Mairs & Power FundsSuperinvestor
About Mairs & Power Funds’s 13F portfolio
Mairs & Power Funds is an institutional investment manager that discloses its US-listed holdings each quarter through an SEC Form 13F filing. As of , Mairs & Power Funds reported $10.9B across 254 US-listed positions (). Its largest position is NVIDIA CORPORATION (NVDA) at 8.6% of the reported book, and its ten biggest holdings make up 44% of the portfolio. Browse every manager in the fund managers directory, or see the legendary investors we track on the superinvestors page.
| # | Stock | Price | % of portfolio | Shares | Value |
|---|---|---|---|---|---|
| 1 |  NASDAQ: NVDA NVIDIA CORPORATION | $209.66 −1.59% | 8.6% | 4.7M | $942.0M |
| 2 |  NASDAQ: MSFT MICROSOFT CORP | $496.37 +0.95% | 6.7% | 2.0M | $727.7M |
| 3 |  NASDAQ: AMZN AMAZON COM INC | $260.28 −0.30% | 5.7% | 2.6M | $619.6M |
| 4 |  NASDAQ: GOOG ALPHABET INC | $339.10 −1.23% | 5.5% | 1.7M | $594.8M |
| 5 |  NYSE: LLY ELI LILLY & CO | $1,189.41 −3.59% | 3.5% | 322K | $386.4M |
| 6 |  NYSE: NVT NVENT ELEC PLC | $155.23 +2.48% | 3.2% | 2.1M | $348.2M |
| 7 |  NASDAQ: AAPL APPLE INC | $313.45 +1.15% | 3.0% | 1.1M | $329.4M |
| 8 |  NYSE: JPM JPMORGAN CHASE & CO | $356.50 −0.05% | 2.8% | 924K | $302.3M |
| 9 |  NYSE: V VISA INC | $383.90 −0.06% | 2.7% | 852K | $292.3M |
| 10 |  NYSE: GGG GRACO INC | $79.60 +1.14% | 2.6% | 3.8M | $287.1M |
| 11 |  NASDAQ: LFUS LITTELFUSE INC | $418.72 +3.29% | 2.5% | 602K | $274.2M |
| 12 |  NYSE: TTC TORO CO | $100.35 +0.79% | 2.4% | 2.7M | $260.7M |
| 13 |  NASDAQ: ENTG ENTEGRIS INC | $142.46 +2.59% | 2.1% | 1.3M | $234.1M |
| 14 |  NYSE: UNH UNITEDHEALTH GROUP INC | $401.01 +1.11% | 2.1% | 560K | $232.7M |
| 15 |  NYSE: TSM TAIWAN SEMICONDUCTOR MANUFAC | $417.69 +0.07% | 2.1% | 476K | $227.4M |
| 16 |  NYSE: MSI MOTOROLA SOLUTIONS INC | $487.28 +0.39% | 2.1% | 545K | $226.3M |
| 17 |  NYSE: ECL ECOLAB INC | $290.60 +0.37% | 2.0% | 778K | $216.6M |
| 18 |  NYSE: WEC WEC ENERGY GROUP INC | $107.52 +0.80% | 1.9% | 1.8M | $208.8M |
| 19 |  NASDAQ: PANW PALO ALTO NETWORKS INC | $339.31 −0.17% | 1.9% | 600K | $204.6M |
| 20 |  NASDAQ: LNT ALLIANT ENERGY CORP | $68.92 +0.85% | 1.9% | 2.7M | $202.8M |
| 21 |  NASDAQ: TECH BIO-TECHNE CORP | $72.38 +0.07% | 1.8% | 2.7M | $190.8M |
| 22 |  NASDAQ: META META PLATFORMS INC | $576.14 +1.07% | 1.7% | 333K | $187.5M |
| 23 |  NASDAQ: FAST FASTENAL CO | $51.15 +1.67% | 1.7% | 3.9M | $185.9M |
| 24 |  NYSE: SHW SHERWIN WILLIAMS CO | $348.66 −0.51% | 1.4% | 441K | $151.7M |
| 25 |  NASDAQ: CHRW C H ROBINSON WORLDWIDE IN | $151.73 +5.62% | 1.3% | 771K | $145.2M |
Showing 1–25 of 254 positions on this page reported in this 13F.
