Mairs & Power Inc

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
234
Portfolio value:
$9,786,099,000
Filed:
May 14, 2026
CIK:
1070134
Stock Issuer % of Portfolio Recent Activity Shares Price Value
NVDAhistNVIDIA CORPORATION8.49Reduce 4.00%4,761,351$174.40$830.38M
MSFThistMICROSOFT CORP7.35Add 2.00%1,942,391$370.17$719.01M
AMZNhistAMAZON COM INC5.542,602,912$208.27$542.11M
GOOGhistALPHABET INC4.72Reduce 5.00%1,611,610$286.86$462.31M
GGGhistGRACO INC3.30Reduce 2.00%3,815,684$84.65$323.00M
JPMhistJPMORGAN CHASE & CO3.17Reduce 17.00%1,054,197$294.16$310.10M
AAPLhistAPPLE INC3.13Reduce 1.00%1,208,398$253.79$306.68M
LLYhistELI LILLY & CO3.07Reduce 6.00%326,306$919.77$300.13M
VhistVISA INC2.60Add 5.00%840,917$302.24$254.16M
TTChistTORO CO2.60Reduce 21.00%2,718,983$93.44$254.06M
LFUShistLITTELFUSE INC2.51Reduce 7.00%724,710$339.35$245.93M
NVThistNVENT ELEC PLC2.50Reduce 2.00%2,066,420$118.28$244.42M
MSIhistMOTOROLA SOLUTIONS INC2.40Add 3.00%540,732$433.97$234.66M
WEChistWEC ENERGY GROUP INC2.261,910,685$115.77$221.20M
LNThistALLIANT ENERGY CORP2.12Reduce 2.00%2,889,060$71.76$207.32M
ECLhistECOLAB INC2.07Reduce 1.00%761,818$266.02$202.66M
UNHhistUNITEDHEALTH GROUP INC2.05Reduce 11.00%741,083$270.59$200.53M
METAhistMETA PLATFORMS INC1.90Add 3.00%324,625$572.13$185.73M
FASThistFASTENAL CO1.86Reduce 16.00%3,922,442$46.40$182.00M
VZhistVERIZON COMMUNICATIONS INC1.70Reduce 2.00%3,315,436$50.20$166.44M
TSMhistTAIWAN SEMICONDUCTOR MANUFAC1.68486,253$337.95$164.33M
ENTGhistENTEGRIS INC1.611,343,104$117.24$157.47M
FULhistFULLER H B CO1.49Reduce 2.00%2,361,617$61.68$145.66M
TECHhistBIO-TECHNE CORP1.47Reduce 1.00%2,750,282$52.26$143.73M
JNJhistJOHNSON & JOHNSON1.44Reduce 28.00%577,590$244.44$141.19M
CHRWhistC H ROBINSON WORLDWIDE IN1.44Reduce 2.00%848,203$166.07$140.86M
SHWhistSHERWIN WILLIAMS CO1.43Reduce 7.00%437,760$320.55$140.32M
FISVhistFISERV INC1.23Add 31.00%2,152,853$55.80$120.13M
WFChistWELLS FARGO & CO1.11Reduce 21.00%1,365,876$79.61$108.74M
ROKhistROCKWELL AUTOMATION INC1.04Reduce 14.00%283,553$358.88$101.76M
WMhistWASTE MGMT INC DEL0.94Add 39724.00%398,240$229.79$91.51M
AMPhistAMERIPRISE FINL INC0.89Add 362.00%197,047$444.40$87.57M
PANWhistPALO ALTO NETWORKS INC0.87Add 141.00%532,679$160.32$85.40M
HRLhistHORMEL FOODS CORP0.79Reduce 10.00%3,417,959$22.65$77.42M
