MA
Rating #85
Mairs And Power
Mairs & Power
Portfolio value
Stocks
Performance
1 Year
+9.27%
Stock Holdings
$
%
1Y
3Y
5Y
10Y
Mairs And Power’s Portfolio: Q1 2026
Top10 stocks: 43.97% of the portfolio
Mairs And Power’s Trades: Q1 2026
Adds
New Buys
Sold Outs
Cuts
0.93ppt
0.69ppt
0.48ppt
0.17ppt
0.13ppt
-0.11ppt
-1.56ppt
0.06ppt
0.09ppt
0.11ppt
Company Name | Share Count Chg. (%) | Price Paid | Buy Value | Portfolio % Change | |
|---|---|---|---|---|---|
1  WM | Add +39724.00% | $229.77 | $91.27M | 0.93ppt | |
2  AMP | Add +362.43% | $481.88 | $74.42M | 0.69ppt | |
3  PANW | Add +141.42% | $168.00 | $52.42M | 0.48ppt | |
4  FISV | Add +31.01% | $61.88 | $31.53M | 0.17ppt | |
5  ISRG | Add +60.39% | $505.91 | $19.03M | 0.13ppt | |
6  V | Add +4.78% | $321.55 | $12.35M | -0.11ppt | |
7  MSFT | Add +1.54% | $418.44 | $12.34M | -1.56ppt | |
8  MEDP | Add +28.58% | $512.02 | $9.76M | 0.06ppt | |
9  ZTS | Add +33.89% | $123.66 | $9.49M | 0.09ppt | |
10  TRV | Add +25.14% | $292.95 | $8.38M | 0.11ppt |
Mairs And Power’s Holdings: Q1 2026
Company Name | Primary Industry | Avg. price paid  | Share Count Chg. (%) | No of shares held | Market value | Portfolio % Change | % of Ownership | Holding period | Last Transaction | |
|---|---|---|---|---|---|---|---|---|---|---|
1  NVDA | Semiconductors | $7.80 | Cut -3.80% | 4.76M | $830.38M | 8.49% -0.40ppt | 0.02% | 28 Quarters | Q1 2026 | |
2 MSFT | Prepackaged Software | $141.45 | Add +1.54% | 1.94M | $719.01M | 7.35% -1.56ppt | 0.03% | 62 Quarters | Q1 2026 | |
3  AMZN | Retail-Catalog & Mail-Order | $157.38 | Add +0.39% | 2.60M | $542.11M | 5.54% -0.22ppt | 0.02% | 50 Quarters | Q1 2026 | |
4  GOOG | Computer Programming & Data | $49.35 | Cut -5.09% | 1.61M | $462.31M | 4.72% -0.40ppt | 0.01% | 43 Quarters | Q1 2026 | |
5  GGG | Pumps & Equipment | $22.27 | Cut -2.30% | 3.82M | $323.00M | 3.30% 0.22ppt | 2.29% | 63 Quarters | Q1 2026 | |
6  JPM | National Banks | $118.36 | Cut -17.41% | 1.05M | $310.10M | 3.17% -0.79ppt | 0.04% | 63 Quarters | Q1 2026 | |
7  AAPL | Electronic Computers | $184.38 | Cut -0.75% | 1.21M | $306.68M | 3.13% -0.05ppt | 0.01% | 62 Quarters | Q1 2026 | |
8  LLY | Pharmaceutical Pres | $168.85 | Cut -5.51% | 326.31K | $300.13M | 3.07% -0.51ppt | 0.04% | 63 Quarters | Q1 2026 | |
9 V | Other Business Services | $195.44 | Add +4.78% | 840.92K | $254.16M | 2.60% -0.11ppt | 0.04% | 54 Quarters | Q1 2026 | |
10  TTC | Lawn & Garden Equipment | $44.59 | Cut -20.56% | 2.72M | $254.06M | 2.60% 0.00ppt | 2.77% | 63 Quarters | Q1 2026 | |
11  LFUS | Switchgear Apparatus | $201.59 | Cut -6.96% | 724.71K | $245.93M | 2.51% 0.62ppt | 2.91% | 33 Quarters | Q1 2026 | |
12  NVT | Special Industry Machinery | $22.95 | Cut -2.12% | 2.07M | $244.42M | 2.50% 0.43ppt | 1.28% | 32 Quarters | Q1 2026 | |
13  MSI | Broadcasting Equipment | $184.57 | Add +2.95% | 540.73K | $234.66M | 2.40% 0.46ppt | 0.33% | 31 Quarters | Q1 2026 | |
14  WEC | Combined Electric Services | $103.40 | Add +0.10% | 1.91M | $221.20M | 2.26% 0.32ppt | 0.59% | 44 Quarters | Q1 2026 | |
15  LNT | Combined Electric Services | $52.36 | Cut -2.30% | 2.89M | $207.32M | 2.12% 0.27ppt | 1.12% | 50 Quarters | Q1 2026 | |
16  ECL | Soap & Detergents | $91.67 | Cut -1.14% | 761.82K | $202.66M | 2.07% 0.12ppt | 0.27% | 63 Quarters | Q1 2026 | |
17  UNH | Medical Service Plans | $272.98 | Cut -10.77% | 741.08K | $200.53M | 2.05% -0.59ppt | 0.08% | 63 Quarters | Q1 2026 | |
18  META | Computer Programming & Data | $699.53 | Add +2.56% | 324.63K | $185.73M | 1.90% -0.11ppt | 0.01% | 29 Quarters | Q1 2026 | |
19  FAST | Retail-Building Materials | $33.27 | Cut -15.96% | 3.92M | $182.00M | 1.86% 0.06ppt | 0.34% | 63 Quarters | Q1 2026 | |
20  VZ | Telephone Communications | $36.20 | Cut -1.73% | 3.32M | $166.43M | 1.70% 0.38ppt | 0.08% | 63 Quarters | Q1 2026 |
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