13F Insight
DOSSIER · 13F-HR · Q2 2026

MAIRS & POWER INC

$10.9B in tracked AUM across 254 positions as of Q2 2026.

M&
CIK 0001070134 · last filed Jun 30, 2026
Total AUM
$10.9B
as of Q2 2026
Holdings
254
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q2 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 · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$942M4.7M8.6%02
MSFT
MICROSOFT CORP
$728M2.0M6.7%03
AMZN
AMAZON COM INC
$620M2.6M5.7%04
GOOG
ALPHABET INC
$595M1.7M5.5%05
LLY
ELI LILLY & CO
$386M322K3.5%06
G6700G107
NVENT ELEC PLC
$348M2.1M3.2%07
AAPL
APPLE INC
$329M1.1M3.0%08
JPM
JPMORGAN CHASE & CO
$302M924K2.8%09
V
VISA INC
$292M852K2.7%10
GGG
GRACO INC
$287M3.8M2.6%

Filing history

2026Q2Jun 30
$10.9B▲ 11.4%
254 positionsView →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 positionsLocked
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