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

2026 Q1 2025 Q4, filed 14 May, long equity only

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NVDA, Nvidia	8.49%, was 8.88%	Reduce −3.8%	4,761,351	$174.40	$830M	−188,297	−$93M
MSFT, Microsoft	7.35%	Add +1.5%	1,942,391	$370.17	$719M	+29,495	−$206M
AMZN, Amazon	5.54%	Add +0.4%	2,602,912	$208.27	$542M	+10,144	−$56M
GOOG, Alphabet Class C	4.72%, was 5.13%	Reduce −5.1%	1,611,610	$286.86	$462M	−86,359	−$71M
GGG, Graco	3.30%	Reduce −2.3%	3,815,684	$84.65	$323M	−89,898	+$2.9M
JPM, JPMorgan Chase	3.17%, was 3.96%	Reduce −17.4%	1,054,197	$294.16	$310M	−222,207	−$101M
AAPL, Apple	3.13%, was 3.19%	Reduce −0.7%	1,208,398	$253.79	$307M	−9,088	−$24M
LLY, Eli Lilly	3.07%, was 3.57%	Reduce −5.5%	326,306	$919.77	$300M	−19,039	−$71M
V, Visa	2.60%	Add +4.8%	840,917	$302.24	$254M	+38,399	−$27M
TTC, Toro	2.60%	Reduce −20.6%	2,718,983	$93.44	$254M	−703,840	−$15M
LFUS, Littelfuse	2.51%	Reduce −7.0%	724,710	$339.35	$246M	−54,241	+$49M
NVT, Nvent Electric	2.50%	Reduce −2.1%	2,066,420	$118.28	$244M	−44,791	+$29M
MSI, Motorola Solutions	2.40%, was 1.94%	Add +3.0%	540,732	$433.97	$235M	+15,518	+$33M
WEC, WEC Energy Group	2.26%, was 1.94%	Add +0.1%	1,910,685	$115.77	$221M	+1,911	+$20M
LNT, Alliant Energy	2.12%	Reduce −2.3%	2,889,060	$71.76	$207M	−67,887	+$15M
ECL, Ecolab	2.07%	Reduce −1.1%	761,818	$266.02	$203M	−8,753	+$368K
UNH, UnitedHealth Group	2.05%, was 2.64%	Reduce −10.8%	741,083	$270.59	$201M	−89,452	−$74M
META, Meta Platforms	1.90%	Add +2.6%	324,625	$572.13	$186M	+8,096	−$23M
FAST, Fastenal	1.86%	Reduce −16.0%	3,922,442	$46.40	$182M	−745,057	−$5.3M
VZ, Verizon	1.70%	Reduce −1.7%	3,315,436	$50.20	$166M	−58,236	+$29M
TSM, Taiwan Semiconductor	1.68%	Reduce −0.1%	486,253	$337.95	$164M	−294	+$16M
ENTG, Entegris	1.61%	Reduce −0.4%	1,343,104	$117.24	$157M	−5,882	+$44M
FUL, Fuller	1.49%	Reduce −2.1%	2,361,617	$61.68	$146M	−49,450	+$2.3M
TECH, Bio-Techne	1.47%, was 1.57%	Reduce −0.6%	2,750,282	$52.26	$144M	−17,257	−$19M
JNJ, Johnson & Johnson	1.44%, was 1.60%	Reduce −28.2%	577,590	$244.44	$141M	−226,756	−$25M
CHRW, C.H. Robinson	1.44%	Reduce −1.7%	848,203	$166.07	$141M	−14,280	+$2.2M
SHW, Sherwin-Williams	1.43%, was 1.46%	Reduce −6.8%	437,760	$320.55	$140M	−31,832	−$12M
FISV, Fiserv	1.23%, was 1.06%	Add +31.0%	2,152,853	$55.80	$120M	+509,603	+$9.8M
WFC, Wells Fargo	1.11%, was 1.55%	Reduce −21.0%	1,365,876	$79.61	$109M	−363,465	−$52M
ROK, Rockwell Automation	1.04%, was 1.24%	Reduce −14.2%	283,553	$358.88	$102M	−46,781	−$27M
