Mairs & Power
Mairs & Power · SEC CIK 1070134
Quality businesses, held for the long run.
This filing is 67 days old. Mairs & Power keeps roughly 95% of its positions in a typical quarter, so about 97% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 245 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $941.98M | 9.6% | |
| MICROSOFT CORP | MSFT | $727.66M | 7.4% | |
| AMAZON COM INC | AMZN | $619.55M | 6.3% | |
| ALPHABET INC | GOOG | $594.81M | 6.1% | |
| ELI LILLY & CO | LLY | $386.37M | 4.0% | |
| NVENT ELEC PLC | $348.18M | 3.6% | n/a | |
| APPLE INC | AAPL | $329.42M | 3.4% | |
| JPMORGAN CHASE & CO | JPM | $302.31M | 3.1% | |
| VISA INC | V | $292.33M | 3.0% | |
| GRACO INC | GGG | $287.13M | 2.9% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q4 2025 and Q2 2026, the largest add was V (shares up 5%), now $254.16M; the largest trim was NVDA (shares down 4%); 62C no longer appears among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Exited since Q4 2025
- 62Cwas $59.74M
Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.
Common questions
What are Mairs & Power's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Mairs & Power are NVDA (9.6% of the book), MSFT (7.4% of the book), AMZN (6.3% of the book).
How big is Mairs & Power's portfolio?
The latest 13F reports $9.79B across 245 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Mairs & Power still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Mairs & Power's own filing history, the fund keeps roughly 95% of positions in a typical quarter, so at 67 days since the period end roughly 97% of this book is likely intact. The snapshot half-life for this fund is about 1325 days.
What did Mairs & Power buy and sell last quarter?
Between Q4 2025 and Q2 2026, the largest add was V (shares up 5%), now $254.16M; the largest trim was NVDA (shares down 4%); 62C no longer appears among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Mairs & Power, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.