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 Q4 2025 Q3, filed 17 Feb, long equity only

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MSFT, Microsoft	8.90%	Add +0.4%	1,912,896	$483.62	$925M	+7,349	−$62M
NVDA, Nvidia	8.88%, was 9.78%	Reduce −11.2%	4,949,648	$186.50	$923M	−626,772	−$117M
AMZN, Amazon	5.76%, was 5.27%	Add +1.4%	2,592,768	$230.82	$598M	+36,866	+$37M
GOOG, Alphabet Class C	5.13%	Reduce −3.7%	1,697,969	$313.80	$533M	−64,619	+$104M
JPM, JPMorgan Chase	3.96%, was 4.04%	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%, was 2.83%	Add +2.9%	1,217,486	$271.86	$331M	+34,743	+$30M
GGG, Graco	3.08%, was 3.14%	Reduce −0.7%	3,905,582	$81.97	$320M	−28,419	−$14M
V, Visa	2.71%, was 2.54%	Add +1.4%	802,518	$350.71	$281M	+11,371	+$11M
UNH, UnitedHealth Group	2.64%, was 3.47%	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	−$4.9M
NVT, Nvent Electric	2.07%	Reduce −3.3%	2,111,211	$101.97	$215M	−71,162	+$11K
META, Meta Platforms	2.01%, was 1.77%	Add +23.2%	316,529	$660.09	$209M	+59,602	+$20M
ECL, Ecolab	1.95%, was 2.00%	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	−$9.1M
WEC, WEC Energy Group	1.94%, was 1.93%	Add +6.4%	1,908,774	$105.46	$201M	+114,923	−$4.3M
LFUS, Littelfuse	1.90%, was 1.98%	Reduce −4.3%	778,951	$252.92	$197M	−34,987	−$14M
LNT, Alliant Energy	1.85%, was 1.90%	Reduce −1.2%	2,956,947	$65.01	$192M	−36,696	−$9.6M
FAST, Fastenal	1.80%, was 2.18%	Reduce −1.1%	4,667,499	$40.13	$187M	−51,537	−$44M
JNJ, Johnson & Johnson	1.60%, was 1.72%	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	+$6.6M
WFC, Wells Fargo	1.55%, was 1.71%	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	−$8.5M
TSM, Taiwan Semiconductor	1.42%	Reduce −1.8%	486,547	$303.89	$148M	−8,718	+$9.5M
FUL, Fuller	1.38%, was 1.34%	Add +0.1%	2,411,067	$59.46	$143M	+2,174	+$563K
CHRW, C.H. Robinson	1.33%	Reduce −0.8%	862,483	$160.76	$139M	−7,255	+$23M
VZ, Verizon	1.32%, was 1.41%	Reduce −1.2%	3,373,672	$40.73	$137M	−40,403	−$13M
ROK, Rockwell Automation	1.24%, was 1.35%	Reduce −19.6%	330,334	$389.07	$129M	−80,443	−$15M
ENTG, Entegris	1.09%, was 1.04%	Add +13.0%	1,348,986	$84.25	$114M	+154,936	+$3.3M
FISV, Fiserv	1.06%, was 2.12%	Reduce −6.1%	1,643,250	$67.17	$110M	−106,681	−$115M
QCOM, Qualcomm	0.91%, was 1.02%	Reduce −15.8%	550,308	$171.05	$94M	−103,625	−$15M
HRL, Hormel Foods	0.86%, was 0.97%	Reduce −9.5%	3,789,513	$23.70	$90M	−396,129	−$14M
ABT, Abbott Laboratories	0.85%, was 0.91%	Reduce −2.0%	708,081	$125.29	$89M	−14,803	−$8.1M