WM, Waste Management	0.94%	Add +39724.0%	398,240	$229.79	$92M	+397,240	+$91M
AMP, Ameriprise Financial	0.89%, was 0.20%	Add +362.4%	197,047	$444.40	$88M	+154,436	+$67M
PANW, Palo Alto Networks	0.87%, was 0.39%	Add +141.4%	532,679	$160.32	$85M	+312,032	+$45M
HRL, Hormel Foods	0.79%, was 0.86%	Reduce −9.8%	3,417,959	$22.65	$77M	−371,554	−$12M
ABT, Abbott Laboratories	0.76%	Add +1.9%	721,778	$102.67	$74M	+13,697	−$15M
CASY, Caseys Gen Stores	0.71%	Reduce −7.6%	95,937	$727.86	$70M	−7,936	+$12M
QCOM, Qualcomm	0.63%, was 0.91%	Reduce −13.1%	478,055	$128.78	$62M	−72,253	−$33M
CGNX, Cognex	0.61%, was 0.41%	Add +4.5%	1,223,875	$48.99	$60M	+52,279	+$18M
TNC, Tennant	0.55%, was 0.76%	Reduce −25.0%	803,464	$66.40	$53M	−268,160	−$26M
MMM, 3M	0.52%	Add +0.8%	351,848	$145.23	$51M	+2,701	−$4.8M
HD, Home Depot	0.52%	Reduce −2.3%	153,398	$328.89	$50M	−3,655	−$3.6M
HON, Honeywell	0.48%	Reduce −10.9%	208,448	$226.03	$47M	−25,528	+$1.5M
ISRG, Intuitive Surgical	0.47%, was 0.34%	Add +60.4%	99,885	$460.99	$46M	+37,608	+$11M
AXP, American Express	0.46%, was 0.57%	Reduce −6.7%	148,821	$302.48	$45M	−10,638	−$14M
TXN, Texas Instruments	0.46%	Reduce −1.8%	231,151	$194.14	$45M	−4,273	+$4M
IDA, Idacorp	0.44%	Reduce −0.4%	301,377	$142.97	$43M	−1,131	+$4.8M
WK, Workiva	0.44%, was 0.60%	Reduce −1.7%	715,640	$59.63	$43M	−12,354	−$20M
DCI, Donaldson	0.43%, was 0.48%	Reduce −10.9%	499,374	$84.87	$42M	−61,279	−$7.3M
PIPR, Piper Sandler Companies	0.43%	New	546,090	$76.55	$42M	+546,090	+$42M
TRV, Travelers	0.42%, was 0.32%	Add +25.1%	142,414	$291.68	$42M	+28,614	+$8.5M
MEDP, Medpace	0.42%, was 0.36%	Add +28.6%	85,720	$480.19	$41M	+19,055	+$3.7M
ZTS, Zoetis	0.37%, was 0.27%	Add +33.9%	303,116	$118.21	$36M	+76,716	+$7.3M
PG, Procter & Gamble	0.36%, was 0.30%	Add +12.6%	243,410	$144.44	$35M	+27,144	+$4.2M
MDT, Medtronic	0.36%, was 0.38%	Reduce −2.6%	401,968	$86.65	$35M	−10,782	−$4.8M
XEL, Xcel Energy	0.33%, was 0.28%	Add +1.5%	402,263	$79.44	$32M	+5,983	+$2.7M
USB, U.S. Bancorp	0.32%, was 0.33%	Reduce −7.2%	601,518	$52.01	$31M	−46,462	−$3.3M
ADP, Automatic Data Processing	0.26%	Add +12.3%	124,436	$203.18	$25M	+13,655	−$3.2M
SCHW, Charles Schwab	0.24%, was 0.26%	Reduce −9.4%	247,732	$93.98	$23M	−25,625	−$4M
DIS, Disney	0.24%, was 0.32%	Reduce −19.0%	239,846	$96.38	$23M	−56,337	−$11M
SFM, Sprouts Farmers Market	0.23%	New	292,177	$77.13	$23M	+292,177	+$23M
TGT, Target	0.21%	Reduce −13.3%	168,879	$121.20	$20M	−25,879	+$1.4M
GNRC, Generac	0.20%	Reduce −8.1%	99,747	$195.33	$19M	−8,831	+$4.7M
CLFD, Clearfield	0.20%	Add +0.2%	731,733	$26.47	$19M	+1,545	−$1.9M
