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 |
|---|---|---|---|---|---|---|---|
| TMO | 1,241 | $491.54 | No Change | No Change | 0.01% | $610K | 2026 Q1 |
| VSAT | 13,000 | $45.77 | No Change | No Change | 0.01% | $595.01K | 2026 Q1 |
| XLK | 4,470 | $132.89 | No Change | No Change | 0.01% | $594.02K | 2026 Q1 |
| BRC | 7,000 | $81.29 | No Change | No Change | 0.01% | $569.03K | 2026 Q1 |
| IWD | 2,562 | $213.51 | Increased | 30.58% | 0.01% | $547.01K | 2026 Q1 |
| NEM | 5,000 | $108.2 | No Change | No Change | 0.01% | $541K | 2026 Q1 |
| TJX | 3,315 | $159.58 | No Change | No Change | 0.01% | $529.01K | 2026 Q1 |
| ACWX | 7,550 | $68.48 | Reduced | -22.56% | 0.01% | $517.02K | 2026 Q1 |
| BA | 2,597 | $199.08 | Increased | 14.41% | 0.01% | $517.01K | 2026 Q1 |
| MOS | 20,000 | $25.5 | Reduced | -16.67% | 0.01% | $510K | 2026 Q1 |
| MDY | 819 | $616.61 | Buy | 100.00% | 0.01% | $505K | 2026 Q1 |
| VTI | 1,546 | $320.83 | Increased | 19.47% | 0.01% | $496K | 2026 Q1 |
| VIG | 2,300 | $215.22 | Reduced | -3.24% | 0.01% | $495.01K | 2026 Q1 |
| ADBE | 2,009 | $242.91 | No Change | No Change | 0.00% | $488.01K | 2026 Q1 |
| CAH | 2,121 | $211.22 | No Change | No Change | 0.00% | $448K | 2026 Q1 |
| AMD | 1,930 | $203.63 | Reduced | -4.12% | 0.00% | $393.01K | 2026 Q1 |
| BAX | 22,543 | $16.81 | Reduced | -8.20% | 0.00% | $378.95K | 2026 Q1 |
| BBY | 5,895 | $64.12 | Reduced | -11.45% | 0.00% | $377.99K | 2026 Q1 |
| AMT | 2,020 | $172.77 | No Change | No Change | 0.00% | $349K | 2026 Q1 |
| BOH | 4,000 | $74.25 | No Change | No Change | 0.00% | $297K | 2026 Q1 |
| BP | 5,610 | $47.06 | Reduced | -13.69% | 0.00% | $264.01K | 2026 Q1 |
| ACN | 1,229 | $198.54 | Increased | 3.80% | 0.00% | $244.01K | 2026 Q1 |
| ADI | 648 | $317.9 | Buy | 100.00% | 0.00% | $206K | 2026 Q1 |
| CLF | 13,500 | $8.44 | No Change | No Change | 0.00% | $113.94K | 2026 Q1 |
| AEBI | 10,401 | $9.71 | No Change | No Change | 0.00% | $100.99K | 2026 Q1 |