1y return+17.9%S&P 500 +20.9%
3y return+50.7%S&P 500 +68.5%
5y return+52.5%S&P 500 +74.5%
10y return+180.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $280 against $357 in the S&P 500.2
Mairs & Power IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $942.0M | 8.6% | −1.1% |
| MSFTMicrosoft Corp | $727.7M | 6.7% | |
| AMZNAmazon Com Inc | $619.6M | 5.7% | |
| GOOGAlphabet Inc | $594.8M | 5.5% | +4.5% |
| LLYEli Lilly & Co | $386.4M | 3.5% | −1.3% |
| Nvent Elec PLCCUSIP G6700G107 | $348.2M | 3.2% | |
| AAPLApple Inc | $329.4M | 3.0% | −5.8% |
| JPMJpmorgan Chase & Co | $302.3M | 2.8% | −12.4% |
| VVisa Inc | $292.3M | 2.7% | +1.3% |
| GGGGraco Inc | $287.1M | 2.6% | |
| LFUSLittelfuse Inc | $274.2M | 2.5% | −16.9% |
| TTCToro Co | $260.7M | 2.4% | −1.6% |
| ENTGEntegris Inc | $234.1M | 2.1% | −3.1% |
| UNHUnitedhealth Group Inc | $232.7M | 2.1% | −24.4% |
| TSMTaiwan Semiconductor Manufac | $227.4M | 2.1% | −2.1% |
| MSIMotorola Solutions Inc | $226.3M | 2.1% | |
| ECLEcolab Inc | $216.6M | 2.0% | +2.1% |
| WECWec Energy Group Inc | $208.8M | 1.9% | −6.4% |
| PANWPalo Alto Networks Inc | $204.6M | 1.9% | +12.6% |
| LNTAlliant Energy Corp | $202.8M | 1.9% | −8.0% |
| TECHBio-techne Corp | $190.8M | 1.8% | −1.8% |
| METAMeta Platforms Inc | $187.5M | 1.7% | +2.5% |
| FASTFastenal Co | $185.9M | 1.7% | −1.3% |
| SHWSherwin Williams Co | $151.7M | 1.4% | |
| CHRWC H Robinson Worldwide In | $145.2M | 1.3% | −9.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $942.0M |
| Nvent Elec PLCCUSIP G6700G107 | June 30, 2020 | +805.4% | $348.2M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $386.4M |
| CASYCaseys Gen Stores Inc | June 30, 2020 | +431.6% | $72.4M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $594.8M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $302.3M |
| PANWPalo Alto Networks Inc | March 31, 2023 | +241.5% | $204.6M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $72.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $329.4M |
| AMPAmeriprise Finl Inc | June 30, 2020 | +205.8% | $98.2M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $47.1M
- PATHUipath Inc was $341K
- IBTGIshares Tr was $327K
- ULTAUlta Beauty Inc was $316K
- SEICSei Invts Co was $259K
- Accenture PLC IrelandCUSIP G1151C101 was $244K
- UTHRUnited Therapeutics Corp Del was $208K
- MURMurphy Oil Corp was $206K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.4% | +14.8% |
| March 31, 2026 | −3.6% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +7.5% | +7.8% |
| June 30, 2025 | +6.2% | +10.5% |
| March 31, 2025 | −5.0% | −4.6% |
| December 31, 2024 | +0.4% | +2.1% |
| September 30, 2024 | +4.1% | +5.4% |
| June 30, 2024 | +2.1% | +4.0% |
| March 31, 2024 | +11.3% | +10.0% |
| December 31, 2023 | +13.3% | +11.2% |
| September 30, 2023 | −5.8% | −3.6% |
| June 30, 2023 | +9.7% | +8.3% |
| March 31, 2023 | +5.2% | +7.0% |
| December 31, 2022 | +6.7% | +7.1% |
| September 30, 2022 | −4.8% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −7.2% | −4.9% |
| December 31, 2021 | +9.9% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mairs & Power Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1070134&type=13F-HR&dateb=&owner=include&count=40CIK 1070134
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1070134/000117266126003496/Filed August 14, 2026 · accession 0001172661-26-003496