Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
MAIRS & POWER INC (CIK 1070134) reported $9.79B across 244 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($830.4M, 8.49%), MSFT ($719.0M, 7.35%), AMZN ($542.1M, 5.54%), GOOG ($462.3M, 4.72%), GGG ($323.0M, 3.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $830.4M | 8.49% | 4.8M | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $719.0M | 7.35% | 1.9M | Added |
| 3 | AMZN | AMAZON COM INC | $542.1M | 5.54% | 2.6M | Added |
| 4 | GOOG | ALPHABET INC | $462.3M | 4.72% | 1.6M | Trimmed |
| 5 | GGG | GRACO INC | $323.0M | 3.30% | 3.8M | Trimmed |
| 6 | JPM | JPMORGAN CHASE & CO | $310.1M | 3.17% | 1.1M | Trimmed |
| 7 | AAPL | APPLE INC | $306.7M | 3.13% | 1.2M | Trimmed |
| 8 | LLY | ELI LILLY & CO | $300.1M | 3.07% | 326,306 | Trimmed |
| 9 | V | VISA INC | $254.2M | 2.60% | 840,917 | Added |
| 10 | TTC | TORO CO | $254.1M | 2.60% | 2.7M | Trimmed |
| 11 | LFUS | LITTELFUSE INC | $245.9M | 2.51% | 724,710 | Trimmed |
| 12 | NVT | NVENT ELEC PLC | $244.4M | 2.50% | 2.1M | Trimmed |
| 13 | MSI | MOTOROLA SOLUTIONS INC | $234.7M | 2.40% | 540,732 | Added |
| 14 | WEC | WEC ENERGY GROUP INC | $221.2M | 2.26% | 1.9M | Added |
| 15 | LNT | ALLIANT ENERGY CORP | $207.3M | 2.12% | 2.9M | Trimmed |
| 16 | ECL | ECOLAB INC | $202.7M | 2.07% | 761,818 | Trimmed |
| 17 | UNH | UNITEDHEALTH GROUP INC | $200.5M | 2.05% | 741,083 | Trimmed |
| 18 | META | META PLATFORMS INC | $185.7M | 1.90% | 324,625 | Added |
| 19 | FAST | FASTENAL CO | $182.0M | 1.86% | 3.9M | Trimmed |
| 20 | VZ | VERIZON COMMUNICATIONS INC | $166.4M | 1.70% | 3.3M | Trimmed |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $164.3M | 1.68% | 486,253 | Trimmed |
| 22 | ENTG | ENTEGRIS INC | $157.5M | 1.61% | 1.3M | Trimmed |
| 23 | FUL | FULLER H B CO | $145.7M | 1.49% | 2.4M | Trimmed |
| 24 | TECH | BIO-TECHNE CORP | $143.7M | 1.47% | 2.8M | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON | $141.2M | 1.44% | 577,590 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31