Mairs & Power Inc
Managed by Mairs & Power. $10.39B disclosed long-equity portfolio across 223 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | MICROSOFT CORP | $925.1M | 8.90% |
| 2 | NVIDIA CORPORATION | $923.1M | 8.88% |
| 3 | AMAZON COM INC | $598.5M | 5.76% |
| 4 | ALPHABET INC | $548.4M | 5.28% |
| 5 | JPMORGAN CHASE & CO. | $411.3M | 3.96% |
| 6 | ELI LILLY & CO | $371.1M | 3.57% |
| 7 | APPLE INC | $331.0M | 3.19% |
| 8 | GRACO INC | $320.1M | 3.08% |
| 9 | VISA INC | $281.5M | 2.71% |
| 10 | UNITEDHEALTH GROUP INC | $274.2M | 2.64% |
| 11 | TORO CO | $269.4M | 2.59% |
| 12 | NVENT ELECTRIC PLC | $215.3M | 2.07% |
| 13 | META PLATFORMS INC | $208.9M | 2.01% |
| 14 | ECOLAB INC | $202.3M | 1.95% |
| 15 | MOTOROLA SOLUTIONS INC | $201.3M | 1.94% |
| 16 | WEC ENERGY GROUP INC | $201.3M | 1.94% |
| 17 | LITTELFUSE INC | $197.0M | 1.90% |
| 18 | ALLIANT ENERGY CORP | $192.2M | 1.85% |
| 19 | FASTENAL CO | $187.3M | 1.80% |
| 20 | JOHNSON & JOHNSON | $166.5M | 1.60% |
| 21 | BIO-TECHNE CORP | $162.8M | 1.57% |
| 22 | WELLS FARGO CO NEW | $161.2M | 1.55% |
| 23 | SHERWIN WILLIAMS CO | $152.2M | 1.46% |
| 24 | TAIWAN SEMICONDUCTOR MFG LTD | $147.9M | 1.42% |
| 25 | FULLER H B CO | $143.4M | 1.38% |
For full quarterly history, transactions, and the investor profile, see Mairs & Power's page →
More related to Mairs Power 0001070134
Compare with other superinvestors
Other superinvestors
By investing strategy
Mairs & Power Inc — overview
Mairs & Power runs Mairs & Power Inc, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $10.4B across 223 positions. The largest holdings are MICROSOFT CORP, NVIDIA CORPORATION, and AMAZON COM INC (MICROSOFT CORP alone is 8.9% of the book).
Key takeaways
- Disclosed Q4 2025 portfolio: $10.4B.
- Top holdings: MICROSOFT CORP, NVIDIA CORPORATION, and AMAZON COM INC.