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Latest MAIRS & POWER INC Stock Portfolio

$9.79Billion– No. of Holdings #245

MAIRS & POWER INC Performance:
2026 Q1: -3.45%YTD: -3.45%2025: 8.2%
Performance for 2026 Q1 is -3.45%, and YTD is -3.45%, and 2025 is 8.2%.

About MAIRS & POWER INC and 13F Hedge Fund Stock Holdings

On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, MAIRS & POWER INC reported an equity portfolio of $9.8 Billions as of 31 Mar, 2026.

The top stock holdings of MAIRS & POWER INC are NVDA, MSFT, AMZN. The fund has invested 8.5% of it's portfolio in NVIDIA CORPORATION and 7.3% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off PIPER SANDLER COMPANIES (PIPR), INSPIRE MED SYS INC (INSP) and MGP INGREDIENTS INC NEW (MGPI) stocks. They significantly reduced their stock positions in SKYWATER TECHNOLOGY INC (SKYT), SALESFORCE INC (CRM) and KRAFT HEINZ CO (KHC). MAIRS & POWER INC opened new stock positions in PIPER SANDLER COMPANIES (PIPR), SPROUTS FMRS MKT INC (SFM) and VANGUARD INDEX FDS (VB). The fund showed a lot of confidence in some stocks as they added substantially to WASTE MGMT INC DEL (WM), VANGUARD TAX-MANAGED FDS (VEA) and VANGUARD INDEX FDS (VB).
MAIRS & POWER INC Equity Portfolio Value
Last Reported on: 14 May, 2026

MAIRS & POWER INC Annual Return Estimates Vs S&P 500

Our best estimate is that MAIRS & POWER INC made a return of -3.45% in the last quarter. In trailing 12 months, it's portfolio return was 9.78%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
piper sandler companies41,803,200
sprouts fmrs mkt inc22,535,600
vanguard index fds8,883,450
ambarella inc6,052,480
api group corp2,348,900
solstice advanced matls inc1,693,720
vanguard intl equity index f1,108,840
invesco exchange traded fd t1,033,490
New stocks bought by MAIRS & POWER INC

Additions

Ticker% Inc.
waste mgmt inc del39,724
vanguard tax-managed fds781
vanguard index fds424
ameriprise finl inc362
vanguard index fds288
bentley sys inc184
james hardie inds plc165
uipath inc153
Additions to existing portfolio by MAIRS & POWER INC

Reductions

Ticker% Reduced
skywater technology inc-92.86
salesforce inc-83.11
kraft heinz co-81.08
ulta beauty inc-66.57
hub group inc-32.24
sysco corp-28.34
johnson & johnson-28.19
zimmer biomet holdings inc-27.48
MAIRS & POWER INC reduced stake in above stock

Sold off

Ticker$ Sold
piper sandler companies-59,741,700
mgp ingredients inc new-4,209,850
cvrx inc-1,011,440
clearwater analytics hldgs i-2,231,340
inspire med sys inc-5,313,920
gentherm inc-1,925,650
select sector spdr tr-1,386,230
select sector spdr tr-1,557,100
MAIRS & POWER INC got rid off the above stocks

Sector Distribution

MAIRS & POWER INC has about 29.5% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Utilities
  • Basic Materials
  • Others
  • Consumer Defensive
Sector%
Technology29.5
Industrials17
Healthcare10.8
Financial Services10.3
Communication Services8.7
Consumer Cyclical7
Utilities5.3
Basic Materials5
Others4
Consumer Defensive2

Market Cap. Distribution

MAIRS & POWER INC has about 83.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
Category%
MEGA-CAP49.1
LARGE-CAP34.5
MID-CAP11.4
UNALLOCATED4.1

Stocks belong to which Index?

About 80.4% of the stocks held by MAIRS & POWER INC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50075.8
Others19.6
RUSSELL 20004.6
Top 5 Winners (%)%
CIEN
ciena corp
63.8 %
GLW
corning inc
54.6 %
MPC
marathon pete corp
47.8 %
GNRC
generac hldgs inc
41.5 %
PSX
phillips 66
41.2 %
Top 5 Winners ($)$
LFUS
littelfuse inc
65.0 M
TTC
toro co
45.2 M
ENTG
entegris inc
44.4 M
NVT
nvent elec plc
34.1 M
VZ
verizon communications inc
31.7 M
Top 5 Losers (%)%
CLF
cleveland-cliffs inc new
-36.4 %
BSX
boston scientific corp
-34.2 %
ALCC
oklo inc
-30.9 %
WK
workiva inc
-30.6 %
ADBE
adobe inc
-30.6 %
Top 5 Losers ($)$
MSFT
microsoft corp
-218.7 M
NVDA
nvidia corporation
-58.8 M
AMZN
amazon com inc
-58.6 M
LLY
eli lilly & co
-52.0 M
UNH
unitedhealth group inc
-46.8 M

MAIRS & POWER INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MAIRS & POWER INC

MAIRS & POWER INC has 245 stocks in it's portfolio. About 44% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. LFUS was the most profitable stock for MAIRS & POWER INC last quarter.

Last Reported on: 14 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions