Mairs & Power — Portfolio & Holdings
Mairs & Power of Mairs & Power Funds manages $10.9B across 232 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Mairs & Power |
|---|---|
| Firm | Mairs & Power Funds |
| Assets Under Management (13F) | $10.9B |
| Number of Positions | 232 |
| Reporting Period | Q2 2026 |
Top Holdings
Mairs & Power's largest reported holdings: NVDA, MSFT, AMZN, GOOG, LLY, AAPL, JPM, V, GGG, LFUS.
All 228 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia | 8.64% | $942M | Reduced 1.12% |
| 2 | MSFT | Microsoft | 6.68% | $728M | Added 0.43% |
| 3 | AMZN | Amazon | 5.68% | $620M | Reduced 0.13% |
| 4 | GOOG | Alphabet Inc. | 5.63% | $614M | Added 4.21% |
| 5 | LLY | ELI LILLY & Co | 3.54% | $386M | Reduced 1.28% |
| 7 | AAPL | Apple Inc. | 3.02% | $329M | Reduced 5.79% |
| 8 | JPM | Jpmorgan Chase & | 2.77% | $302M | Reduced 12.39% |
| 9 | V | Visa | 2.68% | $292M | Added 1.32% |
| 10 | GGG | Graco | 2.63% | $287M | Reduced 0.48% |
| 11 | LFUS | Littelfuse | 2.52% | $274M | Reduced 16.92% |
| 12 | TTC | Toro | 2.39% | $261M | Reduced 1.56% |
| 13 | ENTG | Entegris | 2.15% | $234M | Reduced 3.09% |
| 14 | UNH | Unitedhealth Group | 2.14% | $233M | Reduced 24.44% |
| 15 | TSM | Taiwan Semiconductor Manufacturing | 2.09% | $227M | Reduced 2.06% |
| 16 | MSI | Motorola Solutions, Inc. | 2.08% | $226M | Added 0.77% |
| 17 | ECL | Ecolab | 1.99% | $217M | Added 2.06% |
| 18 | WEC | Wec Energy Group | 1.92% | $209M | Reduced 6.43% |
| 19 | PANW | Palo Alto Networks Inc | 1.88% | $205M | Added 12.61% |
| 20 | LNT | Alliant Energy | 1.86% | $203M | Reduced 8.00% |
| 21 | TECH | BIO-TECHNE Corp | 1.75% | $191M | Reduced 1.80% |
| 22 | META | Meta Platforms, Inc. | 1.72% | $188M | Added 2.54% |
| 23 | FAST | Fastenal | 1.71% | $186M | Reduced 1.31% |
| 24 | SHW | Sherwin Williams | 1.39% | $152M | Added 0.65% |
| 25 | CHRW | C. H. Robinson Worldwide | 1.33% | $145M | Reduced 9.14% |
| 26 | FUL | Fuller H B | 1.30% | $142M | Added 3.11% |
| 27 | VZ | Verizon Communications | 1.28% | $139M | Reduced 0.71% |
| 28 | WM | Waste Management | 1.21% | $132M | Added 48.41% |
| 29 | ROK | Rockwell Automation | 1.17% | $128M | Reduced 9.08% |
| 30 | FISV | Fiserv | 1.03% | $112M | Added 6.51% |
| 31 | JNJ | Johnson & Johnson | 0.99% | $107M | Reduced 26.76% |
| 32 | AMP | Ameriprise Financial | 0.90% | $98.2M | Added 8.63% |
| 33 | CGNX | Cognex | 0.87% | $94.7M | Added 6.86% |
| 34 | HRL | Hormel Foods | 0.77% | $84.3M | Reduced 0.58% |
| 35 | CASY | Caseys General Stores | 0.66% | $72.4M | Reduced 5.02% |
| 36 | WFC | Wells Fargo & Company | 0.66% | $72.1M | Reduced 36.14% |
| 37 | AJG | Arthur J. Gallagher & Co. | 0.66% | $71.5M | New position |
| 38 | ABT | Abbott Laboratories | 0.61% | $66.2M | Added 1.05% |
| 39 | TXN | Texas Instruments | 0.59% | $64.8M | Reduced 5.93% |
| 40 | TNC | Tennant | 0.55% | $59.7M | Reduced 15.14% |
| 41 | ISRG | Intuitive Surgical | 0.53% | $58.2M | Added 46.63% |