TNC, Tennant	0.76%, was 1.01%	Reduce −19.4%	1,071,624	$73.70	$79M	−258,064	−$29M
CRM, Salesforce	0.75%, was 0.66%	Add +0.4%	296,013	$264.91	$78M	+1,224	+$8.6M
WK, Workiva	0.60%, was 0.61%	Reduce −3.8%	727,994	$86.25	$63M	−29,069	−$2.4M
Piper Sandler Companies	0.57%, was 0.60%	Reduce −4.7%	175,861	$339.71	$60M	−8,745	−$4.3M
AXP, American Express	0.57%	Reduce −6.2%	159,459	$369.95	$59M	−10,572	+$2.5M
CASY, Caseys Gen Stores	0.55%, was 0.58%	Reduce −4.0%	103,873	$552.71	$57M	−4,359	−$3.8M
MMM, 3M	0.54%, was 0.51%	Add +0.8%	349,147	$160.10	$56M	+2,694	+$2.1M
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	0.44%, was 0.49%	Reduce −6.1%	233,976	$195.09	$46M	−15,272	−$6.8M
CGNX, Cognex	0.41%, was 0.26%	Add +91.0%	1,171,596	$35.98	$42M	+558,302	+$14M
TXN, Texas Instruments	0.39%, was 0.41%	Reduce −0.5%	235,424	$173.49	$41M	−1,293	−$2.6M
PANW, Palo Alto Networks	0.39%, was 0.21%	Add +98.3%	220,647	$184.20	$41M	+109,405	+$18M
KHC, Kraft Heinz	0.39%, was 0.55%	Reduce −25.0%	1,672,831	$24.25	$41M	−558,344	−$18M
MDT, Medtronic	0.38%, was 0.39%	Reduce −4.1%	412,750	$96.05	$40M	−17,822	−$1.4M
IDA, Idacorp	0.37%, was 0.36%	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	+$1.7M
ISRG, Intuitive Surgical	0.34%	New	62,277	$566.36	$35M	+62,277	+$35M
USB, U.S. Bancorp	0.33%, was 0.35%	Reduce −15.2%	647,980	$53.36	$35M	−115,757	−$2.3M
DIS, Disney	0.32%, was 0.34%	Reduce −5.5%	296,183	$113.77	$34M	−17,351	−$2.2M
TRV, Travelers	0.32%, was 0.23%	Add +28.6%	113,800	$290.06	$33M	+25,306	+$8.3M
PG, Procter & Gamble	0.30%, was 0.27%	Add +14.8%	216,266	$143.31	$31M	+27,830	+$2M
XEL, Xcel Energy	0.28%	Add +2.7%	396,280	$73.86	$29M	+10,272	−$1.9M
ADP, Automatic Data Processing	0.27%	Add +5.4%	110,781	$257.23	$28M	+5,674	−$2.4M
ZTS, Zoetis	0.27%	Add +15094.6%	226,400	$125.82	$28M	+224,910	+$28M
SCHW, Charles Schwab	0.26%, was 0.27%	Reduce −8.7%	273,357	$99.91	$27M	−26,032	−$1.3M
CLFD, Clearfield	0.20%, was 0.24%	Reduce −0.1%	730,188	$29.15	$21M	−605	−$3.8M
AMP, Ameriprise Financial	0.20%, was 0.16%	Add +22.8%	42,611	$490.34	$21M	+7,905	+$3.8M
TGT, Target	0.18%, was 0.20%	Reduce −16.3%	194,758	$97.75	$19M	−37,977	−$1.8M
PFG, Principal Financial	0.18%, was 0.20%	Reduce −16.7%	211,818	$88.21	$19M	−42,600	−$2.4M
SPY, SPDR S&P 500 ETF Trust	0.18%, was 0.17%	Add +0.2%	27,054	$681.92	$18M	+61	+$466K
BMI, Badger Meter	0.17%	Reduce −1.0%	102,813	$174.41	$18M	−1,046	−$616K
GOOGL, Alphabet Class A	0.15%, was 0.06%	Add +89.9%	49,881	$313.00	$16M	+23,613	+$9.2M
