MAIRS & POWER INC — 13F holdings

MAIRS & POWER INC reported 254 holdings worth $10.9B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

  1. NVDA NVIDIA CORPORATION — $942M (8.6%)
  2. MSFT MICROSOFT CORP — $728M (6.7%)
  3. AMZN AMAZON COM INC — $620M (5.7%)
  4. GOOG ALPHABET INC — $595M (5.5%)
  5. LLY ELI LILLY & CO — $386M (3.5%)
  6. NVT NVENT ELECTRIC PLC — $348M (3.2%)
  7. AAPL APPLE INC — $329M (3.0%)
  8. JPM JPMorgan Chase & Co. — $302M (2.8%)
  9. V VISA INC — $292M (2.7%)
  10. GGG GRACO INC — $287M (2.6%)