Mairs & Power

Long Only

Manager: Mairs & Power
Quarter: Q2 2026
Filed: 2026-08-14
13F value: $10.90B
Positions: 254
CIK: 0001070134

Min weight

Showing the top 150 of 254 positions by value — loading the rest…

#					# Shares			Source
1	Nvidia CorporationNVDA HISTORY	8.64%	(1.1%)	$942.0M	4,707,792	(53,559)	0.02%	13F
2	Microsoft CorpMSFT HISTORY	6.68%	+0.4%	$727.7M	1,950,737	+8,346	0.03%	13F
3	Amazon Com IncAMZN HISTORY	5.68%	(0.1%)	$619.6M	2,599,441	(3,471)	0.02%	13F
4	Alphabet IncGOOG HISTORY	5.46%	+4.5%	$594.8M	1,683,439	+71,829	0.01%	13F
5	Eli Lilly & CoLLY HISTORY	3.54%	(1.3%)	$386.4M	322,129	(4,177)	0.03%	13F
6	Nvent Elec PLCNVT HISTORY	3.19%	(0.7%)	$348.2M	2,052,813	(13,607)	1.27%	13F
7	Apple IncAAPL HISTORY	3.02%	(5.8%)	$329.4M	1,138,448	(69,950)	0.01%	13F
8	JPMorgan Chase & CoJPM HISTORY	2.77%	(12.4%)	$302.3M	923,550	(130,647)	0.03%	13F
9	Visa IncV HISTORY	2.68%	+1.3%	$292.3M	852,050	+11,133	0.18%	13F
10	Graco IncGGG HISTORY	2.63%	(0.5%)	$287.1M	3,797,451	(18,233)	2.34%	13F
11	Littelfuse IncLFUS HISTORY	2.52%	(16.9%)	$274.2M	602,104	(122,606)	—	13F
12	Toro CoTTC HISTORY	2.39%	(1.6%)	$260.7M	2,676,474	(42,509)	2.83%	13F
13	Entegris IncENTG HISTORY	2.15%	(3.1%)	$234.1M	1,301,640	(41,464)	0.85%	13F
14	Unitedhealth Group IncUNH HISTORY	2.14%	(24.4%)	$232.7M	559,951	(181,132)	0.06%	13F
15	Taiwan Semiconductor ManufacTSM HISTORY	2.09%	(2.1%)	$227.4M	476,245	(10,008)	0.00%	13F
16	Motorola Solutions IncMSI HISTORY	2.08%	+0.8%	$226.3M	544,876	+4,144	0.33%	13F
17	Ecolab IncECL HISTORY	1.99%	+2.1%	$216.6M	777,541	+15,723	0.28%	13F
18	WEC Energy Group IncWEC HISTORY	1.92%	(6.4%)	$208.8M	1,787,905	(122,780)	0.55%	13F
19	Palo Alto Networks IncPANW HISTORY	1.88%	+12.6%	$204.6M	599,841	+67,162	0.07%	13F
20	Alliant Energy CorpLNT HISTORY	1.86%	(8.0%)	$202.8M	2,657,913	(231,147)	1.03%	13F
21	Bio-Techne CorpTECH HISTORY	1.75%	(1.8%)	$190.8M	2,700,698	(49,584)	1.72%	13F
22	Meta Platforms IncMETA HISTORY	1.72%	+2.5%	$187.5M	332,871	+8,246	0.01%	13F
23	Fastenal CoFAST HISTORY	1.71%	(1.3%)	$185.9M	3,870,891	(51,551)	0.34%	13F
24	Sherwin Williams CoSHW HISTORY	1.39%	+0.6%	$151.7M	440,586	+2,826	0.18%	13F
25	C H Robinson Worldwide InCHRW HISTORY	1.33%	(9.1%)	$145.2M	770,708	(77,495)	0.66%	13F
26	Fuller H B CoFUL HISTORY	1.30%	+3.1%	$141.9M	2,435,168	+73,551	4.52%	13F
27	Verizon Communications IncVZ HISTORY	1.28%	(0.7%)	$139.4M	3,291,850	(23,586)	0.08%	13F
