Mairs & Power

Mairs & Power

Period

Q1 2026

Portfolio Date

Mar 31, 2026

Stocks Held

245

Market Value

$9.8B

Portfolio Analysis

AIPreview
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I. Institutional Overview

Mairs & Power, an investment management firm with a storied history and a reputation for disciplined, long-term value creation, presents a fascinating case study in the first quarter of 2026. As of the portfolio snapshot on March 31, 2026, the institution manages a total reported portfolio market value of approximately $9.79 billion. This substantial asset...

The scale of the institution, hovering near the $10 billion mark, places it in a category of managers who possess enough capital to influence market liquidity in mid-cap names while remaining nimble enough to avoid the "index-hugging" trap that often plagues mega-funds. In this reporting period, the total portfolio market value reflects a stable yet...

Mairs & Power’s investment style is historically rooted in the "Upper Midwest" philosophy, often characterized by a preference for companies with durable business models, strong management teams, and a history of consistent dividend growth or capital appreciation. The current portfolio composition as of March 31, 2026, reinforces this identity. The presence...

Based on the latest available 13F filing.

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Holdings Value Trend

Q2 2024

Q3 2024

Q4 2024

Q1 2025

Q2 2025

Q3 2025

Q4 2025

Q1 2026

Top 5 Holdings

1

$NVDA

NVIDIA Corporation

8.5%

% of Portfolio

2

$MSFT

Microsoft Corporation

7.3%

% of Portfolio

3

$AMZN

Amazon.com, Inc.

5.5%

% of Portfolio

4

$GOOG

Alphabet Inc.

4.7%

% of Portfolio

5

$GGG

Graco Inc.

3.3%

% of Portfolio

Historical Positions

SymbolQ1 2026Q4 2025Q3 2025Q2 2025
NVDA8.5%8.9%9.8%9.1%
MSFT7.3%8.9%9.3%9.8%
AMZN5.5%5.8%5.3%5.4%
GOOG4.7%5.1%4.0%3.2%
GGG3.3%3.1%3.1%3.4%
JPM3.2%4.0%4.0%4.3%
AAPL3.1%3.2%2.8%-
LLY3.1%3.6%2.6%2.8%
V2.6%2.7%-2.8%
TTC2.6%-2.6%-

Post-Filing Contributors

Price change since reported price, ranked by portfolio contribution

NVDA+17.35%
GOOG+26.23%
AMZN+14.03%
NVT+44.73%
LFUS+37.45%

Post-Filing Detractors

Price change since reported price, ranked by portfolio contribution

GGG-11.08%
TECH+5.24%
MSI-7.67%
ABT-13.80%
ECL+1.14%

Sector Analysis

Others0.7%
Materials5.2%
Utilities5.3%
Financials10.1%
Healthcare10.9%
Technology32.9%
Industrials16.9%
Consumer Staples2.0%

Trading Summary

1

$SFM

0.2%

2

$ETF-VOO

0.1%

3

$AMBA

0.1%

4

$APG

0.0%

5

$SOLS

0.0%

6

$ETF-GLD

0.0%

7

$ETF-MDY

0.0%

8

$ETF-RSP

0.0%

9

$ETF-VGLT

0.0%

10

$ETF-VONE

0.0%

11

$ETF-VWO

0.0%

12

$ADI

0.0%

13

$ETF-USMV

0.0%

14

$ETF-VGT

0.0%

15

$MU

0.0%

16

$MUR

0.0%

17

$SNAP

0.0%

18

$TKR

0.0%

19

$UTHR

0.0%

All Holdings

1

$NVDA

8.5%

2

$MSFT

7.3%

3

$AMZN

5.5%

4

$GOOG

4.7%

5

$GGG

3.3%

6

$JPM

3.2%

7

$AAPL

3.1%

8

$LLY

3.1%

9

$V

2.6%

10

$TTC

2.6%

11

$LFUS

2.5%

12

$NVT

2.5%

13

$MSI

2.4%

14

$WEC

2.3%

15

$LNT

2.1%

16

$ECL

2.1%

17

$UNH

2.0%

18

$META

1.9%

19

$FAST

1.9%

20

$VZ

1.7%

21

$TSM

1.7%

22

$ENTG

1.6%

23

$FUL

1.5%

24

$TECH

1.5%

25

$JNJ

1.4%

26

$CHRW

1.4%

27

$SHW

1.4%

28

$FI

1.2%

29

$WFC

1.1%

30

$ROK

1.0%

31

$WM

0.9%

32

$AMP

0.9%

33

$PANW

0.9%

34

$HRL

0.8%

35

$ABT

0.8%

36

$CASY

0.7%

37

$QCOM

0.6%

38

$CGNX

0.6%

39

$TNC

0.6%

40

$MMM

0.5%

41

$HD

0.5%

42

$HON

0.5%

43

$ISRG

0.5%

44

$AXP

0.5%

45

$TXN

0.5%

46

$IDA

0.4%

47

$WK

0.4%

48

$DCI

0.4%

49

$PIPR

0.4%

50

$TRV

0.4%