What Mairs & Power Bought in Q1 2026

Mairs & Power · Quarterly 13F recap as filed with the SEC.

Period: 2026-03-31 · Filed · Historical

$9.79B

Total Value

245

Holdings

22

New Buys

104

Reduced

In Q1 2026, Mairs & Power reported 245 long equity positions worth $9.79B in their Mairs & Power 13F filing, including 22 new positions (largest: PIPER SANDLER COMPANIES at $41.8M) and 64 increased positions.

RankTickerCompanySharesValue% PortfolioChange
1NVDANVIDIA CORPORATION4761351$830.4M8.49%-3.8%
2MSFTMICROSOFT CORP1942391$719.0M7.35%+1.5%
3AMZNAMAZON COM INC2602912$542.1M5.54%+0.4%
4GOOGALPHABET INC1611610$462.3M4.72%-5.1%
5GGGGRACO INC3815684$323.0M3.30%-2.3%
6JPMJPMORGAN CHASE & CO1054197$310.1M3.17%-17.4%
7AAPLAPPLE INC1208398$306.7M3.13%-0.7%
8LLYELI LILLY & CO326306$300.1M3.07%-5.5%
9VVISA INC840917$254.2M2.60%+4.8%
10TTCTORO CO2718983$254.1M2.60%-20.6%
11LFUSLITTELFUSE INC724710$245.9M2.51%-7.0%
12NVTNVENT ELEC PLC2066420$244.4M2.50%-2.1%
13MSIMOTOROLA SOLUTIONS INC540732$234.7M2.40%+3.0%
14WECWEC ENERGY GROUP INC1910685$221.2M2.26%+0.1%
15LNTALLIANT ENERGY CORP2889060$207.3M2.12%-2.3%
16ECLECOLAB INC761818$202.7M2.07%-1.1%
17UNHUNITEDHEALTH GROUP INC741083$200.5M2.05%-10.8%
18METAMETA PLATFORMS INC324625$185.7M1.90%+2.6%
19FASTFASTENAL CO3922442$182.0M1.86%-16.0%
20VZVERIZON COMMUNICATIONS INC3315436$166.4M1.70%-1.7%
21TSMTAIWAN SEMICONDUCTOR MANUFAC486253$164.3M1.68%-0.1%
22ENTGENTEGRIS INC1343104$157.5M1.61%-0.4%
23FULFULLER H B CO2361617$145.7M1.49%-2.1%
24TECHBIO-TECHNE CORP2750282$143.7M1.47%-0.6%
25JNJJOHNSON & JOHNSON577590$141.2M1.44%-28.2%
26CHRWC H ROBINSON WORLDWIDE IN848203$140.9M1.44%-1.7%
27SHWSHERWIN WILLIAMS CO437760$140.3M1.43%-6.8%
28FISVFISERV INC2152853$120.1M1.23%+31.0%
29WFCWELLS FARGO & CO1365876$108.7M1.11%-21.0%
30ROKROCKWELL AUTOMATION INC283553$101.8M1.04%-14.2%
31WMWASTE MGMT INC DEL398240$91.5M0.94%+39724.0%
32AMPAMERIPRISE FINL INC197047$87.6M0.89%362.4%
33PANWPALO ALTO NETWORKS INC532679$85.4M0.87%+141.4%
34HRLHORMEL FOODS CORP3417959$77.4M0.79%-9.8%
35ABTABBOTT LABORATORIES721778$74.1M0.76%+1.9%
36CASYCASEYS GEN STORES INC95937$69.8M0.71%+-7.6%
37QCOMQUALCOMM INC478055$61.6M0.63%-13.1%
38CGNXCOGNEX CORP1223875$60.0M0.61%+4.5%
39TNCTENNANT CO803464$53.4M0.55%+-25.0%
40MMM3M CO351848$51.1M0.52%+0.8%
41HDHOME DEPOT INC153398$50.5M0.52%-2.3%
42HONHONEYWELL INTL INC208448$47.1M0.48%-10.9%
43ISRGIntuitive Surgical99885$46.0M0.47%+60.4%
44AXPAMERICAN EXPRESS CO148821$45.0M0.46%-6.7%
45TXNTEXAS INSTRS INC231151$44.9M0.46%-1.8%
46IDAIDACORP INC301377$43.1M0.44%-0.4%
47WKWORKIVA INC715640$42.7M0.44%-1.7%
48DCIDONALDSON INC499374$42.4M0.43%-10.9%
49PIPRPIPER SANDLER COMPANIES546090$41.8M0.43%NEW
50TRVTRAVELERS COMPANIES INC142414$41.5M0.42%+25.1%