ABThistABBOTT LABORATORIES0.76Add 2.00%721,778$102.67$74.11M
CASYhistCASEYS GEN STORES INC0.71Reduce 8.00%95,937$727.86$69.83M
QCOMhistQUALCOMM INC0.63Reduce 13.00%478,055$128.78$61.56M
CGNXhistCOGNEX CORP0.61Add 4.00%1,223,875$48.99$59.96M
TNChistTENNANT CO0.55Reduce 25.00%803,464$66.40$53.35M
MMMhist3M CO0.52Add 1.00%351,848$145.23$51.10M
HDhistHOME DEPOT INC0.52Reduce 2.00%153,398$328.89$50.45M
HONhistHONEYWELL INTL INC0.48Reduce 11.00%208,448$226.03$47.12M
INTUhistINTUITIVE SURGICAL INC0.47Add 60.00%99,885$460.99$46.05M
AXPhistAMERICAN EXPRESS CO0.46Reduce 7.00%148,821$302.48$45.02M
TXNhistTEXAS INSTRS INC0.46Reduce 2.00%231,151$194.14$44.88M
IDAhistIDACORP INC0.44301,377$142.97$43.09M
WKhistWORKIVA INC0.44Reduce 2.00%715,640$59.63$42.67M
DCIhistDONALDSON INC0.43Reduce 11.00%499,374$84.87$42.38M
PIPRhistPIPER SANDLER COMPANIES0.43Buy546,090$76.55$41.80M
TRVhistTRAVELERS COMPANIES INC0.42Add 25.00%142,414$291.68$41.54M
MEDPhistMEDPACE HLDGS INC0.42Add 29.00%85,720$480.19$41.16M
ZTShistZOETIS INC0.37Add 34.00%303,116$118.21$35.83M
PGhistPROCTER & GAMBLE CO0.36Add 13.00%243,410$144.44$35.16M
MDThistMEDTRONIC PLC0.36Reduce 3.00%401,968$86.65$34.83M
XELhistXCEL ENERGY INC0.33Add 2.00%402,263$79.44$31.96M
TBBKhistUS BANCORP0.32Reduce 7.00%601,518$52.01$31.29M
ADPhistAUTOMATIC DATA PROCESSING IN0.26Add 12.00%124,436$203.18$25.28M
SCHWhistSCHWAB CHARLES CORP0.24Reduce 9.00%247,732$93.98$23.28M
DIShistDISNEY WALT CO0.24Reduce 19.00%239,846$96.38$23.12M
SFMhistSPROUTS FMRS MKT INC0.23Buy292,177$77.13$22.54M
TGThistTARGET CORP0.21Reduce 13.00%168,879$121.20$20.47M
GNRChistGENERAC HLDGS INC0.20Reduce 8.00%99,747$195.33$19.48M
CLFDhistCLEARFIELD INC0.20731,733$26.47$19.37M
SPYhistSTATE STR SPDR S&P 500 ETF T0.1827,180$650.33$17.68M
GOOGLhistALPHABET INC0.16Add 12.00%55,766$287.56$16.04M
BMIhistBADGER METER INC0.16Add 2.00%104,815$152.35$15.97M
BRK.BhistBERKSHIRE HATHAWAY INC DEL0.15Reduce 4.00%23,934$629.15$15.06M
PFGhistPRINCIPAL FINANCIAL GROUP IN0.15Reduce 23.00%163,884$90.11$14.77M
XOMhistEXXON MOBIL CORP0.14Reduce 4.00%83,523$169.67$14.17M
HSYhistHERSHEY CO0.14Reduce 5.00%64,560$207.88$13.42M
CAThistCATERPILLAR INC0.1318,450$708.46$13.07M
GLWhistCORNING INC0.12Reduce 2.00%88,250$135.97$12.00M
KNFhistKNIFE RIVER CORP0.11Add 9.00%134,428$81.65$10.98M
