13F holdings
MAIRS & POWER INC portfolio
Managed by . 245 reported positions worth $9.8B as of 2026-03-31, filed with the SEC on 2026-05-14. Parsed from the filing itself, not a reseller.
$9.8B
Book value
245
Positions
44%
Top 10 weight
+22
New this quarter
-20
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 44 days old on 2026-05-14, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (22)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| PIPR | PIPER SANDLER COMPANIES | $41.8M | 546,090 | 0.43% |
| SFM | SPROUTS FMRS MKT INC | $22.5M | 292,177 | 0.23% |
| VOO | VANGUARD INDEX FDS | $8.9M | 14,866 | 0.09% |
| AMBA | AMBARELLA INC | $6.1M | 117,581 | 0.06% |
| APG | API GROUP CORP | $2.3M | 57,969 | 0.02% |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.7M | 22,239 | 0.02% |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.1M | 20,515 | 0.01% |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.0M | 5,385 | 0.01% |
| VONE | VANGUARD SCOTTSDALE FDS | $963,555 | 3,270 | 0.01% |
| VGLT | VANGUARD SCOTTSDALE FDS | $713,018 | 12,875 | 0.01% |
| AMCR | AMCOR PLC | $680,878 | 17,129 | 0.01% |
| GLD | SPDR GOLD TR | $615,315 | 1,430 | 0.01% |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $505,203 | 819 | 0.01% |
| USMV | ISHARES TR | $360,010 | 3,884 | 0.00% |
| WAT | WATERS CORP | $285,590 | 958 | 0.00% |
| MU | MICRON TECHNOLOGY INC | $234,123 | 693 | 0.00% |
| VGT | VANGUARD WORLD FD | $233,514 | 334 | 0.00% |
| UTHR | UNITED THERAPEUTICS CORP DEL | $207,543 | 350 | 0.00% |
| MUR | MURPHY OIL CORP | $206,250 | 5,000 | 0.00% |
| ADI | ANALOG DEVICES INC | $206,155 | 648 | 0.00% |
| TKR | TIMKEN CO | $201,140 | 2,000 | 0.00% |
| SNAP | SNAP INC | $103,615 | 22,525 | 0.00% |
Closed out (20)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| 62C | PIPER SANDLER COMPANIES | $59.7M | 175,861 | 0.00% |
| INSP | INSPIRE MED SYS INC | $5.3M | 57,616 | 0.00% |
| MGPI | MGP INGREDIENTS INC NEW | $4.2M | 173,245 | 0.00% |
| CWAN | CLEARWATER ANALYTICS HLDGS I | $2.2M | 92,510 | 0.00% |
| THRM | GENTHERM INC | $1.9M | 52,946 | 0.00% |
| EXK | EXACT SCIENCES CORP | $1.8M | 17,236 | 0.00% |
| XLI | SELECT SECTOR SPDR TR | $1.6M | 10,535 | 0.00% |
| XLP | SELECT SECTOR SPDR TR | $1.6M | 20,045 | 0.00% |
| XLF | SELECT SECTOR SPDR TR | $1.4M | 25,310 | 0.00% |
| CVRX | CVRX INC | $1.0M | 142,456 | 0.00% |
| XLV | SELECT SECTOR SPDR TR | $854,806 | 5,522 | 0.00% |
| AMCR | AMCOR PLC | $738,257 | 88,520 | 0.00% |
| XLB | SELECT SECTOR SPDR TR | $238,541 | 5,260 | 0.00% |
| ADSK | AUTODESK INC | $237,104 | 801 | 0.00% |
| VTEB | VANGUARD MUN BD FDS | $211,771 | 4,211 | 0.00% |
| RF | REGIONS FINANCIAL CORP NEW | $206,502 | 7,620 | 0.00% |
| ETN | EATON CORP PLC | $206,394 | 648 | 0.00% |
| NVS | NOVARTIS AG | $204,737 | 1,485 | 0.00% |
