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Latest MAIRS & POWER INC Stock Portfolio

$10.90Billion | No. of Holdings #254

MAIRS & POWER INC Performance

2026 Q2+12.64%
YTD+8.75%
2025+8.20%

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

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, MAIRS & POWER INC reported an equity portfolio of $10.9 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of MAIRS & POWER INC are NVDA, MSFT, AMZN. The fund has invested 8.6% of it's portfolio in NVIDIA CORPORATION and 6.7% of portfolio in MICROSOFT CORP. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), UIPATH INC (PATH) and ISHARES TR (DMXF) stocks. They significantly reduced their stock positions in SALESFORCE INC (CRM), STATE STR SPDR S&P 500 ETF T (SPY) and QUALCOMM INC (QCOM). MAIRS & POWER INC opened new stock positions in GALLAGHER ARTHUR J & CO (AJG), CME GROUP INC (CME) and HONEYWELL AEROSPACE INC. The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), VANGUARD INDEX FDS (VB) and BENTLEY SYS INC (BSY).
MAIRS & POWER INC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$10.90Billion
  as of Aug 14, 2026

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

Our best estimate is that MAIRS & POWER INC made a return of 12.64% in the last quarter. In trailing 12 months, it's portfolio return was 16.8%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
gallagher arthur j & co71,520,000
cme group inc43,191,000
honeywell aerospace inc22,117,000
mge energy inc1,346,060
ishares tr1,033,720
ishares tr829,395
ishares tr717,742
ishares tr452,778
New stocks bought by MAIRS & POWER INC

Additions

Ticker% Inc.
vanguard world fd705
vanguard index fds500
bentley sys inc310
vanguard index fds257
alerus finl corp156
spdr gold tr145
ishares tr64.9
patrick inds inc63.79
Additions to existing portfolio by MAIRS & POWER INC

Reductions

Ticker% Reduced
salesforce inc-94.69
state str spdr s&p 500 etf t-69.54
qualcomm inc-62.38
oracle corp-55.59
sysco corp-51.1
clearfield inc-47.35
baxter intl inc-44.41
kraft heinz co-43.55
MAIRS & POWER INC reduced stake in above stock

Sold off

Ticker$ Sold
honeywell intl inc-47,115,500
uipath inc-340,770
ishares tr-326,653
murphy oil corp-206,250
sei invts co-258,951
accenture plc ireland-243,698
ulta beauty inc-316,240
united therapeutics corp del-207,543
MAIRS & POWER INC got rid off the above stocks

Sector Distribution

MAIRS & POWER INC has about 30.3% of it's holdings in Technology sector.

  • Technology
  • Industrials
  • Healthcare
  • Financial Services
  • Communication Services
  • Consumer Cyclical
  • Basic Materials
  • Utilities
  • Others
  • Consumer Defensive
Sector%
Technology30.3
Industrials16.5
Healthcare10.9
Financial Services10.5
Communication Services8.8
Consumer Cyclical7.1
Basic Materials4.7
Utilities4.6
Others4.4
Consumer Defensive1.9

Market Cap. Distribution

MAIRS & POWER INC has about 87.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
Category%
MEGA-CAP48.7
LARGE-CAP38.8
MID-CAP7.2
UNALLOCATED4.4

Stocks belong to which Index?

About 79.4% 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 50074.9
Others20.7
RUSSELL 20004.5
Top 5 Winners (%)%
INTC
intel corp
211.8 %
MU
micron technology inc
192.3 %
AMD
advanced micro devices inc
172.0 %
AMAT
applied matls inc
110.0 %
PANW
palo alto networks inc
100.1 %
Top 5 Winners ($)$
NVDA
nvidia corporation
121.6 M
GOOG
alphabet inc
109.5 M
NVT
nvent elec plc
105.7 M
PANW
palo alto networks inc
102.3 M
UNH
unitedhealth group inc
94.4 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.2 %
VB
vanguard index fds
-70.4 %
VB
vanguard index fds
-62.1 %
ZTS
zoetis inc
-34.7 %
BSX
boston scientific corp
-31.6 %
Top 5 Losers ($)$
GGG
graco inc
-34.4 M
VZ
verizon communications inc
-26.0 M
ZTS
zoetis inc
-17.9 M
fiserv inc
-15.0 M
MSI
motorola solutions inc
-10.1 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 254 stocks in it's portfolio. About 44.3% of the portfolio is in top 10 stocks. GGG proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for MAIRS & POWER INC last quarter.

$10.90BTotal Value
262Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of MAIRS & POWER INC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
MAIRS & POWER INC's holding in Ishares Tr over time
0%7,550
$574.6K
0%
unchanged 0 percentunchanged
ALCC
Oklo Inc

Oklo Inc

ALCC
MAIRS & POWER INC's holding in Oklo Inc over time
0.01%15,561
$814.3K
0.01%
unchanged 0 percentunchanged