portfolio as of Q2 2026, filed Aug 14, 2026
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
41 of 185 holdings are Undervalued or On Sale by our valuation (8% of the money).
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 69 not valued.
Mairs & Power Funds's portfolio holds 254 stocks worth $10.9B at the end of Q2 2026. The largest positions are NVDA, MSFT, AMZN, GOOG and LLY.
In Q2 2026, Mairs & Power Funds opened 17 new positions (AME, CME, CARR, ECG, AJG, HONA, IWS, IWP, IWR, IJH, IWO, IWM, LRCX, MGEE, MS, RF and VRT) and added to ALRS, BSY, CTAS, ISRG, IVV, JBTM, PANW, PATK, GLD, BIL, SFM, MINN, VGT, VO, VUG, WM, WK and ZTS.
In Q2 2026, Mairs & Power Funds sold out of ALD.DE, IBTG, MUR, SEIC, PATH, ULTA, UTHR and ACN and trimmed AMD, ADI, BAC, BAX, CLFD, DIS, GIS, HUBG, RSP, JPM, JNJ, KHC, LFUS, MA, MU, MOS, NWE, ONB, ORCL, PLXS, PFG, QCOM, SPY, CRM, SCHW, SOLS, SYY, TNC, UNP, UPS, UNH, VIG, VEA, VWO, VOO, VB, WFC, WY and ZBH.
JPM, FUL, HRL, TRV, WK, PIPR, SFM, ZTS, BRK-B, KNF, ONB, WTFC, QCRH, CFR, HUBG, OSK, PNR, KHC, BRK-A, NKE, ORCL, PFE, PEP, UPS, SNA, BAC, CB, BRC, ZBH, MU, HBAN, BBY, CRM, ADBE, MO, BOH, EPD, SLB, T, RF and CARR are Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →