Mairs & Power 13F, Q2 2026
Mairs & Power · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1070134
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
The 25 largest of 254 positions. Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | $941.98M | 8.6% | unchanged |
| MICROSOFT CORP | MSFT | $727.66M | 6.7% | unchanged |
| AMAZON COM INC | AMZN | $619.55M | 5.7% | unchanged |
| ALPHABET INC | GOOG | $594.81M | 5.5% | +5% shares |
| ELI LILLY & CO | LLY | $386.37M | 3.5% | unchanged |
| NVENT ELEC PLC | $348.18M | 3.2% | unchanged | |
| APPLE INC | AAPL | $329.42M | 3.0% | -6% shares |
| JPMORGAN CHASE & CO | JPM | $302.31M | 2.8% | -12% shares |
| VISA INC | V | $292.33M | 2.7% | unchanged |
| GRACO INC | GGG | $287.13M | 2.6% | unchanged |
| LITTELFUSE INC | LFUS | $274.16M | 2.5% | -17% shares |
| TORO CO | TTC | $260.74M | 2.4% | unchanged |
| ENTEGRIS INC | ENTG | $234.11M | 2.1% | -3% shares |
| UNITEDHEALTH GROUP INC | UNH | $232.73M | 2.1% | -24% shares |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | $227.44M | 2.1% | -2% shares |
| MOTOROLA SOLUTIONS INC | MSI | $226.28M | 2.1% | unchanged |
| ECOLAB INC | ECL | $216.63M | 2.0% | +2% shares |
| WEC ENERGY GROUP INC | WEC | $208.77M | 1.9% | -6% shares |
| PALO ALTO NETWORKS INC | PANW | $204.56M | 1.9% | +13% shares |
| ALLIANT ENERGY CORP | LNT | $202.77M | 1.9% | -8% shares |
| BIO-TECHNE CORP | TECH | $190.80M | 1.8% | unchanged |
| META PLATFORMS INC | META | $187.50M | 1.7% | +3% shares |
| FASTENAL CO | FAST | $185.92M | 1.7% | unchanged |
| SHERWIN WILLIAMS CO | SHW | $151.70M | 1.4% | unchanged |
| C H ROBINSON WORLDWIDE IN | CHRW | $145.16M | 1.3% | -9% shares |
What changed since Q1 2026
Against the Q1 2026 filing, Mairs & Power opened 17 new positions, added to 38, trimmed 76, left 123 unchanged and exited 8. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
New positions
and 9 more
Exited
- HONGBPwas $47.12M
- PATHwas $340.8K
- IBTGwas $326.7K
- ULTAwas $316.2K
- SEICwas $259.0K
- ACCENTURE PLC IRELANDwas $243.7K
- UTHRwas $207.5K
- MURwas $206.3K
Other quarters
Source: SEC Form 13F-HR, accession 0001172661-26-003496, 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.