| BLK | BLACKROCK INC | $203,365 | 190 | 0.00% |
| SONY | SONY GROUP CORP | $200,448 | 7,830 | 0.00% |
Added to (54)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $719.0M | 1,942,391 | 7.35% | +2% |
| V | VISA INC | $254.2M | 840,917 | 2.60% | +5% |
| MSI | MOTOROLA SOLUTIONS INC | $234.7M | 540,732 | 2.40% | +3% |
| META | META PLATFORMS INC | $185.7M | 324,625 | 1.90% | +3% |
| FISV | FISERV INC | $120.1M | 2,152,853 | 1.23% | +31% |
| WM | WASTE MGMT INC DEL | $91.5M | 398,240 | 0.94% | +39724% |
| AMP | AMERIPRISE FINL INC | $87.6M | 197,047 | 0.89% | +362% |
| PANW | PALO ALTO NETWORKS INC | $85.4M | 532,679 | 0.87% | +141% |
| ABT | ABBOTT LABORATORIES | $74.1M | 721,778 | 0.76% | +2% |
| CGNX | COGNEX CORP | $60.0M | 1,223,875 | 0.61% | +4% |
| ISRG | INTUITIVE SURGICAL INC | $46.0M | 99,885 | 0.47% | +60% |
| TRV | TRAVELERS COMPANIES INC | $41.5M | 142,414 | 0.42% | +25% |
| MEDP | MEDPACE HLDGS INC | $41.2M | 85,720 | 0.42% | +29% |
| ZTS | ZOETIS INC | $35.8M | 303,116 | 0.37% | +34% |
| PG | PROCTER & GAMBLE CO | $35.2M | 243,410 | 0.36% | +13% |
Trimmed (94)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SKYWATER TECHNOLOGY INC | SKYWATER TECHNOLOGY INC | $356,330 | 13,000 | 0.00% | -93% |
| CRM | SALESFORCE INC | $9.3M | 49,996 | 0.10% | -83% |
| KHC | KRAFT HEINZ CO | $7.1M | 316,563 | 0.07% | -81% |
| ULTA | ULTA BEAUTY INC | $316,240 | 605 | 0.00% | -67% |
| HUBG | HUB GROUP INC | $5.8M | 159,933 | 0.06% | -32% |
| SYY | SYSCO CORP | $7.1M | 99,279 | 0.07% | -28% |
| JNJ | JOHNSON & JOHNSON | $141.2M | 577,590 | 1.44% | -28% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $727,881 | 8,050 | 0.01% | -27% |
| ONB | OLD NATL BANCORP IND | $9.6M | 433,191 | 0.10% | -27% |
| TNC | TENNANT CO | $53.4M | 803,464 | 0.55% | -25% |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $14.8M | 163,884 | 0.15% | -23% |
| ACWX | ISHARES TR | $516,949 | 7,550 | 0.01% | -23% |
| WFC | WELLS FARGO & CO | $108.7M | 1,365,876 | 1.11% | -21% |
| TTC | TORO CO | $254.1M | 2,718,983 | 2.60% | -21% |
| AIR | AAR CORP | $9.8M | 89,391 | 0.10% | -20% |
The book
Largest 150 of 245 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $830.4M | 4,761,351 | 8.49% | — |
| MSFT | MICROSOFT CORP | $719.0M | 1,942,391 | 7.35% | — |
| AMZN | AMAZON COM INC | $542.1M | 2,602,912 | 5.54% | — |
| GOOG | ALPHABET INC | $462.3M | 1,611,610 | 4.72% | — |
| GGG | GRACO INC | $323.0M | 3,815,684 | 3.30% | — |
| JPM | JPMORGAN CHASE & CO | $310.1M | 1,054,197 | 3.17% | — |
| AAPL | APPLE INC | $306.7M | 1,208,398 | 3.13% | — |
| LLY | ELI LILLY & CO | $300.1M | 326,306 | 3.07% | — |
| V | VISA INC | $254.2M | 840,917 | 2.60% | — |
| TTC | TORO CO | $254.1M | 2,718,983 | 2.60% | — |
| LFUS | LITTELFUSE INC | $245.9M | 724,710 | 2.51% | — |
| NVT | NVENT ELEC PLC | $244.4M | 2,066,420 | 2.50% | — |
