Filed: 8/14/2026ACC: 0001172661-26-003496
📋 What this filing means
MAIRS & POWER INC filed this quarterly 13F‑HR report disclosing 254 equity positions with a total reported market value of $10.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
254
Positions
$10.90B
Total AUM (reported)
71.52M
Total Shares
Allocation by class
COM$8.44B77.4%
CAP STK CL C$594.81M5.5%
COM NEW$513.49M4.7%
SHS$392.31M3.6%
COM CL A$333.64M3.1%
CL A$231.47M2.1%
SPONSORED ADS$227.44M2.1%
Portfolio Concentration
Top 3$2.29B21.0%
4–10$2.54B23.3%
11–25$3.15B28.9%
Rest$2.92B26.8%
Top 3 weight
21.0%
Top 10 weight
44.3%
Voting Authority Distribution
Total shares with voting rights: 71.52M
Sole
Full voting authority
61.52M
shares
% of voting shares86.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10M
shares
% of voting shares14.0%
Investment Discretion (by position count)
Sole254
Shared0
Other0
Dominant voting typeSole · 86.0% of voting shares
Institutional Holdings254
Rows:
NVIDIA CORPORATION
SOLEShares4.71M
TypeSH
Market value$941.98M
8.64%
Sole
4.04M
Shared
0.00
None
669.62K
MICROSOFT CORP
SOLEShares1.95M
TypeSH
Market value$727.66M
6.68%
Sole
1.70M
Shared
0.00
None
245.99K
AMAZON COM INC
SOLEShares2.60M
TypeSH
Market value$619.55M
5.68%
Sole
2.27M
Shared
0.00
None
332.33K
ALPHABET INC
SOLEShares1.68M
TypeSH
Market value$594.81M
5.46%
Sole
1.42M
Shared
0.00
None
264.26K
ELI LILLY & CO
SOLEShares322.13K
TypeSH
Market value$386.37M
3.54%
Sole
271.32K
Shared
0.00
None
50.81K
NVENT ELEC PLC
SOLEShares2.05M
TypeSH
Market value$348.18M
3.19%
Sole
1.81M
Shared
0.00
None
240.20K
APPLE INC
SOLEShares1.14M
TypeSH
Market value$329.42M
3.02%
Sole
973.61K
Shared
0.00
None
164.84K
JPMORGAN CHASE & CO
SOLEShares923.55K
TypeSH
Market value$302.31M
2.77%
Sole
809.98K
Shared
0.00
None
113.57K
VISA INC
SOLEShares852.05K
TypeSH
Market value$292.33M
2.68%
Sole
737.92K
Shared
0.00
None
114.13K
GRACO INC
SOLEShares3.80M
TypeSH
Market value$287.13M
2.63%
Sole
3.20M
Shared
0.00
None
592.53K
LITTELFUSE INC
SOLEShares602.10K
TypeSH
Market value$274.16M
2.52%
Sole
516.63K
Shared
0.00
None
85.47K
TORO CO
SOLEShares2.68M
TypeSH
Market value$260.74M
2.39%
Sole
2.27M
Shared
0.00
None
402.87K
ENTEGRIS INC
SOLEShares1.30M
TypeSH
Market value$234.11M
2.15%
Sole
1.16M
Shared
0.00
None
137.19K
UNITEDHEALTH GROUP INC
SOLEShares559.95K
TypeSH
Market value$232.73M
2.14%
Sole
477.51K
Shared
0.00
None
82.44K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares476.25K
TypeSH
Market value$227.44M
2.09%
Sole
428.46K
Shared
0.00
None
47.78K
MOTOROLA SOLUTIONS INC
SOLEShares544.88K
TypeSH
Market value$226.28M
2.08%
Sole
480.56K
Shared
0.00
None
64.31K
ECOLAB INC
SOLEShares777.54K
TypeSH
Market value$216.63M
1.99%
Sole
644.13K
Shared
0.00
None
133.41K
WEC ENERGY GROUP INC
SOLEShares1.79M
TypeSH
Market value$208.77M
1.92%
Sole
1.58M
Shared
0.00
None
211.47K
PALO ALTO NETWORKS INC
SOLEShares599.84K
TypeSH
Market value$204.56M
1.88%