| 42 | MMM | 3m | 0.52% | $56.6M | Reduced 0.71% |
| 43 | HD | Home Depot | 0.49% | $53.8M | Reduced 0.62% |
| 44 | TRV | Travelers Companies | 0.47% | $51.7M | Added 9.88% |
| 45 | AXP | American Express | 0.45% | $49.3M | Reduced 2.16% |
| 46 | IDA | Idacorp | 0.43% | $46.9M | Added 2.85% |
| 47 | MEDP | Medpace Holdings, Inc. | 0.42% | $45.9M | Added 1.16% |
| 48 | CME | Cme Group | 0.40% | $43.2M | New position |
| 49 | DCI | DONALDSON Co INC | 0.38% | $41.6M | Reduced 7.14% |
| 50 | WK | Workiva | 0.37% | $40.2M | Added 15.91% |
| 51 | PIPR | Piper Sandler Companies | 0.36% | $39.4M | Reduced 0.29% |
| 52 | SFM | Sprouts Farmers Market, Inc. | 0.35% | $38.2M | Added 54.64% |
| 53 | PG | PROCTER & GAMBLE Co | 0.33% | $36.0M | Added 0.83% |
| 54 | USB | Us Bancorp De | 0.31% | $33.9M | Reduced 6.66% |
| 55 | ZTS | Zoetis Inc. | 0.31% | $33.6M | Added 54.24% |
| 56 | QCOM | Qualcomm | 0.30% | $33.2M | Reduced 62.38% |
| 57 | XEL | Xcel Energy | 0.29% | $31.5M | Reduced 2.43% |
| 58 | BSY | Bentley Systems | 0.27% | $29.0M | Added 310.79% |
| 59 | ADP | Automatic Data Processing | 0.26% | $28.5M | Added 2.20% |
| 60 | MDT | Medtronic plc | 0.26% | $28.4M | Reduced 9.61% |
| 61 | GNRC | Generac Holdings | 0.25% | $27.3M | Reduced 6.37% |
| 62 | HONA | Honeywell Aerospace Inc. | 0.20% | $22.1M | New position |
| 63 | GLW | Corning | 0.20% | $21.8M | Reduced 3.18% |
| 64 | TGT | Target | 0.19% | $20.8M | Reduced 5.70% |
| 65 | SCHW | Schwab Charles | 0.18% | $20.0M | Reduced 12.69% |
| 66 | CAT | Caterpillar | 0.18% | $19.3M | Reduced 1.89% |
| 67 | DIS | Walt Disney Co | 0.15% | $16.7M | Reduced 27.61% |
| 68 | BRK.B | Berkshire Hathaway | 0.14% | $15.5M | Reduced 1.42% |
| 69 | IVV | Ishares TR | 0.14% | $15.5M | Added 99.56% |
| 70 | CLFD | Clearfield, Inc. | 0.14% | $15.3M | Reduced 47.35% |
| 71 | BMI | Badger Meter | 0.14% | $14.8M | Reduced 5.11% |
| 72 | PFG | Principal Financial Group | 0.13% | $14.6M | Reduced 17.45% |
| 73 | VOO | Vanguard Index FDS | 0.13% | $14.2M | Added 81.60% |
| 74 | AIR | Aar | 0.11% | $12.0M | Reduced 6.11% |
| 75 | PLXS | Plexus | 0.11% | $11.8M | Reduced 14.37% |
| 76 | ABBV | AbbVie Inc. | 0.10% | $11.2M | Reduced 1.36% |
| 78 | AMBA | Ambarella | 0.10% | $10.8M | Added 7.46% |
| 79 | KNF | Knife River Corp | 0.10% | $10.7M | Reduced 4.50% |
| 80 | HSY | Hershey | 0.10% | $10.7M | Reduced 5.45% |
| 81 | MINN | Trust For Professional Manag | 0.10% | $10.5M | Added 14.56% |
| 82 | ONB | Old National Bancorp | 0.09% | $10.1M | Reduced 10.13% |
| 83 | JBTM | JBT MAREL Corp | 0.09% | $9.8M | Added 14.15% |
| 84 | WTFC | Wintrust Financial | 0.09% | $9.4M | Added 1.58% |
| 85 | EMR | Emerson Electric | 0.08% | $9.1M | Reduced 2.34% |
| 86 | QCRH | QCR Holdings | 0.08% | $8.9M | Unchanged |
| 87 | PATK | Patrick Industries | 0.08% | $8.5M | Added 63.79% |
| 88 | SCHB | Schwab Strategic TR | 0.08% | $8.4M | Unchanged |
| 89 | ASB | Associated Banc- | 0.08% | $8.3M | Unchanged |
| 90 | RDNT | RadNet, Inc. | 0.08% | $8.2M | Unchanged |
| 91 | AMAT | Applied Materials | 0.07% | $8.0M | Reduced 2.83% |
| 92 | BKH | Black Hills | 0.07% | $7.3M | Unchanged |
| 93 | LTH | Life Time Group Holdings, Inc. | 0.06% | $7.0M | Unchanged |
| 94 | CVX | Chevron | 0.06% | $6.8M | Added 5.46% |
| 95 | MRK | Merck & Co., Inc. | 0.06% | $6.6M | Added 2.33% |
| 96 | CFR | Cullen/Frost Bankers | 0.06% | $6.6M | Unchanged |
| 97 | ALRS | Alerus Financial | 0.06% | $6.3M | Added 156.08% |
| 99 | SPY | SPDR S&P 500 Etf Trust | 0.06% | $6.2M | Reduced 69.54% |
| 100 | WWD | Woodward, Inc. | 0.05% | $6.0M | Unchanged |
| 101 | TREX | Trex | 0.05% | $5.8M | Unchanged |
| 102 | HUBG | Hub Group, Inc. | 0.05% | $5.7M | Reduced 18.79% |
| 103 | SOLV | Solventum Corp | 0.05% | $5.6M | Reduced 0.10% |
| 104 | GBCI | Glacier Bancorp | 0.05% | $5.5M | Unchanged |
| 105 | OSK | Oshkosh | 0.05% | $5.1M | Unchanged |
| 106 | CTAS | Cintas | 0.04% | $4.6M | Added 21.50% |
| 107 | PNR | PENTAIR plc | 0.04% | $4.4M | Reduced 0.94% |
| 108 | KHC | Kraft Heinz Co | 0.04% | $4.2M | Reduced 43.55% |
| 109 | PII | Polaris Inc. | 0.04% | $4.2M | Reduced 1.89% |
| 110 | SYY | Sysco | 0.04% | $4.1M | Reduced 51.10% |
| 111 | MCD | Mcdonalds | 0.03% | $3.8M | Reduced 1.70% |
| 112 | NWE | NorthWestern Energy Group, Inc. | 0.03% | $3.7M | Reduced 40.48% |
| 113 | HWKN | Hawkins | 0.03% | $3.6M | Reduced 3.14% |
| 114 | GE | General Electric | 0.03% | $2.8M | Unchanged |
| 115 | VEA | Vanguard Tax-Managed FDS | 0.03% | $2.8M | Reduced 13.17% |
| 116 | COST | Costco Wholesale | 0.03% | $2.8M | Unchanged |
| 117 | COP | Conocophillips | 0.02% | $2.7M | Reduced 0.70% |
| 118 | NKE | NIKE, Inc. | 0.02% | $2.6M | Reduced 3.20% |
| 119 | APG | APi Group Corp | 0.02% | $2.5M | Unchanged |
| 120 | GIS | General Mills | 0.02% | $2.4M | Reduced 27.62% |
| 121 | CSCO | Cisco Systems | 0.02% | $2.3M | Reduced 0.48% |
| 122 | INTC | Intel | 0.02% | $2.0M | Added 1.40% |
| 123 | ORCL | Oracle | 0.02% | $2.0M | Reduced 55.59% |
| 124 | KO | Coca Cola | 0.02% | $1.9M | Added 0.66% |
| 125 | XYL | Xylem Inc. | 0.02% | $1.8M | Added 9.65% |
| 126 | VONE | Vanguard Scottsdale FDS | 0.02% | $1.8M | Unchanged |
| 127 | WMT | Walmart Inc. | 0.02% | $1.8M | Added 0.64% |
| 128 | AMGN | Amgen | 0.02% | $1.8M | Reduced 0.81% |
| 129 | PFE | Pfizer | 0.01% | $1.6M | Reduced 5.78% |
| 130 | RTX | RTX Corp | 0.01% | $1.6M | Reduced 1.35% |
| 131 | LOW | Lowes Companies | 0.01% | $1.5M | Reduced 0.26% |
| 132 | SOLS | Solstice Advanced Materials Inc. | 0.01% | $1.5M | Reduced 25.16% |
| 133 | BMY | Bristol Myers Squibb | 0.01% | $1.4M | Added 2.00% |
| 134 | WAB | Westinghouse Air Brake Technologies | 0.01% | $1.4M | Unchanged |
| 135 | AVGO | Broadcom Inc. | 0.01% | $1.4M | Added 3.68% |
| 136 | CIEN | Ciena | 0.01% | $1.4M | Unchanged |
| 137 | MGEE | Mge Energy | 0.01% | $1.3M | New position |
| 138 | QQQ | Invesco QQQ TR | 0.01% | $1.3M | Added 0.57% |
| 139 | VWO | Vanguard Intl Equity Index F | 0.01% | $1.3M | Reduced 13.34% |