ABBVhistABBVIE INC0.10Reduce 2.00%45,317$217.49$9.86M
AIRhistAAR CORP0.10Reduce 20.00%89,391$109.46$9.79M
ONBhistOLD NATL BANCORP IND0.10Reduce 27.00%433,191$22.10$9.57M
CRMhistSALESFORCE INC0.10Reduce 83.00%49,996$186.67$9.33M
PLXShistPLEXUS CORP0.0945,868$202.54$9.29M
MINNhistTRUST FOR PROFESSIONAL MANAG0.09Add 27.00%410,865$22.12$9.09M
VOOhistVANGUARD INDEX FDS0.09Buy14,866$597.54$8.88M
EMRhistEMERSON ELEC CO0.09Reduce 3.00%64,752$131.02$8.48M
ETHBhistISHARES TR0.09Add 11.00%58,483$143.56$8.40M
BSYhistBENTLEY SYS INC0.08Add 185.00%236,158$35.12$8.29M
CVXhistCHEVRON CORPORATION0.08Add 81.00%39,017$206.91$8.07M
WTFChistWINTRUST FINL CORP0.08Add 24.00%57,744$138.94$8.02M
QCRHhistQCR HLDGS INC0.0891,002$85.45$7.78M
JBTMhistJBT MAREL CORPORATION0.08Reduce 14.00%59,100$127.87$7.56M
RDNThistRADNET INC0.08Add 39.00%133,116$55.89$7.44M
KHChistKRAFT HEINZ CO0.07Reduce 81.00%316,563$22.49$7.12M
SYYhistSYSCO CORP0.07Reduce 28.00%99,279$71.33$7.08M
ASBhistASSOCIATED BANC-CORP0.07Add 4.00%270,040$25.86$6.98M
BKHhistBLACK HILLS CORP0.07Add 4.00%98,285$69.41$6.82M
SCHBhistSCHWAB STRATEGIC TR0.07261,246$25.10$6.56M
PATKhistPATRICK INDS INC0.07Add 9.00%57,894$111.07$6.43M
MRKhistMERCK & CO INC0.06Reduce 3.00%50,348$120.28$6.06M
AMBAhistAMBARELLA INC0.06Buy117,581$51.47$6.05M
CFRhistCULLEN FROST BANKERS INC0.0642,696$137.09$5.85M
HUBGhistHUB GROUP INC0.06Reduce 32.00%159,933$36.04$5.76M
NWEhistNORTHWESTERN ENERGY GROUP IN0.06Add 5.00%86,002$65.94$5.67M
PNRhistPENTAIR PLC0.05Reduce 3.00%57,578$87.12$5.02M
WWDhistWOODWARD INC0.0514,000$357.93$5.01M
OSKhistOSHKOSH CORP0.05Reduce 5.00%33,183$147.21$4.88M
GBCIhistGLACIER BANCORP INC NEW0.05Add 9.00%106,200$44.67$4.74M
SOLVhistSOLVENTUM CORP0.05Reduce 1.00%72,513$65.30$4.74M
LTHhistLIFE TIME GROUP HOLDINGS INC0.05172,317$26.94$4.64M
JHXhistJAMES HARDIE INDS PLC0.05Add 166.00%240,761$18.94$4.56M
ORCLhistORACLE CORP0.05Add 7.00%30,718$147.11$4.52M
MCDhistMCDONALDS CORP0.05Reduce 14.00%14,329$310.84$4.45M
TREXhistTREX INC0.04Add 28.00%116,022$36.42$4.23M
HWKNhistHAWKINS INC0.04Add 106.00%25,951$153.60$3.99M
AMAThistAPPLIED MATLS INC0.0411,327$341.75$3.87M
CTAShistCINTAS CORP0.04Add 14.00%22,438$169.13$3.79M
GIShistGENERAL MILLS INC0.04Reduce 11.00%96,924$37.23$3.61M
NKEhistNIKE INC0.04Add 4.00%65,955$52.82$3.48M
COPhistCONOCOPHILLIPS0.04Add 1.00%26,028$132.01$3.44M
