13F Insight
DOSSIER · 13F-HR · Q1 2026

MAIRS & POWER INC

$9.8B in tracked AUM across 245 positions as of Q1 2026.

M&
CIK 0001070134 · last filed Mar 31, 2026
Total AUM
$9.8B
as of Q1 2026
Holdings
245
—
positions
Whale Score
66
66
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

MAIRS & POWER INC reported $9.8B in 13F holdings for the quarter ending 2026-03-31, concentrated in technology with leading positions in NVDA, MSFT, AMZN. Notable moves this quarter: MSFT INCREASED ($-206.1M); AMZN INCREASED ($-56.4M). 5 new positions initiated, 5 closed out, reflecting 55 total changes from the prior quarter.

MAIRS & POWER INC entered 2026-03-31 with $9.8B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a technology tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

Analysis generated by 13F Insight from SEC Form 13F filing data · Q1 2026. Methodology

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$830M4.8M8.5%02
MSFT
MICROSOFT CORP
$719M1.9M7.3%03
AMZN
AMAZON COM INC
$542M2.6M5.5%04
GOOG
ALPHABET INC
$462M1.6M4.7%05
GGG
GRACO INC
$323M3.8M3.3%06
JPM
JPMORGAN CHASE & CO
$310M1.1M3.2%07
AAPL
APPLE INC
$307M1.2M3.1%08
LLY
ELI LILLY & CO
$300M326K3.1%09
V
VISA INC
$254M841K2.6%10
TTC
TORO CO
$254M2.7M2.6%

Filing history

2026Q1Mar 31
$9.8B▼ 5.8%
245 positionsView →2025Q4Dec 31
$10.4B▼ 2.3%
243 positionsView →2025Q3Sep 30
$10.6B▲ 5.0%
248 positionsView →2025Q2Jun 30
$10.1B▲ 5.4%
235 positionsLocked2025Q1Mar 31
$9.6B▼ 7.0%
221 positionsLocked2024Q4Dec 31
$10.3B▼ 2.8%
229 positionsLocked2024Q3Sep 30
$10.6B▲ 2.7%
228 positionsLocked2024Q2Jun 30
$10.3B▲ 0.2%
222 positionsLocked2024Q1Mar 31
$10.3B▲ 8.8%
226 positionsLocked2023Q4Dec 31
$9.5B▲ 11.4%
231 positionsLocked2023Q3Sep 30
$8.5B▼ 7.3%
214 positionsLocked2023Q2Jun 30
$9.2B▲ 6.1%
226 positionsLocked
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