MAIRS & POWER INC

Q2 2026 13F-HR Holdings

Location
St Paul, MN
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
254
Total value ($000)
$10,899,988
Net value change ($000)
+1,113,894 (11.4%)
New positions
17
Sold out positions
8
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
GOOGL 132,502 28.7%
PANW 119,159 139.5%
NVDA 111,602 13.4%
NVT 103,762 42.5%
LLY 86,245 28.7%
AMZN 77,443 14.3%
ENTG 76,647 48.7%
AJG 71,520 NEW
TSM 63,110 38.4%
TECH 47,074 32.8%
Top Reduces (Value $000, Stocks/ETFs)
HON -47,116 -100.0%
WFC -36,660 -33.7%
GGG -35,873 -11.1%
JNJ -33,754 -23.9%
QCOM -28,333 -46.0%
VZ -27,058 -16.3%
WEC -12,426 -5.6%
SPY -11,493 -65.0%
CRM -8,917 -95.5%
MSI -8,379 -3.6%
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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Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type