MAIRS & POWER INC

Q1 2026 13F-HR Holdings

Location
St Paul, MN
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
245
Total value ($000)
$9,786,094
Net value change ($000)
-604,249 (-5.8%)
New positions
22
Sold out positions
20
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WM 91,292 41496.4%
AMP 66,674 319.1%
LFUS 48,918 24.8%
PANW 44,756 110.1%
ENTG 43,814 38.6%
PIPR 41,803 NEW
MSI 33,336 16.6%
NVT 29,136 13.5%
VZ 29,025 21.1%
SFM 22,536 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -206,100 -22.3%
JPM -101,180 -24.6%
NVDA -92,729 -10.0%
UNH -73,638 -26.9%
LLY -71,009 -19.1%
GOOGL -70,516 -13.2%
CRM -69,084 -88.1%
PIPR -59,742 -100.0%
AMZN -56,355 -9.4%
WFC -52,438 -32.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type