28	Waste Mgmt Inc DelWM HISTORY	1.21%	+48.4%	$131.7M	591,025	+192,785	0.15%	13F
29	Rockwell Automation IncROK HISTORY	1.17%	(9.1%)	$127.6M	257,811	(25,742)	0.23%	13F
30	Fiserv IncFISV HISTORY	1.03%	+6.5%	$112.5M	2,293,029	+140,176	0.43%	13F
31	Johnson & JohnsonJNJ HISTORY	0.99%	(26.8%)	$107.4M	423,010	(154,580)	0.02%	13F
32	Ameriprise Finl IncAMP HISTORY	0.90%	+8.6%	$98.2M	214,056	+17,009	0.24%	13F
33	Cognex CorpCGNX HISTORY	0.87%	+6.9%	$94.7M	1,307,856	+83,981	0.78%	13F
34	Hormel Foods CorpHRL HISTORY	0.77%	(0.6%)	$84.3M	3,398,047	(19,912)	0.62%	13F
35	Caseys Gen Stores IncCASY HISTORY	0.66%	(5.0%)	$72.4M	91,125	(4,812)	0.25%	13F
36	Wells Fargo & CoWFC HISTORY	0.66%	(36.1%)	$72.1M	872,186	(493,690)	0.03%	13F
37	Gallagher Arthur J & CoAJG HISTORY	0.66%	NEW	$71.5M	311,539	+311,539	—	13F
38	Abbott LaboratoriesABT HISTORY	0.61%	+1.1%	$66.2M	729,358	+7,580	—	13F
39	Texas Instrs IncTXN HISTORY	0.59%	(5.9%)	$64.8M	217,453	(13,698)	0.02%	13F
40	Tennant CoTNC HISTORY	0.55%	(15.1%)	$59.7M	681,800	(121,664)	4.00%	13F
41	Intuitive Surgical IncISRG HISTORY	0.53%	+46.6%	$58.2M	146,459	+46,574	0.04%	13F
42	3M CoMMM HISTORY	0.52%	(0.7%)	$56.6M	349,350	(2,498)	—	13F
43	Home Depot IncHD HISTORY	0.49%	(0.6%)	$53.8M	152,452	(946)	0.02%	13F
44	Travelers Companies IncTRV HISTORY	0.47%	+9.9%	$51.7M	156,482	+14,068	0.08%	13F
45	American Express CoAXP HISTORY	0.45%	(2.2%)	$49.3M	145,612	(3,209)	0.02%	13F
46	Idacorp IncIDA HISTORY	0.43%	+2.9%	$46.9M	309,970	+8,593	0.56%	13F
47	Medpace Hldgs IncMEDP HISTORY	0.42%	+1.2%	$45.9M	86,715	+995	0.31%	13F
48	CME Group IncCME HISTORY	0.40%	NEW	$43.2M	195,585	+195,585	0.29%	13F
49	Donaldson IncDCI HISTORY	0.38%	(7.1%)	$41.6M	463,717	(35,657)	0.40%	13F
50	Workiva IncWK HISTORY	0.37%	+15.9%	$40.2M	829,491	+113,851	1.50%	13F
51	Piper Sandler CompaniesPIPR HISTORY	0.36%	(0.3%)	$39.4M	544,505	(1,585)	0.77%	13F
52	Sprouts Fmrs MKT IncSFM HISTORY	0.35%	+54.6%	$38.2M	451,826	+159,649	0.48%	13F
53	Procter & Gamble CoPG HISTORY	0.33%	+0.8%	$36.0M	245,423	+2,013	0.01%	13F
54	US BancorpUSB HISTORY	0.31%	(6.7%)	$33.9M	561,453	(40,065)	—	13F
55	Zoetis IncZTS HISTORY	0.31%	+54.2%	$33.6M	467,515	+164,399	0.11%	13F
56	Qualcomm IncQCOM HISTORY	0.30%	(62.4%)	$33.2M	179,832	(298,223)	0.02%	13F
57	Xcel Energy IncXEL HISTORY	0.29%	(2.4%)	$31.5M	392,497	(9,766)	0.06%	13F
58	Bentley Sys IncBSY HISTORY	0.27%	+310.8%	$29.0M	970,114	+733,956	0.31%	13F
59	Automatic Data Processing InADP HISTORY	0.26%	+2.2%	$28.5M	127,173	+2,737	0.03%	13F
