Filed: 2/17/2026ACC: 0001172661-26-001057
📋 What this filing means
MAIRS & POWER INC filed this quarterly 13F‑HR report disclosing 243 equity positions with a total reported market value of $10.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
243
Positions
$10.39B
Total AUM (reported)
76.08M
Total Shares
Allocation by class
COM$8.31B80.0%
CAP STK CL C$532.82M5.1%
COM NEW$419.42M4.0%
COM CL A$345.36M3.3%
SHS$261.73M2.5%
CL A$254.59M2.5%
SPONSORED ADS$147.86M1.4%
Portfolio Concentration
Top 3$2.45B23.5%
4–10$2.52B24.3%
11–25$2.81B27.0%
Rest$2.61B25.1%
Top 3 weight
23.5%
Top 10 weight
47.8%
Voting Authority Distribution
Total shares with voting rights: 76.08M
Sole
Full voting authority
66.31M
shares
% of voting shares87.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.77M
shares
% of voting shares12.8%
Investment Discretion (by position count)
Sole243
Shared0
Other0
Dominant voting typeSole · 87.2% of voting shares
Institutional Holdings243
Rows:
MICROSOFT CORP
SOLEShares1.91M
TypeSH
Market value$925.11M
8.90%
Sole
1.71M
Shared
0.00
None
198.54K
NVIDIA CORPORATION
SOLEShares4.95M
TypeSH
Market value$923.11M
8.88%
Sole
4.29M
Shared
0.00
None
659.67K
AMAZON COM INC
SOLEShares2.59M
TypeSH
Market value$598.46M
5.76%
Sole
2.31M
Shared
0.00
None
285.55K
ALPHABET INC
SOLEShares1.70M
TypeSH
Market value$532.82M
5.13%
Sole
1.42M
Shared
0.00
None
282.50K
JPMORGAN CHASE & CO.
SOLEShares1.28M
TypeSH
Market value$411.28M
3.96%
Sole
1.17M
Shared
0.00
None
107.49K
ELI LILLY & CO
SOLEShares345.35K
TypeSH
Market value$371.14M
3.57%
Sole
293.82K
Shared
0.00
None
51.52K
APPLE INC
SOLEShares1.22M
TypeSH
Market value$330.99M
3.19%
Sole
1.07M
Shared
0.00
None
148.35K
GRACO INC
SOLEShares3.91M
TypeSH
Market value$320.14M
3.08%
Sole
3.34M
Shared
0.00
None
564.68K
VISA INC
SOLEShares802.52K
TypeSH
Market value$281.45M
2.71%
Sole
702.06K
Shared
0.00
None
100.45K
UNITEDHEALTH GROUP INC
SOLEShares830.53K
TypeSH
Market value$274.17M
2.64%
Sole
744.79K
Shared
0.00
None
85.75K
TORO CO
SOLEShares3.42M
TypeSH
Market value$269.44M
2.59%
Sole
3.04M
Shared
0.00
None
380.20K
NVENT ELECTRIC PLC
SOLEShares2.11M
TypeSH
Market value$215.28M
2.07%
Sole
1.89M
Shared
0.00
None
223.55K
META PLATFORMS INC
SOLEShares316.53K
TypeSH
Market value$208.94M
2.01%
Sole
293.61K
Shared
0.00
None
22.92K
ECOLAB INC
SOLEShares770.57K
TypeSH
Market value$202.29M
1.95%
Sole
641.52K
Shared
0.00
None
129.05K
MOTOROLA SOLUTIONS INC
SOLEShares525.21K
TypeSH
Market value$201.33M
1.94%
Sole
473.16K
Shared
0.00
None
52.06K
WEC ENERGY GROUP INC
SOLEShares1.91M
TypeSH
Market value$201.30M
1.94%
Sole
1.73M
Shared
0.00
None
174.69K
LITTELFUSE INC
SOLEShares778.95K
TypeSH
Market value$197.01M
1.90%
Sole
690.87K
Shared
0.00
None
88.08K
ALLIANT ENERGY CORP
SOLEShares2.96M
TypeSH
Market value$192.23M
1.85%
Sole
2.61M
Shared
0.00
None
348.49K
FASTENAL CO
SOLEShares4.67M
TypeSH
Market value$187.31M
1.80%
Sole
3.98M
Shared
0.00
