Mairs & Power Funds portfolio — 13F holdings Q2 2026
Mairs & Power Funds (Andrew Adams) reported 252 long positions worth $10.9 billion as of 2026-06-30. Top holdings: NVIDIA CORP, MICROSOFT CORP, AMAZON COM INC, Alphabet Inc., ELI LILLY & Co. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| NVIDIA CORP | 2026-06-30 | 941982058.00 USD | 8.64% | reduce | Original filing |
| MICROSOFT CORP | 2026-06-30 | 727663988.00 USD | 6.68% | add | Original filing |
| AMAZON COM INC | 2026-06-30 | 619550768.00 USD | 5.68% | reduce | Original filing |
| Alphabet Inc. | 2026-06-30 | 614153094.00 USD | 5.63% | add | Original filing |
| ELI LILLY & Co | 2026-06-30 | 386371186.00 USD | 3.54% | reduce | Original filing |
| nVent Electric plc | 2026-06-30 | 348177553.00 USD | 3.19% | reduce | Original filing |
| Apple Inc. | 2026-06-30 | 329421363.00 USD | 3.02% | reduce | Original filing |
| JPMORGAN CHASE & CO | 2026-06-30 | 302305621.00 USD | 2.77% | reduce | Original filing |
| VISA INC. | 2026-06-30 | 292329895.00 USD | 2.68% | add | Original filing |
| GRACO INC | 2026-06-30 | 287125237.00 USD | 2.63% | reduce | Original filing |
| LITTELFUSE INC /DE | 2026-06-30 | 274156014.00 USD | 2.52% | reduce | Original filing |
| TORO CO | 2026-06-30 | 260742088.00 USD | 2.39% | reduce | Original filing |
| ENTEGRIS INC | 2026-06-30 | 234112970.00 USD | 2.15% | reduce | Original filing |
| UNITEDHEALTH GROUP INC | 2026-06-30 | 232732484.00 USD | 2.14% | reduce | Original filing |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 2026-06-30 | 227440325.00 USD | 2.09% | reduce | Original filing |
| Motorola Solutions, Inc. | 2026-06-30 | 226281554.00 USD | 2.08% | add | Original filing |
| ECOLAB INC. | 2026-06-30 | 216630797.00 USD | 1.99% | add | Original filing |
| WEC ENERGY GROUP, INC. | 2026-06-30 | 208773667.00 USD | 1.92% | reduce | Original filing |
| Palo Alto Networks Inc | 2026-06-30 | 204557778.00 USD | 1.88% | add | Original filing |
| ALLIANT ENERGY CORP | 2026-06-30 | 202772183.00 USD | 1.86% | reduce | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-14 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.