MAIRS & POWER INC
CIK 1070134
13F filing for Q2 2026・No. 532
- Holdings
- US$10.9B
- Quarter change
- +US$1.11B
- Entries
- 254
- Net bought (estimate)
- −US$218.2M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 17
- Sold out 8
- Cut 109
- Added 55
- Corporate actions 0
- Unchanged 73
Largest holdings
254 stocks worth US$10.9B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 4,707,792 | US$941.98M | 8.64% |
| MSFTMicrosoftCOM | Added | 1,950,737 | US$727.66M | 6.68% |
| AMZNAmazonCOM | Cut | 2,599,441 | US$619.55M | 5.68% |
| GOOGALPHABET INCCAP STK CL C | Added | 1,683,439 | US$594.81M | 5.46% |
| LLYELI LILLY & COCOM | Cut | 322,129 | US$386.37M | 3.54% |
| NVTNVENT ELEC PLCSHS | Cut | 2,052,813 | US$348.18M | 3.19% |
| AAPLAppleCOM | Cut | 1,138,448 | US$329.42M | 3.02% |
| JPMJPMORGAN CHASE & COCOM | Cut | 923,550 | US$302.31M | 2.77% |
| VVISA INCCOM CL A | Added | 852,050 | US$292.33M | 2.68% |
| GGGGRACO INCCOM | Cut | 3,797,451 | US$287.13M | 2.63% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.