PIIhistPOLARIS INC0.03Reduce 17.00%62,491$54.50$3.41M
VOhistVANGUARD INDEX FDS0.03Add 425.00%10,997$287.17$3.16M
COSThistCOSTCO WHOLESALE CORPORATION0.03Add 1.00%2,963$996.29$2.95M
VEAhistVANGUARD TAX-MANAGED FDS0.03Add 782.00%45,237$64.08$2.90M
APGhistAPI GROUP CORP0.02Buy57,969$40.52$2.35M
GEhistGE AEROSPACE0.02Reduce 3.00%7,525$283.72$2.13M
IVZhistINVESCO EXCHANGE TRADED FD T0.02Buy7,145$286.77$2.05M
PFEhistPFIZER INC0.02Reduce 3.00%71,829$28.08$2.02M
WMThistWALMART INC0.02Reduce 2.00%15,700$124.27$1.95M
ALRShistALERUS FINL CORP0.0279,436$23.70$1.88M
KOhistCOCA COLA CO0.0223,315$76.05$1.77M
AMGNhistAMGEN INC0.02Reduce 10.00%4,964$351.93$1.75M
UPShistUNITED PARCEL SVCS INC0.02Reduce 12.00%17,427$98.35$1.71M
SOLShistSOLSTICE ADVANCED MATLS INC0.02Buy22,239$76.17$1.69M
XYLhistXYLEM INC0.02Add 136.00%14,090$119.52$1.68M
RTXhistRTX CORPORATION0.02Reduce 6.00%8,562$192.95$1.65M
LOWhistLOWES COS INC0.026,850$236.35$1.62M
CSCOhistCISCO SYS INC0.02Reduce 2.00%19,827$77.57$1.54M
VBhistVANGUARD INDEX FDS0.02Add 288.00%5,805$261.84$1.52M
BMYhistBRISTOL-MYERS SQUIBB CO0.02Reduce 3.00%24,200$60.66$1.47M
PEPhistPEPSICO INC0.01Reduce 1.00%8,978$155.27$1.39M
SYKhistSTRYKER CORPORATION0.01Reduce 1.00%4,155$328.52$1.36M
BAChistBANK AMERICA CORP0.01Reduce 3.00%25,707$52.71$1.35M
WABhistWABTEC0.015,237$249.95$1.31M
PSXhistPHILLIPS 660.016,604$182.16$1.20M
IDXXhistIDEXX LABS INC0.01Reduce 2.00%2,080$562.02$1.17M
NEEhistNEXTERA ENERGY INC0.01Reduce 4.00%12,272$92.89$1.14M
SNAhistSNAP ON INC0.01Reduce 7.00%3,123$363.11$1.13M
BDXhistBECTON DICKINSON & CO0.017,119$157.18$1.12M
VWOhistVANGUARD INTL EQUITY INDEX F0.01Buy20,515$54.06$1.11M
AVGOhistBROADCOM INC0.01Add 6.00%3,533$309.37$1.09M
CIENhistCIENA CORP0.01Reduce 7.00%2,800$388.21$1.09M
UNPhistUNION PAC CORP0.01Reduce 9.00%4,190$242.72$1.02M
CMhistCANADIAN IMPERIAL BANK OF CO0.0110,176$94.73$964K
VONEhistVANGUARD SCOTTSDALE FDS0.01Buy3,270$294.80$964K
KMBhistKIMBERLY-CLARK CORP0.01Reduce 7.00%9,694$96.45$935K
BMOhistBANK MONTREAL MEDIUM0.016,746$135.34$913K
IBMhistINTERNATIONAL BUSINESS MACHS0.01Add 1.00%3,647$242.39$884K
WYhistWEYERHAEUSER CO0.0136,117$24.42$882K
VCELhistVERICEL CORP0.0125,865$32.17$832K
CBhistCHUBB LTD SWITZ0.01Add 4.00%2,439$325.95$795K
NSChistNORFOLK SOUTHN CORP0.01Reduce 11.00%2,715$286.92$779K
