Mairs & Power MP

Mairs & Power

Mairs & Power Inc
Midwest value — long-term

Minnesota-based investment firm with a history going back to 1931. Known for long-term holdings of high-quality businesses, especially in the Midwest.

$10.90B
Portfolio Value
254
Positions
2026-06-30 ↗
SEC 13F Filing
50
Changes This Q
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
New position Increased Reduced Sold / Closed Unchanged CALLBullish options bet PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Technology 25.91% Other / Unclassified 19.37% Healthcare 10.43% Financial Services 9.64% Industrials 9.57% Communication Services 8.79% Consumer Cyclical 6.89% Utilities 4.09% Basic Materials 3.38% Consumer Defensive 1.58% Energy 0.19% Real Estate 0.01%
Full Portfolio · 2026-06-30
254 positions — click any ticker to open its analysis page
Sort by
# Ticker Company Type Value Price Since Filed % Portfolio Δ % Shares Status
Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
New / Increased Reduced Closed
Quarter-over-Quarter Changes
2026-03-31 → 2026-06-30 · 50 positions moved
Sort by
Action Ticker Company Shares Δ Value Wt. Δ Portfolio %