GNRC, Generac	0.14%, was 0.18%	Reduce −7.0%	108,578	$136.37	$15M	−8,183	−$4.7M
ONB, Old National Bancorp Ind	0.13%	Reduce −7.4%	589,960	$22.31	$13M	−47,165	−$823K
BRK.B, Berkshire Hathaway Class B	0.12%	Reduce −2.1%	24,857	$502.65	$12M	−522	−$265K
HSY, Hershey	0.12%, was 0.13%	Reduce −5.2%	67,608	$181.98	$12M	−3,685	−$1M
ABBV, AbbVie	0.10%	Reduce −2.0%	46,456	$228.49	$11M	−965	−$365K
CAT, Caterpillar	0.10%	Reduce −1.4%	18,455	$572.87	$11M	−255	+$1.6M
XOM, Exxon Mobil	0.10%, was 0.07%	Add +23.9%	86,602	$120.34	$10M	+16,689	+$2.5M
JBTM, JBT Marel	0.10%	Reduce −1.8%	68,757	$150.67	$10M	−1,278	+$523K
SYY, Sysco	0.10%, was 0.12%	Reduce −11.3%	138,534	$73.69	$10M	−17,701	−$2.7M
HUBG, Hub Group	0.10%	Reduce −7.8%	236,036	$42.61	$10M	−20,055	+$1.2M
AIR, Aar	0.09%, was 0.11%	Reduce −12.2%	112,176	$82.79	$9.3M	−15,526	−$2.2M
EMR, Emerson Electric	0.09%	Reduce −1.8%	66,916	$132.72	$8.9M	−1,251	−$61K
KNF, Knife River	0.08%	Add +1.5%	123,855	$70.35	$8.7M	+1,810	−$668K
GLW, Corning	0.08%	Reduce −2.5%	90,350	$87.56	$7.9M	−2,276	+$313K
QCRH, QCR	0.07%	Reduce −13.2%	91,002	$83.30	$7.6M	−13,789	−$346K
MINN	0.07%, was 0.05%	Add +41.7%	324,736	$22.55	$7.3M	+95,550	+$2.2M
SCHB, Schwab Strategic Trust	0.07%	Hold	261,246	$26.23	$6.9M	—	—
RDNT, Radnet	0.07%	Reduce −1.9%	95,648	$71.35	$6.8M	−1,835	−$605K
PLXS, Plexus	0.06%, was 0.07%	Reduce −16.5%	45,868	$147.00	$6.7M	−9,044	−$1.2M
ASB, Associated Banc	0.06%, was 0.07%	Reduce −4.3%	260,279	$25.76	$6.7M	−11,737	−$289K
BKH, Black Hills	0.06%	Reduce −3.6%	94,138	$69.42	$6.5M	−3,511	+$521K
WTFC, Wintrust Financial	0.06%	Reduce −8.3%	46,633	$139.82	$6.5M	−4,216	−$214K
PNR, Pentair	0.06%	Reduce −1.9%	59,063	$104.14	$6.2M	−1,150	−$518K
SOLV, Solventum	0.06%	Reduce −0.5%	72,887	$79.24	$5.8M	−350	+$429K
PATK, Patrick Industries	0.06%, was 0.02%	Add +126.8%	53,033	$108.43	$5.8M	+29,648	+$3.3M
ORCL, Oracle	0.05%	Add +62.5%	28,618	$194.91	$5.6M	+11,006	+$625K
MRK, Merck	0.05%	Reduce −0.4%	51,999	$105.26	$5.5M	−188	+$1.1M
CFR, Cullen Frost Bankers	0.05%	Reduce −1.8%	42,731	$126.63	$5.4M	−772	−$104K
INSP, Inspire Medical Systems	0.05%	Reduce −12.0%	57,616	$92.23	$5.3M	−7,830	+$458K
NWE	0.05%	Reduce −8.3%	81,682	$64.54	$5.3M	−7,355	+$53K
MCD, McDonald's	0.05%	Reduce −7.0%	16,693	$305.63	$5.1M	−1,248	−$350K
GIS, General Mills	0.05%	Reduce −6.3%	108,477	$46.50	$5M	−7,271	−$792K
PII, Polaris	0.05%	Reduce −21.0%	75,743	$63.25	$4.8M	−20,097	−$780K
LTH, Life Time Group	0.04%	Add +8.0%	172,317	$26.58	$4.6M	+12,701	+$175K
