# Mairs & Power — Mairs & Power

Source: SEC EDGAR 13F filings (CIK 0001070134).
Page URL: https://superinvestorclub.com/manager/92
Last updated: 2026-07-08T11:25:25.836Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-14), Mairs & Power reported 245 long equity positions in their Mairs & Power 13F filing, with a total reported value of $9.79B.

### About

Regional growth fund

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | NVDA | NVIDIA CORPORATION | 4761351 | $830.4M | 8.49% | -3.8% |
| 2 | MSFT | MICROSOFT CORP | 1942391 | $719.0M | 7.35% | +1.5% |
| 3 | AMZN | AMAZON COM INC | 2602912 | $542.1M | 5.54% | +0.4% |
| 4 | GOOG | ALPHABET INC | 1611610 | $462.3M | 4.72% | -5.1% |
| 5 | GGG | GRACO INC | 3815684 | $323.0M | 3.30% | -2.3% |
| 6 | JPM | JPMORGAN CHASE & CO | 1054197 | $310.1M | 3.17% | -17.4% |
| 7 | AAPL | APPLE INC | 1208398 | $306.7M | 3.13% | -0.7% |
| 8 | LLY | ELI LILLY & CO | 326306 | $300.1M | 3.07% | -5.5% |
| 9 | V | VISA INC | 840917 | $254.2M | 2.60% | +4.8% |
| 10 | TORO | TORO CO | 2718983 | $254.1M | 2.60% | -20.6% |
| 11 | LFUS | LITTELFUSE INC | 724710 | $245.9M | 2.51% | -7.0% |
| 12 | NVT | NVENT ELEC PLC | 2066420 | $244.4M | 2.50% | -2.1% |
| 13 | MSI | MOTOROLA SOLUTIONS INC | 540732 | $234.7M | 2.40% | +3.0% |
| 14 | WEC | WEC ENERGY GROUP INC | 1910685 | $221.2M | 2.26% | +0.1% |
| 15 | LNT | ALLIANT ENERGY CORP | 2889060 | $207.3M | 2.12% | -2.3% |
| 16 | ECL | ECOLAB INC | 761818 | $202.7M | 2.07% | -1.1% |
| 17 | UNH | UNITEDHEALTH GROUP INC | 741083 | $200.5M | 2.05% | -10.8% |
| 18 | META | META PLATFORMS INC | 324625 | $185.7M | 1.90% | +2.6% |
| 19 | FAST | FASTENAL CO | 3922442 | $182.0M | 1.86% | -16.0% |
| 20 | VZ | VERIZON COMMUNICATIONS INC | 3315436 | $166.4M | 1.70% | -1.7% |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 486253 | $164.3M | 1.68% | -0.1% |
| 22 | ENTG | ENTEGRIS INC | 1343104 | $157.5M | 1.61% | -0.4% |
| 23 | FUL | FULLER H B CO | 2361617 | $145.7M | 1.49% | -2.1% |
| 24 | TECH | BIO-TECHNE CORP | 2750282 | $143.7M | 1.47% | -0.6% |
| 25 | JNJ | JOHNSON & JOHNSON | 577590 | $141.2M | 1.44% | -28.2% |

## New positions this quarter (22)

- PIPR (PIPER SANDLER COMPANIES): 546090 shares, $41.8M
- SFM (SPROUTS FMRS MKT INC): 292177 shares, $22.5M
- VOO (Vanguard S&P 500 ETF): 14866 shares, $8.9M
- AMBA (AMBARELLA INC): 117581 shares, $6.1M
- APG (API GROUP CORP): 57969 shares, $2.3M
- SOLS (SOLSTICE ADVANCED MATLS INC): 22239 shares, $1.7M
- VWO (Vanguard FTSE Emerging Markets ETF): 20515 shares, $1.1M
- IVZ (Invesco Ltd.): 5385 shares, $1.0M
- VONE (VANGUARD SCOTTSDALE FDS): 3270 shares, $963,555
- VGLT (VANGUARD SCOTTSDALE FDS): 12875 shares, $713,018
- AMCCF (AMCOR PLC): 17129 shares, $680,878
- GLD (SPDR Gold Shares): 1430 shares, $615,315
- MDY (STATE STR SPDR S&P MIDCAP 40): 819 shares, $505,203
- USMV (ISHARES TR): 3884 shares, $360,010
- WAT (WATERS CORP): 958 shares, $285,590
- MU (MICRON TECHNOLOGY INC): 693 shares, $234,123
- VGT (VANGUARD WORLD FD): 334 shares, $233,514
- UTHR (UNITED THERAPEUTICS CORP DEL): 350 shares, $207,543
- MUR (MURPHY OIL CORP): 5000 shares, $206,250
- ADI (ANALOG DEVICES INC): 648 shares, $206,155

