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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 4 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TGT TARGET CORP Consumer Defensive 168,879.0 $20.5M 0.21% -26K -13.3% $121.20 +7.9%
62 GNRC GENERAC HLDGS INC Industrials 99,747.0 $19.5M 0.20% -9K -8.1% $195.33 +42.9%
63 CLFD CLEARFIELD INC Technology 731,733.0 $19.4M 0.20% $26.47 +52.8%
64 SPY STATE STR SPDR S&P 500 ETF T Financial Services 27,180.0 $17.7M 0.18% $650.35 +14.8%
65 GOOGL ALPHABET INC Communication Services 55,766.0 $16.0M 0.16% +6K +11.8% $287.56 +28.0%
66 BMI BADGER METER INC Technology 104,815.0 $16.0M 0.16% +2K +1.9% $152.35 -11.1%
67 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 163,884.0 $14.8M 0.15% -48K -22.6% $90.11 +21.6%
68 XOM EXXON MOBIL CORP Energy 83,523.0 $14.2M 0.14% -3K -3.6% $169.66 -17.0%
69 HSY HERSHEY CO Consumer Defensive 64,560.0 $13.4M 0.14% -3K -4.5% $207.89 -17.0%
70 CAT CATERPILLAR INC Industrials 18,450.0 $13.1M 0.13% $708.46 +39.1%
71 GLW CORNING INC Technology 88,250.0 $12.0M 0.12% -2K -2.3% $135.97 +43.4%
72 BERKSHIRE HATHAWAY INC DEL 23,929.0 $11.5M 0.12% -928.0 -3.7% $479.20
73 KNF KNIFE RIVER CORP Basic Materials 134,428.0 $11.0M 0.11% +11K +8.5% $81.65 +5.6%
74 ABBV ABBVIE INC Healthcare 45,317.0 $9.9M 0.10% -1K -2.5% $217.49 -0.4%
75 AIR AAR CORP Industrials 89,391.0 $9.8M 0.10% -23K -20.3% $109.46 +23.2%
76 ONB OLD NATL BANCORP IND Financial Services 433,191.0 $9.6M 0.10% -157K -26.6% $22.10 +12.2%
77 CRM SALESFORCE INC Technology 49,996.0 $9.3M 0.10% -246K -83.1% $186.67 -18.7%
78 PLXS PLEXUS CORP Technology 45,868.0 $9.3M 0.10% $202.54 +48.1%
79 MINN TRUST FOR PROFESSIONAL MANAG 410,865.0 $9.1M 0.09% +86K +26.5% $22.13 +1.5%
80 VOO VANGUARD INDEX FDS 14,866.0 $8.9M 0.09% NEW $597.57 +15.1%
Page 4 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%