IVV, iShares Core S&P 500 ETF	0.04%	Add +1264.4%	6,481	$684.91	$4.4M	+6,006	+$703K
OSK, Oshkosh	0.04%	Reduce −1.3%	35,069	$125.63	$4.4M	−475	−$204K
GBCI, Glacier Bancorp	0.04%, was 0.05%	Reduce −1.8%	97,354	$44.05	$4.3M	−1,809	−$538K
WWD, Woodward	0.04%	Hold	14,000	$302.32	$4.2M	—	—
MGPI, MGP Ingredients	0.04%	Reduce −1.8%	173,245	$24.30	$4.2M	−3,148	−$57K
NKE, Nike	0.04%, was 0.03%	Add +24.5%	63,185	$63.71	$4M	+12,423	+$486K
BRK.A, Berkshire Hathaway Class A	0.04%	Hold	5	$754,800	$3.8M	—	—
CTAS, Cintas	0.04%	Add +7.6%	19,617	$188.07	$3.7M	+1,379	−$54K
SKYT, Skywater Technology	0.03%	Reduce −1.4%	182,131	$18.16	$3.3M	−2,625	−$140K
CVX, Chevron	0.03%	Reduce −5.8%	21,612	$152.41	$3.3M	−1,323	−$268K
TREX	0.03%	Add +43.1%	90,652	$35.08	$3.2M	+27,314	−$93K
BSY, Bentley Systems	0.03%	New	82,986	$38.17	$3.2M	+82,986	+$3.2M
AMAT, Applied Materials	0.03%	Hold	11,327	$256.99	$2.9M	—	—
COST, Costco	0.02%, was 0.03%	Reduce −8.9%	2,933	$862.34	$2.5M	−288	−$452K
COP, ConocoPhillips	0.02%, was 0.03%	Reduce −8.1%	25,858	$93.61	$2.4M	−2,279	−$241K
GE, GE Aerospace	0.02%	Reduce −0.6%	7,775	$308.03	$2.4M	−50	+$41K
CWAN	0.02%	Reduce −1.9%	92,510	$24.12	$2.2M	−1,765	+$533K
UPS	0.02%	Reduce −21.7%	19,792	$99.19	$2M	−5,483	−$148K
Gentherm	0.02%	Reduce −30.1%	52,946	$36.37	$1.9M	−22,841	−$656K
JHX, James Hardie Industries	0.02%	New	90,673	$20.75	$1.9M	+90,673	+$1.9M
PFE, Pfizer	0.02%	Reduce −1.9%	73,921	$24.90	$1.8M	−1,423	−$79K
AMGN, Amgen	0.02%	Reduce −2.5%	5,524	$327.31	$1.8M	−143	+$209K
ALRS, Alerus Financial	0.02%	Reduce −8.5%	79,436	$22.52	$1.8M	−7,387	−$133K
HWKN, Hawkins	0.02%	Reduce −6.3%	12,569	$142.06	$1.8M	−851	−$667K
WMT, Walmart	0.02%	Reduce −4.6%	16,000	$111.42	$1.8M	−767	+$55K
Exact Sciences	0.02%, was 0.05%	Reduce −81.5%	17,236	$101.56	$1.8M	−76,001	−$3.4M
RTX	0.02%	Hold	9,071	$183.40	$1.7M	—	—
LOW, Lowe's	0.02%	Reduce −1.7%	6,863	$241.16	$1.7M	−122	−$100K
KO, Coca-Cola	0.02%	Reduce −0.8%	23,411	$69.91	$1.6M	−200	+$71K
XLI, Select Sector SPDR Trust	0.02%	New	10,535	$155.12	$1.6M	+10,535	+$1.6M
CSCO, Cisco	0.02%	Reduce −3.1%	20,265	$77.03	$1.6M	−639	+$131K
Select Sector SPDR Trust	0.01%	New	20,045	$77.68	$1.6M	+20,045	+$1.6M
SYK, Stryker	0.01%, was 0.02%	Reduce −5.3%	4,199	$351.47	$1.5M	−237	−$164K
IDXX, Idexx Laboratories	0.01%	Reduce −0.6%	2,131	$676.53	$1.4M	−13	+$72K
XLF, Select Sector SPDR Trust	0.01%	New	25,310	$54.77	$1.4M	+25,310	+$1.4M
BDX, Becton Dickinson	0.01%	Hold	7,119	$194.07	$1.4M	—	—
