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 |
|---|---|---|---|---|---|---|---|
| OSK | 33,183 | $147.21 | Reduced | -5.38% | 0.05% | $4.88M | 2026 Q1 |
| GBCI | 106,200 | $44.67 | Increased | 9.09% | 0.05% | $4.74M | 2026 Q1 |
| SOLV | 72,513 | $65.3 | Reduced | -0.51% | 0.05% | $4.74M | 2026 Q1 |
| LTH | 172,317 | $26.94 | No Change | No Change | 0.05% | $4.64M | 2026 Q1 |
| JHX | 240,761 | $18.94 | Increased | 165.53% | 0.05% | $4.56M | 2026 Q1 |
| ORCL | 30,718 | $147.11 | Increased | 7.34% | 0.05% | $4.52M | 2026 Q1 |
| MCD | 14,329 | $310.84 | Reduced | -14.16% | 0.05% | $4.45M | 2026 Q1 |
| TREX | 116,022 | $36.42 | Increased | 27.99% | 0.04% | $4.23M | 2026 Q1 |
| IVV | 6,461 | $653.3 | Reduced | -0.31% | 0.04% | $4.22M | 2026 Q1 |
| HWKN | 25,951 | $153.6 | Increased | 106.47% | 0.04% | $3.99M | 2026 Q1 |
| AMAT | 11,327 | $341.75 | No Change | No Change | 0.04% | $3.87M | 2026 Q1 |
| CTAS | 22,438 | $169.13 | Increased | 14.38% | 0.04% | $3.79M | 2026 Q1 |
| GIS | 96,924 | $37.23 | Reduced | -10.65% | 0.04% | $3.61M | 2026 Q1 |
| BRK.A | 5 | $718200 | No Change | No Change | 0.04% | $3.59M | 2026 Q1 |
| NKE | 65,955 | $52.82 | Increased | 4.38% | 0.04% | $3.48M | 2026 Q1 |
| COP | 26,028 | $132.01 | Increased | 0.66% | 0.04% | $3.44M | 2026 Q1 |
| PII | 62,491 | $54.5 | Reduced | -17.50% | 0.03% | $3.41M | 2026 Q1 |
| VO | 43,988 | $71.79 | Increased | 424.92% | 0.03% | $3.16M | 2026 Q1 |
| COST | 2,963 | $996.29 | Increased | 1.02% | 0.03% | $2.95M | 2026 Q1 |
| VEA | 45,237 | $64.08 | Increased | 781.98% | 0.03% | $2.9M | 2026 Q1 |
| APG | 57,969 | $40.52 | Buy | 100.00% | 0.02% | $2.35M | 2026 Q1 |
| GE | 7,525 | $283.72 | Reduced | -3.22% | 0.02% | $2.13M | 2026 Q1 |
| PFE | 71,829 | $28.08 | Reduced | -2.83% | 0.02% | $2.02M | 2026 Q1 |
| WMT | 15,700 | $124.27 | Reduced | -1.88% | 0.02% | $1.95M | 2026 Q1 |
| ALRS | 79,436 | $23.7 | No Change | No Change | 0.02% | $1.88M | 2026 Q1 |