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Portfolio (Quarterly) Guide ↗

MAIRS & POWER INC

· CIK 0001070134
13F Portfolio $9.8B AUM 245 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 22 New 57 Added 97 Reduced 20 Exited
Page 13 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TKR TIMKEN CO Industrials 2,000.0 $201K 0.00% NEW $100.57 +41.6%
242 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 13,500.0 $114K 0.00% $8.45 +45.3%
243 SNAP SNAP INC Communication Services 22,525.0 $104K 0.00% NEW $4.60 +1.1%
244 AEBI SCHMIDT HLDG AG 10,401.0 $101K 0.00% $9.71
245 PLUG PLUG PWR INC Industrials 10,000.0 $23K $2.26 +26.1%
Page 13 of 13  ·  245 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.7%
Industrials 17.0%
Healthcare 10.9%
Financial Services 10.6%
Communication Services 8.8%
Consumer Cyclical 7.1%
Utilities 5.3%
Basic Materials 5.2%
Consumer Defensive 2.0%
Energy 0.3%