| 140 | GLD | SPDR Gold Trust | 0.01% | $1.3M | Added 145.80% |
| 141 | SYK | Stryker | 0.01% | $1.3M | Reduced 2.00% |
| 142 | PEP | Pepsico | 0.01% | $1.2M | Added 2.19% |
| 143 | UPS | United Parcel Service | 0.01% | $1.2M | Reduced 33.96% |
| 144 | SNA | Snap-on Inc | 0.01% | $1.2M | Reduced 3.20% |
| 145 | BMO | Bank Of Montreal | 0.01% | $1.2M | Unchanged |
| 146 | CM | Canadian Imperial Bank Of Commerce | 0.01% | $1.2M | Unchanged |
| 147 | VSAT | Viasat | 0.01% | $1.2M | Unchanged |
| 148 | VCEL | Vericel Corp | 0.01% | $1.2M | Unchanged |
| 149 | PSX | Phillips 66 | 0.01% | $1.1M | Reduced 0.76% |
| 150 | IDXX | Idexx Laboratories | 0.01% | $1.1M | Unchanged |
| 151 | BDX | Becton Dickinson & | 0.01% | $1.1M | Unchanged |
| 152 | NEE | Nextera Energy | 0.01% | $1.1M | Reduced 1.43% |
| 153 | BAC | Bank Of America | 0.01% | $1.1M | Reduced 14.35% |
| 154 | KMB | Kimberly Clark | 0.01% | $1.0M | Reduced 1.42% |
| 155 | IBM | International Business Machines | 0.01% | $1.0M | Unchanged |
| 156 | AXGN | Axogen, Inc. | 0.01% | $1.0M | Unchanged |
| 157 | GEV | GE Vernova Inc. | 0.01% | $994K | Unchanged |
| 158 | AMD | Advanced Micro Devices | 0.01% | $957K | Reduced 14.61% |
| 159 | UNP | Union Pacific | 0.01% | $929K | Reduced 18.50% |
| 160 | IEX | Idex | 0.01% | $908K | Unchanged |
| 161 | XLK | Select Sector SPDR TR | 0.01% | $852K | Unchanged |
| 162 | BNY | Bank of New York Mellon Corp | 0.01% | $851K | Unchanged |
| 163 | CB | Chubb Ltd | 0.01% | $837K | Added 0.70% |
| 164 | NSC | Norfolk Southern | 0.01% | $815K | Reduced 4.60% |
| 165 | OKLO | Oklo Inc. | 0.01% | $814K | Unchanged |
| 166 | BIL | SPDR Series Trust | 0.01% | $791K | Added 23.51% |
| 167 | AMCR | Amcor plc | 0.01% | $743K | Unchanged |
| 168 | WY | Weyerhaeuser | 0.01% | $707K | Reduced 18.27% |
| 169 | RSP | Invesco Exchange Traded FD T | 0.01% | $660K | Reduced 42.43% |
| 170 | AWK | American Water Works Company, Inc. | 0.01% | $658K | Reduced 0.50% |
| 171 | BRC | Brady | 0.01% | $641K | Unchanged |
| 172 | SHEL | Shell plc | 0.01% | $631K | Unchanged |
| 173 | NVEC | Nve | 0.01% | $627K | Unchanged |
| 174 | TMO | Thermo Fisher Scientific | 0.01% | $622K | Unchanged |
| 175 | ACWX | Ishares TR | 0.01% | $575K | Unchanged |
| 176 | BA | Boeing | 0.01% | $574K | Added 2.04% |
| 177 | ZBH | Zimmer Biomet Holdings | 0.01% | $570K | Reduced 17.70% |
| 178 | MDY | SPDR S&P Midcap 400 Etf Trust | 0.01% | $561K | Reduced 2.56% |
| 179 | DGII | Digi International | 0.00% | $525K | Unchanged |
| 180 | TJX | TJX Companies | 0.00% | $517K | Added 3.02% |
| 181 | CAH | Cardinal Health | 0.00% | $504K | Unchanged |
| 182 | TT | Trane Technologies plc | 0.00% | $493K | Reduced 8.48% |
| 183 | MU | Micron Technology | 0.00% | $473K | Reduced 40.84% |
| 184 | NEM | NEWMONT Corp | 0.00% | $467K | Unchanged |
| 185 | HBAN | Huntington Bancshares | 0.00% | $464K | Reduced 3.91% |
| 186 | PM | Philip Morris International Inc. | 0.00% | $459K | Unchanged |
