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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
ONB icon
76
Old National Bancorp
ONB
$9.89B
$9.57M 0.1%
433,191
-156,769
-27% -$3.66M
CRM icon
77
Salesforce
CRM
$206B
$9.33M 0.1%
49,996
-246,017
-83% -$51M
PLXS icon
78
Plexus
PLXS
$6.54B
$9.29M 0.09%
45,868
– –
MINN icon
79
Mairs & Power Minnesota Municipal Bond ETF
MINN
$48.4M
$9.09M 0.09%
410,865
+86,129
+27% +$1.94M
VOO icon
80
Vanguard S&P 500 ETF
VOO
$1.03T
$8.88M 0.09%
+14,866
New +$9.3M
EMR icon
81
Emerson Electric
EMR
$88B
$8.48M 0.09%
64,752
-2,164
-3% -$311K
BSY icon
82
Bentley Systems
BSY
$11.4B
$8.29M 0.08%
236,158
+153,172
+185% +$5.63M
CVX icon
83
Chevron
CVX
$392B
$8.07M 0.08%
39,017
+17,405
+81% +$3.17M
WTFC icon
84
Wintrust Financial
WTFC
$10.3B
$8.02M 0.08%
57,744
+11,111
+24% +$1.61M
QCRH icon
85
QCR Holdings
QCRH
$1.65B
$7.78M 0.08%
91,002
– –
JBTM
86
JBT Marel
JBTM
$6.12B
$7.56M 0.08%
59,100
-9,657
-14% -$1.46M
RDNT icon
87
RadNet
RDNT
$5.93B
$7.44M 0.08%
133,116
+37,468
+39% +$2.56M
KHC icon
88
Kraft Heinz
KHC
$29.8B
$7.12M 0.07%
316,563
-1,356,268
-81% -$31.9M
SYY icon
89
Sysco
SYY
$39.5B
$7.08M 0.07%
99,279
-39,255
-28% -$3.25M
ASB icon
90
Associated Banc-Corp
ASB
$5.82B
$6.98M 0.07%
270,040
+9,761
+4% +$259K
BKH icon
91
Black Hills Corp
BKH
$5.6B
$6.82M 0.07%
98,285
+4,147
+4% +$299K
SCHB icon
92
Schwab US Broad Market ETF
SCHB
$44.9B
$6.56M 0.07%
261,246
– –
PATK icon
93
Patrick Industries
PATK
$2.67B
$6.43M 0.07%
57,894
+4,861
+9% +$601K
MRK icon
94
Merck
MRK
$369B
$6.06M 0.06%
50,348
-1,651
-3% -$191K
AMBA icon
95
Ambarella
AMBA
$3.12B
$6.05M 0.06%
+117,581
New +$7.33M
CFR icon
96
Cullen/Frost Bankers
CFR
$10B
$5.85M 0.06%
42,696
-35
-0.1% -$4.83K
HUBG icon
97
HUB Group
HUBG
$2.44B
$5.76M 0.06%
159,933
-76,103
-32% -$3.22M
NWE icon
98
NorthWestern Energy
NWE
$4.37B
$5.67M 0.06%
86,002
+4,320
+5% +$292K
PNR icon
99
Pentair
PNR
$9.91B
$5.02M 0.05%
57,578
-1,485
-3% -$146K
WWD icon
100
Woodward
WWD
$20.4B
$5.01M 0.05%
14,000
– –
2 3
4
5 6

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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.