SPY, SPDR S&P 500 ETF Trust	0.18%	Add +0.5%	27,180	$650.35	$18M	+126	−$772K
GOOGL, Alphabet Class A	0.16%, was 0.15%	Add +11.8%	55,766	$287.56	$16M	+5,885	+$423K
BMI, Badger Meter	0.16%	Add +1.9%	104,815	$152.35	$16M	+2,002	−$2M
PFG, Principal Financial	0.15%, was 0.18%	Reduce −22.6%	163,884	$90.11	$15M	−47,934	−$3.9M
XOM, Exxon Mobil	0.14%	Reduce −3.6%	83,523	$169.66	$14M	−3,079	+$3.7M
HSY, Hershey	0.14%	Reduce −4.5%	64,560	$207.89	$13M	−3,048	+$1.1M
CAT, Caterpillar	0.13%	Reduce 0.0%	18,450	$708.46	$13M	−5	+$2.5M
GLW, Corning	0.12%	Reduce −2.3%	88,250	$135.97	$12M	−2,100	+$4.1M
BRK.B, Berkshire Hathaway Class B	0.12%	Reduce −3.7%	23,929	$479.20	$11M	−928	−$1M
KNF, Knife River	0.11%, was 0.08%	Add +8.5%	134,428	$81.65	$11M	+10,573	+$2.3M
ABBV, AbbVie	0.10%	Reduce −2.5%	45,317	$217.49	$9.9M	−1,139	−$759K
AIR, Aar	0.10%	Reduce −20.3%	89,391	$109.46	$9.8M	−22,785	+$498K
ONB, Old National Bancorp Ind	0.10%, was 0.13%	Reduce −26.6%	433,191	$22.10	$9.6M	−156,769	−$3.6M
CRM, Salesforce	0.10%, was 0.75%	Reduce −83.1%	49,996	$186.67	$9.3M	−246,017	−$69M
PLXS, Plexus	0.09%	Hold	45,868	$202.54	$9.3M	—	—
MINN	0.09%, was 0.07%	Add +26.5%	410,865	$22.13	$9.1M	+86,129	+$1.8M
VOO, Vanguard S&P 500 ETF	0.09%	New	14,866	$597.57	$8.9M	+14,866	+$8.9M
EMR, Emerson Electric	0.09%	Reduce −3.2%	64,752	$131.02	$8.5M	−2,164	−$397K
BSY, Bentley Systems	0.08%, was 0.03%	Add +184.6%	236,158	$35.12	$8.3M	+153,172	+$5.1M
CVX, Chevron	0.08%, was 0.03%	Add +80.5%	39,017	$206.90	$8.1M	+17,405	+$4.8M
WTFC, Wintrust Financial	0.08%, was 0.06%	Add +23.8%	57,744	$138.94	$8M	+11,111	+$1.5M
QCRH, QCR	0.08%	Hold	91,002	$85.45	$7.8M	—	—
JBTM, JBT Marel	0.08%, was 0.10%	Reduce −14.0%	59,100	$127.87	$7.6M	−9,657	−$2.8M
RDNT, Radnet	0.08%, was 0.07%	Add +39.2%	133,116	$55.89	$7.4M	+37,468	+$615K
KHC, Kraft Heinz	0.07%, was 0.39%	Reduce −81.1%	316,563	$22.49	$7.1M	−1,356,268	−$33M
SYY, Sysco	0.07%, was 0.10%	Reduce −28.3%	99,279	$71.33	$7.1M	−39,255	−$3.1M
ASB, Associated Banc-Corp	0.07%, was 0.06%	Add +3.8%	270,040	$25.86	$7M	+9,761	+$278K
BKH, Black Hills	0.07%, was 0.06%	Add +4.4%	98,285	$69.41	$6.8M	+4,147	+$287K
SCHB, Schwab Strategic Trust	0.07%	Hold	261,246	$25.10	$6.6M	—	—
PATK, Patrick Industries	0.07%, was 0.06%	Add +9.2%	57,894	$111.07	$6.4M	+4,861	+$680K
MRK, Merck	0.06%	Reduce −3.2%	50,348	$120.29	$6.1M	−1,651	+$583K
AMBA, Ambarella	0.06%	New	117,581	$51.48	$6.1M	+117,581	+$6.1M
CFR, Cullen Frost Bankers	0.06%	Reduce −0.1%	42,696	$137.08	$5.9M	−35	+$442K
HUBG, Hub Group	0.06%, was 0.10%	Reduce −32.2%	159,933	$36.04	$5.8M	−76,103	−$4.3M
NWE	0.06%, was 0.05%	Add +5.3%	86,002	$65.94	$5.7M	+4,320	+$399K
PNR, Pentair	0.05%, was 0.06%	Reduce −2.5%	57,578	$87.11	$5M	−1,485	−$1.1M
WWD, Woodward	0.05%	Hold	14,000	$357.92	$5M	—	—
OSK, Oshkosh	0.05%	Reduce −5.4%	33,183	$147.21	$4.9M	−1,886	+$479K
GBCI, Glacier Bancorp	0.05%, was 0.04%	Add +9.1%	106,200	$44.67	$4.7M	+8,846	+$456K
SOLV, Solventum	0.05%, was 0.06%	Reduce −0.5%	72,513	$65.30	$4.7M	−374	−$1M
LTH, Life Time Group	0.05%	Hold	172,317	$26.94	$4.6M	—	—
JHX, James Hardie Industries	0.05%, was 0.02%	Add +165.5%	240,761	$18.94	$4.6M	+150,088	+$2.7M
ORCL, Oracle	0.05%	Add +7.3%	30,718	$147.11	$4.5M	+2,100	−$1.1M
MCD, McDonald's	0.05%	Reduce −14.2%	14,329	$310.81	$4.5M	−2,364	−$648K
TREX, TREX Inc	0.04%, was 0.03%	Add +28.0%	116,022	$36.42	$4.2M	+25,370	+$1M
IVV, iShares Core S&P 500 ETF	0.04%	Reduce −0.3%	6,461	$653.28	$4.2M	−20	−$218K
HWKN, Hawkins	0.04%, was 0.02%	Add +106.5%	25,951	$153.60	$4M	+13,382	+$2.2M
AMAT, Applied Materials	0.04%	Hold	11,327	$341.79	$3.9M	—	—
CTAS, Cintas	0.04%	Add +14.4%	22,438	$169.14	$3.8M	+2,821	+$106K
GIS, General Mills	0.04%, was 0.05%	Reduce −10.7%	96,924	$37.22	$3.6M	−11,553	−$1.4M
BRK.A, Berkshire Hathaway Class A	0.04%	Hold	5	$718,140	$3.6M	—	—
NKE, Nike	0.04%	Add +4.4%	65,955	$52.82	$3.5M	+2,770	−$542K
COP, ConocoPhillips	0.04%, was 0.02%	Add +0.7%	26,028	$132.00	$3.4M	+170	+$1M
PII, Polaris	0.03%, was 0.05%	Reduce −17.5%	62,491	$54.50	$3.4M	−13,252	−$1.4M
VO, Vanguard Index Funds	0.03%, was 0.01%	Add +424.9%	10,997	$287.18	$3.2M	+8,902	+$2.6M
COST, Costco	0.03%, was 0.02%	Add +1.0%	2,963	$996.43	$3M	+30	+$423K
VEA, Vanguard Tax-Managed Funds	0.03%	Add +782.0%	45,237	$64.08	$2.9M	+40,108	+$2.6M
APG, Api Group	0.02%	New	57,969	$40.52	$2.3M	+57,969	+$2.3M
GE, GE Aerospace	0.02%	Reduce −3.2%	7,525	$283.77	$2.1M	−250	−$260K
PFE, Pfizer	0.02%	Reduce −2.8%	71,829	$28.08	$2M	−2,092	+$176K
WMT, Walmart	0.02%	Reduce −1.9%	15,700	$124.28	$2M	−300	+$168K
ALRS, Alerus Financial	0.02%	Hold	79,436	$23.71	$1.9M	—	—
KO, Coca-Cola	0.02%	Reduce −0.4%	23,315	$76.05	$1.8M	−96	+$136K
AMGN, Amgen	0.02%	Reduce −10.1%	4,964	$351.85	$1.7M	−560	−$61K
UPS	0.02%	Reduce −11.9%	17,427	$98.38	$1.7M	−2,365	−$249K
SOLS, Solstice Advanced Materials	0.02%	New	22,239	$76.16	$1.7M	+22,239	+$1.7M
XYL, Xylem	0.02%, was 0.01%	Add +136.0%	14,090	$119.50	$1.7M	+8,120	+$871K
RTX	0.02%	Reduce −5.6%	8,562	$192.90	$1.7M	−509	−$12K
LOW, Lowe's	0.02%	Reduce −0.2%	6,850	$236.28	$1.6M	−13	−$37K
CSCO, Cisco	0.02%	Reduce −2.2%	19,827	$77.59	$1.5M	−438	−$23K