OKLOhistOKLO INC0.0115,561$49.61$772K
IEXhistIDEX CORP0.014,000$189.50$758K
SCHWAB STRATEGIC TR0.01Add 2.00%30,586$24.75$757K
SHELhistSHELL PLC0.01Add 8.00%8,132$92.97$756K
GEVhistGE VERNOVA INC0.01Reduce 9.00%846$872.34$738K
AXGNhistAXOGEN INC0.0122,000$33.14$729K
ZBHhistZIMMER BIOMET HOLDINGS INC0.01Reduce 27.00%8,050$90.43$728K
VGLThistVANGUARD SCOTTSDALE FDS0.01Buy12,875$55.38$713K
BKhistBANK NEW YORK MELLON CORP0.015,888$118.55$698K
AWKhistAMERICAN WTR WKS CO INC NEW0.015,025$136.12$684K
AMCRhistAMCOR PLC0.01Buy17,129$39.76$681K
BILhistSPDR SERIES TRUST0.01Add 8.00%6,985$91.62$640K
BSXhistBOSTON SCIENTIFIC CORP0.0110,176$62.79$639K
INTChistINTEL CORP0.0114,333$44.16$633K
GLDhistSPDR GOLD TR0.01Buy1,430$430.07$615K
TMOhistTHERMO FISHER SCIENTIFIC INC0.011,241$491.54$610K
VSAThistVIASAT INC0.0113,000$45.77$595K
XLKhistSELECT SECTOR SPDR TR0.014,470$132.89$594K
BRChistBRADY CORP0.017,000$81.29$569K
NEMhistNEWMONT CORP0.015,000$108.20$541K
TJXhistTJX COS INC NEW0.013,315$159.58$529K
BAhistBOEING CO0.01Add 14.00%2,597$199.08$517K
MOShistMOSAIC CO0.01Reduce 17.00%20,000$25.50$510K
MDYhistSTATE STR SPDR S&P MIDCAP 400.01Buy819$616.61$505K
VTIhistVANGUARD INDEX FDS0.01Add 19.00%1,546$320.83$496K
VIGhistVANGUARD SPECIALIZED FUNDS0.01Reduce 3.00%2,300$215.22$495K
ADBEhistADOBE INC0.002,009$242.91$488K
RGRhistSTURM RUGER & CO INC0.0012,000$40.08$481K
TThistTRANE TECHNOLOGIES PLC0.00Reduce 4.00%1,097$416.59$457K
CAHhistCARDINAL HEALTH INC0.002,121$211.22$448K
HBANhistHUNTINGTON BANCSHARES INC0.00Reduce 2.00%27,243$15.64$426K
PMhistPHILIP MORRIS INTL INC0.00Reduce 4.00%2,537$165.16$419K
NVEChistNVE CORP0.006,000$65.50$393K
AMDhistADVANCED MICRO DEVICES INC0.00Reduce 4.00%1,930$203.63$393K
ITWhistILLINOIS TOOL WKS INC0.00Reduce 14.00%1,484$260.11$386K
BAXhistBAXTER INTL INC0.00Reduce 8.00%22,543$16.81$379K
BBYhistBEST BUY INC0.00Reduce 11.00%5,895$64.12$378K
LHXhistL3HARRIS TECHNOLOGIES INC0.001,033$345.60$357K
SKYThistSKYWATER TECHNOLOGY INC0.00Reduce 93.00%13,000$27.38$356K
AMThistAMERICAN TOWER CORP0.002,020$172.77$349K
PATHhistUIPATH INC0.00Add 153.00%30,700$11.11$341K
MPChistMARATHON PETE CORP0.00Add 7.00%1,390$243.88$339K
DGIIhistDIGI INTL INC0.00Reduce 12.00%7,000$48.14$337K
NTRShistNORTHERN TR CORP0.002,400$139.58$335K
ThistAT&T INC0.0011,327$28.96$328K
