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MPI

Mairs & Power Inc Portfolio holdings

AUM $10.9B
1-Year Est. Return 27.5%
This Fund
S&P 500
This Quarter Est. Return
-1.49%
1 Year Est. Return
+27.5%
3 Year Est. Return
+83.61%
5 Year Est. Return
+104.32%
10 Year Est. Return
+340.61%
AUM
$9.79B
AUM Growth
-$604M
Cap. Flow
-$236M
Cap. Flow %
-2.41%
Top 10 Hldgs %
43.96%
Holding
263
New
20
Increased
62
Reduced
108
Closed
18

Top Buys

Rank Stock Value
1
WM icon
Waste Management
WM
+$91.3M
2
AMP icon
Ameriprise Financial
AMP
+$74.4M
3
PANW icon
Palo Alto Networks
PANW
+$52.4M
4
FISV
Fiserv Inc
FISV
+$31.5M
5
SFM icon
Sprouts Farmers Market
SFM
+$21.8M

Top Sells

Rank Stock Value
1
JPM icon
JPMorgan Chase
JPM
+$67.4M
2
TTC icon
Toro Company
TTC
+$66.3M
3
JNJ icon
Johnson & Johnson
JNJ
+$52.8M
4
CRM icon
Salesforce
CRM
+$51M
5
NVDA icon
NVIDIA
NVDA
+$34.5M

Sector Composition

Rank Sector Weight
1 Technology 32.66%
2 Industrials 16.74%
3 Healthcare 10.83%
4 Financials 10.47%
5 Communication Services 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
226
Mastercard
MA
$518B
$260K ﹤0.01%
520
-104
-17% -$54.8K
SEIC icon
227
SEI Investments
SEIC
$13.4B
$259K ﹤0.01%
3,300
– –
UFCS icon
228
United Fire Group
UFCS
$1.39B
$245K ﹤0.01%
6,600
– –
VV icon
229
Vanguard Morningstar Large-Cap ETF
VV
$54.4B
$244K ﹤0.01%
817
– –
ACN icon
230
Accenture
ACN
$115B
$244K ﹤0.01%
1,229
+45
+4% +$10.5K
IVE icon
231
iShares S&P 500 Value ETF
IVE
$50.2B
$241K ﹤0.01%
1,143
– –
MSA icon
232
Mine Safety
MSA
$7.39B
$241K ﹤0.01%
1,470
– –
VEU icon
233
Vanguard FTSE All-World ex-US ETF
VEU
$70.7B
$239K ﹤0.01%
3,178
– –
MU icon
234
Micron Technology
MU
$1.06T
$234K ﹤0.01%
+693
New +$271K
VGT icon
235
Vanguard Information Technology ETF
VGT
$150B
$234K ﹤0.01%
+2,672
New +$246K
MRSH
236
Marsh
MRSH
$90.7B
$225K ﹤0.01%
1,300
-56
-4% -$10.1K
DHR icon
237
Danaher
DHR
$152B
$215K ﹤0.01%
1,135
-34
-3% -$7.24K
UTHR icon
238
United Therapeutics
UTHR
$22.6B
$208K ﹤0.01%
+350
New +$174K
MUR icon
239
Murphy Oil
MUR
$5.15B
$206K ﹤0.01%
+5,000
New +$169K
ADI icon
240
Analog Devices
ADI
$181B
$206K ﹤0.01%
+648
New +$206K
TKR icon
241
Timken Company
TKR
$8.63B
$201K ﹤0.01%
+2,000
New +$199K
CLF icon
242
Cleveland-Cliffs
CLF
$6.75B
$114K ﹤0.01%
13,500
– –
SNAP icon
243
Snap
SNAP
$9.01B
$104K ﹤0.01%
+22,525
New +$133K
AEBI
244
Aebi Schmidt Holding AG
AEBI
$958M
$101K ﹤0.01%
10,401
– –
PLUG icon
245
Plug Power
PLUG
$3.17B
$22.6K ﹤0.01%
10,000
– –
ADSK icon
246
Autodesk
ADSK
$57.1B
– –
-801
Closed -$237K
BLK icon
247
Blackrock
BLK
$181B
– –
-190
Closed -$203K
CVRX icon
248
CVRx
CVRX
$81M
– –
-142,456
Closed -$1.01M
CWAN
249
DELISTED
Clearwater Analytics
CWAN
– –
-92,510
Closed -$2.23M
ETN icon
250
Eaton
ETN
$162B
– –
-648
Closed -$206K
7 8 9
10
11

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FCM
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Mairs & Power Inc's Q1 2026 Portfolio in Review

As of Q1 2026, Mairs & Power Inc held 263 positions worth $9.79B, down 5.8% from $10.4B the previous quarter. Its ten largest holdings account for 44% of the portfolio.

Mairs & Power Inc's Q1 2026 filing shows 20 new, 62 increased, 108 reduced and 18 closed positions. Its largest new stake was Sprouts Farmers Market: 292,177 shares worth $22.5M. The largest sale was JPMorgan Chase, an estimated $67.4M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 33% a quarter earlier, followed by Industrials and Healthcare.

  • Mairs & Power Inc's largest Q1 2026 buy was Sprouts Farmers Market: 292,177 shares worth $22.5M.
  • Mairs & Power Inc added most to Waste Management in Q1 2026, an estimated $91.3M increase.
  • Mairs & Power Inc's biggest Q1 2026 reduction was JPMorgan Chase, cutting an estimated $67.4M.
  • Mairs & Power Inc fully exited Inspire Medical Systems in Q1 2026, selling an estimated $5.31M.
  • Mairs & Power Inc's ten largest holdings make up 44% of its $9.79B portfolio in Q1 2026.
  • Mairs & Power Inc opened 20 new positions and closed 18 in Q1 2026.
  • Mairs & Power Inc's portfolio value fell 5.8% quarter-over-quarter to $9.79B.

Based on Mairs & Power Inc's 13F filing for Q1 2026, filed 14 May 2026.