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

2025 Q4 2025 Q3 · filed 17 Feb · long equity

MSFT - Microsoft 8.90% Add +0.4% 1,912,896 $483.62 $925M +7,349 −$62M
NVDA - Nvidia 8.88% Reduce −11.2% 4,949,648 $186.50 $923M −626,772 −$117M
AMZN - Amazon 5.76% Add +1.4% 2,592,768 $230.82 $598M +36,866 +$37M
GOOG - Alphabet · CL C 5.13% Reduce −3.7% 1,697,969 $313.80 $533M −64,619 +$104M
JPM - Jpmorgan Chase & 3.96% Reduce −6.3% 1,276,404 $322.22 $411M −85,126 −$18M
LLY - Eli Lilly & 3.57% Reduce −3.6% 345,345 $1,075 $371M −12,832 +$98M
AAPL - Apple 3.19% Add +2.9% 1,217,486 $271.86 $331M +34,743 +$30M
GGG - Graco 3.08% Reduce −0.7% 3,905,582 $81.97 $320M −28,419 −$14M
V - VISA · CL A 2.71% Add +1.4% 802,518 $350.71 $281M +11,371 +$11M
UNH - Unitedhealth Group 2.64% Reduce −22.4% 830,535 $330.11 $274M −239,412 −$95M
TTC - TORO 2.59% Reduce −4.9% 3,422,823 $78.72 $269M −177,636 −$5M
NVT - Nvent Electric 2.07% Reduce −3.3% 2,111,211 $101.97 $215M −71,162 +$11K
META - Meta Platforms · CL A 2.01% Add +23.2% 316,529 $660.09 $209M +59,602 +$20M
ECL - Ecolab 1.95% Reduce −0.8% 770,571 $262.52 $202M −6,458 −$11M
MSI - Motorola Solutions 1.94% Add +14.1% 525,214 $383.32 $201M +64,985 −$9M
WEC - WEC Energy Group 1.94% Add +6.4% 1,908,774 $105.46 $201M +114,923 −$4M
LFUS - Littelfuse 1.90% Reduce −4.3% 778,951 $252.92 $197M −34,987 −$14M
LNT - Alliant Energy 1.85% Reduce −1.2% 2,956,947 $65.01 $192M −36,696 −$10M
FAST - Fastenal 1.80% Reduce −1.1% 4,667,499 $40.13 $187M −51,537 −$44M
JNJ - Johnson & Johnson 1.60% Reduce −18.4% 804,346 $206.95 $166M −181,156 −$16M
TECH - Bio-Techne 1.57% Reduce −1.4% 2,767,539 $58.81 $163M −39,870 +$7M
WFC - Wells Fargo 1.55% Reduce −20.4% 1,729,341 $93.20 $161M −442,996 −$21M
SHW - Sherwin Williams 1.46% Add +1.2% 469,592 $324.03 $152M +5,549 −$9M
TSM - Taiwan Semiconductor Mfg 1.42% Reduce −1.8% 486,547 $303.89 $148M −8,718 +$10M
FUL - Fuller H B 1.38% Add +0.1% 2,411,067 $59.46 $143M +2,174 +$563K
CHRW - C H Robinson Worldwide 1.33% Reduce −0.8% 862,483 $160.76 $139M −7,255 +$23M
VZ - Verizon Communications 1.32% Reduce −1.2% 3,373,672 $40.73 $137M −40,403 −$13M
ROK - Rockwell Automation 1.24% Reduce −19.6% 330,334 $389.07 $129M −80,443 −$15M
ENTG - Entegris 1.09% Add +13.0% 1,348,986 $84.25 $114M +154,936 +$3M
FISV - Fiserv 1.06% Reduce −6.1% 1,643,250 $67.17 $110M −106,681 −$115M
QCOM - Qualcomm 0.91% Reduce −15.8% 550,308 $171.05 $94M −103,625 −$15M
HRL - Hormel Foods 0.86% Reduce −9.5% 3,789,513 $23.70 $90M −396,129 −$14M
ABT - Abbott Labs 0.85% Reduce −2.0% 708,081 $125.29 $89M −14,803 −$8M
TNC - Tennant 0.76% Reduce −19.4% 1,071,624 $73.70 $79M −258,064 −$29M
CRM - Salesforce 0.75% Add +0.4% 296,013 $264.91 $78M +1,224 +$9M
WK - Workiva · CL A 0.60% Reduce −3.8% 727,994 $86.25 $63M −29,069 −$2M
Piper Sandler Companies 0.57% Reduce −4.7% 175,861 $339.71 $60M −8,745 −$4M
AXP - American Express 0.57% Reduce −6.2% 159,459 $369.95 $59M −10,572 +$3M
CASY - Caseys Gen Stores 0.55% Reduce −4.0% 103,873 $552.71 $57M −4,359 −$4M
MMM - 3M 0.54% Add +0.8% 349,147 $160.10 $56M +2,694 +$2M
HD - Home Depot 0.52% Add +1.0% 157,053 $344.10 $54M +1,502 −$9M
DCI - Donaldson 0.48% Reduce −7.4% 560,653 $88.66 $50M −44,786 +$152K
HON - Honeywell Intl 0.44% Reduce −6.1% 233,976 $195.09 $46M −15,272 −$7M
CGNX - Cognex 0.41% Add +91.0% 1,171,596 $35.98 $42M +558,302 +$14M
TXN - Texas Instrs 0.39% Reduce −0.5% 235,424 $173.49 $41M −1,293 −$3M
PANW - Palo Alto Networks 0.39% Add +98.3% 220,647 $184.20 $41M +109,405 +$18M
KHC - Kraft Heinz 0.39% Reduce −25.0% 1,672,831 $24.25 $41M −558,344 −$18M
MDT - Medtronic 0.38% Reduce −4.1% 412,750 $96.05 $40M −17,822 −$1M
IDA - Idacorp 0.37% Add +5.3% 302,508 $126.56 $38M +15,340 +$336K
MEDP - Medpace 0.36% Reduce −4.2% 66,665 $561.65 $37M −2,918 +$2M

Showing top 50 of 239 by value

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q3

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
JAMF 0.03% Exit 0 $10.70 $3M −298,112 −$3M
Spdr S&P Midcap 400 ETF Tr 0.01% Exit 0 $595.86 $634K −1,064 −$634K
Ishares Tr Exit 0 $29.45 $324K −11,000 −$324K
VONE - Vanguard Scottsdale Fds Exit 0 $300.68 $310K −1,031 −$310K
MDLZ - Mondelez Intl · CL A Exit 0 $62.56 $283K −4,524 −$283K
CARR - Carrier Global Exit 0 $59.61 $241K −4,043 −$241K
CMCSA - Comcast · CL A Exit 0 $31.45 $239K −7,600 −$239K
AJG - Gallagher Arthur J & Exit 0 $309.21 $235K −760 −$235K
SBUX - Starbucks Exit 0 $84.61 $226K −2,671 −$226K
EEM - Ishares Tr Exit 0 $15.64 $223K −14,255 −$223K
GPC - Genuine Parts Exit 0 $138.49 $222K −1,603 −$222K
IWF - Ishares Tr Exit 0 $53.21 $222K −4,172 −$222K
Allete Exit 0 $66.30 $218K −3,288 −$218K
LIN - Linde Exit 0 $475.52 $204K −429 −$204K
ORBS - Eightco Exit 0 $9.17 $100K −10,900 −$100K
Himax Technologies Exit 0 $8.82 $93K −10,550 −$93K

* 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 2025 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