BMY, Bristol Myers Squibb	0.01%	Reduce −5.5%	24,938	$53.94	$1.3M	−1,454	+$155K
PEP, PepsiCo	0.01%	Reduce −2.7%	9,103	$143.52	$1.3M	−248	−$7K
BAC, Bank of America	0.01%	Reduce −9.9%	22,493	$55.00	$1.2M	−2,483	−$51K
SNA, Snap On	0.01%	Reduce −5.6%	3,373	$344.60	$1.2M	−200	−$76K
EFA, iShares Trust	0.01%	Reduce −3.1%	12,093	$96.03	$1.2M	−393	−$5K
AVGO, Broadcom	0.01%	Reduce −15.2%	3,323	$346.10	$1.2M	−597	−$143K
WAB, Wabtec	0.01%	Reduce −1.7%	5,237	$213.45	$1.1M	−88	+$50K
OKLO	0.01%, was 0.02%	Reduce −2.6%	15,561	$71.76	$1.1M	−410	−$666K
ULTA, Ulta Beauty	0.01%	Reduce −32.4%	1,810	$605.01	$1.1M	−868	−$369K
IBM	0.01%	Reduce −2.1%	3,627	$296.21	$1.1M	−76	+$30K
UNP, Union Pacific	0.01%	Reduce −4.8%	4,592	$231.32	$1.1M	−234	−$79K
KMB, Kimberly-Clark	0.01%	Reduce −5.0%	10,419	$100.89	$1.1M	−550	−$313K
NEE, NextEra Energy	0.01%	Reduce −4.2%	12,772	$80.28	$1M	−553	+$19K
CVRX	0.01%	Reduce −1.7%	142,456	$7.10	$1M	−2,500	−$158K
ZBH, Zimmer Biomet	0.01%	Reduce −20.5%	11,100	$89.92	$998K	−2,855	−$376K
BSX, Boston Scientific	0.01%	Reduce −1.3%	10,176	$95.35	$970K	−131	−$36K
QQQ, Invesco QQQ Trust	0.01%	Hold	1,546	$614.31	$950K	—	—
VCEL, Vericel	0.01%	Hold	25,865	$36.01	$931K	—	—
CM, Canadian Imperial Bank Of	0.01%	Hold	10,176	$90.61	$922K	—	—
NSC, Norfolk Southern	0.01%	Reduce −0.6%	3,035	$288.72	$876K	−19	−$41K
BMO, Bank Montreal Que	0.01%	Hold	6,746	$129.79	$876K	—	—
WY, Weyerhaeuser Co. Mountain Be	0.01%	Hold	36,117	$23.69	$856K	—	—
Select Sector SPDR Trust	0.01%	New	5,522	$154.80	$855K	+5,522	+$855K
PSX, Phillips 66	0.01%	Reduce −0.6%	6,604	$129.04	$852K	−39	−$51K
XYL, Xylem	0.01%	Add +307.2%	5,970	$136.18	$813K	+4,504	+$597K
AMCR, Amcor	0.01%	Hold	88,520	$8.34	$738K	—	—
CB, Chubb	0.01%	Reduce −2.4%	2,334	$312.12	$728K	−58	+$53K
SCHF, Schwab Strategic Trust	0.01%	Hold	30,000	$24.04	$721K	—	—
AXGN, Axogen	0.01%	Hold	22,000	$32.73	$720K	—	—
TMO, Thermo Fisher Scientific	0.01%	Reduce −23.2%	1,241	$579.45	$719K	−375	−$65K
IEX, Idex	0.01%	Hold	4,000	$177.94	$712K	—	—
ADBE, Adobe	0.01%	Reduce −1.0%	2,009	$349.99	$703K	−20	−$13K
CIEN, Ciena	0.01%	Hold	3,000	$233.87	$702K	—	—
BK, BNY	0.01%	Hold	5,888	$116.09	$684K	—	—
AWK	0.01%	Reduce −2.7%	5,046	$130.50	$659K	−138	−$63K
ACWX, iShares Trust	0.01%	Add +238.9%	9,750	$67.13	$655K	+6,873	−$61K
XLK, Select Sector SPDR Trust	0.01%	Add +100.0%	4,470	$143.98	$644K	+2,235	+$14K
GEV, GE Vernova	0.01%	Reduce −6.7%	933	$653.57	$610K	−67	−$5K
VO, Vanguard Index Funds	0.01%	Add +85.7%	2,095	$290.22	$608K	+967	−$5K
