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 |
|---|---|---|---|---|---|---|---|
| QQQ | 1,760 | $577.27 | Increased | 13.84% | 0.01% | $1.02M | 2026 Q1 |
| VONE | 3,270 | $294.8 | Buy | 100.00% | 0.01% | $964K | 2026 Q1 |
| CM | 10,176 | $94.73 | No Change | No Change | 0.01% | $963.97K | 2026 Q1 |
| KMB | 9,694 | $96.45 | Reduced | -6.96% | 0.01% | $934.99K | 2026 Q1 |
| BMO | 6,746 | $135.34 | No Change | No Change | 0.01% | $913K | 2026 Q1 |
| IBM | 3,647 | $242.39 | Increased | 0.55% | 0.01% | $884K | 2026 Q1 |
| WY | 36,117 | $24.42 | No Change | No Change | 0.01% | $881.98K | 2026 Q1 |
| VCEL | 25,865 | $32.17 | No Change | No Change | 0.01% | $832.08K | 2026 Q1 |
| CB | 2,439 | $325.95 | Increased | 4.50% | 0.01% | $794.99K | 2026 Q1 |
| NSC | 2,715 | $286.92 | Reduced | -10.54% | 0.01% | $778.99K | 2026 Q1 |
| ALCC-OLD | 15,561 | $49.61 | No Change | No Change | 0.01% | $771.98K | 2026 Q1 |
| IEX | 4,000 | $189.5 | No Change | No Change | 0.01% | $758K | 2026 Q1 |
| SCHF | 30,586 | $24.75 | Increased | 1.95% | 0.01% | $757K | 2026 Q1 |
| SHEL | 8,132 | $92.97 | Increased | 8.37% | 0.01% | $756.03K | 2026 Q1 |
| GEV | 846 | $872.34 | Reduced | -9.32% | 0.01% | $738K | 2026 Q1 |
| AXGN | 22,000 | $33.14 | No Change | No Change | 0.01% | $729.08K | 2026 Q1 |
| ZBH | 8,050 | $90.43 | Reduced | -27.48% | 0.01% | $727.96K | 2026 Q1 |
| VGLT | 12,875 | $55.38 | Buy | 100.00% | 0.01% | $713.02K | 2026 Q1 |
| BNY | 5,888 | $118.55 | No Change | No Change | 0.01% | $698.02K | 2026 Q1 |
| AWK | 5,025 | $136.12 | Reduced | -0.42% | 0.01% | $684K | 2026 Q1 |
| AMCR | 17,129 | $39.76 | Reduced | -3.25% | 0.01% | $681.05K | 2026 Q1 |
| BIL | 6,985 | $91.62 | Increased | 8.50% | 0.01% | $639.97K | 2026 Q1 |
| BSX | 10,176 | $62.79 | No Change | No Change | 0.01% | $638.95K | 2026 Q1 |
| INTC | 14,333 | $44.16 | No Change | No Change | 0.01% | $632.95K | 2026 Q1 |
| GLD | 1,430 | $430.07 | Buy | 100.00% | 0.01% | $615K | 2026 Q1 |