, Mosaic	0.01%	Hold	30,280	$27.01	$818K	—	—
ADBE, Adobe	0.01%	Add +5.8%	2,063	$383.53	$791K	+113	−$76K
QQQ, Invesco QQQ Trust	0.01%	Reduce −11.5%	1,612	$468.92	$756K	−210	−$176K
AWK	0.01%	Reduce −4.2%	5,109	$147.52	$754K	−224	+$90K
DWDPEUR	0.01%	Reduce −5.8%	10,081	$74.68	$753K	−618	−$63K
NSC, Norfolk Southern	0.01%	Add +4.1%	3,172	$236.85	$751K	+125	+$36K
IEX, Idex	0.01%	Hold	4,000	$180.97	$724K	—	—
VTI, Vanguard Index Funds	0.01%	Hold	2,585	$274.84	$710K	—	—
CB, Chubb	0.01%	Hold	2,343	$301.99	$708K	—	—
BMO, Bank Montreal Que	0.01%	Hold	6,846	$95.51	$654K	—	—
TMO, Thermo Fisher Scientific	0.01%	Reduce −19.2%	1,306	$497.60	$650K	−310	−$191K
IWF, iShares Trust	0.01%	Hold	1,746	$361.09	$630K	—	—
SCHF, Schwab Strategic Trust	0.01%	Hold	30,000	$19.78	$593K	—	—
iShares Trust	0.01%	Hold	4,280	$134.29	$575K	—	—
CM, Canadian Imperial	0.01%	Hold	10,176	$56.30	$573K	—	—
AVGO, Broadcom	0.01%	Add +4.0%	3,380	$167.43	$566K	+130	−$188K
CTVA, Corteva	0.01%	Reduce −5.1%	8,949	$62.93	$563K	−481	+$26K
VIG, Vanguard Specialized Funds	0.01%	Reduce −20.1%	2,882	$193.99	$559K	−723	−$147K
MA, Mastercard	0.01%	Hold	1,014	$548.15	$556K	—	—
SHEL, Shell	0.01%	Hold	7,504	$73.28	$550K	—	—
VO, Vanguard Index Funds	0.01%	Add +47.9%	2,038	$258.62	$527K	+660	+$163K
HBAN, Huntington Bancshares	0.01%	Reduce −4.2%	34,603	$15.01	$519K	−1,525	−$68K
BRC, Brady	0.01%	Hold	7,000	$70.64	$494K	—	—
RGR, Sturm Ruger	0.00%	Hold	12,000	$39.29	$471K	—	—
NVEC, Nve	0.00%	Hold	7,300	$63.74	$465K	—	—
VUG, Vanguard Index Funds	0.00%	Add +10.6%	1,248	$370.82	$463K	+120	$—
AMT, American Tower	0.00%	Hold	2,020	$217.60	$440K	—	—
TT, Trane Technologies	0.00%, was 0.01%	Reduce −29.4%	1,281	$336.92	$432K	−533	−$238K
ITW, Illinois Tool Works	0.00%	Hold	1,699	$248.01	$421K	—	—
BA, Boeing	0.00%	Add +7.5%	2,453	$170.58	$418K	+171	+$14K
PM, Philip Morris International	0.00%	Reduce −15.4%	2,600	$158.73	$413K	−474	+$43K
DOW, DOW Inc	0.00%	Reduce −7.0%	10,801	$34.92	$377K	−818	−$89K
UFCS, United Fire Group	0.00%	Reduce −14.2%	12,108	$29.46	$357K	−2,000	−$45K
BP, BP PLC	0.00%	Hold	10,540	$33.79	$356K	—	—
MMC, Marsh McLennan	0.00%	Add +5.5%	1,449	$244.03	$354K	+75	+$62K
TJX, TJX Companies	0.00%	Hold	2,841	$121.80	$346K	—	—
OKLO	0.00%	Add +10.8%	15,971	$21.63	$345K	+1,561	+$40K
IBM	0.00%	Add +23.5%	1,379	$248.66	$343K	+262	+$97K
Allete	0.00%	Reduce −27.0%	4,938	$65.70	$324K	−1,830	−$114K
DFAE, Dimensional ETF Trust	0.00%	Hold	12,527	$25.89	$324K	—	—
T, AT&T	0.00%	Reduce −12.1%	11,291	$28.28	$319K	−1,552	+$27K
AXGN, Axogen	0.00%	Hold	17,000	$18.50	$315K	—	—
ACN, Accenture	0.00%	Add +13.4%	1,007	$312.04	$314K	+119	+$2K
NEE, NextEra Energy	0.00%, was 0.01%	Reduce −56.2%	4,394	$70.89	$311K	−5,646	−$408K
MO, Altria	0.00%	Add +0.1%	5,054	$60.02	$303K	+3	+$39K
INTC, Intel	0.00%	Reduce −5.9%	13,286	$22.71	$302K	−831	+$19K
DE, Deere	0.00%	Reduce −8.9%	617	$469.35	$290K	−60	+$3K
Patterson Companies	0.00%, was 0.01%	Reduce −46.6%	9,150	$31.24	$286K	−8,000	−$243K
AJG, Arthur J. Gallagher	0.00%	Reduce −55.0%	800	$345.24	$276K	−976	−$228K
BOH, Bank Hawaii	0.00%	Hold	4,000	$68.97	$276K	—	—
VONE, Vanguard Scottsdale Funds	0.00%	Reduce −28.3%	1,031	$253.86	$262K	−406	−$122K
WM, Waste Management	0.00%	Add +8.7%	1,128	$231.51	$261K	+90	+$52K
SEIC, Sei Investments	0.00%	Hold	3,300	$77.63	$256K	—	—
DGII, Digi International	0.00%	Hold	9,000	$27.83	$250K	—	—
IXN, iShares Trust	0.00%	Hold	3,150	$75.74	$239K	—	—
NKE, Nike	0.00%	Add +7.6%	3,703	$63.48	$235K	+263	−$25K
Surmodics	0.00%	Hold	7,626	$30.53	$233K	—	—
SLB	0.00%	Hold	5,500	$41.80	$230K	—	—
RF, Regions Financial	0.00%	Add +8.3%	10,545	$21.73	$229K	+805	$—
OTIS, Otis Worldwide	0.00%	Reduce −6.7%	2,204	$103.20	$227K	−159	+$9K
ZTS, Zoetis	0.00%	Reduce −12.7%	1,344	$164.65	$221K	−196	−$30K
MSA, MSA Safety	0.00%	Add +1.4%	1,490	$146.69	$219K	+20	−$25K
GEV, GE Vernova	0.00%	Reduce −28.1%	713	$305.28	$218K	−278	−$108K
NTRS, Northern Trust	0.00%	Reduce −4.5%	2,140	$98.65	$211K	−100	−$18K
VV, Vanguard Index Funds	0.00%	Hold	821	$257.03	$211K	—	—
ADSK, Autodesk	0.00%	Hold	800	$261.80	$209K	—	—
AMD, Advanced Micro Devices	0.00%	Reduce −4.5%	2,038	$102.74	$209K	−95	−$48K
CARR, Carrier Global	0.00%	Reduce −16.1%	3,246	$63.40	$206K	−621	−$58K
IJR, iShares Trust	0.00%	Reduce −35.3%	1,946	$104.57	$203K	−1,062	−$143K
CLF, Cleveland-Cliffs	0.00%	Hold	16,000	$8.22	$132K	—	—
Shyft Group	0.00%	Hold	10,000	$8.09	$81K	—	—
PLUG, Plug Power	0.00%	Hold	10,000	$1.35	$14K	—	—

