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

MAIRS & POWER INC

MAIRS & POWER's holding co. based in Stamford, CT — $9.8B in tracked AUM across 245 positions as of Q1 2026.

M&
MAIRS & POWER·Stamford, CT·Holding Co.
CIK 0001070134 · last filed Mar 31, 2026
Total AUM
$9.8B
▼ 4.1%
vs prior
Holdings
245
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
Top sector
Tech
19% weight
concentration
AI Analysis · Q1 2026 · 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.

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%

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