| MSI | MOTOROLA SOLUTIONS INC | $234.7M | 540,732 | 2.40% | — |
| WEC | WEC ENERGY GROUP INC | $221.2M | 1,910,685 | 2.26% | — |
| LNT | ALLIANT ENERGY CORP | $207.3M | 2,889,060 | 2.12% | — |
| ECL | ECOLAB INC | $202.7M | 761,818 | 2.07% | — |
| UNH | UNITEDHEALTH GROUP INC | $200.5M | 741,083 | 2.05% | — |
| META | META PLATFORMS INC | $185.7M | 324,625 | 1.90% | — |
| FAST | FASTENAL CO | $182.0M | 3,922,442 | 1.86% | — |
| VZ | VERIZON COMMUNICATIONS INC | $166.4M | 3,315,436 | 1.70% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $164.3M | 486,253 | 1.68% | — |
| ENTG | ENTEGRIS INC | $157.5M | 1,343,104 | 1.61% | — |
| FUL | FULLER H B CO | $145.7M | 2,361,617 | 1.49% | — |
| TECH | BIO-TECHNE CORP | $143.7M | 2,750,282 | 1.47% | — |
| JNJ | JOHNSON & JOHNSON | $141.2M | 577,590 | 1.44% | — |
| CHRW | C H ROBINSON WORLDWIDE IN | $140.9M | 848,203 | 1.44% | — |
| SHW | SHERWIN WILLIAMS CO | $140.3M | 437,760 | 1.43% | — |
| FISV | FISERV INC | $120.1M | 2,152,853 | 1.23% | — |
| WFC | WELLS FARGO & CO | $108.7M | 1,365,876 | 1.11% | — |
| ROK | ROCKWELL AUTOMATION INC | $101.8M | 283,553 | 1.04% | — |
| WM | WASTE MGMT INC DEL | $91.5M | 398,240 | 0.94% | — |
| AMP | AMERIPRISE FINL INC | $87.6M | 197,047 | 0.89% | — |
| PANW | PALO ALTO NETWORKS INC | $85.4M | 532,679 | 0.87% | — |
| HRL | HORMEL FOODS CORP | $77.4M | 3,417,959 | 0.79% | — |
| ABT | ABBOTT LABORATORIES | $74.1M | 721,778 | 0.76% | — |
| CASY | CASEYS GEN STORES INC | $69.8M | 95,937 | 0.71% | — |
| QCOM | QUALCOMM INC | $61.6M | 478,055 | 0.63% | — |
| CGNX | COGNEX CORP | $60.0M | 1,223,875 | 0.61% | — |
| TNC | TENNANT CO | $53.4M | 803,464 | 0.55% | — |
| MMM | 3M CO | $51.1M | 351,848 | 0.52% | — |
| HD | HOME DEPOT INC | $50.5M | 153,398 | 0.52% | — |
| HONGBP | HONEYWELL INTL INC | $47.1M | 208,448 | 0.48% | — |
| ISRG | INTUITIVE SURGICAL INC | $46.0M | 99,885 | 0.47% | — |
| AXP | AMERICAN EXPRESS CO | $45.0M | 148,821 | 0.46% | — |
| TXN | TEXAS INSTRS INC | $44.9M | 231,151 | 0.46% | — |
| IDA | IDACORP INC | $43.1M | 301,377 | 0.44% | — |
| WK | WORKIVA INC | $42.7M | 715,640 | 0.44% | — |
| DCI | DONALDSON INC | $42.4M | 499,374 | 0.43% | — |
| PIPR | PIPER SANDLER COMPANIES | $41.8M | 546,090 | 0.43% | — |
| TRV | TRAVELERS COMPANIES INC | $41.5M | 142,414 | 0.42% | — |
| MEDP | MEDPACE HLDGS INC | $41.2M | 85,720 | 0.42% | — |
| ZTS | ZOETIS INC | $35.8M | 303,116 | 0.37% | — |
| PG | PROCTER & GAMBLE CO | $35.2M | 243,410 | 0.36% | — |
| MDT | MEDTRONIC PLC | $34.8M | 401,968 | 0.36% | — |
| XEL | XCEL ENERGY INC | $32.0M | 402,263 | 0.33% | — |
| USB | US BANCORP | $31.3M | 601,518 | 0.32% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $25.3M | 124,436 | 0.26% | — |
| SCHW | SCHWAB CHARLES CORP | $23.3M | 247,732 | 0.24% | — |
