Filed: 5/14/2026ACC: 0001172661-26-001819
📋 What this filing means
MAIRS & POWER INC filed this quarterly 13F‑HR report disclosing 245 equity positions with a total reported market value of $9.79B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
245
Positions
$9.79B
Total AUM (reported)
72.38M
Total Shares
Allocation by class
COM$7.69B78.6%
COM NEW$505.53M5.2%
CAP STK CL C$462.31M4.7%
COM CL A$297.60M3.0%
SHS$290.77M3.0%
CL A$232.19M2.4%
SPONSORED ADS$164.33M1.7%
Portfolio Concentration
Top 3$2.09B21.4%
4–10$2.21B22.6%
11–25$2.84B29.1%
Rest$2.64B27.0%
Top 3 weight
21.4%
Top 10 weight
44.0%
Voting Authority Distribution
Total shares with voting rights: 72.38M
Sole
Full voting authority
61.94M
shares
% of voting shares85.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.45M
shares
% of voting shares14.4%
Investment Discretion (by position count)
Sole245
Shared0
Other0
Dominant voting typeSole · 85.6% of voting shares
Institutional Holdings245
Rows:
NVIDIA CORPORATION
SOLEShares4.76M
TypeSH
Market value$830.38M
8.49%
Sole
4.07M
Shared
0.00
None
688.55K
MICROSOFT CORP
SOLEShares1.94M
TypeSH
Market value$719.01M
7.35%
Sole
1.70M
Shared
0.00
None
243.80K
AMAZON COM INC
SOLEShares2.60M
TypeSH
Market value$542.11M
5.54%
Sole
2.27M
Shared
0.00
None
328.02K
ALPHABET INC
SOLEShares1.61M
TypeSH
Market value$462.31M
4.72%
Sole
1.33M
Shared
0.00
None
276.79K
GRACO INC
SOLEShares3.82M
TypeSH
Market value$323.00M
3.30%
Sole
3.21M
Shared
0.00
None
604.11K
JPMORGAN CHASE & CO
SOLEShares1.05M
TypeSH
Market value$310.10M
3.17%
Sole
932.68K
Shared
0.00
None
121.51K
APPLE INC
SOLEShares1.21M
TypeSH
Market value$306.68M
3.13%
Sole
1.04M
Shared
0.00
None
167.45K
ELI LILLY & CO
SOLEShares326.31K
TypeSH
Market value$300.13M
3.07%
Sole
273.71K
Shared
0.00
None
52.59K
VISA INC
SOLEShares840.92K
TypeSH
Market value$254.16M
2.60%
Sole
729.16K
Shared
0.00
None
111.75K
TORO CO
SOLEShares2.72M
TypeSH
Market value$254.06M
2.60%
Sole
2.31M
Shared
0.00
None
410.15K
LITTELFUSE INC
SOLEShares724.71K
TypeSH
Market value$245.93M
2.51%
Sole
633.36K
Shared
0.00
None
91.35K
NVENT ELEC PLC
SOLEShares2.07M
TypeSH
Market value$244.42M
2.50%
Sole
1.82M
Shared
0.00
None
246.07K
MOTOROLA SOLUTIONS INC
SOLEShares540.73K
TypeSH
Market value$234.66M
2.40%
Sole
475.42K
Shared
0.00
None
65.31K
WEC ENERGY GROUP INC
SOLEShares1.91M
TypeSH
Market value$221.20M
2.26%
Sole
1.69M
Shared
0.00
None
215.80K
ALLIANT ENERGY CORP
SOLEShares2.89M
TypeSH
Market value$207.32M
2.12%
Sole
2.49M
Shared
0.00
None
394.68K
ECOLAB INC
SOLEShares761.82K
TypeSH
Market value$202.66M
2.07%
Sole
628.52K
Shared
0.00
None
133.30K
UNITEDHEALTH GROUP INC
SOLEShares741.08K
TypeSH
Market value$200.53M
2.05%
Sole
644.77K
Shared
0.00
None
96.31K
META PLATFORMS INC
SOLEShares324.63K
TypeSH
Market value$185.73M
1.90%
Sole
292.22K
Shared
0.00
None
32.40K
FASTENAL CO
SOLEShares3.92M
TypeSH
Market value$182.00M
1.86%
Sole
3.23M
Shared