60	Medtronic PLCMDT HISTORY	0.26%	(9.6%)	$28.4M	363,349	(38,619)	0.03%	13F
61	Generac Hldgs IncGNRC HISTORY	0.25%	(6.4%)	$27.3M	93,395	(6,352)	0.16%	13F
62	Honeywell Aerospace IncHONA HISTORY	0.20%	NEW	$22.1M	100,041	+100,041	0.03%	13F
63	Corning IncGLW HISTORY	0.20%	(3.2%)	$21.8M	85,447	(2,803)	0.01%	13F
64	Target CorpTGT HISTORY	0.19%	(5.7%)	$20.8M	159,261	(9,618)	0.04%	13F
65	Schwab Charles CorpSCHW HISTORY	0.18%	(12.7%)	$20.0M	216,288	(31,444)	0.01%	13F
66	Alphabet IncGOOGL HISTORY	0.18%	(2.9%)	$19.3M	54,128	(1,638)	0.00%	13F
67	Caterpillar IncCAT HISTORY	0.18%	(1.9%)	$19.3M	18,102	(348)	0.00%	13F
68	Disney Walt CoDIS HISTORY	0.15%	(27.6%)	$16.7M	173,626	(66,220)	0.01%	13F
69	Clearfield IncCLFD HISTORY	0.14%	(47.4%)	$15.3M	385,257	(346,476)	2.84%	13F
70	Badger Meter IncBMI HISTORY	0.14%	(5.1%)	$14.8M	99,464	(5,351)	0.34%	13F
71	Principal Financial Group InPFG HISTORY	0.13%	(17.5%)	$14.6M	135,283	(28,601)	—	13F
72	Aar CorpAIR HISTORY	0.11%	(6.1%)	$12.0M	83,933	(5,458)	0.21%	13F
73	Plexus CorpPLXS HISTORY	0.11%	(14.4%)	$11.8M	39,276	(6,592)	0.15%	13F
74	Berkshire Hathaway Inc DelBRK-B HISTORY	0.11%	(1.4%)	$11.8M	23,590	(339)	2.51%	13F
75	Abbvie IncABBV HISTORY	0.10%	(1.4%)	$11.2M	44,702	(615)	0.00%	13F
76	Exxon Mobil CorpXOM HISTORY	0.10%	(2.1%)	$11.2M	81,802	(1,721)	0.00%	13F
77	Ambarella IncAMBA HISTORY	0.10%	+7.5%	$10.8M	126,353	+8,772	0.29%	13F
78	Knife River CorpKNF HISTORY	0.10%	(4.5%)	$10.7M	128,377	(6,051)	0.23%	13F
79	Hershey CoHSY HISTORY	0.10%	(5.4%)	$10.7M	61,044	(3,516)	0.03%	13F
80	Trust For Professional ManagMINN HISTORY	0.10%	+14.6%	$10.5M	470,668	+59,803	—	13F
81	Old Natl Bancorp IndONB HISTORY	0.09%	(10.1%)	$10.1M	389,291	(43,900)	—	13F
82	JBT Marel CorporationJBTM HISTORY	0.09%	+14.2%	$9.8M	67,465	+8,365	0.13%	13F
83	Wintrust Finl CorpWTFC HISTORY	0.09%	+1.6%	$9.4M	58,659	+915	0.09%	13F
84	Emerson Elec CoEMR HISTORY	0.08%	(2.3%)	$9.1M	63,235	(1,517)	0.01%	13F
85	QCR Hldgs IncQCRH HISTORY	0.08%	—	$8.9M	91,002	—	0.56%	13F
86	Patrick Inds IncPATK HISTORY	0.08%	+63.8%	$8.5M	94,824	+36,930	0.30%	13F
87	Associated Banc-CorpASB HISTORY	0.08%	—	$8.3M	270,040	—	0.14%	13F
88	Vanguard Index FDSVOO HISTORY	0.08%	(18.6%)	$8.3M	12,096	(2,770)	0.02%	13F
89	Radnet IncRDNT HISTORY	0.08%	—	$8.2M	133,116	—	0.17%	13F
90	iShares TRIVV HISTORY	0.07%	+64.9%	$8.0M	10,654	+4,193	—	13F
91	Applied Matls IncAMAT HISTORY	0.07%	(2.8%)	$8.0M	11,007	(320)	0.00%	13F
