Mairs & Power's portfolio
In the Q2 2026 13F, filed August 14, 2026, Mairs & Power Inc reported 254 US stock positions worth $10.9B. The largest was NVIDIA (NVDA) at 8.6% of the portfolio. New positions: Arthur J Gallagher & Co (AJG), CME (CME) and Honeywell Aerospace (HONA). Added to: Microsoft (MSFT) and Alphabet (GOOG). The Q3 2026 13F is due by November 14, 2026.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
- Arthur J Gallagher & CoAJG$72M
- CMECME$43M
- Honeywell AerospaceHONA$22M
- MGE EnergyMGEE$1M
- iShares Russell Mid-Cap Growth ETFIWP$1M
- iShares Core S&P Mid-Cap ETFIJH$829,395
- iShares Russell Mid-Cap ETFIWR$717,742
- iShares Russell Mid-Cap Value ETFIWS$348,079
- Lam ResearchLRCX$331,497
- Vertiv HoldingsVRT$261,160
Added to
- MicrosoftMSFT$728M
- AlphabetGOOG$595M
- VisaV$292M
- Motorola SolutionsMSI$226M
- EcolabECL$217M
- Palo Alto NetworksPANW$205M
- Meta PlatformsMETA$188M
- Sherwin-WilliamsSHW$152M
- Waste ManagementWM$132M
- FiservFISV$112M
Trimmed
- NVIDIANVDA$942M
- Amazon.comAMZN$620M
- Eli Lilly and CompanyLLY$386M
- nVent ElectricNVT$348M
- AppleAAPL$329M
- JPMorgan Chase & CoJPM$302M
- GracoGGG$287M
- LittelfuseLFUS$274M
- ToroTTC$261M
- EntegrisENTG$234M
Sold out
None this quarter.
Holdings
254 US-listed positions in the Q2 2026 13F, largest first (top 50 shown; all of them in Investingly).
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| NVIDIANVDA | 8.64% | $942M | 4,707,792 | Trimmed |
| MicrosoftMSFT | 6.68% | $728M | 1,950,737 | Added |
| Amazon.comAMZN | 5.68% | $620M | 2,599,441 | Trimmed |
| AlphabetGOOG | 5.46% | $595M | 1,683,439 | Added |
| Eli Lilly and CompanyLLY | 3.54% | $386M | 322,129 | Trimmed |
| nVent ElectricNVT | 3.19% | $348M | 2,052,813 | Trimmed |
| AppleAAPL | 3.02% | $329M | 1,138,448 | Trimmed |
| JPMorgan Chase & CoJPM | 2.77% | $302M | 923,550 | Trimmed |
| VisaV | 2.68% | $292M | 852,050 | Added |
| GracoGGG | 2.63% | $287M | 3,797,451 | Trimmed |
| LittelfuseLFUS | 2.52% | $274M | 602,104 | Trimmed |
| ToroTTC | 2.39% | $261M | 2,676,474 | Trimmed |
| EntegrisENTG | 2.15% | $234M | 1,301,640 | Trimmed |
| UnitedHealth GroupUNH | 2.13% | $233M | 559,951 | Trimmed |
| Taiwan Semiconductor ManufacturingTSM | 2.09% | $227M | 476,245 | Trimmed |
| Motorola SolutionsMSI | 2.08% | $226M | 544,876 | Added |
| EcolabECL | 1.99% | $217M | 777,541 | Added |
| WEC EnergyWEC | 1.92% | $209M | 1,787,905 | Trimmed |
| Palo Alto NetworksPANW | 1.88% | $205M | 599,841 | Added |
| Alliant EnergyLNT | 1.86% | $203M | 2,657,913 | Trimmed |
| Bio-TechneTECH | 1.75% | $191M | 2,700,698 | Trimmed |
| Meta PlatformsMETA | 1.72% | $188M | 332,871 | Added |
| FastenalFAST | 1.71% | $186M | 3,870,891 | Trimmed |
| Sherwin-WilliamsSHW | 1.39% | $152M | 440,586 | Added |
| CH Robinson WorldwideCHRW | 1.33% | $145M | 770,708 | Trimmed |
| Fuller H B | 1.30% | $142M | 2,435,168 | Held |
| Verizon CommunicationsVZ | 1.28% | $139M | 3,291,850 | Trimmed |
| Waste ManagementWM | 1.21% | $132M | 591,025 | Added |
| Rockwell AutomationROK | 1.17% | $128M | 257,811 | Trimmed |
| FiservFISV | 1.03% | $112M | 2,293,029 | Added |
| Johnson & JohnsonJNJ | 0.99% | $107M | 423,010 | Trimmed |
| Ameriprise FinancialAMP | 0.90% | $98M | 214,056 | Added |
| CognexCGNX | 0.87% | $95M | 1,307,856 | Added |
| Hormel FoodsHRL | 0.77% | $84M | 3,398,047 | Trimmed |
| Caseys General StoresCASY | 0.66% | $72M | 91,125 | Trimmed |
| Wells Fargo & CompanyWFC | 0.66% | $72M | 872,186 | Trimmed |
| Arthur J Gallagher & CoAJG | 0.66% | $72M | 311,539 | New |
| Abbott LaboratoriesABT | 0.61% | $66M | 729,358 | Added |
| Texas InstrumentsTXN | 0.59% | $65M | 217,453 | Trimmed |
| TennantTNC | 0.55% | $60M | 681,800 | Trimmed |
| Intuitive SurgicalISRG | 0.53% | $58M | 146,459 | Added |
| 3MMMM | 0.52% | $57M | 349,350 | Trimmed |
| Home DepotHD | 0.49% | $54M | 152,452 | Trimmed |
| Travelers CompaniesTRV | 0.47% | $52M | 156,482 | Added |
| American ExpressAXP | 0.45% | $49M | 145,612 | Trimmed |
| IDACORPIDA | 0.43% | $47M | 309,970 | Added |
| MedpaceMEDP | 0.42% | $46M | 86,715 | Added |
| CMECME | 0.40% | $43M | 195,585 | New |
| Donaldson CompanyDCI | 0.38% | $42M | 463,717 | Trimmed |
| WorkivaWK | 0.37% | $40M | 829,491 | Added |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does Mairs & Power own?
In the Q2 2026 13F, Mairs & Power Inc reported 254 US stock positions worth $10.9B. The largest: NVIDIA (NVDA) 8.6%, Microsoft (MSFT) 6.7%, Amazon.com (AMZN) 5.7%, Alphabet (GOOG) 5.5%, Eli Lilly and Company (LLY) 3.5%.
What did Mairs & Power buy last quarter?
In Q2 2026: new position in Arthur J Gallagher & Co (AJG); new position in CME (CME); new position in Honeywell Aerospace (HONA); added to Microsoft (MSFT); added to Alphabet (GOOG); added to Visa (V).
What did Mairs & Power sell last quarter?
In Q2 2026: cut NVIDIA (NVDA); cut Amazon.com (AMZN); cut Eli Lilly and Company (LLY).
When is Mairs & Power's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.