Sole
535.47K
Shared
0.00
None
64.37K
ALLIANT ENERGY CORP
SOLEShares2.66M
TypeSH
Market value$202.77M
1.86%
Sole
2.28M
Shared
0.00
None
379.44K
BIO-TECHNE CORP
SOLEShares2.70M
TypeSH
Market value$190.80M
1.75%
Sole
2.34M
Shared
0.00
None
356.03K
META PLATFORMS INC
SOLEShares332.87K
TypeSH
Market value$187.50M
1.72%
Sole
296.78K
Shared
0.00
None
36.09K
FASTENAL CO
SOLEShares3.87M
TypeSH
Market value$185.92M
1.71%
Sole
3.20M
Shared
0.00
None
668K
SHERWIN WILLIAMS CO
SOLEShares440.59K
TypeSH
Market value$151.70M
1.39%
Sole
392.29K
Shared
0.00
None
48.30K
C H ROBINSON WORLDWIDE IN
SOLEShares770.71K
TypeSH
Market value$145.16M
1.33%
Sole
667.90K
Shared
0.00
None
102.80K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 4.71M | SH | $941.98M 8.64% | 4.04M | 0.00 | 669.62K |
MICROSOFT CORPSOLE | COM | 1.95M | SH | $727.66M 6.68% | 1.70M | 0.00 | 245.99K |
AMAZON COM INCSOLE | COM | 2.60M | SH | $619.55M 5.68% | 2.27M | 0.00 | 332.33K |
ALPHABET INCSOLE | CAP STK CL C | 1.68M | SH | $594.81M 5.46% | 1.42M | 0.00 | 264.26K |
ELI LILLY & COSOLE | COM | 322.13K | SH | $386.37M 3.54% | 271.32K | 0.00 | 50.81K |
NVENT ELEC PLCSOLE | SHS | 2.05M | SH | $348.18M 3.19% | 1.81M | 0.00 | 240.20K |
APPLE INCSOLE | COM | 1.14M | SH | $329.42M 3.02% | 973.61K | 0.00 | 164.84K |
JPMORGAN CHASE & COSOLE | COM | 923.55K | SH | $302.31M 2.77% | 809.98K | 0.00 | 113.57K |
VISA INCSOLE | COM CL A | 852.05K | SH | $292.33M 2.68% | 737.92K | 0.00 | 114.13K |
GRACO INCSOLE | COM | 3.80M | SH | $287.13M 2.63% | 3.20M | 0.00 | 592.53K |
LITTELFUSE INCSOLE | COM | 602.10K | SH | $274.16M 2.52% | 516.63K | 0.00 | 85.47K |
TORO COSOLE | COM | 2.68M | SH | $260.74M 2.39% | 2.27M | 0.00 | 402.87K |
ENTEGRIS INCSOLE | COM | 1.30M | SH | $234.11M 2.15% | 1.16M | 0.00 | 137.19K |
UNITEDHEALTH GROUP INCSOLE | COM | 559.95K | SH | $232.73M 2.14% | 477.51K | 0.00 | 82.44K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 476.25K | SH | $227.44M 2.09% | 428.46K | 0.00 | 47.78K |
MOTOROLA SOLUTIONS INCSOLE | COM NEW | 544.88K | SH | $226.28M 2.08% | 480.56K | 0.00 | 64.31K |
ECOLAB INCSOLE | COM | 777.54K | SH | $216.63M 1.99% | 644.13K | 0.00 | 133.41K |
WEC ENERGY GROUP INCSOLE | COM | 1.79M | SH | $208.77M 1.92% | 1.58M | 0.00 | 211.47K |
PALO ALTO NETWORKS INCSOLE | COM | 599.84K | SH | $204.56M 1.88% | 535.47K | 0.00 | 64.37K |
ALLIANT ENERGY CORPSOLE | COM | 2.66M | SH | $202.77M 1.86% | 2.28M | 0.00 | 379.44K |
BIO-TECHNE CORPSOLE | COM | 2.70M | SH | $190.80M 1.75% | 2.34M | 0.00 | 356.03K |
META PLATFORMS INCSOLE | CL A | 332.87K | SH | $187.50M 1.72% | 296.78K | 0.00 | 36.09K |
FASTENAL COSOLE | COM | 3.87M | SH | $185.92M 1.71% | 3.20M | 0.00 | 668K |
SHERWIN WILLIAMS COSOLE | COM | 440.59K | SH | $151.70M 1.39% | 392.29K | 0.00 | 48.30K |
C H ROBINSON WORLDWIDE INSOLE | COM NEW | 770.71K | SH | $145.16M 1.33% | 667.90K | 0.00 | 102.80K |
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