Mairs & Power Funds Holdings – 2026 Q1
Explore the latest portfolio disclosure for Mairs & Power Funds, with insights into sector exposure, position sizes, and overall investment structure for 2026 Q1.
The latest 2026 Q1 filing shows that Mairs & Power Funds maintains its largest exposure in Technology, which represents approximately 33.36% of the portfolio. This sector forms the core of Mairs & Power Funds's investment stance during this reporting period.
Additional major allocations include Unclassified Sector (about 19.48%) and Healthcare (approximately 10.30%) , reflecting how Mairs & Power Funds diversifies beyond its primary sector focus.
These sector weightings provide a clear view into Mairs & Power Funds's positioning and conviction areas for the 2026 Q1 quarter.
Breakdown by Sector
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| NVDA | 4,761,351 | $174.4 | Reduced | -3.80% | 8.48% | $830.38M | 2026 Q1 |
| MSFT | 1,942,391 | $370.17 | Increased | 1.54% | 7.34% | $719.01M | 2026 Q1 |
| AMZN | 2,602,912 | $208.27 | Increased | 0.39% | 5.54% | $542.11M | 2026 Q1 |
| GOOG | 1,611,610 | $286.86 | Reduced | -5.09% | 4.72% | $462.31M | 2026 Q1 |
| GGG | 3,815,684 | $84.65 | Reduced | -2.30% | 3.30% | $323M | 2026 Q1 |
| JPM | 1,054,197 | $294.16 | Reduced | -17.41% | 3.17% | $310.1M | 2026 Q1 |
| AAPL | 1,208,398 | $253.79 | Reduced | -0.75% | 3.13% | $306.68M | 2026 Q1 |
| LLY | 326,306 | $919.77 | Reduced | -5.51% | 3.07% | $300.13M | 2026 Q1 |
| V | 840,917 | $302.24 | Increased | 4.78% | 2.60% | $254.16M | 2026 Q1 |
| TTC | 2,718,983 | $93.44 | Reduced | -20.56% | 2.60% | $254.06M | 2026 Q1 |
| LFUS | 724,710 | $339.35 | Reduced | -6.96% | 2.51% | $245.93M | 2026 Q1 |
| NVT | 2,066,420 | $118.28 | Reduced | -2.12% | 2.50% | $244.42M | 2026 Q1 |
| MSI | 540,732 | $433.97 | Increased | 2.95% | 2.40% | $234.66M | 2026 Q1 |
| WEC | 1,910,685 | $115.77 | Increased | 0.10% | 2.26% | $221.2M | 2026 Q1 |
| LNT | 2,889,060 | $71.76 | Reduced | -2.30% | 2.12% | $207.32M | 2026 Q1 |
| ECL | 761,818 | $266.02 | Reduced | -1.14% | 2.07% | $202.66M | 2026 Q1 |
| UNH | 741,083 | $270.59 | Reduced | -10.77% | 2.05% | $200.53M | 2026 Q1 |
| META | 324,625 | $572.13 | Increased | 2.56% | 1.90% | $185.73M | 2026 Q1 |
| FAST | 3,922,442 | $46.4 | Reduced | -15.96% | 1.86% | $182M | 2026 Q1 |
| VZ | 3,315,436 | $50.2 | Reduced | -1.73% | 1.70% | $166.43M | 2026 Q1 |
| TSM | 486,253 | $337.95 | Reduced | -0.06% | 1.68% | $164.33M | 2026 Q1 |
| ENTG | 1,343,104 | $117.24 | Reduced | -0.44% | 1.61% | $157.47M | 2026 Q1 |
| FUL | 2,361,617 | $61.68 | Reduced | -2.05% | 1.49% | $145.66M | 2026 Q1 |
| TECH | 2,750,282 | $52.26 | Reduced | -0.62% | 1.47% | $143.73M | 2026 Q1 |
| JNJ | 577,590 | $244.44 | Reduced | -28.19% | 1.44% | $141.19M | 2026 Q1 |