EFA, iShares Trust	0.02%, was 0.01%	Add +29.8%	15,702	$97.13	$1.5M	+3,609	+$364K
VB, Vanguard Index Funds	0.02%	Add +288.0%	5,805	$261.93	$1.5M	+4,309	+$1.1M
BMY, Bristol Myers Squibb	0.01%	Reduce −3.0%	24,200	$60.65	$1.5M	−738	+$123K
PEP, PepsiCo	0.01%	Reduce −1.4%	8,978	$155.29	$1.4M	−125	+$88K
SYK, Stryker	0.01%	Reduce −1.0%	4,155	$328.59	$1.4M	−44	−$111K
WAB, Wabtec	0.01%	Hold	5,237	$249.91	$1.3M	—	—
PSX, Phillips 66	0.01%	Hold	6,604	$182.18	$1.2M	—	—
IDXX, Idexx Laboratories	0.01%	Reduce −2.4%	2,080	$561.89	$1.2M	−51	−$273K
NEE, NextEra Energy	0.01%	Reduce −3.9%	12,272	$92.88	$1.1M	−500	+$114K
SNA, Snap On	0.01%	Reduce −7.4%	3,123	$363.22	$1.1M	−250	−$28K
BDX, Becton Dickinson	0.01%	Hold	7,119	$157.23	$1.1M	—	—
VWO	0.01%	New	20,515	$54.05	$1.1M	+20,515	+$1.1M
AVGO, Broadcom	0.01%	Add +6.3%	3,533	$309.51	$1.1M	+210	−$57K
CIEN, Ciena	0.01%	Reduce −6.7%	2,800	$388.23	$1.1M	−200	+$385K
BAC, Bank of America	0.01%	Reduce −3.5%	21,707	$48.75	$1.1M	−786	−$179K
RSP	0.01%	New	5,385	$191.92	$1M	+5,385	+$1M
UNP, Union Pacific	0.01%	Reduce −8.8%	4,190	$242.62	$1M	−402	−$46K
QQQ, Invesco QQQ Trust	0.01%	Add +13.8%	1,760	$577.24	$1M	+214	+$66K
CM, Canadian Imperial Bank Of	0.01%	Hold	10,176	$94.75	$964K	—	—
VONE, Vanguard Scottsdale Funds	0.01%	New	3,270	$294.67	$964K	+3,270	+$964K
KMB, Kimberly-Clark	0.01%	Reduce −7.0%	9,694	$96.47	$935K	−725	−$116K
BMO, Bank Montreal Medium	0.01%	Hold	6,746	$135.34	$913K	—	—
IBM	0.01%	Add +0.6%	3,647	$242.39	$884K	+20	−$190K
WY, Weyerhaeuser	0.01%	Hold	36,117	$24.43	$882K	—	—
VCEL, Vericel	0.01%	Hold	25,865	$32.17	$832K	—	—
CB, Chubb	0.01%	Add +4.5%	2,439	$325.93	$795K	+105	+$66K
NSC, Norfolk Southern	0.01%	Reduce −10.5%	2,715	$287.00	$779K	−320	−$97K
OKLO	0.01%	Hold	15,561	$49.59	$772K	—	—
IEX, Idex	0.01%	Hold	4,000	$189.55	$758K	—	—
SCHF, Schwab Strategic Trust	0.01%	Add +2.0%	30,586	$24.75	$757K	+586	+$36K
SHEL, Shell	0.01%	Add +8.4%	8,132	$93.00	$756K	+628	+$205K
GEV, GE Vernova	0.01%	Reduce −9.3%	846	$872.90	$738K	−87	+$129K
AXGN, Axogen	0.01%	Hold	22,000	$33.13	$729K	—	—
ZBH, Zimmer Biomet	0.01%	Reduce −27.5%	8,050	$90.42	$728K	−3,050	−$270K
VGLT, Vanguard Scottsdale Funds	0.01%	New	12,875	$55.38	$713K	+12,875	+$713K
BK, BNY	0.01%	Hold	5,888	$118.63	$698K	—	—
AWK	0.01%	Reduce −0.4%	5,025	$136.09	$684K	−21	+$25K
AMCR, Amcor	0.01%	New	17,129	$39.75	$681K	+17,129	+$681K
BIL, SPDR Series Trust	0.01%	Add +8.5%	6,985	$91.64	$640K	+547	+$52K
BSX, Boston Scientific	0.01%	Hold	10,176	$62.75	$639K	—	—
INTC, Intel	0.01%	Hold	14,333	$44.13	$633K	—	—
GLD, SPDR Gold Shares	0.01%	New	1,430	$430.29	$615K	+1,430	+$615K
