Mairs & Power 13F, Q2 2023
Mairs & Power · quarter ending 30 June 2023 · filed 14 August 2023 · SEC CIK 1070134
$9.19B
Filed US book
226
Positions
7.6%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
The 25 largest of 226 positions. Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| MICROSOFT CORP | MSFT | $702.20M | 7.6% |
| ALPHABET INC | GOOG | $418.96M | 4.6% |
| NVIDIA CORPORATION | NVDA | $393.45M | 4.3% |
| UNITEDHEALTH GROUP INC | UNH | $378.10M | 4.1% |
| GRACO INC | GGG | $360.14M | 3.9% |
| AMAZON COM INC | AMZN | $355.15M | 3.9% |
| TORO CO | TTC | $304.35M | 3.3% |
| ECOLAB INC | ECL | $281.52M | 3.1% |
| LITTELFUSE INC | LFUS | $259.90M | 2.8% |
| BIO-TECHNE CORP | TECH | $249.76M | 2.7% |
| MEDTRONIC PLC | $248.59M | 2.7% | |
| FISERV INC | FISV | $247.69M | 2.7% |
| JPMORGAN CHASE & CO | JPM | $239.81M | 2.6% |
| JOHNSON & JOHNSON | JNJ | $232.21M | 2.5% |
| US BANCORP DEL | USB | $232.13M | 2.5% |
| LILLY ELI & CO | LLY | $222.68M | 2.4% |
| HORMEL FOODS CORP | HRL | $211.36M | 2.3% |
| FASTENAL CO | FAST | $191.80M | 2.1% |
| NVENT ELECTRIC PLC | $176.17M | 1.9% | |
| QUALCOMM INC | QCOM | $169.81M | 1.9% |
| FULLER H B CO | FUL | $168.04M | 1.8% |
| MOTOROLA SOLUTIONS INC | MSI | $156.99M | 1.7% |
| SHERWIN WILLIAMS CO | SHW | $150.70M | 1.6% |
| VISA INC | V | $148.65M | 1.6% |
| ALLIANT ENERGY CORP | LNT | $142.61M | 1.6% |
This is the earliest Mairs & Power 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-23-003105, filed by MAIRS & POWER INC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.