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 |
|---|---|---|---|---|---|---|---|
| CHRW | 848,203 | $166.07 | Reduced | -1.66% | 1.44% | $140.86M | 2026 Q1 |
| SHW | 437,760 | $320.55 | Reduced | -6.78% | 1.43% | $140.32M | 2026 Q1 |
| FISV | 2,152,853 | $55.8 | Increased | 31.01% | 1.23% | $120.13M | 2026 Q1 |
| WFC | 1,365,876 | $79.61 | Reduced | -21.02% | 1.11% | $108.74M | 2026 Q1 |
| ROK | 283,553 | $358.88 | Reduced | -14.16% | 1.04% | $101.76M | 2026 Q1 |
| WM | 398,240 | $229.79 | Increased | 39724.00% | 0.93% | $91.51M | 2026 Q1 |
| AMP | 197,047 | $444.4 | Increased | 362.43% | 0.89% | $87.57M | 2026 Q1 |
| PANW | 532,679 | $160.32 | Increased | 141.42% | 0.87% | $85.4M | 2026 Q1 |
| HRL | 3,417,959 | $22.65 | Reduced | -9.80% | 0.79% | $77.42M | 2026 Q1 |
| ABT | 721,778 | $102.67 | Increased | 1.93% | 0.76% | $74.1M | 2026 Q1 |
| CASY | 95,937 | $727.86 | Reduced | -7.64% | 0.71% | $69.83M | 2026 Q1 |
| QCOM | 478,055 | $128.78 | Reduced | -13.13% | 0.63% | $61.56M | 2026 Q1 |
| CGNX | 1,223,875 | $48.99 | Increased | 4.46% | 0.61% | $59.96M | 2026 Q1 |
| TNC | 803,464 | $66.4 | Reduced | -25.02% | 0.54% | $53.35M | 2026 Q1 |
| MMM | 351,848 | $145.23 | Increased | 0.77% | 0.52% | $51.1M | 2026 Q1 |
| HD | 153,398 | $328.89 | Reduced | -2.33% | 0.52% | $50.45M | 2026 Q1 |
| HON | 208,448 | $226.03 | Reduced | -10.91% | 0.48% | $47.12M | 2026 Q1 |
| ISRG | 99,885 | $460.99 | Increased | 60.39% | 0.47% | $46.05M | 2026 Q1 |
| AXP | 148,821 | $302.48 | Reduced | -6.67% | 0.46% | $45.02M | 2026 Q1 |
| TXN | 231,151 | $194.14 | Reduced | -1.82% | 0.46% | $44.88M | 2026 Q1 |
| IDA | 301,377 | $142.97 | Reduced | -0.37% | 0.44% | $43.09M | 2026 Q1 |
| WK | 715,640 | $59.63 | Reduced | -1.70% | 0.44% | $42.67M | 2026 Q1 |
| DCI | 499,374 | $84.87 | Reduced | -10.93% | 0.43% | $42.38M | 2026 Q1 |
| PIPR | 546,090 | $76.55 | Increased | 210.52% | 0.43% | $41.8M | 2026 Q1 |
| TRV | 142,414 | $291.68 | Increased | 25.14% | 0.42% | $41.54M | 2026 Q1 |