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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
CHRW icon
26
C.H. Robinson
CHRW
$17.7B
$141M 1.44%
848,203
-14,280
-2% -$2.55M
SHW icon
27
Sherwin-Williams
SHW
$83.8B
$140M 1.43%
437,760
-31,832
-7% -$11M
FISV
28
Fiserv Inc
FISV
$28B
$120M 1.23%
2,152,853
+509,603
+31% +$31.5M
WFC icon
29
Wells Fargo
WFC
$257B
$109M 1.11%
1,365,876
-363,465
-21% -$31.2M
ROK icon
30
Rockwell Automation
ROK
$48.1B
$102M 1.04%
283,553
-46,781
-14% -$18.5M
WM icon
31
Waste Management
WM
$87B
$91.5M 0.94%
398,240
+397,240
+39,724% +$91.3M
AMP icon
32
Ameriprise Financial
AMP
$49.1B
$87.6M 0.89%
197,047
+154,436
+362% +$74.4M
PANW icon
33
Palo Alto Networks
PANW
$312B
$85.4M 0.87%
532,679
+312,032
+141% +$52.4M
HRL icon
34
Hormel Foods
HRL
$11.7B
$77.4M 0.79%
3,417,959
-371,554
-10% -$8.88M
ABT icon
35
Abbott
ABT
$193B
$74.1M 0.76%
721,778
+13,697
+2% +$1.55M
CASY icon
36
Casey's General Stores
CASY
$28.2B
$69.8M 0.71%
95,937
-7,936
-8% -$5.17M
QCOM icon
37
Qualcomm
QCOM
$176B
$61.6M 0.63%
478,055
-72,253
-13% -$10.5M
CGNX icon
38
Cognex
CGNX
$10.6B
$60M 0.61%
1,223,875
+52,279
+4% +$2.44M
TNC icon
39
Tennant Co
TNC
$1.19B
$53.4M 0.55%
803,464
-268,160
-25% -$19.5M
MMM icon
40
3M
MMM
$92.2B
$51.1M 0.52%
351,848
+2,701
+0.8% +$430K
HD icon
41
Home Depot
HD
$328B
$50.5M 0.52%
153,398
-3,655
-2% -$1.33M
HON icon
42
Honeywell
HON
$69.9B
$47.1M 0.48%
208,448
-25,528
-11% -$5.83M
ISRG icon
43
Intuitive Surgical
ISRG
$130B
$46M 0.47%
99,885
+37,608
+60% +$19M
AXP icon
44
American Express
AXP
$226B
$45M 0.46%
148,821
-10,638
-7% -$3.57M
TXN icon
45
Texas Instruments
TXN
$243B
$44.9M 0.46%
231,151
-4,273
-2% -$865K
IDA icon
46
Idacorp
IDA
$7.97B
$43.1M 0.44%
301,377
-1,131
-0.4% -$155K
WK icon
47
Workiva
WK
$4.22B
$42.7M 0.44%
715,640
-12,354
-2% -$862K
DCI icon
48
Donaldson
DCI
$10.7B
$42.4M 0.43%
499,374
-61,279
-11% -$5.92M
PIPR icon
49
Piper Sandler
PIPR
$5.27B
$41.8M 0.43%
546,090
-157,354
-22% -$12.9M
TRV icon
50
Travelers Companies
TRV
$77B
$41.5M 0.42%
142,414
+28,614
+25% +$8.38M
1
2
3 4 5

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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.