51MEDPMEDPACE HLDGS INC85720$41.2M0.42%+28.6%
52ZTSZOETIS INC303116$35.8M0.37%+33.9%
53PGPROCTER & GAMBLE CO243410$35.2M0.36%+12.6%
54MDTMEDTRONIC PLC401968$34.8M0.36%-2.6%
55XELLLXCEL ENERGY INC402263$32.0M0.33%+1.5%
56USBUS BANCORP601518$31.3M0.32%-7.2%
57ADPAUTOMATIC DATA PROCESSING IN124436$25.3M0.26%+12.3%
58SCHWSCHWAB CHARLES CORP247732$23.3M0.24%-9.4%
59DISDISNEY WALT CO239846$23.1M0.24%-19.0%
60SFMSPROUTS FMRS MKT INC292177$22.5M0.23%NEW
61TGTTARGET CORP168879$20.5M0.21%-13.3%
62GNRCGENERAC HLDGS INC99747$19.5M0.20%+-8.1%
63CLFDCLEARFIELD INC731733$19.4M0.20%+0.2%
64SPYSPDR S&P 500 ETF27180$17.7M0.18%+0.5%
65GOOGLALPHABET INC55766$16.0M0.16%+11.8%
66BMIBADGER METER INC104815$16.0M0.16%+1.9%
67PFGPRINCIPAL FINANCIAL GROUP IN163884$14.8M0.15%-22.6%
68XOMEXXON MOBIL CORP83523$14.2M0.14%-3.6%
69HSYHERSHEY CO64560$13.4M0.14%-4.5%
70CATCATERPILLAR INC18450$13.1M0.13%-0.0%
71GLWCORNING INC88250$12.0M0.12%-2.3%
72BRK.BBerkshire Hathaway Inc. Class B23929$11.5M0.12%-3.7%
73KNFKNIFE RIVER CORP134428$11.0M0.11%+8.5%
74ABBVABBVIE INC45317$9.9M0.10%-2.5%
75AIRAAR CORP89391$9.8M0.10%+-20.3%
76ONBOLD NATL BANCORP IND433191$9.6M0.10%-26.6%
77CRMSALESFORCE INC49996$9.3M0.10%+-83.1%
78PLXSPLEXUS CORP45868$9.3M0.09%
79MINNTRUST FOR PROFESSIONAL MANAG410865$9.1M0.09%+26.5%
80VOOVanguard S&P 500 ETF14866$8.9M0.09%NEW
81EMREMERSON ELEC CO64752$8.5M0.09%-3.2%
82BSYBENTLEY SYS INC236158$8.3M0.08%184.6%
83CVXCHEVRON CORPORATION39017$8.1M0.08%+80.5%
84WTFCNWINTRUST FINL CORP57744$8.0M0.08%+23.8%
85QCRHQCR HLDGS INC91002$7.8M0.08%
86JBTMJBT MAREL CORPORATION59100$7.6M0.08%-14.0%
87RDNTRADNET INC133116$7.4M0.08%39.2%
88KHCKRAFT HEINZ CO316563$7.1M0.07%+-81.1%
89SYYSYSCO CORP99279$7.1M0.07%+-28.3%
90ASBAASSOCIATED BANC-CORP270040$7.0M0.07%+3.8%
91BKHBLACK HILLS CORP98285$6.8M0.07%+4.4%
92SCHBSCHWAB STRATEGIC TR261246$6.6M0.07%
93PATKPATRICK INDS INC57894$6.4M0.07%+9.2%
94MRKMERCK & CO INC50348$6.1M0.06%-3.2%
95AMBAAMBARELLA INC117581$6.1M0.06%NEW
96CFR-PBCULLEN FROST BANKERS INC42696$5.9M0.06%-0.1%
97HUBGHUB GROUP INC159933$5.8M0.06%-32.2%
98NWENORTHWESTERN ENERGY GROUP IN86002$5.7M0.06%+5.3%
99PNRPENTAIR PLC57578$5.0M0.05%-2.5%
100WWDWOODWARD INC14000$5.0M0.05%
101OSKOSHKOSH CORP33183$4.9M0.05%-5.4%
102GBCIGLACIER BANCORP INC NEW106200$4.7M0.05%9.1%
103SOLVSOLVENTUM CORP72513$4.7M0.05%-0.5%
104LTHLIFE TIME GROUP HOLDINGS INC172317$4.6M0.05%
105JHIUFJAMES HARDIE INDS PLC240761$4.6M0.05%165.5%
106ORCLORACLE CORP30718$4.5M0.05%+7.3%
107MCDMCDONALDS CORP14329$4.5M0.05%-14.2%
108TREXTREX INC116022$4.2M0.04%28.0%
109IVViShares Core S&P 500 ETF6461$4.2M0.04%-0.3%
110HWKNHAWKINS INC25951$4.0M0.04%+106.5%
111AMATAPPLIED MATLS INC11327$3.9M0.04%
112CTASCINTAS CORP22438$3.8M0.04%+14.4%
113GISGENERAL MILLS INC96924$3.6M0.04%+-10.7%
114BRK.ABerkshire Hathaway Inc. Class A5$3.6M0.04%
115NKENIKE INC65955$3.5M0.04%+4.4%
116COPCONOCOPHILLIPS26028$3.4M0.04%+0.7%
117PIIPOLARIS INC62491$3.4M0.03%-17.5%
118VOVANGUARD INDEX FDS10997$3.2M0.03%424.9%
119COSTCOSTCO WHOLESALE CORPORATION2963$3.0M0.03%+1.0%
120VEAVanguard FTSE Developed Markets ETF45237$2.9M0.03%782.0%
121APGAPI GROUP CORP57969$2.3M0.02%NEW
122GEGE AEROSPACE7525$2.1M0.02%-3.2%
123PFEPFIZER INC71829$2.0M0.02%-2.8%
124WMTWALMART INC15700$2.0M0.02%-1.9%
125ALRSALERUS FINL CORP79436$1.9M0.02%
126KOCOCA COLA CO23315$1.8M0.02%-0.4%
127AMGNAMGEN INC4964$1.7M0.02%-10.1%
128UPSUNITED PARCEL SVCS INC17427$1.7M0.02%-11.9%
129SOLSSOLSTICE ADVANCED MATLS INC22239$1.7M0.02%NEW
130XYLXYLEM INC14090$1.7M0.02%136.0%
131RTXRTX CORPORATION8562$1.7M0.02%-5.6%
132LOWLOWES COS INC6850$1.6M0.02%-0.2%
133CSCOCISCO SYS INC19827$1.5M0.02%-2.2%
134EFAiShares MSCI EAFE ETF15702$1.5M0.02%+29.8%
135VBVANGUARD INDEX FDS5805$1.5M0.02%+288.0%
136BMYBristol-Myers Squibb24200$1.5M0.01%-3.0%
137PEPPEPSICO INC8978$1.4M0.01%-1.4%
138SYKSTRYKER CORPORATION4155$1.4M0.01%-1.0%
139WABWABTEC5237$1.3M0.01%
140PSXPHILLIPS 666604$1.2M0.01%
141IDXXIDEXX LABS INC2080$1.2M0.01%-2.4%
142NEE-PSNEXTERA ENERGY INC12272$1.1M0.01%-3.9%
143SNASNAP ON INC3123$1.1M0.01%-7.4%
144BDXBECTON DICKINSON & CO7119$1.1M0.01%
145VWOVanguard FTSE Emerging Markets ETF20515$1.1M0.01%NEW
146AVGOBROADCOM INC3533$1.1M0.01%+6.3%
147CIENCIENA CORP2800$1.1M0.01%-6.7%
148BACBANK AMERICA CORP21707$1.1M0.01%-3.5%
149RSPINVESCO EXCHANGE TRADED FD T5385$1.0M0.01%NEW
150UNPUNION PAC CORP4190$1.0M0.01%-8.8%
151QQQInvesco QQQ Trust (Nasdaq-100)1760$1.0M0.01%+13.8%
152CNDIFCANADIAN IMPERIAL BANK OF CO10176$964K0.01%
153VONEVANGUARD SCOTTSDALE FDS3270$964K0.01%NEW
154KMBKIMBERLY-CLARK CORP9694$935K0.01%+-7.0%
155BMOBANK MONTREAL MEDIUM6746$913K0.01%
156IBMINTERNATIONAL BUSINESS MACHS3647$884K0.01%+0.6%
157WYWEYERHAEUSER CO36117$882K0.01%
158VCELVERICEL CORP25865$832K0.01%
159CBCHUBB LTD SWITZ2439$795K0.01%+4.5%
160NSCNORFOLK SOUTHN CORP2715$779K0.01%-10.5%
161OKLOOKLO INC15561$772K0.01%
162IEXIDEX Corp4000$758K0.01%
163SCHFSCHWAB STRATEGIC TR30586$757K0.01%+2.0%
164SHELSHELL PLC8132$756K0.01%+8.4%
165GEVGE VERNOVA INC846$738K0.01%-9.3%
166AXGNAXOGEN INC22000$729K0.01%
167ZBHZIMMER BIOMET HOLDINGS INC8050$728K0.01%+-27.5%
168VGLTVANGUARD SCOTTSDALE FDS12875$713K0.01%NEW
169BNYBANK NEW YORK MELLON CORP5888$698K0.01%
170AWKAmerican Water Works5025$684K0.01%-0.4%
171AMCCFAMCOR PLC17129$681K0.01%NEW
172BILSPDR SERIES TRUST6985$640K0.01%+8.5%
173BSXBOSTON SCIENTIFIC CORP10176$639K0.01%
174INTCINTEL CORP14333$633K0.01%
175GLDSPDR Gold Shares1430$615K0.01%NEW
176TMOTHERMO FISHER SCIENTIFIC INC1241$610K0.01%
177VSATVIASAT INC13000$595K0.01%