- Technology34%
- Industrials16%
- Healthcare11%
- Financial Services11%
- Communication Services8.8%
- Consumer Cyclical7.1%
- Basic Materials4.9%
- Utilities4.6%
- Consumer Defensive1.9%
- Energy0.2%
- Real Estate0.0%
- AddedMSFTMICROSOFT CORP+0.4%$727.7M
- AddedGOOGALPHABET INC+4.5%$594.8M
- AddedVVISA INC+1.3%$292.3M
- AddedMSIMOTOROLA SOLUTIONS INC+0.8%$226.3M
- AddedECLECOLAB INC+2.1%$216.6M
- AddedPANWPALO ALTO NETWORKS INC+12.6%$204.6M
- AddedMETAMETA PLATFORMS INC+2.5%$187.5M
- AddedSHWSHERWIN WILLIAMS CO+0.6%$151.7M
- AddedFULFULLER H B CO+3.1%$141.9M
- AddedWMWASTE MGMT INC DEL+48.4%$131.7M
- ReducedNVDANVIDIA CORPORATION−1.1%$942.0M
- ReducedAMZNAMAZON COM INC−0.1%$619.6M
- ReducedLLYELI LILLY & CO−1.3%$386.4M
- ReducedNVTNVENT ELEC PLC−0.7%$348.2M
- ReducedAAPLAPPLE INC−5.8%$329.4M
- ReducedJPMJPMORGAN CHASE & CO−12.4%$302.3M
- ReducedGGGGRACO INC−0.5%$287.1M
- ReducedLFUSLITTELFUSE INC−16.9%$274.2M
- ReducedTTCTORO CO−1.6%$260.7M
- ReducedENTGENTEGRIS INC−3.1%$234.1M
Reading Mairs & Power Funds’s 13F portfolio
Mairs & Power Funds’s $10.9B 13F book is spread across 254 reported positions and is concentrated toward its biggest ideas, with the top ten holdings at 44%. The largest positions carry real weight, so how those names perform matters a lot to the overall book. Its five largest positions are NVDA, MSFT, AMZN, GOOG and LLY, led by NVIDIA CORPORATION (NVDA) at 8.6% of the portfolio. The heaviest sector exposure is Technology (34%), then Industrials (16%).
What Mairs & Power Funds changed last quarter
Between 2026-03-31 and Q2 2026, Mairs & Power Funds was a net seller: it opened 17 new positions and added to 56 more, while trimming 109 and closing 8 outright. Against a 254-name book, that is moderate turnover, pointing to steady rotation within the portfolio. Its largest new or increased position was MICROSOFT CORP (MSFT), and its biggest reduction was NVIDIA CORPORATION (NVDA).
What a 13F does and doesn’t reveal
A 13F captures only Mairs & Power Funds’s long positions in US-listed stocks at a single quarter-end, so it is best read as a lagged snapshot rather than a live portfolio. It won’t show shorts, cash, bonds, or holdings listed outside the US, and it never reveals the price paid or the reasoning behind a trade. The signal is in the pattern over time: which names Mairs & Power Funds is building up, trimming, or exiting, and how concentrated the book stays from quarter to quarter.
Frequently asked questions
What is an SEC 13F filing?
A Form 13F is a report that every institutional investment manager with at least $100 million in US-listed securities must file with the SEC within 45 days of each quarter's end. It lists the manager's long positions in US-listed stocks and certain options, with the share count and market value of each. Mairs & Power Funds's profile on this page is built directly from those filings.
How current is the 13F data on Mairs & Power Funds's page?
It reflects Mairs & Power Funds's most recently filed 13F, currently the quarter ending Q2 2026. Because managers have up to 45 days after a quarter closes to file, a 13F is always a slightly lagged view rather than a live portfolio. When Mairs & Power Funds files its next quarterly report, this page refreshes automatically.
Can I see Mairs & Power Funds's complete list of holdings?
This page highlights Mairs & Power Funds's largest positions rather than all 254 names in the filing. The complete, position-by-position 13F is public and available from the SEC's EDGAR database under Mairs & Power Funds's filings.
Does a 13F show everything Mairs & Power Funds owns?
No. A 13F only covers long positions in US-listed stocks and certain options. It leaves out short positions, cash, bonds, commodities, foreign-listed stocks, and private holdings, so it is a partial view of Mairs & Power Funds's book rather than its full strategy or total assets.
Is 13F data investment advice?
No. Everything here is educational. 13F positions are disclosed with a delay, cover only long US-listed holdings, and never explain why Mairs & Power Funds made a trade or at what price. Treat it as a research lens, not a recommendation, and speak with a licensed financial advisor before making investment decisions.
Not investment advice. Holdings data comes from public SEC Form 13F filings, which are filed with a delay of up to 45 days and may be amended later. It describes historical, disclosed positions in US-listed securities only, meaning no shorts, cash, or foreign holdings, and it is not a recommendation. Always do your own research and speak with a licensed financial advisor before making investment decisions.