| DIS | DISNEY WALT CO | $23.1M | 239,846 | 0.24% | — |
| SFM | SPROUTS FMRS MKT INC | $22.5M | 292,177 | 0.23% | — |
| TGT | TARGET CORP | $20.5M | 168,879 | 0.21% | — |
| GNRC | GENERAC HLDGS INC | $19.5M | 99,747 | 0.20% | — |
| CLFD | CLEARFIELD INC | $19.4M | 731,733 | 0.20% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $17.7M | 27,180 | 0.18% | — |
| GOOGL | ALPHABET INC | $16.0M | 55,766 | 0.16% | — |
| BMI | BADGER METER INC | $16.0M | 104,815 | 0.16% | — |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $14.8M | 163,884 | 0.15% | — |
| EXMOC | EXXON MOBIL CORP | $14.2M | 83,523 | 0.14% | — |
| HSY | HERSHEY CO | $13.4M | 64,560 | 0.14% | — |
| CAT | CATERPILLAR INC | $13.1M | 18,450 | 0.13% | — |
| GLW | CORNING INC | $12.0M | 88,250 | 0.12% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $11.5M | 23,929 | 0.12% | — |
| KNF | KNIFE RIVER CORP | $11.0M | 134,428 | 0.11% | — |
| ABBV | ABBVIE INC | $9.9M | 45,317 | 0.10% | — |
| AIR | AAR CORP | $9.8M | 89,391 | 0.10% | — |
| ONB | OLD NATL BANCORP IND | $9.6M | 433,191 | 0.10% | — |
| CRM | SALESFORCE INC | $9.3M | 49,996 | 0.10% | — |
| PLXS | PLEXUS CORP | $9.3M | 45,868 | 0.09% | — |
| MINN | TRUST FOR PROFESSIONAL MANAG | $9.1M | 410,865 | 0.09% | — |
| VOO | VANGUARD INDEX FDS | $8.9M | 14,866 | 0.09% | — |
| EMR | EMERSON ELEC CO | $8.5M | 64,752 | 0.09% | — |
| BSY | BENTLEY SYS INC | $8.3M | 236,158 | 0.08% | — |
| CVX | CHEVRON CORPORATION | $8.1M | 39,017 | 0.08% | — |
| WTFC | WINTRUST FINL CORP | $8.0M | 57,744 | 0.08% | — |
| QCRH | QCR HLDGS INC | $7.8M | 91,002 | 0.08% | — |
| JBTM | JBT MAREL CORPORATION | $7.6M | 59,100 | 0.08% | — |
| RDNT | RADNET INC | $7.4M | 133,116 | 0.08% | — |
| KHC | KRAFT HEINZ CO | $7.1M | 316,563 | 0.07% | — |
| SYY | SYSCO CORP | $7.1M | 99,279 | 0.07% | — |
| ASB | ASSOCIATED BANC-CORP | $7.0M | 270,040 | 0.07% | — |
| BKH | BLACK HILLS CORP | $6.8M | 98,285 | 0.07% | — |
| SCHB | SCHWAB STRATEGIC TR | $6.6M | 261,246 | 0.07% | — |
| PATK | PATRICK INDS INC | $6.4M | 57,894 | 0.07% | — |
| MRK | MERCK & CO INC | $6.1M | 50,348 | 0.06% | — |
| AMBA | AMBARELLA INC | $6.1M | 117,581 | 0.06% | — |
| CFR | CULLEN FROST BANKERS INC | $5.9M | 42,696 | 0.06% | — |
| HUBG | HUB GROUP INC | $5.8M | 159,933 | 0.06% | — |
| NWE | NORTHWESTERN ENERGY GROUP IN | $5.7M | 86,002 | 0.06% | — |
| PNR | PENTAIR PLC | $5.0M | 57,578 | 0.05% | — |
| WWD | WOODWARD INC | $5.0M | 14,000 | 0.05% | — |
| OSK | OSHKOSH CORP | $4.9M | 33,183 | 0.05% | — |
| GBCI | GLACIER BANCORP INC NEW | $4.7M | 106,200 | 0.05% | — |
| SOLV | SOLVENTUM CORP | $4.7M | 72,513 | 0.05% | — |
| LTH | LIFE TIME GROUP HOLDINGS INC | $4.6M | 172,317 | 0.05% | — |
| JHX | JAMES HARDIE INDS PLC | $4.6M | 240,761 | 0.05% | — |
| ORCL | ORACLE CORP | $4.5M | 30,718 | 0.05% | — |