178XLKTechnology Select Sector SPDR4470$594K0.01%
179BRCBRADY CORP7000$569K0.01%
180IWDISHARES TR2562$547K0.01%+30.6%
181NEMNEWMONT CORP5000$541K0.01%
182TJXTJX COS INC NEW3315$529K0.01%
183ACWXISHARES TR7550$517K0.01%-22.6%
184BA-PABOEING CO2597$517K0.01%+14.4%
185MOSMOSAIC CO20000$510K0.01%-16.7%
186MDYSTATE STR SPDR S&P MIDCAP 40819$505K0.01%NEW
187VTIVanguard Total Stock Market ETF1546$496K0.01%+19.5%
188VIGVanguard Dividend Appreciation ETF2300$495K0.01%-3.2%
189ADBEADOBE INC2009$488K0.00%
190RGRSTURM RUGER & CO INC12000$481K0.00%
191TTTRANE TECHNOLOGIES PLC1097$457K0.00%-4.0%
192CAHCARDINAL HEALTH INC2121$448K0.00%
193HBANPHUNTINGTON BANCSHARES INC27243$426K0.00%-1.7%
194PMPHILIP MORRIS INTL INC2537$419K0.00%-4.2%
195NVECNVE CORP6000$393K0.00%
196AMDADVANCED MICRO DEVICES INC1930$393K0.00%-4.1%
197ITWILLINOIS TOOL WKS INC1484$386K0.00%-14.4%
198BAXBAXTER INTL INC22543$379K0.00%-8.2%
199BBYBEST BUY INC5895$378K0.00%-11.4%
200USMVISHARES TR3884$360K0.00%NEW
201LHXL3HARRIS TECHNOLOGIES INC1033$357K0.00%
202SKYTSKYWATER TECHNOLOGY INC13000$356K0.00%-92.9%
203AMTAMERICAN TOWER CORP2020$349K0.00%
204PATHUIPATH INC30700$341K0.00%+153.2%
205MPCMARATHON PETE CORP1390$339K0.00%+6.8%
206DGIIDIGI INTL INC7000$337K0.00%-12.5%
207NTRSONORTHERN TR CORP2400$335K0.00%
208TAT&T INC11327$328K0.00%
209IBTGISHARES TR14255$327K0.00%
210EPDENTERPRISE PRODS PARTNERS L8600$325K0.00%
211DEDEERE & CO572$322K0.00%-5.0%
212GILDGILEAD SCIENCES INC2275$317K0.00%
213ULTAULTA BEAUTY INC605$316K0.00%+-66.6%
214IXNISHARES TR3150$315K0.00%
215IAUiShares Gold Trust3525$311K0.00%
216MOALTRIA GROUP INC4563$301K0.00%+0.0%
217VUGVANGUARD INDEX FDS688$301K0.00%
218IJRISHARES TR2410$300K0.00%-3.4%
219BOHBank of Hawaii4000$297K0.00%
220WATWATERS CORP958$286K0.00%NEW
221CMICUMMINS INC528$284K0.00%
222IVWISHARES TR2509$284K0.00%
223HOGHARLEY DAVIDSON INC14000$283K0.00%
224SLBSLB LIMITED5500$283K0.00%
225BPBP PLC5610$264K0.00%-13.7%
226MAMASTERCARD INCORPORATED520$260K0.00%-16.7%
227SEICSEI INVTS CO3300$259K0.00%
228UFCSUNITED FIRE GROUP INC6600$245K0.00%
229VVVANGUARD INDEX FDS817$244K0.00%
230ACNACCENTURE PLC IRELAND1229$244K0.00%+3.8%
231IVEISHARES TR1143$241K0.00%
232MSAMSA SAFETY INC1470$241K0.00%
233VEUVANGUARD INTL EQUITY INDEX F3178$239K0.00%
234MUMICRON TECHNOLOGY INC693$234K0.00%NEW
235VGTVANGUARD WORLD FD334$234K0.00%NEW
236MRSHMARSH & MCLENNAN COS INC1300$225K0.00%-4.1%
237DHRDANAHER CORP DEL1135$215K0.00%-2.9%
238UTHRUNITED THERAPEUTICS CORP DEL350$208K0.00%NEW
239MURMURPHY OIL CORP5000$206K0.00%NEW
240ADIANALOG DEVICES INC648$206K0.00%NEW
241TKRTIMKEN CO2000$201K0.00%NEW
242CLFCLEVELAND-CLIFFS INC NEW13500$114K0.00%
243SNAPSNAP INC22525$104K0.00%NEW
244AEBIAEBI SCHMIDT HLDG AG10401$101K0.00%
245PLUGPLUG PWR INC10000$23K0.00%