92	Schwab Strategic TRSCHB HISTORY	0.07%	—	$7.6M	261,246	—	0.02%	13F
93	Black Hills CorpBKH HISTORY	0.07%	—	$7.3M	98,285	—	0.13%	13F
94	Life Time Group Holdings IncLTH HISTORY	0.06%	—	$7.0M	172,317	—	0.08%	13F
95	Chevron CorporationCVX HISTORY	0.06%	+5.5%	$6.8M	41,147	+2,130	0.00%	13F
96	Merck & Co IncMRK HISTORY	0.06%	+2.3%	$6.6M	51,519	+1,171	0.00%	13F
97	Cullen Frost Bankers IncCFR HISTORY	0.06%	—	$6.6M	42,696	—	0.07%	13F
98	Alerus Finl CorpALRS HISTORY	0.06%	+156.1%	$6.3M	203,417	+123,981	0.82%	13F
99	James Hardie Inds PLCJHX HISTORY	0.06%	—	$6.3M	240,716	(45)	0.04%	13F
100	State STR SPDR S&P 500 ETF TSPY HISTORY	0.06%	(69.5%)	$6.2M	8,279	(18,901)	0.00%	13F
101	Woodward IncWWD HISTORY	0.05%	—	$6.0M	14,000	—	0.02%	13F
102	Trex IncTREX HISTORY	0.05%	—	$5.8M	116,022	—	0.11%	13F
103	Hub Group IncHUBG HISTORY	0.05%	(18.8%)	$5.7M	129,879	(30,054)	0.35%	13F
104	Solventum CorpSOLV HISTORY	0.05%	(0.1%)	$5.6M	72,441	(72)	0.04%	13F
105	Glacier Bancorp Inc NewGBCI HISTORY	0.05%	—	$5.5M	106,200	—	0.08%	13F
106	Oshkosh CorpOSK HISTORY	0.05%	—	$5.1M	33,183	—	0.05%	13F
107	Cintas CorpCTAS HISTORY	0.04%	+21.5%	$4.6M	27,262	+4,824	0.01%	13F
108	Pentair PLCPNR HISTORY	0.04%	(0.9%)	$4.4M	57,038	(540)	—	13F
109	Kraft Heinz CoKHC HISTORY	0.04%	(43.6%)	$4.2M	178,686	(137,877)	0.02%	13F
110	Polaris IncPII HISTORY	0.04%	(1.9%)	$4.2M	61,311	(1,180)	—	13F
111	Sysco CorpSYY HISTORY	0.04%	(51.1%)	$4.1M	48,544	(50,735)	0.01%	13F
112	McDonalds CorpMCD HISTORY	0.03%	(1.7%)	$3.8M	14,085	(244)	0.00%	13F
113	Berkshire Hathaway Inc DelBRK-A HISTORY	0.03%	—	$3.7M	5	—	0.00%	13F
114	Northwestern Energy Group InNWE HISTORY	0.03%	(40.5%)	$3.7M	51,191	(34,811)	0.08%	13F
115	Hawkins IncHWKN HISTORY	0.03%	(3.1%)	$3.6M	25,136	(815)	0.12%	13F
116	Vanguard Index FDSVO HISTORY	0.03%	+257.8%	$3.2M	39,348	+28,351	0.07%	13F
117	GE AerospaceGE HISTORY	0.03%	—	$2.8M	7,525	—	0.00%	13F
118	Vanguard Tax-Managed FDSVEA HISTORY	0.03%	(13.2%)	$2.8M	39,279	(5,958)	0.07%	13F
119	Costco Wholesale CorporationCOST HISTORY	0.03%	—	$2.8M	2,963	—	0.00%	13F
120	ConocophillipsCOP HISTORY	0.02%	(0.7%)	$2.7M	25,845	(183)	0.00%	13F
121	Nike IncNKE HISTORY	0.02%	(3.2%)	$2.6M	63,845	(2,110)	0.01%	13F
122	Api Group CorpAPG HISTORY	0.02%	—	$2.5M	57,969	—	0.01%	13F
123	General Mills IncGIS HISTORY	0.02%	(27.6%)	$2.4M	70,157	(26,767)	0.01%	13F
124	Cisco Sys IncCSCO HISTORY	0.02%	(0.5%)	$2.3M	19,731	(96)	0.00%	13F
