Mairs & Power Inc reported 214 positions worth $10.83B for the quarter ended Jun 30, 2026, up 11.5% on the prior quarter. It opened 11 new positions, added to 47, trimmed 99 and exited 7. Its largest holding is Nvidia Corp at 8.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| AJG Arthur J. Gallagher & Co. | +311.5K | $71.52M | 0.66% |
| CME Cme Group Inc. | +195.6K | $43.19M | 0.399% |
| WM Waste Management Inc | +192.8K +48.4% | $42.97M | 1.22% |
| GOOG Alphabet Inc. | +71.8K +4.5% | $25.38M | 5.49% |
| PANW Palo Alto Networks Inc | +67.2K +12.6% | $22.90M | 1.89% |
| HONA Honeywell Aerospace Inc. | +100.0K | $22.12M | 0.204% |
| BSY Bentley Systems Inc | +734.0K +310.8% | $21.94M | 0.268% |
| ISRG Intuitive Surgical Inc | +46.6K +46.6% | $18.52M | 0.538% |
| SFM Sprouts Farmers Market, Inc. | +159.6K +54.6% | $13.50M | 0.353% |
| ZTS Zoetis Inc. | +164.4K +54.2% | $11.81M | 0.31% |
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| UNH Unitedhealth Group Inc | -181.1K -24.4% | $75.28M | 2.15% |
| LFUS Littelfuse Inc | -122.6K -16.9% | $55.83M | 2.53% |
| QCOM Qualcomm Inc | -298.2K -62.4% | $55.11M | 0.307% |
| HON Honeywell International Inc | -104.2K -100.0% | $47.12M | Exited |
| JPM Jpmorgan Chase & Co | -130.6K -12.4% | $42.76M | 2.79% |
| WFC Wells Fargo & Company | -493.7K -36.1% | $40.80M | 0.665% |
| JNJ Johnson & Johnson | -154.6K -26.8% | $39.26M | 0.992% |
| AAPL Apple Inc. | -70.0K -5.8% | $20.24M | 3.04% |
| LNT Alliant Energy Corp | -231.1K -8.0% | $17.63M | 1.87% |
| CHRW C. H. Robinson Worldwide, Inc. | -77.5K -9.1% | $14.60M | 1.34% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AJG Arthur J. Gallagher & Co. | +311.5K | $71.52M | 0.66% |
| CME Cme Group Inc. | +195.6K | $43.19M | 0.399% |
| HONA Honeywell Aerospace Inc. | +100.0K | $22.12M | 0.204% |
| MGEE Mge Energy Inc | +16.5K | $1.35M | 0.012% |
| LRCX Lam Research Corp | +765 | $331.50K | <0.01% |
| VRT Vertiv Holdings Co | +780 | $261.16K | <0.01% |
| MS Morgan Stanley | +1,036 | $216.57K | <0.01% |
| RF Regions Financial Corp | +7,000 | $211.40K | <0.01% |
| ECG Everus Construction Group, Inc. | +1,250 | $207.44K | <0.01% |
| AME Ametek Inc/ | +850 | $205.65K | <0.01% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| HON Honeywell International Inc | -104.2K | $47.12M | 0.485% |
| PATH UiPath, Inc. | -30.7K | $340.77K | <0.01% |
| ULTA Ulta Beauty, Inc. | -605 | $316.24K | <0.01% |
| SEIC Sei Investments Co | -3,300 | $258.95K | <0.01% |
| ACN Accenture plc | -1,229 | $243.70K | <0.01% |
| UTHR UNITED THERAPEUTICS Corp | -350 | $207.54K | <0.01% |
| MUR Murphy Oil Corp | -5,000 | $206.25K | <0.01% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 4.71M | $941.98M | 8.7% | -53.6K | -1.1% | Reduced | 0.02% |
| 2 | MSFT Microsoft Corp | Technology | 1.95M | $727.66M | 6.72% | +8,346 | +0.4% | Added | 0.03% |
| 3 | AMZN Amazon Com Inc | Consumer Discretionary | 2.60M | $619.55M | 5.72% | -3,471 | -0.1% | Reduced | 0.02% |
| 4 | GOOG Alphabet Inc. | Technology | 1.68M | $594.81M | 5.49% | +71.8K | +4.5% | Added | 0.03% |
| 5 | LLY ELI LILLY & Co | Healthcare | 322.1K | $386.37M | 3.57% | -4,177 | -1.3% | Reduced | 0.03% |
| 6 | NVT nVent Electric plc | Industrials | 2.05M | $348.18M | 3.21% | -13.6K | -0.7% | Reduced | 1.27% |
| 7 | AAPL Apple Inc. | Technology | 1.14M | $329.42M | 3.04% | -70.0K | -5.8% | Reduced | 0.01% |
| 8 | JPM Jpmorgan Chase & Co | Financial Services | 923.6K | $302.31M | 2.79% | -130.6K | -12.4% | Reduced | 0.03% |
| 9 | V Visa Inc. | Financial Services | 852.1K | $292.33M | 2.7% | +11.1K | +1.3% | Added | 0.05% |
| 10 | GGG Graco Inc | Industrials | 3.80M | $287.13M | 2.65% | -18.2K | -0.5% | Reduced | 2.32% |
| 11 | LFUS Littelfuse Inc | Technology | 602.1K | $274.16M | 2.53% | -122.6K | -16.9% | Reduced | 2.37% |
| 12 | TTC Toro Co | Industrials | 2.68M | $260.74M | 2.41% | -42.5K | -1.6% | Reduced | 2.77% |
| 13 | ENTG Entegris Inc | Technology | 1.30M | $234.11M | 2.16% | -41.5K | -3.1% | Reduced | 0.85% |
| 14 | UNH Unitedhealth Group Inc | Healthcare | 560.0K | $232.73M | 2.15% | -181.1K | -24.4% | Reduced | 0.06% |
| 15 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 476.2K | $227.44M | 2.1% | -10.0K | -2.1% | Reduced | 0.01% |
Tip. Select a row to see that position’s full history at Mairs & Power.
As of its Q2 2026 13F filing, Mairs & Power Inc’s five largest positions were Nvidia Corp (NVDA) at 8.7%, Microsoft Corp (MSFT) at 6.7%, Amazon Com Inc (AMZN) at 5.7%, Alphabet Inc. (GOOG) at 5.5%, ELI LILLY & Co (LLY) at 3.6% of the reported portfolio.
Mairs & Power Inc reported a 13F portfolio worth $10.83B across 214 positions for Q2 2026. That is up 11.5% from the previous quarter.
Its largest purchases by value were Arthur J. Gallagher & Co. ($71.52M), Cme Group Inc. ($43.19M), Waste Management Inc ($42.97M). It opened 11 new positions.
Its largest sales by value were Unitedhealth Group Inc ($75.28M), Littelfuse Inc ($55.83M), Qualcomm Inc ($55.11M). It exited 7 positions entirely.
From the Form 13F-HR reports Mairs & Power Inc files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.