Showing top 50 of 216 by value

Exits / last held

Gone since 2024 Q4, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
SPDR S&P Midcap 400 ETF Trust	0.01%	Exit	$570.05	$590K	−1,035	−$590K
Altair Engineering	—	Exit	$109.00	$483K	−4,431	−$483K
RSG, Republic Services	—	Exit	$200.95	$422K	−2,100	−$422K
TSLA, Tesla	—	Exit	$404.23	$401K	−992	−$401K
AVY, Avery Dennison	—	Exit	$187.00	$374K	−2,000	−$374K
APD, Air Products & Chemicals	—	Exit	$290.21	$341K	−1,175	−$341K
TTD, Trade Desk	—	Exit	$117.54	$327K	−2,782	−$327K
BR, Broadridge Financial	—	Exit	$225.93	$305K	−1,350	−$305K
CL, Colgate-Palmolive	—	Exit	$90.84	$244K	−2,686	−$244K
LMT, Lockheed Martin	—	Exit	$485.09	$244K	−503	−$244K
ROST, Ross Stores	—	Exit	$151.35	$229K	−1,513	−$229K
CMG, Chipotle	—	Exit	$60.38	$221K	−3,660	−$221K
HPQ, HP	—	Exit	$32.61	$215K	−6,593	−$215K
HOG, Harley Davidson	—	Exit	$30.14	$211K	−7,000	−$211K
CMCSA, Comcast	—	Exit	$37.46	$202K	−5,392	−$202K
Arcadium Lithium	—	Exit	$5.10	$71K	−13,925	−$71K

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