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Mairs & Power Funds 13F Holdings and Portfolio Changes
Mairs & Power Funds reported $10.90B in 13F securities for Q2 2026, with 254 positions. Values are as of the report date; option positions, when present, use underlying-security values. This is not complete fund assets or investment performance.
Open interactive portfolioLatest 13F portfolio changes
New or increased positions include Microsoft (MSFT), Alphabet (GOOG), VISA (V), and MOTOROLA SOLUTIONS (MSI). Reduced or exited positions include NVIDIA (NVDA), Amazon (AMZN), ELI LILLY & (LLY), and NVENT ELEC (NVT). These are comparisons between reported positions, not a record of execution dates, prices or cash traded.
Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-14; disclosure source SEC 13F.
Reported holdings and concentration
Mairs & Power Funds's Q2 2026 13F report contains 254 positions valued at $10.90B. The largest reported holdings include NVIDIA, Microsoft, Amazon, Alphabet, and ELI LILLY &.
The three largest positions in the holdings table account for approximately 21.0% of reported 13F value. The largest reported sector exposure is Other at 26.7% of the disclosed portfolio.
The filing metadata lists report date 2026-06-30, filing date 2026-08-14, SEC accession 0001172661-26-003496. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Mairs & Power Funds portfolio analytics
the top five positions account for 30.0% of disclosed value; the largest sector exposure is Information Technology at 24.9%.
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| NVDA whale holders NVIDIA CORPORATION | $942.0M | 8.6% | Reduced |
| MSFT whale holders MICROSOFT CORP | $727.7M | 6.7% | Increased |
| AMZN whale holders AMAZON COM INC | $619.6M | 5.7% | Reduced |
| GOOG whale holders ALPHABET INC | $594.8M | 5.5% | Increased |
| LLY whale holders ELI LILLY & CO | $386.4M | 3.5% | Reduced |
| NVT whale holders NVENT ELEC PLC | $348.2M | 3.2% | Reduced |
| AAPL whale holders APPLE INC | $329.4M | 3.0% | Reduced |
| JPM whale holders JPMORGAN CHASE & CO | $302.3M | 2.8% | Reduced |
| V whale holders VISA INC | $292.3M | 2.7% | Increased |
| GGG whale holders GRACO INC | $287.1M | 2.6% | Reduced |
New and increased positions
Largest reported position values among additions; not amounts spent buying.
- MSFT whale holders — MICROSOFT CORP ($727.7M)
- GOOG whale holders — ALPHABET INC ($594.8M)
- V whale holders — VISA INC ($292.3M)
- MSI whale holders — MOTOROLA SOLUTIONS INC ($226.3M)
- ECL whale holders — ECOLAB INC ($216.6M)
- PANW whale holders — PALO ALTO NETWORKS INC ($204.6M)
Reduced and exited positions
Sorted by reported position value; exits use the prior report. These are not sale proceeds.
- NVDA whale holders — NVIDIA CORPORATION ($942.0M)
- AMZN whale holders — AMAZON COM INC ($619.6M)
- LLY whale holders — ELI LILLY & CO ($386.4M)
- NVT whale holders — NVENT ELEC PLC ($348.2M)
- AAPL whale holders — APPLE INC ($329.4M)
- JPM whale holders — JPMORGAN CHASE & CO ($302.3M)
Allocation
- Other: 26.7%
- Information Technology: 24.9%
- Financials: 10.0%
- Health Care: 9.1%
- Communication Services: 8.8%
- Consumer Discretionary: 6.2%
- Industrials: 5.5%
- Energy: 4.3%
Data notes
Report date: 2026-06-30
Disclosure source: SEC 13F
Read the original SEC filing (0001172661-26-003496)
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
Related investor portfolios
Profiles with the same disclosure type, ordered by overlap among their top 20 reported holdings.
- Capital Research Global Investors 13F holdings and portfolio changes — Capital Research Global Investors
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- Polen Capital Management 13F holdings and portfolio changes — Polen Capital Management
- Wedgewood Partners 13F holdings and portfolio changes — Wedgewood Partners
- Jensen Investment Management 13F holdings and portfolio changes — Jensen Investment Management
- Maverick Capital 13F holdings and portfolio changes — Maverick Capital
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- Markel Group 13F holdings and portfolio changes — Markel Group
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Questions about this 13F filing
What does Mairs & Power Funds report for Q2 2026?
The filing reports 254 positions and $10.90B in 13F securities. The holdings table shows reported values and weights; option values follow the filing's reporting conventions.
What changed between filings?
New or increased positions include Microsoft (MSFT), Alphabet (GOOG), VISA (V), and MOTOROLA SOLUTIONS (MSI). Reduced or exited positions include NVIDIA (NVDA), Amazon (AMZN), ELI LILLY & (LLY), and NVENT ELEC (NVT).
Do these amounts show how much was bought or sold?
No. The change lists are ranked by reported position value. Exited positions use their value in the prior report. These amounts are not execution prices, cash invested or sale proceeds.
Is this the current portfolio?
No. Form 13F is a quarter-end snapshot, generally filed within 45 days of quarter end. It excludes short positions and does not cover every asset. Compare the report date and filing date before using the data.