| 187 | RGR | Sturm Ruger & | 0.00% | $454K | Unchanged |
| 189 | BSX | Boston Scientific | 0.00% | $423K | Reduced 2.57% |
| 190 | BBY | Best Buy | 0.00% | $417K | Reduced 6.70% |
| 191 | NTRS | Northern Trust | 0.00% | $417K | Unchanged |
| 192 | CRM | Salesforce, Inc. | 0.00% | $416K | Reduced 94.69% |
| 193 | ITW | Illinois Tool Works | 0.00% | $415K | Added 3.37% |
| 194 | ADBE | Adobe | 0.00% | $404K | Reduced 1.99% |
| 195 | VIG | Vanguard Specialized Funds | 0.00% | $400K | Reduced 26.52% |
| 196 | CMI | Cummins | 0.00% | $377K | Unchanged |
| 197 | USMV | Ishares TR | 0.00% | $369K | Reduced 1.49% |
| 198 | WAT | Waters | 0.00% | $360K | Added 0.10% |
| 199 | MPC | Marathon Petroleum Corp | 0.00% | $355K | Unchanged |
| 200 | DE | Deere & | 0.00% | $353K | Reduced 2.62% |
| 201 | UFCS | United Fire Group | 0.00% | $346K | Unchanged |
| 202 | HOG | Harley-Davidson | 0.00% | $342K | Unchanged |
| 203 | MOS | Mosaic | 0.00% | $339K | Reduced 20.00% |
| 204 | LRCX | Lam Research | 0.00% | $331K | New position |
| 205 | AMT | American Tower | 0.00% | $330K | Unchanged |
| 206 | MO | Altria Group | 0.00% | $329K | Added 0.07% |
| 207 | BOH | Bank Of Hawaii | 0.00% | $326K | Unchanged |
| 208 | VGT | Vanguard World FD | 0.00% | $321K | Added 705.39% |
| 209 | EPD | Enterprise Products Partners L.P. | 0.00% | $316K | Unchanged |
| 210 | LHX | L3harris Technologies | 0.00% | $300K | Unchanged |
| 211 | TKR | Timken | 0.00% | $291K | Unchanged |
| 212 | GILD | Gilead Sciences | 0.00% | $287K | Unchanged |
| 213 | BAX | Baxter International | 0.00% | $267K | Reduced 44.41% |
| 214 | IAU | Ishares Gold Trust | 0.00% | $266K | Unchanged |
| 215 | VRT | Vertiv Holdings Co | 0.00% | $261K | New position |
| 216 | MSA | MSA Safety Inc | 0.00% | $257K | Unchanged |
| 217 | SLB | SLB Limited | 0.00% | $256K | Unchanged |
| 218 | T | At&T | 0.00% | $234K | Unchanged |
| 219 | DHR | Danaher | 0.00% | $218K | Added 0.62% |
| 220 | MS | Morgan Stanley | 0.00% | $217K | New position |
| 221 | RF | Regions Financial | 0.00% | $211K | New position |
| 222 | ECG | Everus Construction Group, Inc. | 0.00% | $207K | New position |
| 223 | BP | BP | 0.00% | $207K | Unchanged |
| 224 | AME | Ametek | 0.00% | $206K | New position |
| 225 | CARR | CARRIER GLOBAL Corp | 0.00% | $204K | New position |
| 226 | MA | Mastercard Inc | 0.00% | $203K | Reduced 24.04% |
| 227 | ADI | Analog Devices | 0.00% | $202K | Reduced 21.45% |
| 228 | MRSH | Marsh & Mclennan Companies | 0.00% | $200K | Reduced 7.69% |
| 229 | AEBI | Aebi Schmidt Holding AG | 0.00% | $131K | Unchanged |
| 230 | CLF | Cleveland-Cliffs | 0.00% | $127K | Unchanged |
| 231 | SNAP | Snap Inc | 0.00% | $100K | Unchanged |
| 232 | PLUG | Plug Power | 0.00% | $27K | Unchanged |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 08:40 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 08:40 UTC. This page is informational and not investment advice.
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