Canonical: https://ownershiptrace.com/13f/investors/54

# 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](https://ownershiptrace.com/13f/companies/286) | 2026-06-30 | 941982058.00 USD | 8.64% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [MICROSOFT CORP](https://ownershiptrace.com/13f/companies/77) | 2026-06-30 | 727663988.00 USD | 6.68% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [AMAZON COM INC](https://ownershiptrace.com/13f/companies/83) | 2026-06-30 | 619550768.00 USD | 5.68% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [Alphabet Inc.](https://ownershiptrace.com/13f/companies/37) | 2026-06-30 | 614153094.00 USD | 5.63% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [ELI LILLY & Co](https://ownershiptrace.com/13f/companies/1003) | 2026-06-30 | 386371186.00 USD | 3.54% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [nVent Electric plc](https://ownershiptrace.com/13f/companies/1249) | 2026-06-30 | 348177553.00 USD | 3.19% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [Apple Inc.](https://ownershiptrace.com/13f/companies/313) | 2026-06-30 | 329421363.00 USD | 3.02% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [JPMORGAN CHASE & CO](https://ownershiptrace.com/13f/companies/16) | 2026-06-30 | 302305621.00 USD | 2.77% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [VISA INC.](https://ownershiptrace.com/13f/companies/104) | 2026-06-30 | 292329895.00 USD | 2.68% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [GRACO INC](https://ownershiptrace.com/13f/companies/1075) | 2026-06-30 | 287125237.00 USD | 2.63% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [LITTELFUSE INC /DE](https://ownershiptrace.com/13f/companies/1180) | 2026-06-30 | 274156014.00 USD | 2.52% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [TORO CO](https://ownershiptrace.com/13f/companies/1385) | 2026-06-30 | 260742088.00 USD | 2.39% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [ENTEGRIS INC](https://ownershiptrace.com/13f/companies/1010) | 2026-06-30 | 234112970.00 USD | 2.15% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [UNITEDHEALTH GROUP INC](https://ownershiptrace.com/13f/companies/14) | 2026-06-30 | 232732484.00 USD | 2.14% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD](https://ownershiptrace.com/13f/companies/291) | 2026-06-30 | 227440325.00 USD | 2.09% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [Motorola Solutions, Inc.](https://ownershiptrace.com/13f/companies/1684) | 2026-06-30 | 226281554.00 USD | 2.08% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [ECOLAB INC.](https://ownershiptrace.com/13f/companies/147) | 2026-06-30 | 216630797.00 USD | 1.99% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [WEC ENERGY GROUP, INC.](https://ownershiptrace.com/13f/companies/1968) | 2026-06-30 | 208773667.00 USD | 1.92% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [Palo Alto Networks Inc](https://ownershiptrace.com/13f/companies/536) | 2026-06-30 | 204557778.00 USD | 1.88% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| [ALLIANT ENERGY CORP](https://ownershiptrace.com/13f/companies/1948) | 2026-06-30 | 202772183.00 USD | 1.86% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-003496-index.html) |
| 2026-03-31 | 2026-05-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-001819-index.html) |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-26-001057-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-25-004985-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-25-003391-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-25-002089-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-25-000936-index.html) |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-24-004776-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-24-003458-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-24-002334-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-24-001540-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-23-003911-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-23-003105-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-23-002191-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-23-001162-index.html) |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-22-002437-index.html) |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-22-001872-index.html) |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-22-001407-index.html) |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-22-000530-index.html) |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1070134/0001172661-21-002287-index.html) |

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.

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