Mairs & Power Funds – Largest Position Reductions (2026 Q1)
This report summarizes the most meaningful reductions and sell-offs made by Mairs & Power Funds in 2026 Q1. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| HRL | 3,417,959 | $22.65 | Reduced | -9.80% | 0.79% | $77.42M | 2026 Q1 |
| CASY | 95,937 | $727.86 | Reduced | -7.64% | 0.71% | $69.83M | 2026 Q1 |