StockDriftsStockDriftsTop 50 Mairs & Power INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.64% | 4.71M | $942.0M | -1.12%(-53.56K) | $7.69(+2841.13%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 6.68% | 1.95M | $727.7M | +0.43%(+8.35K) | $147.10(+230.44%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 5.68% | 2.60M | $619.6M | -0.13%(-3.47K) | $157.47(+66.72%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 5.46% | 1.68M | $594.8M | +4.46%(+71.83K) | $59.11(+479.69%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.54% | 322.1K | $386.4M | -1.28%(-4.18K) | $262.03(+350.09%) | 2026-06-30 | |
| NVT | NVENT ELEC PLC | 3.19% | 2.05M | $348.2M | -0.66%(-13.61K) | $24.63(+619.51%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.02% | 1.14M | $329.4M | -5.79%(-69.95K) | $176.62(+72.90%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 2.77% | 923.5K | $302.3M | -12.39%(-130.65K) | $129.30(+182.07%) | 2026-06-30 | |
| V | VISA INC | 2.68% | 852.0K | $292.3M | +1.32%(+11.13K) | $158.55(+128.28%) | 2026-06-30 | |
| GGG | GRACO INC | 2.63% | 3.80M | $287.1M | -0.48%(-18.23K) | $0.00 | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.03% | +56.20% | +10.12% | +61.90% |
| Top 20 Holdings Unweighted | +16.17% | +56.78% | +10.72% | +66.41% |
Mairs & Power INC reports $10.90B in US-listed equity holdings across 254 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.6%), MSFT (6.7%) and AMZN (5.7%). The top 20 holdings account for 65.31% of reported assets. Its disclosed equity book has returned +56.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mairs & Power INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1070134). View Mairs & Power INC’s 13F filings on SEC