0.00
None
692.24K
VERIZON COMMUNICATIONS INC
SOLEShares3.32M
TypeSH
Market value$166.43M
1.70%
Sole
2.95M
Shared
0.00
None
370.39K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares486.25K
TypeSH
Market value$164.33M
1.68%
Sole
437.46K
Shared
0.00
None
48.79K
ENTEGRIS INC
SOLEShares1.34M
TypeSH
Market value$157.47M
1.61%
Sole
1.20M
Shared
0.00
None
141.82K
FULLER H B CO
SOLEShares2.36M
TypeSH
Market value$145.66M
1.49%
Sole
2.10M
Shared
0.00
None
258.80K
BIO-TECHNE CORP
SOLEShares2.75M
TypeSH
Market value$143.73M
1.47%
Sole
2.38M
Shared
0.00
None
367.86K
JOHNSON & JOHNSON
SOLEShares577.59K
TypeSH
Market value$141.19M
1.44%
Sole
431.52K
Shared
0.00
None
146.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 4.76M | SH | $830.38M 8.49% | 4.07M | 0.00 | 688.55K |
MICROSOFT CORPSOLE | COM | 1.94M | SH | $719.01M 7.35% | 1.70M | 0.00 | 243.80K |
AMAZON COM INCSOLE | COM | 2.60M | SH | $542.11M 5.54% | 2.27M | 0.00 | 328.02K |
ALPHABET INCSOLE | CAP STK CL C | 1.61M | SH | $462.31M 4.72% | 1.33M | 0.00 | 276.79K |
GRACO INCSOLE | COM | 3.82M | SH | $323.00M 3.30% | 3.21M | 0.00 | 604.11K |
JPMORGAN CHASE & COSOLE | COM | 1.05M | SH | $310.10M 3.17% | 932.68K | 0.00 | 121.51K |
APPLE INCSOLE | COM | 1.21M | SH | $306.68M 3.13% | 1.04M | 0.00 | 167.45K |
ELI LILLY & COSOLE | COM | 326.31K | SH | $300.13M 3.07% | 273.71K | 0.00 | 52.59K |
VISA INCSOLE | COM CL A | 840.92K | SH | $254.16M 2.60% | 729.16K | 0.00 | 111.75K |
TORO COSOLE | COM | 2.72M | SH | $254.06M 2.60% | 2.31M | 0.00 | 410.15K |
LITTELFUSE INCSOLE | COM | 724.71K | SH | $245.93M 2.51% | 633.36K | 0.00 | 91.35K |
NVENT ELEC PLCSOLE | SHS | 2.07M | SH | $244.42M 2.50% | 1.82M | 0.00 | 246.07K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 540.73K | SH | $234.66M 2.40% | 475.42K | 0.00 | 65.31K |
WEC ENERGY GROUP INCSOLE | COM | 1.91M | SH | $221.20M 2.26% | 1.69M | 0.00 | 215.80K |
ALLIANT ENERGY CORPSOLE | COM | 2.89M | SH | $207.32M 2.12% | 2.49M | 0.00 | 394.68K |
ECOLAB INCSOLE | COM | 761.82K | SH | $202.66M 2.07% | 628.52K | 0.00 | 133.30K |
UNITEDHEALTH GROUP INCSOLE | COM | 741.08K | SH | $200.53M 2.05% | 644.77K | 0.00 | 96.31K |
META PLATFORMS INCSOLE | CL A | 324.63K | SH | $185.73M 1.90% | 292.22K | 0.00 | 32.40K |
FASTENAL COSOLE | COM | 3.92M | SH | $182.00M 1.86% | 3.23M | 0.00 | 692.24K |
VERIZON COMMUNICATIONS INCSOLE | COM | 3.32M | SH | $166.43M 1.70% | 2.95M | 0.00 | 370.39K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 486.25K | SH | $164.33M 1.68% | 437.46K | 0.00 | 48.79K |
ENTEGRIS INCSOLE | COM | 1.34M | SH | $157.47M 1.61% | 1.20M | 0.00 | 141.82K |
FULLER H B COSOLE | COM | 2.36M | SH | $145.66M 1.49% | 2.10M | 0.00 | 258.80K |
BIO-TECHNE CORPSOLE | COM | 2.75M | SH | $143.73M 1.47% | 2.38M | 0.00 | 367.86K |
JOHNSON & JOHNSONSOLE | COM | 577.59K | SH | $141.19M 1.44% | 431.52K | 0.00 | 146.07K |
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