13F value (AUM)
$10.9B
MA
Mairs & Power
MAIRS & POWER INC
$10.9B
13F long value · 2026-Q2Positions254
CategoryAsset Manager
Quarters tracked9
● #492 of 581 by 13F value
Size rank 2/10
3 NEW6 ADD5 2×+17 TRIM1 NEAR EXIT1 EXIT
Snapshot
Mairs & Power's 13F portfolio at a glance — size, concentration and this quarter's activity.
Positions
254 (9 unmapped)
Top 100 weight
99.2%
Quarters tracked
9
Latest 13F filed
Aug 14, 2026
New positions
3
Exits / near-exits
2
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
Top holdings — 2026-Q2
The fund's largest reported positions. The 100 shown cover 99.2% of the portfolio.
| Ticker | Issuer | Weight | Value | Shares | Since 2026-Q2 |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.6% | $942.0M | 4.7M | +18.6% |
| MSFT | MICROSOFT CORP | 6.7% | $727.7M | 2.0M | +38.3% |
| AMZN | AMAZON COM INC | 5.7% | $619.6M | 2.6M | +5.5% |
| GOOG | ALPHABET INC | 5.5% | $594.8M | 1.7M | -1.4% |
| LLY | ELI LILLY & CO | 3.5% | $386.4M | 322.1K | -27.6% |
| — | NVENT ELEC PLC | 3.2% | $348.2M | 2.1M | — |
| AAPL | APPLE INC | 3.0% | $329.4M | 1.1M | +14.6% |
| JPM | JPMORGAN CHASE & CO | 2.8% | $302.3M | 923.5K | +1.6% |
| V | VISA INC | 2.7% | $292.3M | 852.0K | +4.4% |
| GGG | GRACO INC | 2.6% | $287.1M | 3.8M | +6.5% |
| LFUS | LITTELFUSE INC | 2.5% | $274.2M | 602.1K | -11.5% |
| TTC | TORO CO | 2.4% | $260.7M | 2.7M | -1.8% |
| ENTG | ENTEGRIS INC | 2.1% | $234.1M | 1.3M | -13.0% |
| UNH | UNITEDHEALTH GROUP INC | 2.1% | $232.7M | 560.0K | -12.0% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 2.1% | $227.4M | 476.2K | -15.2% |
Quarterly changes — 2026-Q2
What Mairs & Power opened, added, trimmed and exited this quarter, largest dollar moves first.
| Action | Ticker | Issuer | Prev shares | Curr shares | Change | Value Δ |
|---|---|---|---|---|---|---|
| NEW | AJG | GALLAGHER ARTHUR J & CO | — | 311.5K | — | +$71.5M |
| EXIT | HON | HONEYWELL INTL INC | 208.4K | 0 | -100.0% | -$47.1M |
| NEW | CME | CME GROUP INC | — | 195.6K | — | +$43.2M |
| ADD | WM | WASTE MGMT INC DEL | 398.2K | 591.0K | +48.4% | +$40.2M |
| TRIM | WFC | WELLS FARGO & CO | 1.4M | 872.2K | -36.1% | -$36.7M |
| TRIM | JNJ | JOHNSON & JOHNSON | 577.6K | 423.0K | -26.8% | -$33.8M |
| TRIM | QCOM | QUALCOMM INC | 478.1K | 179.8K | -62.4% | -$28.3M |
| NEW | HONA | HONEYWELL AEROSPACE INC | — | 100.0K | — | +$22.1M |
| 2×+ | BSY | BENTLEY SYS INC | 236.2K | 970.1K | +310.8% | +$20.7M |
| ADD | SFM | SPROUTS FMRS MKT INC | 292.2K | 451.8K | +54.6% | +$15.7M |
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.