EPDhistENTERPRISE PRODS PARTNERS L0.008,600$37.79$325K
DEhistDEERE & CO0.00Reduce 5.00%572$562.94$322K
GILDhistGILEAD SCIENCES INC0.002,275$139.34$317K
ULTAhistULTA BEAUTY INC0.00Reduce 67.00%605$522.31$316K
IAUhistISHARES GOLD TR0.003,525$88.23$311K
MOhistALTRIA GROUP INC0.004,563$65.97$301K
VUGhistVANGUARD INDEX FDS0.00688$437.50$301K
WAThistWATERS CORP0.00Buy958$298.54$286K
CMIhistCUMMINS INC0.00528$537.88$284K
SLBhistSLB LIMITED0.005,500$51.45$283K
HOGhistHARLEY DAVIDSON INC0.0014,000$20.21$283K
BPhistBP PLC0.00Reduce 14.00%5,610$47.06$264K
MAhistMASTERCARD INCORPORATED0.00Reduce 17.00%520$500.00$260K
SEIChistSEI INVTS CO0.003,300$78.48$259K
UFCShistUNITED FIRE GROUP INC0.006,600$37.12$245K
ACNhistACCENTURE PLC IRELAND0.00Add 4.00%1,229$198.54$244K
VVhistVANGUARD INDEX FDS0.00817$298.65$244K
IVEhistISHARES TR0.001,143$210.85$241K
MSAhistMSA SAFETY INC0.001,470$163.95$241K
VEUhistVANGUARD INTL EQUITY INDEX F0.003,178$75.20$239K
MUhistMICRON TECHNOLOGY INC0.00Buy693$337.66$234K
VGThistVANGUARD WORLD FD0.00Buy334$700.60$234K
MRSHhistMARSH & MCLENNAN COS INC0.00Reduce 4.00%1,300$173.08$225K
DHRhistDANAHER CORP DEL0.00Reduce 3.00%1,135$189.43$215K
UTHRhistUNITED THERAPEUTICS CORP DEL0.00Buy350$594.29$208K
ADIhistANALOG DEVICES INC0.00Buy648$317.90$206K
MURhistMURPHY OIL CORP0.00Buy5,000$41.20$206K
TKRhistTIMKEN CO0.00Buy2,000$100.50$201K
CLFhistCLEVELAND-CLIFFS INC NEW0.0013,500$8.44$114K
SNAPhistSNAP INC0.00Buy22,525$4.62$104K
AEBIhistAEBI SCHMIDT HLDG AG0.0010,401$9.71$101K
PLUGhistPLUG PWR INC0.0010,000$2.30$23K
PIPRhistPIPER SANDLER COMPANIES0.00Sell0$0
INSPhistINSPIRE MED SYS INC0.00Sell0$0
MGPIhistMGP INGREDIENTS INC NEW0.00Sell0$0
CWANhistCLEARWATER ANALYTICS HLDGS I0.00Sell0$0
THRMhistGENTHERM INC0.00Sell0$0
EXAShistEXACT SCIENCES CORP0.00Sell0$0
XLIhistSELECT SECTOR SPDR TR0.00Sell0$0
XLPhistSELECT SECTOR SPDR TR0.00Sell0$0
XLFhistSELECT SECTOR SPDR TR0.00Sell0$0
CVRXhistCVRX INC0.00Sell0$0
IVZhistINVESCO QQQ TR0.00Sell0$0
XLVhistSELECT SECTOR SPDR TR0.00Sell0$0
AMCRhistAMCOR PLC0.00Sell0$0
XLBhistSELECT SECTOR SPDR TR0.00Sell0$0
ADSKhistAUTODESK INC0.00Sell0$0
VTEBhistVANGUARD MUN BD FDS0.00Sell0$0
RFhistREGIONS FINANCIAL CORP NEW0.00Sell0$0
ETNhistEATON CORP PLC0.00Sell0$0
NVShistNOVARTIS AG0.00Sell0$0
BLKhistBLACKROCK INC0.00Sell0$0
SONYhistSONY GROUP CORP0.00Sell0$0