BIL, SPDR Series Trust	0.01%	Add +108.9%	6,438	$91.38	$588K	+3,356	+$306K
MOS, Mosaic	0.01%	Reduce −18.6%	24,000	$24.09	$578K	−5,500	−$445K
SHEL, Shell	0.01%	Hold	7,504	$73.48	$551K	—	—
BRC, Brady	0.01%	Hold	7,000	$78.37	$549K	—	—
INTC, Intel	0.01%	Hold	14,333	$36.90	$529K	—	—
VIG, Vanguard Specialized Funds	0.01%	Reduce −29.3%	2,377	$219.78	$522K	−983	−$203K
TJX, TJX Companies	0.00%	Hold	3,315	$153.61	$509K	—	—
NEM, Newmont	0.00%	Hold	5,000	$99.85	$499K	—	—
BA, Boeing	0.00%	Reduce −3.6%	2,270	$217.12	$493K	−84	−$15K
HBAN, Huntington Bancshares	0.00%	Hold	27,703	$17.35	$481K	—	—
BAX, Baxter International	0.00%, was 0.01%	Reduce −17.7%	24,556	$19.11	$469K	−5,265	−$210K
VSAT, Viasat	0.00%	Hold	13,000	$34.46	$448K	—	—
BBY, Best Buy	0.00%, was 0.01%	Reduce −33.4%	6,657	$66.93	$446K	−3,345	−$311K
TT, Trane Technologies	0.00%, was 0.01%	Reduce −10.8%	1,143	$389.20	$445K	−138	−$96K
CAH, Cardinal Health	0.00%	Hold	2,121	$205.50	$436K	—	—
VTI, Vanguard Index Funds	0.00%	Add +58.4%	1,294	$335.27	$434K	+477	+$9K
AMD, Advanced Micro Devices	0.00%	Reduce −22.5%	2,013	$214.16	$431K	−583	+$11K
ITW, Illinois Tool Works	0.00%	Reduce −1.5%	1,733	$246.30	$427K	−26	−$32K
PM, Philip Morris International	0.00%	Add +0.3%	2,649	$160.40	$425K	+8	−$3K
IWD, iShares Trust	0.00%, was 0.01%	Reduce −85.9%	1,962	$210.34	$413K	−11,924	−$173K
RGR, Sturm Ruger	0.00%	Hold	12,000	$32.65	$392K	—	—
VB, Vanguard Index Funds	0.00%	Add +15.6%	1,496	$258.00	$386K	+202	−$13K
MA, Mastercard	0.00%	Reduce −3.1%	624	$570.88	$356K	−20	−$10K
NVEC, Nve	0.00%	Hold	6,000	$59.33	$356K	—	—
AMT, American Tower	0.00%, was 0.01%	Reduce −33.4%	2,020	$175.57	$355K	−1,011	−$228K
DGII, Digi International	0.00%	Hold	8,000	$43.29	$346K	—	—
VUG, Vanguard Index Funds	0.00%, was 0.01%	Reduce −67.0%	688	$487.86	$336K	−1,399	−$205K
IXN, iShares Trust	0.00%	Reduce −43.6%	3,150	$105.16	$331K	−2,432	+$19K
NTRS, Northern Trust	0.00%	Reduce −1.6%	2,400	$136.59	$328K	−40	−$1K
IBTG, iShares Trust	0.00%	Add +352.5%	14,255	$22.87	$326K	+11,105	−$1K
VEA, Vanguard Tax-Managed Funds	0.00%	Add +12.0%	5,129	$62.47	$320K	+550	+$46K
ACN, Accenture	0.00%	Reduce −11.1%	1,184	$268.30	$318K	−148	−$11K
IVW, iShares Trust	0.00%	Hold	2,509	$123.26	$309K	—	—
LHX, L3Harris	0.00%	Reduce −1.7%	1,033	$293.57	$303K	−18	−$18K
IJR, iShares Trust	0.00%	Reduce −29.1%	2,495	$120.18	$300K	−1,022	−$118K
HOG, Harley Davidson	0.00%	Hold	14,000	$20.49	$287K	—	—
IAU, iShares Gold Trust	0.00%	Hold	3,525	$81.17	$286K	—	—
T, AT&T	0.00%	Hold	11,327	$24.84	$281K	—	—
