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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 3 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 HD HOME DEPOT INC Consumer Cyclical 153,398.0 $50.5M 0.52% -4K -2.3% $328.89 +1.6%
42 HON HONEYWELL INTL INC Industrials 208,448.0 $47.1M 0.48% -26K -10.9% $226.03 +1.3%
43 ISRG INTUITIVE SURGICAL INC Healthcare 99,885.0 $46.0M 0.47% +38K +60.4% $460.99 -11.8%
44 AXP AMERICAN EXPRESS CO Financial Services 148,821.0 $45.0M 0.46% -11K -6.7% $302.48 +11.8%
45 TXN TEXAS INSTRS INC Technology 231,151.0 $44.9M 0.46% -4K -1.8% $194.14 +66.3%
46 IDA IDACORP INC Utilities 301,377.0 $43.1M 0.44% $142.97 -0.4%
47 WK WORKIVA INC Technology 715,640.0 $42.7M 0.44% -12K -1.7% $59.63 -19.5%
48 DCI DONALDSON INC Industrials 499,374.0 $42.4M 0.43% -61K -10.9% $84.87 +0.8%
49 PIPR PIPER SANDLER COMPANIES Financial Services 546,090.0 $41.8M 0.43% NEW $76.55 +6.9%
50 TRV TRAVELERS COMPANIES INC Financial Services 142,414.0 $41.5M 0.42% +29K +25.1% $291.68 +5.5%
51 MEDP MEDPACE HLDGS INC Healthcare 85,720.0 $41.2M 0.42% +19K +28.6% $480.19 -4.2%
52 ZTS ZOETIS INC Healthcare 303,116.0 $35.8M 0.37% +77K +33.9% $118.21 -34.6%
53 PG PROCTER & GAMBLE CO Consumer Defensive 243,410.0 $35.2M 0.36% +27K +12.6% $144.44 +4.1%
54 MDT MEDTRONIC PLC Healthcare 401,968.0 $34.8M 0.36% -11K -2.6% $86.65 -8.4%
55 XEL XCEL ENERGY INC Utilities 402,263.0 $32.0M 0.33% +6K +1.5% $79.44 -2.5%
56 USB US BANCORP Financial Services 601,518.0 $31.3M 0.32% -46K -7.2% $52.01 +11.8%
57 ADP AUTOMATIC DATA PROCESSING IN Industrials 124,436.0 $25.3M 0.26% +14K +12.3% $203.18 +7.5%
58 SCHW SCHWAB CHARLES CORP Financial Services 247,732.0 $23.3M 0.24% -26K -9.4% $93.98 -2.4%
59 DIS DISNEY WALT CO Communication Services 239,846.0 $23.1M 0.24% -56K -19.0% $96.38 +7.8%
60 SFM SPROUTS FMRS MKT INC Consumer Defensive 292,177.0 $22.5M 0.23% NEW $77.13 +4.4%
Page 3 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%