MAIRS & POWER INC

CIK 0001070134 · Q2 2026

13F Equity AUM

$10.9B

+11.4% QoQ

Positions

254

+9 QoQ

AUM Rank

#484

Top 6%

Skill Alpha (FF)

-0.7%/yr^ns

No Clear Edge

Rank #3,861 · Top 46%

vs S&P -1.3%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 30.0%Top 10: 44.3%Top 20: 65.3%

NVDA8.6%

MSFT6.7%

AMZN5.7%

GOOG5.5%

LLY3.5%

NVT3.2%

AAPL3.0%

JPM2.8%

V2.7%

GGG2.6%

Others (244)55.7%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology33.4%

Industrials16.5%

Healthcare11.0%

Financial Services10.1%

Communication Services8.8%

Consumer Cyclical7.1%

Basic Materials4.8%

Utilities4.6%

Other3.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 254Median: 0.02%Avg: 0.39%

0–0.5%

212(12.5%)

0.5–1%

12(8.3%)

1–3%

23(43.0%)

3–5%

3(9.8%)

5%+

4(26.5%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 254vs 20 funds

0%Low

254

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New17Increased56Decreased109Exited8

New Positions

AJG0.7%

+312K

CME0.4%

+196K

HONEYWELL AEROSPACE …0.2%

+100K

IWR0.0%

+7K

MG10.0%

+17K

IJH0.0%

+11K

IWP0.0%

+7K

LRCX0.0%

+765

VRT0.0%

+780

IWM0.0%

+2K

Increased

BSY0.3%

+734K(+311%)

WM1.2%

+193K(+48%)

ZTS0.3%

+164K(+54%)

SFM0.3%

+160K(+55%)

FISV1.0%

+140K(+7%)

ALRS0.1%

+124K(+156%)

WK0.4%

+114K(+16%)

CGNX0.9%

+84K(+7%)

FUL1.3%

+74K(+3%)

GOOG5.5%

+72K(+4%)

Decreased

WFC0.7%

-493,690(-36%)

CLFD0.1%

-346,476(-47%)

QCOM0.3%

-298,223(-62%)

LNT1.9%

-231,147(-8%)

UNH2.1%

-181,132(-24%)

JNJ1.0%

-154,580(-27%)

KHC0.0%

-137,877(-44%)

JPM2.8%

-130,647(-12%)

WEC1.9%

-122,780(-6%)

LFUS2.5%

-122,606(-17%)

Exited

-208,448

-30,700

-14,255

-5,000

-350

-605

-3,300

-1,229

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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