Research report
Mairs & Power Q1 2026 13F Holdings and Activity Report
Verified Q1 2026 13F holdings for Mairs & Power, covering institutional activity, data dates, SEC sources, filing limits, and methods.
Mairs & Power
Mairs & Power
Period
Q2 2026
Portfolio Date
Jun 30, 2026
Stocks Held
254
Market Value
$10.9B
Holdings Value Trend
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Q2 2026
Top 5 Holdings
Historical Positions
| Symbol | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|
| NVDA | 8.6% | 8.5% | 8.9% | 9.8% |
| MSFT | 6.7% | 7.3% | 8.9% | 9.3% |
| AMZN | 5.7% | 5.5% | 5.8% | 5.3% |
| GOOG | 5.5% | 4.7% | 5.1% | 4.0% |
| LLY | 3.5% | 3.1% | 3.6% | 2.6% |
| NVT | 3.2% | - | - | - |
| AAPL | 3.0% | 3.1% | 3.2% | 2.8% |
| JPM | 2.8% | 3.2% | 4.0% | 4.0% |
| V | 2.7% | 2.6% | 2.7% | - |
| GGG | 2.6% | 3.3% | 3.1% | 3.1% |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
Sector Analysis
All Holdings
$NVDA
8.6%
$MSFT
6.7%
$AMZN
5.7%
$GOOG
5.5%
$LLY
3.5%
$NVT
3.2%
$AAPL
3.0%
$JPM
2.8%
$V
2.7%
$GGG
2.6%
$LFUS
2.5%
$TTC
2.4%
$ENTG
2.1%
$UNH
2.1%
$TSM
2.1%
$MSI
2.1%
$ECL
2.0%
$WEC
1.9%
$PANW
1.9%
$LNT
1.9%
$TECH
1.8%
$META
1.7%
$FAST
1.7%
$SHW
1.4%
$CHRW
1.3%
$FUL
1.3%
$VZ
1.3%
$WM
1.2%
$ROK
1.2%
$FI
1.0%
$JNJ
1.0%
$AMP
0.9%
$CGNX
0.9%
$HRL
0.8%
$CASY
0.7%
$WFC
0.7%
$AJG
0.7%
$ABT
0.6%
$TXN
0.6%
$TNC
0.6%
$ISRG
0.5%
$MMM
0.5%
$HD
0.5%
$TRV
0.5%
$AXP
0.5%
$IDA
0.4%
$MEDP
0.4%
$CME
0.4%
$DCI
0.4%
$WK
0.4%