TMO, Thermo Fisher Scientific	0.01%	Hold	1,241	$491.53	$610K	—	—
VSAT, Viasat	0.01%	Hold	13,000	$45.80	$595K	—	—
XLK, Select Sector SPDR Trust	0.01%	Hold	4,470	$132.91	$594K	—	—
BRC, Brady	0.01%	Hold	7,000	$81.24	$569K	—	—
IWD, iShares Trust	0.01%	Add +30.6%	2,562	$213.67	$547K	+600	+$135K
NEM, Newmont	0.01%	Hold	5,000	$108.25	$541K	—	—
TJX, TJX Companies	0.01%	Hold	3,315	$159.70	$529K	—	—
ACWX, iShares Trust	0.01%	Reduce −22.6%	7,550	$68.47	$517K	−2,200	−$138K
BA, Boeing	0.01%	Add +14.4%	2,597	$199.03	$517K	+327	+$24K
MOS, Mosaic	0.01%	Reduce −16.7%	20,000	$25.50	$510K	−4,000	−$68K
STT, State Street	0.01%	New	819	$616.85	$505K	+819	+$505K
VTI, Vanguard Index Funds	0.01%	Add +19.5%	1,546	$321.00	$496K	+252	+$62K
VIG, Vanguard Specialized Funds	0.01%	Reduce −3.2%	2,300	$215.06	$495K	−77	−$28K
ADBE, Adobe	0.00%	Hold	2,009	$243.08	$488K	—	—
RGR, Sturm Ruger	0.00%	Hold	12,000	$40.09	$481K	—	—
TT, Trane Technologies	0.00%	Reduce −4.0%	1,097	$416.74	$457K	−46	+$12K
CAH, Cardinal Health	0.00%	Hold	2,121	$211.31	$448K	—	—
HBAN, Huntington Bancshares	0.00%	Reduce −1.7%	27,243	$15.65	$426K	−460	−$54K
PM, Philip Morris International	0.00%	Reduce −4.2%	2,537	$165.34	$419K	−112	−$5K
NVEC, Nve	0.00%	Hold	6,000	$65.50	$393K	—	—
AMD, Advanced Micro Devices	0.00%	Reduce −4.1%	1,930	$203.43	$393K	−83	−$38K
ITW, Illinois Tool Works	0.00%	Reduce −14.4%	1,484	$260.29	$386K	−249	−$41K
BAX, Baxter International	0.00%	Reduce −8.2%	22,543	$16.80	$379K	−2,013	−$91K
BBY, Best Buy	0.00%	Reduce −11.4%	5,895	$64.20	$378K	−762	−$67K
LHX, L3Harris	0.00%	Hold	1,033	$345.15	$357K	—	—
SKYT, Skywater Technology	0.00%, was 0.03%	Reduce −92.9%	13,000	$27.41	$356K	−169,131	−$3M
AMT, American Tower	0.00%	Hold	2,020	$172.58	$349K	—	—
PATH, Uipath	0.00%	Add +153.2%	30,700	$11.10	$341K	+18,575	+$142K
MPC, Marathon Petroleum	0.00%	Add +6.8%	1,390	$244.18	$339K	+89	+$128K
DGII, Digi International	0.00%	Reduce −12.5%	7,000	$48.20	$337K	−1,000	−$9K
NTRS, Northern Trust	0.00%	Hold	2,400	$139.57	$335K	—	—
T, AT&T	0.00%	Hold	11,327	$28.99	$328K	—	—
IBTG, iShares Trust	0.00%	Hold	14,255	$22.91	$327K	—	—
EPD, Enterprise Products Partners	0.00%	Hold	8,600	$37.84	$325K	—	—
DE, Deere	0.00%	Reduce −5.0%	572	$563.30	$322K	−30	+$42K
GILD, Gilead Sciences	0.00%	Hold	2,275	$139.37	$317K	—	—
ULTA, Ulta Beauty	0.00%, was 0.01%	Reduce −66.6%	605	$522.71	$316K	−1,205	−$779K
IXN, iShares Trust	0.00%	Hold	3,150	$99.93	$315K	—	—
IAU, iShares Gold Trust	0.00%	Hold	3,525	$88.16	$311K	—	—
MO, Altria	0.00%	Add 0.0%	4,563	$66.00	$301K	+2	+$38K
