Mairs & Power — Recent Buys
Mairs & Power · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Mairs & Power opened 17 new positions and increased 56 existing holdings in the Q2 '26 filing — a combined buy footprint of $4.23B. Largest new position: GALLAGHER ARTHUR J & CO at $71.5M.
New positions (17)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| AJG | GALLAGHER ARTHUR J & CO | 311539 | $71.5M | 0.66% |
| CME | CME GROUP INC | 195585 | $43.2M | 0.40% |
| HONA | HONEYWELL AEROSPACE INC | 100041 | $22.1M | 0.20% |
| MGEE | MGE ENERGY INC | 16508 | $1.3M | 0.01% |
| IWP | ISHARES TR | 7058 | $1.0M | 0.01% |
| IJH | ISHARES TR | 10756 | $829K | 0.01% |
| IWR | ISHARES TR | 6506 | $718K | 0.01% |
| EEM | iShares MSCI Emerging Markets ETF | 1507 | $453K | 0.00% |
| IWO | ISHARES TR | 1040 | $410K | 0.00% |
| IWS | ISHARES TR | 2112 | $348K | 0.00% |
| LRCX | LAM RESEARCH CORP | 765 | $331K | 0.00% |
| VRT | VERTIV HOLDINGS CO | 780 | $261K | 0.00% |
| MS | MORGAN STANLEY | 1036 | $217K | 0.00% |
| RF-PF | REGIONS FINANCIAL CORP NEW | 7000 | $211K | 0.00% |
| ECG | EVERUS CONSTR GROUP | 1250 | $207K | 0.00% |
| AME | AMETEK INC | 850 | $206K | 0.00% |
| CARR | CARRIER GLOBAL CORPORATION | 2785 | $204K | 0.00% |
Increased positions (56)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 1950737 | $727.7M | 6.68% | +0.4% |
| GOOG | ALPHABET INC | 1683439 | $594.8M | 5.46% | +4.5% |
| JPM | JPMORGAN CHASE & CO | 923550 | $302.3M | 2.77% | +-12.4% |
| V | VISA INC | 852050 | $292.3M | 2.68% | +1.3% |
| MSI | MOTOROLA SOLUTIONS INC | 544876 | $226.3M | 2.08% | +0.8% |
| ECL | ECOLAB INC | 777541 | $216.6M | 1.99% | +2.1% |
| PANW | PALO ALTO NETWORKS INC | 599841 | $204.6M | 1.88% | +12.6% |
| META | META PLATFORMS INC | 332871 | $187.5M | 1.72% | +2.5% |
| SHW | SHERWIN WILLIAMS CO | 440586 | $151.7M | 1.39% | +0.6% |
| FUL | FULLER H B CO | 2435168 | $141.9M | 1.30% | +3.1% |
| WM | WASTE MGMT INC DEL | 591025 | $131.7M | 1.21% | +48.4% |
| FISV | FISERV INC | 2293029 | $112.5M | 1.03% | +6.5% |
| AMP | AMERIPRISE FINL INC | 214056 | $98.2M | 0.90% | +8.6% |
| CGNX | COGNEX CORP | 1307856 | $94.7M | 0.87% | +6.9% |
| WFC | WELLS FARGO & CO | 872186 | $72.1M | 0.66% | +-36.1% |
| ABT | ABBOTT LABORATORIES | 729358 | $66.2M | 0.61% | +1.1% |
| TRV | TRAVELERS COMPANIES INC | 156482 | $51.7M | 0.47% | +9.9% |
| IDA | IDACORP INC | 309970 | $46.9M | 0.43% | +2.9% |
| MEDP | MEDPACE HLDGS INC | 86715 | $45.9M | 0.42% | +1.2% |
| WK | WORKIVA INC | 829491 | $40.2M | 0.37% | +15.9% |
| SFM | SPROUTS FMRS MKT INC | 451826 | $38.2M | 0.35% | +54.6% |
| PG | PROCTER & GAMBLE CO | 245423 | $36.0M | 0.33% | +0.8% |
| ZTS | ZOETIS INC | 467515 | $33.6M | 0.31% | +54.2% |
| BSY | BENTLEY SYS INC | 970114 | $29.0M | 0.27% | +310.8% |
| ADP | AUTOMATIC DATA PROCESSING IN | 127173 | $28.5M | 0.26% | +2.2% |
| BMI | BADGER METER INC | 99464 | $14.8M | 0.14% | +-5.1% |
| AMBA | AMBARELLA INC | 126353 | $10.8M | 0.10% | +7.5% |
| MINN | TRUST FOR PROFESSIONAL MANAG | 470668 | $10.5M | 0.10% | +14.6% |
| JBTM | JBT MAREL CORPORATION | 67465 | $9.8M | 0.09% | +14.2% |
| WTFCN | WINTRUST FINL CORP | 58659 | $9.4M | 0.09% | +1.6% |
| PATK | PATRICK INDS INC | 94824 | $8.5M | 0.08% | +63.8% |
| CVX | CHEVRON CORPORATION | 41147 | $6.8M | 0.06% | +5.5% |
| MRK | MERCK & CO INC | 51519 | $6.6M | 0.06% | +2.3% |
| SPY | SPDR S&P 500 ETF | 8279 | $6.2M | 0.06% | +-69.5% |
| CTAS | CINTAS CORP | 27262 | $4.6M | 0.04% | +21.5% |
| VO | VANGUARD INDEX FDS | 39348 | $3.2M | 0.03% | +257.8% |
| INTC | INTEL CORP | 14533 | $2.0M | 0.02% | +1.4% |
| KO | COCA COLA CO | 23470 | $1.9M | 0.02% | +0.7% |
| XYL | XYLEM INC | 15450 | $1.8M | 0.02% | +9.7% |
| WMT | WALMART INC | 15800 | $1.8M | 0.02% | +0.6% |
| EFA | iShares MSCI EAFE ETF | 16317 | $1.7M | 0.02% | +3.9% |
| BMY | Bristol-Myers Squibb | 24684 | $1.4M | 0.01% | +2.0% |
| AVGO | BROADCOM INC | 3663 | $1.4M | 0.01% | +3.7% |
| QQQ | Invesco QQQ Trust (Nasdaq-100) | 1770 | $1.3M | 0.01% | +0.6% |
| GLD | SPDR Gold Shares | 3515 | $1.3M | 0.01% | +145.8% |
| PEP | PEPSICO INC | 9175 | $1.2M | 0.01% | +2.2% |
| CB | CHUBB LIMITED | 2456 | $837K | 0.01% | +0.7% |
| BIL | SPDR SERIES TRUST | 8627 | $791K | 0.01% | +23.5% |
| BA-PA | BOEING CO | 2650 | $574K | 0.01% | +2.0% |
| VTI | Vanguard Total Stock Market ETF | 1547 | $572K | 0.01% | +0.1% |
| TJX | TJX COS INC NEW | 3415 | $517K | 0.00% | +3.0% |
| BSX | BOSTON SCIENTIFIC CORP | 9914 | $423K | 0.00% | +-2.6% |
| ITW | ILLINOIS TOOL WKS INC | 1534 | $415K | 0.00% | +3.4% |
| WAT | WATERS CORP | 959 | $360K | 0.00% | +0.1% |
| MO | ALTRIA GROUP INC | 4566 | $329K | 0.00% | +0.1% |
| DHR | DANAHER CORP DEL | 1142 | $218K | 0.00% | +0.6% |