## Increased positions (64)

- MSFT: 1942391 shares (+1.5%), $719.0M
- AMZN: 2602912 shares (+0.4%), $542.1M
- V: 840917 shares (+4.8%), $254.2M
- MSI: 540732 shares (+3.0%), $234.7M
- WEC: 1910685 shares (+0.1%), $221.2M
- META: 324625 shares (+2.6%), $185.7M
- FISV: 2152853 shares (+31.0%), $120.1M
- WM: 398240 shares (+39724.0%), $91.5M
- PANW: 532679 shares (+141.4%), $85.4M
- ABT: 721778 shares (+1.9%), $74.1M
- CASY: 95937 shares (-7.6%), $69.8M
- CGNX: 1223875 shares (+4.5%), $60.0M
- TNC: 803464 shares (-25.0%), $53.4M
- TMO: 351848 shares (+0.8%), $51.1M
- INTC: 99885 shares (+60.4%), $46.0M
- TRV: 142414 shares (+25.1%), $41.5M
- MEDP: 85720 shares (+28.6%), $41.2M
- ZBH: 303116 shares (+33.9%), $35.8M
- PG: 243410 shares (+12.6%), $35.2M
- XELLL: 402263 shares (+1.5%), $32.0M

## Reduced positions (104)

- NVDA: 4761351 shares (-3.8%), $830.4M
- GOOG: 1611610 shares (-5.1%), $462.3M
- GGG: 3815684 shares (-2.3%), $323.0M
- JPM: 1054197 shares (-17.4%), $310.1M
- AAPL: 1208398 shares (-0.7%), $306.7M
- LLY: 326306 shares (-5.5%), $300.1M
- TORO: 2718983 shares (-20.6%), $254.1M
- LFUS: 724710 shares (-7.0%), $245.9M
- NVT: 2066420 shares (-2.1%), $244.4M
- LNT: 2889060 shares (-2.3%), $207.3M
- ECL: 761818 shares (-1.1%), $202.7M
- UNH: 741083 shares (-10.8%), $200.5M
- FAST: 3922442 shares (-16.0%), $182.0M
- VZ: 3315436 shares (-1.7%), $166.4M
- TSM: 486253 shares (-0.1%), $164.3M
- ENTG: 1343104 shares (-0.4%), $157.5M
- FUL: 2361617 shares (-2.1%), $145.7M
- TECH: 2750282 shares (-0.6%), $143.7M
- JNJ: 577590 shares (-28.2%), $141.2M
- CHRW: 848203 shares (-1.7%), $140.9M

## Sold positions (20)

- PIPR: previously held 175861 shares worth $59.7M
- INSP: previously held 57616 shares worth $5.3M
- MGPI: previously held 173245 shares worth $4.2M
- CWAN: previously held 92510 shares worth $2.2M
- THRM: previously held 52946 shares worth $1.9M
- EXAS: previously held 17236 shares worth $1.8M
- XLI: previously held 10535 shares worth $1.6M
- XLP: previously held 20045 shares worth $1.6M
- XLF: previously held 25310 shares worth $1.4M
- CVRX: previously held 142456 shares worth $1.0M
- XLV: previously held 5522 shares worth $854,806
- AMCCD: previously held 88520 shares worth $738,257
- XLB: previously held 5260 shares worth $238,541
- ADSK: previously held 801 shares worth $237,104
- VTEB: previously held 4211 shares worth $211,771
- RF-PF: previously held 7620 shares worth $206,502
- ETN: previously held 648 shares worth $206,394
- NVS: previously held 1485 shares worth $204,737
- BLK: previously held 190 shares worth $203,365
- SNEJF: previously held 7830 shares worth $200,448

## Filing history (7)

- 2026-03-31 (filed 2026-05-14)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-14)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)

## Citation

When citing, use: "Mairs & Power, Mairs & Power, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/92)".