MAIRS & POWER INC

CIK 0001070134 · ST PAUL, MN · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

MAIRS & POWER INC reported 254 positions worth $10.90B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: NVDA (8.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$10.90B
2026 Q2
Positions
254
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
44.3%
Est. Net Flow (Q)
2026 Q2
10 / 254 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$942.0M8.64%4,707,792
2MSFTMICROSOFT CORPSH$727.7M6.68%1,950,737
3AMZNAMAZON COM INCSH$619.6M5.68%2,599,441
4GOOGALPHABET INCSH$594.8M5.46%1,683,439
5LLYELI LILLY & COSH$386.4M3.54%322,129
6NVTNVENT ELEC PLCSH$348.2M3.19%2,052,813
7AAPLAPPLE INCSH$329.4M3.02%1,138,448
8JPMJPMORGAN CHASE & COSH$302.3M2.77%923,550
9VVISA INCSH$292.3M2.68%852,050
10GGGGRACO INCSH$287.1M2.63%3,797,451

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does MAIRS & POWER INC hold as of Q2 2026?

MAIRS & POWER INC reported 254 positions worth $10.90B in its Q2 2026 13F filing. Largest positions: NVDA (8.6%), MSFT (6.7%), AMZN (5.7%), GOOG (5.5%) and LLY (3.5%).

What did MAIRS & POWER INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did MAIRS & POWER INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.