DE, Deere	0.00%	Hold	602	$465.57	$280K	—	—
GILD, Gilead Sciences	0.00%	Hold	2,275	$122.74	$279K	—	—
EPD, Enterprise Products Partners	0.00%	Hold	8,600	$32.06	$276K	—	—
BOH, Bank Hawaii	0.00%	Hold	4,000	$68.37	$273K	—	—
SEIC, Sei Investments	0.00%	Hold	3,300	$82.02	$271K	—	—
CMI, Cummins	0.00%	Hold	528	$510.45	$270K	—	—
DHR, Danaher	0.00%	Reduce −33.4%	1,169	$228.92	$268K	−586	−$80K
MO, Altria	0.00%	Reduce −2.1%	4,561	$57.66	$263K	−98	−$45K
VV, Vanguard Index Funds	0.00%	Reduce −47.9%	817	$314.80	$257K	−751	+$6K
MMC, Marsh McLennan	0.00%	Hold	1,356	$185.52	$252K	—	—
UFCS, United Fire Group	0.00%	Hold	6,600	$36.35	$240K	—	—
ADSK, Autodesk	0.00%	Hold	801	$296.01	$237K	—	—
MSA, MSA Safety	0.00%	Hold	1,470	$160.14	$235K	—	—
VEU	0.00%	Hold	3,178	$73.56	$234K	—	—
BP, BP PLC	0.00%	Hold	6,500	$34.73	$226K	—	—
WM, Waste Management	0.00%	Reduce −4.8%	1,000	$219.71	$220K	−50	−$12K
MPC, Marathon Petroleum	0.00%	Hold	1,301	$162.63	$212K	—	—
SLB	0.00%	Reduce −26.9%	5,500	$38.38	$211K	−2,024	−$48K
RF, Regions Financial	0.00%	Reduce −21.8%	7,620	$27.10	$207K	−2,120	−$50K
ETN, Eaton	0.00%	Add +0.2%	648	$318.51	$206K	+1	−$36K
BLK, BlackRock	0.00%	Reduce −42.6%	190	$1,070	$203K	−141	−$183K
SONY, Sony	0.00%	Hold	7,830	$25.60	$200K	—	—
PATH, Uipath	0.00%	Hold	12,125	$16.39	$199K	—	—
CLF, Cleveland-Cliffs	0.00%	Hold	13,500	$13.28	$179K	—	—
AEBI, Aebi Schmidt	0.00%	Hold	10,401	$12.65	$132K	—	—
PLUG, Plug Power	0.00%	Hold	10,000	$1.97	$20K	—	—

Showing top 50 of 239 by value

Exits / last held

Gone since 2025 Q3, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
Jamf	0.03%	Exit	$10.70	$3.2M	−298,112	−$3.2M
SPDR S&P Midcap 400 ETF Trust	0.01%	Exit	$595.86	$634K	−1,064	−$634K
iShares Trust	—	Exit	$29.45	$324K	−11,000	−$324K
VONE, Vanguard Scottsdale Funds	—	Exit	$300.68	$310K	−1,031	−$310K
MDLZ, Mondelez	—	Exit	$62.56	$283K	−4,524	−$283K
CARR, Carrier Global	—	Exit	$59.61	$241K	−4,043	−$241K
CMCSA, Comcast	—	Exit	$31.45	$239K	−7,600	−$239K
AJG, Arthur J. Gallagher	—	Exit	$309.21	$235K	−760	−$235K
SBUX, Starbucks	—	Exit	$84.61	$226K	−2,671	−$226K
EEM, iShares Trust	—	Exit	$15.64	$223K	−14,255	−$223K
GPC, Genuine Parts	—	Exit	$138.49	$222K	−1,603	−$222K
IWF, iShares Trust	—	Exit	$53.21	$222K	−4,172	−$222K
Allete	—	Exit	$66.30	$218K	−3,288	−$218K
LIN, Linde	—	Exit	$475.52	$204K	−429	−$204K
ORBS, Eightco	—	Exit	$9.17	$100K	−10,900	−$100K
Himax Technologies	—	Exit	$8.82	$93K	−10,550	−$93K

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