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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 8 of 13  ·  245 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IDXX IDEXX LABS INC Healthcare 2,080.0 $1.2M 0.01% -51.0 -2.4% $561.89 +0.0%
142 NEE NEXTERA ENERGY INC Utilities 12,272.0 $1.1M 0.01% -500.0 -3.9% $92.88 -6.6%
143 SNA SNAP ON INC Industrials 3,123.0 $1.1M 0.01% -250.0 -7.4% $363.22 +6.6%
144 BDX BECTON DICKINSON & CO Healthcare 7,119.0 $1.1M 0.01% $157.23 -8.4%
145 VWO VANGUARD INTL EQUITY INDEX F 20,515.0 $1.1M 0.01% NEW $54.05 +12.4%
146 AVGO BROADCOM INC Technology 3,533.0 $1.1M 0.01% +210.0 +6.3% $309.51 +32.9%
147 CIEN CIENA CORP Technology 2,800.0 $1.1M 0.01% -200.0 -6.7% $388.23 +10.3%
148 BAC BANK AMERICA CORP Financial Services 21,707.0 $1.1M 0.01% -786.0 -3.5% $48.75 +15.3%
149 RSP INVESCO EXCHANGE TRADED FD T 5,385.0 $1.0M 0.01% NEW $191.92 +9.4%
150 UNP UNION PAC CORP Industrials 4,190.0 $1.0M 0.01% -402.0 -8.8% $242.62 +5.9%
151 QQQ INVESCO QQQ TR Financial Services 1,760.0 $1.0M 0.01% +214.0 +13.8% $577.24 +28.3%
152 CM CANADIAN IMPERIAL BANK OF CO Financial Services 10,176.0 $964K 0.01% $94.75 +17.9%
153 VONE VANGUARD SCOTTSDALE FDS 3,270.0 $964K 0.01% NEW $294.67 +14.5%
154 KMB KIMBERLY-CLARK CORP Consumer Defensive 9,694.0 $935K 0.01% -725.0 -7.0% $96.47 +6.3%
155 BMO BANK MONTREAL MEDIUM Financial Services 6,746.0 $913K 0.01% $135.34 +26.2%
156 IBM INTERNATIONAL BUSINESS MACHS Technology 3,647.0 $884K 0.01% +20.0 +0.6% $242.39 +2.8%
157 WY WEYERHAEUSER CO Real Estate 36,117.0 $882K 0.01% $24.43 -0.5%
158 VCEL VERICEL CORP Healthcare 25,865.0 $832K 0.01% $32.17 +24.7%
159 CB CHUBB LTD SWITZ Financial Services 2,439.0 $795K 0.01% +105.0 +4.5% $325.93 -0.8%
160 NSC NORFOLK SOUTHN CORP Industrials 2,715.0 $779K 0.01% -320.0 -10.5% $287.00 +4.6%
Page 8 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%