None
683.16K
JOHNSON & JOHNSON
SOLEShares804.35K
TypeSH
Market value$166.46M
1.60%
Sole
634.80K
Shared
0.00
None
169.55K
BIO-TECHNE CORP
SOLEShares2.77M
TypeSH
Market value$162.76M
1.57%
Sole
2.44M
Shared
0.00
None
327.24K
WELLS FARGO CO NEW
SOLEShares1.73M
TypeSH
Market value$161.17M
1.55%
Sole
1.43M
Shared
0.00
None
300.05K
SHERWIN WILLIAMS CO
SOLEShares469.59K
TypeSH
Market value$152.16M
1.46%
Sole
429.53K
Shared
0.00
None
40.06K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares486.55K
TypeSH
Market value$147.86M
1.42%
Sole
448.51K
Shared
0.00
None
38.04K
FULLER H B CO
SOLEShares2.41M
TypeSH
Market value$143.36M
1.38%
Sole
2.18M
Shared
0.00
None
228.09K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.91M | SH | $925.11M 8.90% | 1.71M | 0.00 | 198.54K |
NVIDIA CORPORATIONSOLE | COM | 4.95M | SH | $923.11M 8.88% | 4.29M | 0.00 | 659.67K |
AMAZON COM INCSOLE | COM | 2.59M | SH | $598.46M 5.76% | 2.31M | 0.00 | 285.55K |
ALPHABET INCSOLE | CAP STK CL C | 1.70M | SH | $532.82M 5.13% | 1.42M | 0.00 | 282.50K |
JPMORGAN CHASE & CO.SOLE | COM | 1.28M | SH | $411.28M 3.96% | 1.17M | 0.00 | 107.49K |
ELI LILLY & COSOLE | COM | 345.35K | SH | $371.14M 3.57% | 293.82K | 0.00 | 51.52K |
APPLE INCSOLE | COM | 1.22M | SH | $330.99M 3.19% | 1.07M | 0.00 | 148.35K |
GRACO INCSOLE | COM | 3.91M | SH | $320.14M 3.08% | 3.34M | 0.00 | 564.68K |
VISA INCSOLE | COM CL A | 802.52K | SH | $281.45M 2.71% | 702.06K | 0.00 | 100.45K |
UNITEDHEALTH GROUP INCSOLE | COM | 830.53K | SH | $274.17M 2.64% | 744.79K | 0.00 | 85.75K |
TORO COSOLE | COM | 3.42M | SH | $269.44M 2.59% | 3.04M | 0.00 | 380.20K |
NVENT ELECTRIC PLCSOLE | SHS | 2.11M | SH | $215.28M 2.07% | 1.89M | 0.00 | 223.55K |
META PLATFORMS INCSOLE | CL A | 316.53K | SH | $208.94M 2.01% | 293.61K | 0.00 | 22.92K |
ECOLAB INCSOLE | COM | 770.57K | SH | $202.29M 1.95% | 641.52K | 0.00 | 129.05K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 525.21K | SH | $201.33M 1.94% | 473.16K | 0.00 | 52.06K |
WEC ENERGY GROUP INCSOLE | COM | 1.91M | SH | $201.30M 1.94% | 1.73M | 0.00 | 174.69K |
LITTELFUSE INCSOLE | COM | 778.95K | SH | $197.01M 1.90% | 690.87K | 0.00 | 88.08K |
ALLIANT ENERGY CORPSOLE | COM | 2.96M | SH | $192.23M 1.85% | 2.61M | 0.00 | 348.49K |
FASTENAL COSOLE | COM | 4.67M | SH | $187.31M 1.80% | 3.98M | 0.00 | 683.16K |
JOHNSON & JOHNSONSOLE | COM | 804.35K | SH | $166.46M 1.60% | 634.80K | 0.00 | 169.55K |
BIO-TECHNE CORPSOLE | COM | 2.77M | SH | $162.76M 1.57% | 2.44M | 0.00 | 327.24K |
WELLS FARGO CO NEWSOLE | COM | 1.73M | SH | $161.17M 1.55% | 1.43M | 0.00 | 300.05K |
SHERWIN WILLIAMS COSOLE | COM | 469.59K | SH | $152.16M 1.46% | 429.53K | 0.00 | 40.06K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 486.55K | SH | $147.86M 1.42% | 448.51K | 0.00 | 38.04K |
FULLER H B COSOLE | COM | 2.41M | SH | $143.36M 1.38% | 2.18M | 0.00 | 228.09K |
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