VUG, Vanguard Index Funds	0.00%	Hold	688	$436.79	$301K	—	—
IJR, iShares Trust	0.00%	Reduce −3.4%	2,410	$124.31	$300K	−85	$—
BOH, Bank Hawaii	0.00%	Hold	4,000	$74.25	$297K	—	—
CMI, Cummins	0.00%	Hold	528	$538.02	$284K	—	—
IVW, iShares Trust	0.00%	Hold	2,509	$113.11	$284K	—	—
HOG, Harley Davidson	0.00%	Hold	14,000	$20.22	$283K	—	—
SLB	0.00%	Hold	5,500	$51.39	$283K	—	—
BP, BP PLC	0.00%	Reduce −13.7%	5,610	$47.00	$264K	−890	+$38K
MA, Mastercard	0.00%	Reduce −16.7%	520	$499.66	$260K	−104	−$96K
SEIC, Sei Investments	0.00%	Hold	3,300	$78.47	$259K	—	—
UFCS, United Fire Group	0.00%	Hold	6,600	$37.06	$245K	—	—
VV, Vanguard Index Funds	0.00%	Hold	817	$298.85	$244K	—	—
ACN, Accenture	0.00%	Add +3.8%	1,229	$198.29	$244K	+45	−$74K
IVE, iShares Trust	0.00%	Hold	1,143	$211.15	$241K	—	—
MSA, MSA Safety	0.00%	Hold	1,470	$163.95	$241K	—	—
VEU	0.00%	Hold	3,178	$75.10	$239K	—	—
MMC, Marsh McLennan	0.00%	Reduce −4.1%	1,300	$173.45	$225K	−56	−$26K
DHR, Danaher	0.00%	Reduce −2.9%	1,135	$189.60	$215K	−34	−$52K
CLF, Cleveland-Cliffs	0.00%	Hold	13,500	$8.45	$114K	—	—
AEBI, Aebi Schmidt	0.00%	Hold	10,401	$9.71	$101K	—	—
PLUG, Plug Power	0.00%	Hold	10,000	$2.26	$23K	—	—

Showing top 50 of 236 by value

Exits / last held

Gone since 2025 Q4, shown at their last reported size.

Stock	% of portfolio	Recent activity	Reported price*	Value	Share change	$ change
Piper Sandler Companies	0.57%	Exit	$339.71	$60M	−175,861	−$60M
INSP, Inspire Medical Systems	0.05%	Exit	$92.23	$5.3M	−57,616	−$5.3M
MGPI, MGP Ingredients	0.04%	Exit	$24.30	$4.2M	−173,245	−$4.2M
CWAN	0.02%	Exit	$24.12	$2.2M	−92,510	−$2.2M
Gentherm	0.02%	Exit	$36.38	$1.9M	−52,946	−$1.9M
Exact Sciences	0.02%	Exit	$101.53	$1.8M	−17,236	−$1.8M
XLI, Select Sector SPDR Trust	0.02%	Exit	$155.10	$1.6M	−10,535	−$1.6M
Select Sector SPDR Trust	0.01%	Exit	$77.68	$1.6M	−20,045	−$1.6M
XLF, Select Sector SPDR Trust	0.01%	Exit	$54.76	$1.4M	−25,310	−$1.4M
CVRX	0.01%	Exit	$7.10	$1M	−142,456	−$1M
Select Sector SPDR Trust	0.01%	Exit	$154.84	$855K	−5,522	−$855K
AMCR, Amcor	0.01%	Exit	$8.34	$738K	−88,520	−$738K
Select Sector SPDR Trust	—	Exit	$45.44	$239K	−5,260	−$239K
ADSK, Autodesk	—	Exit	$295.88	$237K	−801	−$237K
VTEB, Vanguard Mun Bond Funds	—	Exit	$50.34	$212K	−4,211	−$212K
RF, Regions Financial	—	Exit	$27.17	$207K	−7,620	−$207K
ETN, Eaton	—	Exit	$317.90	$206K	−648	−$206K
NVS, Novartis	—	Exit	$138.05	$205K	−1,485	−$205K
BLK, BlackRock	—	Exit	$1,068	$203K	−190	−$203K
SONY, Sony	—	Exit	$25.54	$200K	−7,830	−$200K

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