125	Intel CorpINTC HISTORY	0.02%	+1.4%	$2.0M	14,533	+200	0.00%	13F
126	Oracle CorpORCL HISTORY	0.02%	(55.6%)	$2.0M	13,643	(17,075)	0.00%	13F
127	Coca Cola CoKO HISTORY	0.02%	+0.7%	$1.9M	23,470	+155	—	13F
128	Xylem IncXYL HISTORY	0.02%	+9.7%	$1.8M	15,450	+1,360	0.01%	13F
129	Walmart IncWMT HISTORY	0.02%	+0.6%	$1.8M	15,800	+100	0.00%	13F
130	Amgen IncAMGN HISTORY	0.02%	(0.8%)	$1.8M	4,924	(40)	0.00%	13F
131	iShares TREFA HISTORY	0.02%	+3.9%	$1.7M	16,317	+615	—	13F
132	Pfizer IncPFE HISTORY	0.01%	(5.8%)	$1.6M	67,679	(4,150)	0.00%	13F
133	RTX CorporationRTX HISTORY	0.01%	(1.4%)	$1.6M	8,446	(116)	0.00%	13F
134	Vanguard Index FDSVB HISTORY	0.01%	(11.9%)	$1.6M	5,114	(691)	0.01%	13F
135	Lowes Cos IncLOW HISTORY	0.01%	(0.3%)	$1.5M	6,832	(18)	0.00%	13F
136	Solstice Advanced Matls IncSOLS HISTORY	0.01%	(25.2%)	$1.5M	16,644	(5,595)	0.01%	13F
137	Bristol-Myers Squibb CoBMY HISTORY	0.01%	+2.0%	$1.4M	24,684	+484	0.00%	13F
138	WabtecWAB HISTORY	0.01%	—	$1.4M	5,237	—	—	13F
139	Broadcom IncAVGO HISTORY	0.01%	+3.7%	$1.4M	3,663	+130	0.00%	13F
140	Ciena CorpCIEN HISTORY	0.01%	—	$1.4M	2,800	—	0.00%	13F
141	Mge Energy IncMGEE HISTORY	0.01%	NEW	$1.3M	16,508	+16,508	0.04%	13F
142	Invesco QQQ TRQQQ HISTORY	0.01%	+0.6%	$1.3M	1,770	+10	—	13F
143	SPDR Gold TRGLD HISTORY	0.01%	+145.8%	$1.3M	3,515	+2,085	0.00%	13F
144	Stryker CorporationSYK HISTORY	0.01%	(2.0%)	$1.3M	4,072	(83)	0.00%	13F
145	Pepsico IncPEP HISTORY	0.01%	+2.2%	$1.2M	9,175	+197	0.00%	13F
146	United Parcel Svcs IncUPS HISTORY	0.01%	(34.0%)	$1.2M	11,508	(5,919)	0.00%	13F
147	Snap On IncSNA HISTORY	0.01%	(3.2%)	$1.2M	3,023	(100)	0.01%	13F
148	Bank Montreal MediumBMO HISTORY	0.01%	—	$1.2M	6,746	—	—	13F
149	Canadian Imperial Bank Of CoCM HISTORY	0.01%	—	$1.2M	10,176	—	0.00%	13F
150	Viasat IncVSAT HISTORY	0.01%	—	$1.2M	13,000	—	0.01%	13F

Positions are from the latest 13F-HR (period end 2026-06-30). Weights are calculated: position value ÷ the 13F book. Schedule 13D/13G stakes are merged in when present (shares and percent of class, no dollar value). Chg Shares and % Chg compare with the adjacent prior quarter's 13F only. % Out is either calculated (position shares ÷ issuer shares outstanding from the issuer's XBRL cover page; weighted-average basic shares as a fallback) or reported (percent of class on a Schedule 13D/13G newer than the 13F period) — hover a value for its source and date. Unavailable figures show “—”, never an estimate. Methodology