| MCD | MCDONALDS CORP | $4.5M | 14,329 | 0.05% | — |
| TREX | TREX INC | $4.2M | 116,022 | 0.04% | — |
| IVV | ISHARES TR | $4.2M | 6,461 | 0.04% | — |
| HWKN | HAWKINS INC | $4.0M | 25,951 | 0.04% | — |
| AMAT | APPLIED MATLS INC | $3.9M | 11,327 | 0.04% | — |
| CTAS | CINTAS CORP | $3.8M | 22,438 | 0.04% | — |
| GIS | GENERAL MILLS INC | $3.6M | 96,924 | 0.04% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3.6M | 5 | 0.04% | — |
| NKE | NIKE INC | $3.5M | 65,955 | 0.04% | — |
| COP | CONOCOPHILLIPS | $3.4M | 26,028 | 0.04% | — |
| PII | POLARIS INC | $3.4M | 62,491 | 0.03% | — |
| VO | VANGUARD INDEX FDS | $3.2M | 10,997 | 0.03% | — |
| COST | COSTCO WHOLESALE CORPORATION | $3.0M | 2,963 | 0.03% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $2.9M | 45,237 | 0.03% | — |
| APG | API GROUP CORP | $2.3M | 57,969 | 0.02% | — |
| GE | GE AEROSPACE | $2.1M | 7,525 | 0.02% | — |
| PFE | PFIZER INC | $2.0M | 71,829 | 0.02% | — |
| WMT | WALMART INC | $2.0M | 15,700 | 0.02% | — |
| ALRS | ALERUS FINL CORP | $1.9M | 79,436 | 0.02% | — |
| KO | COCA COLA CO | $1.8M | 23,315 | 0.02% | — |
| AMGN | AMGEN INC | $1.7M | 4,964 | 0.02% | — |
| UPS | UNITED PARCEL SVCS INC | $1.7M | 17,427 | 0.02% | — |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1.7M | 22,239 | 0.02% | — |
| XYL | XYLEM INC | $1.7M | 14,090 | 0.02% | — |
| RTX | RTX CORPORATION | $1.7M | 8,562 | 0.02% | — |
| LOW | LOWES COS INC | $1.6M | 6,850 | 0.02% | — |
| CSCO | CISCO SYS INC | $1.5M | 19,827 | 0.02% | — |
| EFA | ISHARES TR | $1.5M | 15,702 | 0.02% | — |
| VB | VANGUARD INDEX FDS | $1.5M | 5,805 | 0.02% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.5M | 24,200 | 0.01% | — |
| PEP | PEPSICO INC | $1.4M | 8,978 | 0.01% | — |
| SYK | STRYKER CORPORATION | $1.4M | 4,155 | 0.01% | — |
| WAB | WABTEC | $1.3M | 5,237 | 0.01% | — |
| PSX | PHILLIPS 66 | $1.2M | 6,604 | 0.01% | — |
| IDXX | IDEXX LABS INC | $1.2M | 2,080 | 0.01% | — |
| NEE | NEXTERA ENERGY INC | $1.1M | 12,272 | 0.01% | — |
| SNA | SNAP ON INC | $1.1M | 3,123 | 0.01% | — |
| BDX | BECTON DICKINSON & CO | $1.1M | 7,119 | 0.01% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.1M | 20,515 | 0.01% | — |
| AVGO | BROADCOM INC | $1.1M | 3,533 | 0.01% | — |
| CIEN | CIENA CORP | $1.1M | 2,800 | 0.01% | — |
| BAC | BANK AMERICA CORP | $1.1M | 21,707 | 0.01% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.0M | 5,385 | 0.01% | — |
| UNP | UNION PAC CORP | $1.0M | 4,190 | 0.01% | — |
This table is the 150 largest positions by value, out of 245 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by MAIRS & POWER INC (CIK 1070134, accession 0001172661-26-001819). Every other 13F site is reading the same file.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
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