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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
QQQ icon
151
Invesco QQQ Trust
QQQ
$493B
$1.02M 0.01%
1,760
+214
+14% +$130K
CM icon
152
Canadian Imperial Bank of Commerce
CM
$104B
$964K 0.01%
10,176
– –
VONE icon
153
Vanguard Russell 1000 ETF
VONE
$8.66B
$964K 0.01%
+3,270
New +$1.01M
KMB icon
154
Kimberly-Clark
KMB
$36.6B
$935K 0.01%
9,694
-725
-7% -$74.2K
BMO icon
155
Bank of Montreal
BMO
$120B
$913K 0.01%
6,746
– –
IBM icon
156
IBM
IBM
$225B
$884K 0.01%
3,647
+20
+0.6% +$5.41K
WY icon
157
Weyerhaeuser
WY
$17.1B
$882K 0.01%
36,117
– –
VCEL icon
158
Vericel Corp
VCEL
$2.11B
$832K 0.01%
25,865
– –
CB icon
159
Chubb
CB
$131B
$795K 0.01%
2,439
+105
+4% +$33.7K
NSC icon
160
Norfolk Southern
NSC
$78.1B
$779K 0.01%
2,715
-320
-11% -$95.1K
OKLO
161
Oklo
OKLO
$7.91B
$772K 0.01%
15,561
– –
IEX icon
162
IDEX
IEX
$17.2B
$758K 0.01%
4,000
– –
SCHF icon
163
Schwab International Equity ETF
SCHF
$69.6B
$757K 0.01%
30,586
+586
+2% +$14.9K
SHEL icon
164
Shell
SHEL
$250B
$756K 0.01%
8,132
+628
+8% +$50.7K
GEV icon
165
GE Vernova
GEV
$254B
$738K 0.01%
846
-87
-9% -$67.9K
AXGN icon
166
Axogen
AXGN
$2.78B
$729K 0.01%
22,000
– –
ZBH icon
167
Zimmer Biomet
ZBH
$19B
$728K 0.01%
8,050
-3,050
-27% -$280K
VGLT icon
168
Vanguard Long-Term Treasury ETF
VGLT
$10.4B
$713K 0.01%
+12,875
New +$723K
BNY
169
Bank of New York Mellon
BNY
$110B
$698K 0.01%
5,888
– –
AWK icon
170
American Water Works
AWK
$27.2B
$684K 0.01%
5,025
-21
-0.4% -$2.77K
AMCR icon
171
Amcor
AMCR
$21.5B
$681K 0.01%
17,129
-575
-3% -$25.4K
BIL icon
172
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$640K 0.01%
6,985
+547
+8% +$50.1K
BSX icon
173
Boston Scientific
BSX
$67.6B
$639K 0.01%
10,176
– –
INTC icon
174
Intel
INTC
$487B
$633K 0.01%
14,333
– –
GLD icon
175
SPDR Gold Trust
GLD
$154B
$615K 0.01%
+1,430
New +$640K
5 6
7
8 9

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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.